
• Reported GAAP EPS of $0.10 down -80.39% YoY • Reported revenue of $1.29B down -30.44% YoY
Bullish
Rithm Capital expanded its asset management platform to over $100 billion in investable assets and saw Sculptor Capital AUM grow 16% YoY, alongside increased origination volumes in Q4 2025.
Bearish
Rithm Capital faced a sequential decline in Q4 2025 GAAP net income and a decrease in Newrez's pre-tax operating income, alongside a larger negative impact from MSR fair value changes.