NYSE$UWMC

UWM Holdings Corp · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

UWM's financial performance remained resilient amidst market fluctuations, demonstrating strong loan origination volume and strategic management of fair value changes.

UWM Holdings Corporation reported a net income of $31.9 million for Q3 2024. Loan origination volume reached $39.5 billion, with purchase volume comprising $26.2 billion of the total. The company exceeded volume and margin guidance despite higher than anticipated mortgage rates.

  • UWM exceeded both volume and margin guidance despite high mortgage rates.
  • The company is on pace to have record purchase volume in 2024 despite a slow existing home sales market.
  • UWM is better positioned than before the last refinance boom with more capacity, advanced technology, and better service.
  • Operational fitness is at an all-time high, and the company anticipates acceleration from here.

Headline financials

Total Revenue

$526M

Previous: $677M-22.3%
EPS

-$0.06

Previous: $0.15-140.0%
Total Origination Volume

$39.5B

Previous: $29.7B+33.0%
Capital Expenditures

-$31.2M

Previous: -$19.6M-58.9%
Free Cash Flow

-$37.5M

Previous: -$1.39M-2602.5%
Net Income

-$6.3M

Previous: $18.2M-134.5%
Operating Income

$32.3M

Previous: $302M-89.3%
Gross Profit

$526M

Previous: $677M-22.2%
Cash & Equivalents

$636M

Previous: $730M-12.8%
Total Assets

$15.1B

Previous: $12.2B+23.9%
Stock-Based Comp

$5.77M

Previous: $3.82M+50.9%

Revenue & EPS history

UWM · Revenue · Quarterly

$526M

Q3 2024-22.3%vs Q3 2023
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

UWM anticipates fourth quarter production to be in the $34 to $41 billion range, with gain margin from 85 to 110 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 Q3 2024

Historical avgQ3 2024

-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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