NYSE$RITM

New Residential Investment Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Rithm Capital had a strong quarter with positive contributions from all business lines.

Rithm Capital Corp. reported a GAAP net income of $261.6 million, or $0.54 per diluted common share, and earnings available for distribution of $233.2 million, or $0.48 per diluted common share for the first quarter ended March 31, 2024. The company's well-balanced business lines contributed positively, with origination funding production volume increasing by 21% QoQ and 54% YoY.

  • GAAP net income was $261.6 million, or $0.54 per diluted common share.
  • Earnings available for distribution were $233.2 million, or $0.48 per diluted common share.
  • Origination funded production volume increased by 21% QoQ and 54% YoY to $10.8 billion.
  • Mortgage servicing rights portfolio totaled $587 billion in unpaid principal balance, with an average constant prepayment rate of approximately 5%.

Headline financials

Total Revenue

$1.29B

Previous: $783M+64.2%
EPS

$0.54

Previous: $0.35+54.3%
Origination Funded Production Volume

$587B

Previous: $7B+8285.7%
Free Cash Flow

$287M

Previous: $89.9M+219.6%
Net Income

$287M

Previous: $89.9M+219.6%
Operating Income

$408M

Previous: -$8.61M+4843.0%
Gross Profit

$1.25B

Previous: $656M+91.0%
Cash & Equivalents

$1.14B

Previous: $1.43B-20.8%
Total Assets

$42.1B

Previous: $31.8B+32.4%

Revenue & EPS history

NRZ · Revenue · Quarterly

$1.29B

Q1 2024+64.2%vs Q1 2023
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

NRZ · $64.2M total across 2 segments · Q3 2022

  • Asset Management
    $42.3M
  • Corporate Category
    $21.8M-41.2%

Forward guidance

Rithm is well positioned for success in the current market environment and is excited to continue delivering strong results for its shareholders and LPs on an ongoing basis.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+0.9%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.2%

Avg return

30 days after

68%

38 / 56 earnings

Positive

+12.5%

Q1 2022

Best reaction

-11.5%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.2%-3.3%-8.5%
Q4 2025+6.0%-0.6%-9.4%
Q3 2025+0.3%+0.5%+5.1%
Q1 2025+1.3%+7.5%+7.0%
Q4 2024+3.7%+3.1%+2.9%
Q3 2024+3.0%+0.1%+6.8%
Q2 2024-1.7%-6.6%+3.6%
Q1 2024-0.6%+0.9%-1.2%
Q4 2023-4.2%-1.7%+3.2%
Q3 2023+2.8%+4.2%+13.7%
Q2 2023-0.4%+2.3%+3.4%
Q1 2023+1.9%+2.9%+11.5%
Q4 2022+1.8%+3.6%-11.2%
Q3 2022-1.4%+0.8%+5.9%
Q2 2022-6.2%-9.1%-16.1%
Q1 2022+12.5%+6.6%+9.4%
Q4 2021+6.1%+3.7%+1.3%
Q3 2021+0.7%-0.3%-5.6%
Q2 2021+3.1%+2.6%+13.6%
Q1 2021-2.2%-2.4%+1.7%
Q4 2020-2.9%-3.8%+7.1%
Q3 2020-11.5%-14.1%+11.2%
Q2 2020-1.1%-1.5%-1.8%
Q1 2020+0.8%+8.9%+36.3%
Q4 2019+1.7%+2.7%-7.3%
Q3 2019-0.6%-0.3%-2.7%
Q2 2019+1.2%-0.9%-9.3%
Q1 2019-0.9%-0.8%-9.3%
Q4 2018+1.7%+1.9%+0.0%
Q3 2018-1.1%+0.5%-5.0%
Q2 2018-4.4%-3.8%-1.3%
Q1 2018+3.2%+4.3%+6.8%
Q4 2017+1.1%+1.5%+2.3%
Q3 2017+2.2%+3.8%+4.5%
Q2 2017+6.9%+4.9%+2.1%
Q1 2017+1.7%+0.4%-3.5%
Q4 2016+3.0%+3.1%+2.9%
Q3 2016+0.4%+3.0%+11.2%
Q2 2016+3.4%+4.2%+4.6%
Q1 2016+5.2%
Q4 2015+4.3%
Q3 2015-2.4%
Q2 2015+0.1%
Q1 2015+1.7%
Q4 2014+1.6%
Q3 2014+0.5%
Q2 2014+5.2%
Q1 2014-2.5%
Q4 2012+0.9%
Q4 2013+1.9%
Q3 2012+5.6%
Q3 2013-7.1%
Q2 2012-0.9%
Q1 2012+1.9%
Q2 2013+1.9%
Q1 2013+1.9%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro