NYSE$RITM

New Residential Investment Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Rithm Capital reported strong performance, capitalizing on market opportunities and growing asset management capabilities.

Rithm Capital reported a GAAP net income of $213.2 million, or $0.43 per diluted common share, and earnings available for distribution of $231.1 million, or $0.47 per diluted common share. The company's MSR portfolio totaled $645 billion in UPB, and origination funded production volume increased by 35% QoQ and 47% YoY.

  • GAAP net income was $213.2 million, or $0.43 per diluted common share.
  • Earnings available for distribution reached $231.1 million, or $0.47 per diluted common share.
  • The common dividend was $122.4 million, or $0.25 per common share.
  • The MSR portfolio totaled $645 billion in unpaid principal balance.

Headline financials

Total Revenue

$1.23B

Previous: $1.04B+18.4%
EPS

$0.43

Previous: $0.62-30.6%
Origination Funded Production Volume

$645B

No prior period
Free Cash Flow

$239M

Previous: $387M-38.3%
Net Income

$239M

Previous: $387M-38.3%
Operating Income

$255M

Previous: $65.9M+286.4%
Gross Profit

$1.2B

Previous: $766M+56.4%
Cash & Equivalents

$1.24B

Previous: $1.37B-9.5%
Total Assets

$42B

Previous: $33.9B+24.1%

Revenue & EPS history

NRZ · Revenue · Quarterly

$1.23B

Q2 2024+18.4%vs Q2 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

The company anticipates continued growth and strong results due to its diversified platform and strategic partnerships.

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 Q2 2024

Historical avgQ2 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%

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