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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Rithm Capital
Rithm Capital (RITM) investor relations material
Rithm Capital Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary23 Oct, 2026
Executive summary
Q3 EAD was $315.3M, or $0.55 per diluted share; GAAP net income attributable to common stockholders was $217.1M, or $0.38 per diluted share.
Investable assets exceeded $110B, including $61B of AUM and $57B of balance-sheet assets; permanent capital exceeded $9B.
EAD exceeded common dividends for 28 consecutive quarters; management cited momentum across Newrez, Genesis and Elecor.
Financial highlights
Consolidated Q3 revenue was $1.756B; net income was $261.3M, while net income attributable to common stockholders was $217.1M.
EAD was $315.3M versus $338.9M in Q2; GAAP net income attributable to common stockholders was $217.1M versus $20.2M in Q2.
Book value was $12.51 per common share, up from $12.33 at Q2-end; the common dividend was $0.25 per share, with an 11.2% indicated yield.
Quarter-end cash and liquidity totaled $1.9B.
Outlook and guidance
Organic growth targets $75B–$80B of AUM by end-2028, equivalent to ~9% CAGR from 2025; acquisitions may complement growth.
Newrez AI and platform investments are expected to generate $125M+ in annual savings, with benefits beginning in 2027; estimates depend on implementation and exclude incremental software costs.
Genesis 2026E originations are $6.2B; management sees multifamily lending as a longer-term growth driver.
The SFR portfolio is being wound down, with properties pursued for sale while operations and rental income continue pending disposition.
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Latest events from Rithm Capital
- Q2 2026 saw $338.9M EAD, $20.2M net income, $61B AUM, and strong segment growth.RITM
Q2 2026 - Q1 2026 saw $0.51 EAD/share, $67.8M net income, $60B AUM, and strong segment growth.RITMQ1 2026
- Shareholders will vote on directors, auditor, executive pay, and an expanded equity incentive plan.RITMProxy filing
- Annual meeting to vote on board, auditor, compensation, and incentive plan amendment.RITMProxy filing
- 12% EAD growth, $567M net income, $100B+ assets, and major acquisitions drive strong results.RITMQ4 2025
- Q3 EAD rose to $270M, book value per share was $12.31, and liquidity remained strong.RITMQ3 2024
- Q2 net income was $213.2M, with strong origination and a 9.2% dividend yield.RITMQ2 2024
- Q1 2025 EAD rose 8% to $0.52/share, with strong segments and solid liquidity despite MSR losses.RITMQ1 2025
- $835M net income, $1.05B EAD, and 9.2% yield, with strong growth across all segments.RITMQ4 2024
Next Rithm Capital earnings date
Q4 202629 Jan, 2027
Rithm Capital
Next Rithm Capital earnings date
Q4 202629 Jan, 2027
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Frequently asked questions
Rithm Capital Corp, formerly New Residential Investment Corp., is a real estate investment trust (REIT) that operates in the United States. It engages in originating, acquiring, servicing and managing residential mortgage loans. Its Originations segment secures approval of residential mortgage loan applications with various types of assets as collateral, and transfers these loan applications to its Servicing segment for underwriting approval and closing. This segment also originates consumer loans, including home equity debt and lines of credit (HELOCs), home equity loans, automobile titles, and other consumer financing products, not secured by real property. It further originates MSR-related investments in non-agency mortgage-backed security (NAMBS) collateralized by residential mortgage loans that have been sold or transferred to third parties.