NYSE$RITM

New Residential Investment Corp · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

New Residential Investment Corp reported its Q2 2025 earnings with revenue of $1.22 billion and net income of $318 million.

Rithm Capital Corp. delivered solid Q2 2025 results driven by growth in its Origination and Servicing segment. Total revenue reached $1.22 billion, supported by strong servicing fees and loan origination activity. Net income attributable to common stockholders was $284 million, or $0.54 per share.

  • Origination and Servicing segment generated $926 million in revenue, the largest contributor to total results.
  • Total servicing portfolio reached $864 billion UPB, with Newrez servicing the majority of owned MSRs.
  • Gain on originated residential mortgage loans, held-for-sale, net increased to $170 million for the quarter.
  • Investment Portfolio and Residential Transitional Lending segments contributed $110 million and $75 million in revenue, respectively.

Headline financials

Total Revenue

$1.22B

Previous: $1.23B-1.0%
EPS (adj)

$0.54

Previous: $0.43+25.6%
Third-Party Servicing UPB

260.7B

No prior period
Total Servicing Portfolio UPB

864.2B

No prior period
Net Income

$312M

Previous: $239M+30.7%
Operating Income

$239M

Previous: $255M-6.0%

Revenue & EPS history

NRZ · Revenue · Quarterly

$1.22B

Q2 2025-1%vs Q2 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

NRZ · $1.22B total across 5 segments · Q2 2025

  • Origination and Servicing
    $926M
  • Investment Portfolio
    $110M
  • Asset Management
    $103M
  • Residential Transitional Lending
    $75.4M
  • Corporate
    $3.13M

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

+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
Q2 2025
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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