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Jun 30, 2025
NRZ Q2 2025 Earnings Report
Rithm Capital reported solid Q2 2025 results with notable growth in net income and earnings available for distribution.
Key Takeaways
Rithm Capital delivered strong performance in Q2 2025, driven by growth in origination and servicing, increased assets under management, and higher investment income.
GAAP net income rose to $283.9 million, a significant increase from the prior quarter.
Earnings available for distribution reached $291.1 million.
Origination volume through Genesis Capital hit a record $1.2 billion.
Assets under management at Sculptor Capital grew to $36 billion.
Revenue by Segment
Forward Guidance
Rithm Capital emphasized continued investment discipline, growth in asset management capabilities, and strategic opportunities post-Q2.
Positive Outlook
- Expansion of asset management platform through Sculptor Capital.
- Strong origination volume through Newrez and Genesis.
- Record sponsor count at Genesis Capital.
- Completed $504M non-qualified mortgage securitization.
- Post-quarter strategic partnership announced for $500M in transition loans.
Challenges Ahead
- Decrease in total assets quarter-over-quarter.
- Reduced consumer loans held-for-investment.
- Book value growth was modest despite strong income.
- Servicer advances receivable declined.
- Lower fair value in government-backed securities from previous quarter.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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