NYSE$RC

Ready Capital Corporation · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Ready Capital Corporation reported a net loss from continuing operations of $48.8 million for the second quarter of 2025.

The company generated interest income of $152.7 million in Q2 2025, down from the prior year due to lower loan balances and rates. Net interest income after provisions was $8.3 million, impacted by higher credit loss provisions. The quarter included a loss on bargain purchase and valuation allowances on loans held for sale.

  • Interest income totaled $152.7 million, reflecting a decline in loan portfolio yields and balances.
  • Net loss from continuing operations was $48.8 million, including a $14.4 million bargain purchase loss adjustment.
  • Loans, net increased to $5.1 billion, driven by transfers from consolidated VIEs and originations.
  • Book value per common share stood at $10.44 with a quarterly dividend of $0.125 declared.

Headline financials

Total Revenue

-$9.77M

Previous: -$31.4M+68.9%
EPS (adj)

-$0.34

Previous: -$0.23-47.8%
Book Value per Share

$10.44

Previous: $12.97-19.5%
Dividend per Share

$0.13

Previous: $0.30-58.3%
LMM Originations

$173M

No prior period
SBL Originations

$359M

No prior period
Capital Expenditures

-$215K

Previous: -$981K+78.1%
Net Income

-$53.7M

Previous: -$34.2M-56.9%

Revenue & EPS history

Ready Capital · Revenue · Quarterly

-$9.77M

Q2 2025-68.9%vs Q2 2024
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Ready Capital · $153M total across 2 segments · Q2 2025

  • LMM Commercial Real Estate
    $122M
  • Small Business Lending
    $30.5M

Forward guidance

Management continues to focus on LMM and SBL lending while monitoring macroeconomic conditions including interest rates and credit spreads.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-1.0%

Avg return

Earnings day

-1.5%

Avg return

5 days after

-0.2%

Avg return

30 days after

39%

22 / 56 earnings

Positive

+16.2%

Q2 2020

Best reaction

-26.8%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-12.9%-21.7%-21.7%
Q4 2025+12.2%+27.0%-6.7%
Q3 2025-1.7%-11.0%-12.4%
Q1 2025-5.3%-3.0%-1.6%
Q4 2024-26.8%-22.7%-26.3%
Q3 2024+4.7%+3.0%+5.9%
Q2 2024+0.1%-4.7%-9.8%
Q1 2024-0.9%+4.9%-1.5%
Q4 2023-5.0%+0.3%+2.1%
Q3 2023+1.0%-1.9%+5.3%
Q2 2023-0.8%-2.5%-5.1%
Q1 2023-2.0%+0.2%+8.1%
Q4 2022-9.9%-10.6%-19.0%
Q3 2022+4.4%+10.2%+6.8%
Q2 2022+1.3%+1.6%-7.2%
Q1 2022-6.5%-7.7%-3.2%
Q4 2021+6.6%+7.6%+13.5%
Q3 2021+5.4%+4.2%+2.1%
Q2 2021+2.6%+2.5%+3.5%
Q1 2021+0.9%-2.9%+7.9%
Q4 2020+4.3%+4.1%-4.0%
Q3 2020-4.0%-4.7%+12.8%
Q2 2020+16.2%+16.1%+25.7%
Q1 2020-11.1%-12.1%+40.8%
Q4 2019-18.7%-34.7%-47.6%
Q3 2019+1.8%+0.1%-1.4%
Q2 2019+1.4%-0.3%-0.3%
Q1 2019-2.2%-3.6%-3.6%
Q4 2018-4.0%-5.8%-8.0%
Q3 2018-2.9%-1.3%+0.7%
Q2 2018-0.3%-2.1%+2.1%
Q1 2018+4.2%+5.2%+11.5%
Q4 2017+2.7%+2.4%-3.4%
Q3 2017+2.3%+1.7%+6.3%
Q2 2017-1.0%+0.0%+4.4%
Q1 2017-2.0%-3.4%+0.3%
Q4 2016+4.1%+3.7%+6.7%
Q4 2015+0.4%+1.2%+5.8%
Q3 2016+1.6%+2.8%+6.3%
Q2 2016-1.9%-1.7%-3.8%
Q1 2016-0.5%
Q4 2014-0.4%
Q3 2015-5.9%
Q2 2015-1.5%
Q1 2015-0.9%
Q3 2014-2.4%
Q2 2014+7.2%
Q1 2014-0.3%
Q4 2013+0.8%
Q3 2012-3.1%
Q3 2013-3.1%
Q2 2013-0.9%
Q2 2012-0.9%
Q4 2012-1.2%
Q1 2013-1.2%
Q1 2012-1.2%

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