Here is how Rithm (RITM) and Balfour Beatty PLC Sponsored ADR (BLFBY) have performed compared to their sector so far this year.
RITM finally nears its book value, thanks to the mREIT's robust performance metrics, despite a challenging macroeconomic environment thus far. This is significantly aided by the normalizing yield curve in the short-and-long term interest rates, with it naturally reducing the risks of a potential recession. Even so, an eventual re-rating to RITM's mature alternative asset management peers are likely to be prolonged, attributed to the segment's lumpy performance cadence.
Rithm Capital is a mortgage REIT that recently reported Q2 earnings, prompting a fresh review of its investment case. I analyze RITM's latest financial results and operational performance to assess and future prospects, including an (expected) dividend increase. RITM's subsidiary businesses outperformed this quarter, especially Newrez and Genesis Capital.
Rithm Capital Corp. (NYSE:RITM ) Q2 2025 Earnings Conference Call July 28, 2025 8:00 AM ET Company Participants Baron Silverstein - President Emma B. Bolla - Corporate Participant Associate General Counsel - Corporate Participant Michael Nierenberg - Chairman, President & CEO Conference Call Participants Bose Thomas George - Keefe, Bruyette, & Woods, Inc., Research Division Crispin Elliot Love - Piper Sandler & Co., Research Division Douglas Michael Harter - UBS Investment Bank, Research Division Eric J.
The headline numbers for Rithm (RITM) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Rithm (RITM) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.47 per share a year ago.
Beyond analysts' top-and-bottom-line estimates for Rithm (RITM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.
Rithm (RITM) closed the most recent trading day at $12.19, moving +1.58% from the previous trading session.
Global asset manager Rithm Capital Corp. RITM is set to report second-quarter 2025 results on July 28, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter's earnings is currently pegged at 51 cents per shareon revenues of $1.25 billion.
Rithm (RITM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The latest trading day saw Rithm (RITM) settling at $11.9, representing a +1.62% change from its previous close.
The current macroeconomic parameters make me feel lukewarm on the mREIT sector. My top concerns include persistent yield curve inversion and rising mortgage delinquency rates. I urge investors to err on the side of being conservative under such conditions.