Rithm Capital Corp. (RITM.PE) revenue by segment
RITM.PENYSEReal Estate Investment TrustsFiscal year ends December 31Also trades as RITM, RITM.PA, RITM.PB, RITM.PC, RITM.PD, RITM.PF
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 2, 2026Score 13/3047% below fair value
$22.61−0.21 (-0.92%)
Close on Nov 3, 2026Market cap $5.15BP/E 14.6Yield 10.85%
Rithm Capital Corp. revenue by segment
By business segment
| Revenue | Q2 26 | Q1 26 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Origination and Servicing | $704.21M | $828.24M | $665.91M | $836.20M | $925.63M | $707.22M | $1.13B | $718.96M | $886.16M | $1.01B | $998.41M | $769.23M | 54.9% | -23.9% |
| Commercial Real Estate | $186.01M | $181.86M | – | – | $0 | $0 | – | – | – | – | – | – | 14.5% | – |
| Asset management | $168.74M | $143.72M | $403.23M | $95.47M | $102.85M | $97.09M | $265.00M | $86.32M | $114.40M | $75.86M | $86.47M | $0 | 13.2% | +64.1% |
| Investment Portfolio | $117.04M | $136.12M | $136.38M | $93.02M | $112.59M | $105.12M | $100.52M | $127.90M | $95.29M | $112.52M | $319.99M | $316.04M | 9.1% | +4.0% |
| Residential Transitional Lending | $103.59M | $87.66M | $82.08M | $77.61M | $75.41M | $66.51M | $67.28M | $66.26M | $59.57M | $64.72M | – | – | 8.1% | +37.4% |
| Corporate Category | $2.69M | $2.65M | $3.16M | $3.22M | $3.13M | $988.00K | $3.00K | $0 | $2.00K | $2.00K | $0 | $0 | 0.2% | -13.9% |
| Mortgage Loans Receivable | – | – | – | – | – | – | – | $66.26M | $59.57M | $64.72M | $56.38M | $50.14M | – | – |
| Consumer Loans | – | – | – | – | – | – | – | – | – | – | – | $58.95M | – | – |
| Origination | – | – | – | – | – | – | – | – | – | – | – | $155.98M | – | – |
| Servicing | – | – | – | – | – | – | – | – | – | – | – | $613.25M | – | – |
| MSR Related Investments | – | – | – | – | – | – | – | – | – | – | – | $30.43M | – | – |
By product or service
| Revenue | Q2 26 | Q1 26 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | Q3 24 | Q2 24 | Q1 24 | Q4 23 | Q3 23 | % of revenue | YoY |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Servicing fee revenue, net and interest income from MSRs and MSR financing receivables | $614.64M | $579.29M | $570.07M | $579.28M | $574.82M | $570.80M | $531.28M | $493.17M | $498.98M | $469.89M | $481.93M | $442.43M | 47.9% | +6.9% |
| Interest income | $474.60M | $461.88M | $500.81M | $453.79M | $478.46M | $441.26M | $485.61M | $550.73M | $478.65M | $434.80M | $438.50M | $462.50M | 37.0% | -0.8% |
| Servicing revenue, net | $221.76M | $375.06M | $148.26M | $314.93M | $419.81M | $237.42M | $565.74M | $125.76M | $357.09M | $554.07M | $15.58M | $463.36M | 17.3% | -47.2% |
| Gain on originated residential mortgage loans, held-for-sale, net | $207.01M | $208.25M | $203.73M | $196.31M | $169.70M | $159.79M | $201.64M | $184.70M | $153.74M | $142.46M | $96.40M | $149.23M | 16.1% | +22.0% |
| Commercial real estate revenue | $182.13M | $191.69M | – | – | $0 | $19.40M | – | – | – | – | – | – | 14.2% | – |
| Unearned management fees | $142.23M | $90.93M | $72.50M | $65.15M | $95.01M | $58.99M | $58.21M | $57.49M | $59.86M | $57.13M | – | – | 11.1% | +49.7% |
| Management fees | $90.49M | – | – | – | $66.18M | – | – | – | – | – | – | – | 7.1% | +36.7% |
| Other residential-related revenue | $54.56M | $36.77M | $78.46M | $55.63M | $56.62M | $31.37M | $55.41M | $57.21M | $56.50M | $58.35M | $58.50M | $60.32M | 4.3% | -3.6% |
| Incentive fees | $51.74M | $15.66M | $286.99M | $19.73M | $28.83M | $28.69M | $200.66M | $23.55M | $49.57M | $13.82M | – | – | 4.0% | +79.5% |
| Property and maintenance | $47.51M | $27.32M | $27.72M | $28.95M | $49.49M | $25.74M | $28.68M | $30.28M | $29.96M | $32.38M | $32.72M | $33.95M | 3.7% | -4.0% |
| Other | $7.05M | $9.45M | $7.18M | $6.76M | $7.14M | $5.64M | $7.39M | $7.58M | $7.63M | $7.02M | $6.73M | $8.07M | 0.5% | -1.2% |
| Change in fair value of MSRs and MSR financing receivables | -$392.88M | -$204.23M | – | -$264.35M | -$155.01M | -$333.38M | $34.46M | -$367.41M | -$141.88M | $84.18M | -$466.35M | $20.93M | -30.6% | +153.5% |
| Asset management revenue | – | $106.59M | $359.49M | $84.87M | $95.01M | $87.67M | $258.87M | $81.04M | $109.43M | $70.95M | $82.68M | $0 | – | – |
| Rental | – | – | $43.56M | $19.92M | $19.49M | $19.40M | $19.35M | $19.35M | $18.92M | $18.95M | $19.05M | $18.30M | – | – |
| Asset Management Interest Income | – | – | – | – | – | – | – | $0 | $0 | $4.90M | – | – | – | – |
By region
From the segment and revenue-disaggregation notes of Rithm Capital's 10-K and 10-Q filings (XBRL). Fourth-quarter figures are the fiscal year less the first nine months. Segment names follow the company's own labels and can change when it reorganizes.
Operating metrics
| Real estate units | Q3 21 | Q2 21 |
|---|---|---|
| Real estate units | 1,882 | 1,155 |
Counts and sizes Rithm Capital tags in the notes of its 10-K and 10-Q filings (XBRL), as of the end of each period. Breakdowns follow the company's own labels; at most 15 are shown per metric.
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