Rocket Companies (RKT) is rated a BUY, driven by strong financial momentum, strategic acquisitions, and positive macroeconomic expectations. Recent acquisitions of Redfin and Mr. Cooper create an end-to-end homebuying ecosystem, boosting revenue stability and client recapture. RKT's diversified revenue streams and AI-driven efficiencies position it to benefit from anticipated interest rate cuts and future market recovery.
Rocket Companies, Inc. ( RKT ) Q3 2025 Earnings Call October 30, 2025 4:30 PM EDT Company Participants Sharon Ng - Vice President of Investor Relations Varun Krishna - CEO & Director Brian Brown - CFO & Treasurer Conference Call Participants Jeffrey Adelson - Morgan Stanley, Research Division Mihir Bhatia - BofA Securities, Research Division Douglas Harter - UBS Investment Bank, Research Division Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Terry Ma - Barclays Bank PLC, Research Division Ryan McKeveny - Zelman & Associates LLC Mark DeVries - Deutsche Bank AG, Research Division Presentation Operator Thank you for standing by, and welcome to the Rocket Companies Third Quarter 2025 Earnings Conference Call. [Operator Instructions] I'd now like to turn the call over to Sharon Ng, Head of Investor Relations.
While the top- and bottom-line numbers for Rocket Companies (RKT) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
| Financial - Mortgages Industry | Financial Services Sector | Varun Krishna CEO | XMIL Exchange | US77311W1018 ISIN |
| US Country | 14,200 Employees | 20 Mar 2025 Last Dividend | - Last Split | 6 Aug 2020 IPO Date |
Rocket Companies, Inc. is a prominent fintech holding company that delivers a wide range of financial technology services across the United States and Canada, focusing on mortgage lending and real estate services. Founded in 1985 and based in Detroit, Michigan, Rocket Companies operates as a critical subsidiary of Rock Holdings Inc. The company has structured its operations into two main segments: Direct to Consumer and Partner Network. This strategic approach allows Rocket Companies to offer tailored services that meet the diverse needs of its clients, reinforcing its position as a leader in the fintech and real estate sectors.