NYSE$UWMC

UWM Holdings Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

UWM Holdings Corporation reported strong profitability and significant purchase volume, driven by the momentum of the broker channel.

UWM Holdings Corporation reported a net income of $215.4 million for Q2 2022, with a loan origination volume of $29.9 billion, including $22.4 billion in purchase volume. The net income includes a $26.2 million increase in the fair value of MSRs. The company's total gain margin was 99 bps, and total equity reached $3.2 billion.

  • Originations reached $29.9 billion in Q2 2022.
  • Purchase originations totaled $22.4 billion in Q2 2022, a 7% decrease compared to Q2 2021.
  • Net income was $215.4 million in Q2 2022, a 55% increase compared to Q2 2021.
  • Total gain margin was 99 bps in Q2 2022.

Headline financials

Total Revenue

$564M

Previous: $485M+16.4%
EPS (adj)

$0.10

Previous: $0.07+42.9%
Total Origination Volume

$29.9B

Previous: $59.2B-49.5%
Capital Expenditures

-$15.4M

Previous: -$32.3M+52.4%
Free Cash Flow

-$7M

Previous: -$24M+70.9%
Net Income

$8.37M

Previous: $8.26M+1.2%
Operating Income

$216M

Previous: $140M+54.2%
Gross Profit

$564M

Previous: $485M+16.4%
Cash & Equivalents

$959M

Previous: $1.05B-8.5%
Total Assets

$11B

Previous: $16.8B-34.6%
Stock-Based Comp

$1.68M

Previous: $2.33M-28.0%

Revenue & EPS history

UWM · Revenue · Quarterly

$564M

Q2 2022+16.4%vs Q2 2021
Beat estimate in 5 of 14 quarters(36%)
ActualEstimate

Revenue by segment

UWM · $564M total across 4 segments · Q2 2022

  • Loan Production Income
    $297M-38.1%
  • Loan Servicing Income
    $180M+23.6%
  • Interest Income
    $62M-21.7%
  • MSR Fair Value Change
    $26.2M+111.9%

Forward guidance

The company anticipates third quarter production to be in the $23-$28 billion range, with gain margin from 30 to 60 basis points.

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 Q2 2022

Historical avgQ2 2022

-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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