RITM · Rithm Capital Q2 FY2026 earnings call record财报电话会记录

“While the markets were extremely volatile, our results show the depth of our platform and the risk culture and experience of our investment teams.”

“Our dividend paid is $0.25 per common share, and our cash and liquidity ending Q2 is $2.1 billion.”

“I pointed out in prior calls, we as an organization have a need for give or take 75,000 to 100,000 of office coming up here over the course of the next couple of years as we think about our geography and the current buildings that we're in and where we're going.”

“We expect that our capital improvement strategy will drive significant rent growth and occupancy gains in 2026 and beyond.”

“Our revenue growth is focused on maximizing overall customer lifetime value through the expansion of our partner base, product innovation, and homeowner retention.”

“On slide 22, in our originations business, funded volume came in at $15.9 billion, which is up 1% quarter-over-quarter as we maintained pricing discipline and did not chase market share and stayed focused on non-agency through our wholesale channel and customer retention through our consumer direct channel.”

“Co-issue MSR acquisitions came in at $5 billion, up 45% quarter-over-quarter as we continue to expand our momentum on MSR growth.”

“We expect again, more cash flow, higher yielding, higher yields on our underlying portfolios.”

“I think if you look at the pure volume perspective, I think the MBA forecast is probably directionally correct and as to where consumer demand is and our expectation.”

“When you think about it, if there's 4 million homeowners and you think each house has one and a half people or two people, or however many people you think, that you could tap into roughly 7 million consumers.”

“We'll likely do more of that going forward, also launch some of our own origination businesses where we can put more product out there, which hopefully will drive more earnings for the company.”

“I know you mentioned already the view with buybacks as a return of capital, but with earnings available for distribution comfortably exceeding the dividend, is there any thought of a potential dividend increase, or is it kind of the same thought process around that type of return of capital as well?”