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Jun 30, 2022

NRZ Q2 2022 Earnings Report

Rithm Capital Corp. reported results for the second quarter ended June 30, 2022, marked by internalization and rebranding, with earnings available for distribution at $0.31 per share and a book value of $12.28 per share.

Key Takeaways

Rithm Capital Corp. announced second quarter 2022 results, with a GAAP net loss of $(3.3) million, or $(0.01) per diluted common share, and earnings available for distribution of $145.8 million, or $0.31 per diluted common share. The company maintained a common dividend of $0.25 per common share and a book value of $12.28 per share. They are reducing expenses in their operating companies, with run-rate annual general & administrative expenses down to $1.9 billion.

GAAP net loss of $(3.3) million, or $(0.01) per diluted common share, reflecting a termination fee to former external manager.

Earnings available for distribution of $145.8 million, or $0.31 per diluted common share.

Common dividend of $0.25 per common share, totaling $116.7 million.

Book value per common share of $12.28.

Total Revenue
$1.32B
Previous year: $147M
+798.5%
EPS
$0.31
Previous year: $0.31
+0.0%
Servicing Portfolio UPB
$623B
Previous year: $306B
+103.7%
Gross Profit
$66.8M
Previous year: $394M
-83.1%
Cash and Equivalents
$1.51B
Previous year: $956M
+58.0%
Total Assets
$34.6B
Previous year: $37.3B
-7.2%

NRZ

NRZ

Forward Guidance

The company expects an upward move in treasury yields and Fed’s expected policy actions, expected market volatility and ability to generate great returns for our shareholders in 2022 and beyond.

Positive Outlook

  • Ability to continue growing book value in the second quarter
  • Upward move in treasury yields
  • Fed’s expected policy actions
  • Ability to generate great returns for our shareholders in 2022 and beyond
  • Strong book value of $12.28 per share