NYSE$UWMC

UWM Holdings Corp · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

UWM Holdings reported Q1 2026 total revenue of $901.4M and net income attributable to the company of $25.3M, or $0.09 diluted EPS.

For the quarter ended March 31, 2026, UWM posted total revenue of $901.4 million versus $613.4 million a year ago, led by loan production income of $554.6 million. Net income was $170.4 million; net income attributable to UWM Holdings Corporation was $25.3 million, or $0.09 per diluted share, compared with a $(13.7) million loss and $(0.12) per share in Q1 2025.

  • Total revenue of $901.4M (+47% YoY) on higher origination volumes.
  • Loan production income $554.6M; servicing income $213.4M.
  • Net income attributable to UWM $25.3M vs loss prior year.
  • Mortgage servicing rights fair-value changes remained a swing factor.

Headline financials

Total Revenue

$901M

Previous: $613M+47.0%
EPS (adj)

$0.09

Previous: -$0.12+175.0%
Capital Expenditures

-$19.1M

Previous: -$17.8M-7.3%
Net Income

$25.3M

Previous: -$13.7M+285.0%
Operating Income

$326M

Previous: -$261M+225.0%

Revenue & EPS history

UWM · Revenue · Quarterly

$901M

Q1 2026+47%vs Q1 2025
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Revenue by segment

UWM · $677M total across 4 segments · Q3 2023

  • Loan Production Income
    $289M+67.6%
  • Loan Servicing Income
    $200M+1.9%
  • Interest Income
    $94.8M+21.3%
  • MSR Fair Value Change
    $92.9M-60.8%

Forward guidance

Wholesale mortgage volumes and rate environment will drive near-term results; management focuses on gain-on-sale margins and MSR risk management.

Tailwinds

  • Sharp revenue recovery versus prior-year loss quarter.
  • Dominant wholesale channel scale.

Headwinds

  • Interest-rate sensitivity on origination and MSR marks.
  • Regulatory and margin pressure in mortgage banking.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.7%

Avg return

Earnings day

-1.2%

Avg return

5 days after

+0.5%

Avg return

30 days after

29%

6 / 21 earnings

Positive

+28.2%

Q3 2022

Best reaction

-16.8%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.2%-11.2%-28.4%
Q4 2025-9.0%-5.0%-25.0%
Q3 2025-10.1%-3.4%+1.2%
Q1 2025-14.7%-11.3%-13.8%
Q4 2024-5.8%-0.2%-14.6%
Q3 2024-6.0%-9.2%-2.4%
Q2 2024-6.5%-3.8%+2.3%
Q1 2024-0.7%+2.8%+2.8%
Q4 2023-4.9%-4.6%+8.2%
Q3 2023+4.3%+6.9%+15.6%
Q2 2023-1.6%-4.0%-16.3%
Q1 2023-16.8%-11.3%-7.4%
Q4 2022+12.7%+11.7%+15.3%
Q3 2022+28.2%+22.3%+44.7%
Q2 2022-0.5%+1.0%-9.2%
Q1 2022+0.3%+8.9%+18.1%
Q4 2021+7.4%-4.1%+4.4%
Q3 2021-1.5%-2.2%-3.8%
Q2 2021-7.0%-7.6%-8.5%
Q1 2021-2.4%+7.9%+43.1%
Q4 2020+0.6%-7.9%-16.0%
Q4 2019

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