RITM Rithm Capital (RITM) Q1 FY26 earnings call
Rithm Capital delivered a solid first quarter, leveraging its diversified platform across asset management, mortgage, and real estate. The company capitalized on market dislocations in credit and ABF, while its mortgage and real estate segments showed strong operational performance and efficiency gains. Management emphasized performance-driven AUM growth and strategic simplification to enhance shareholder value.
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RITM operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Properties Elicor | 10Elior's portfolio consists of 10 core assets totaling 9.9 million square feet.Source: earnings call transcript | 10Our portfolio consists of 10 core assets totaling 9.9 million square feet, approximately 7 million square feet of which are in New York and the balance in San Francisco.Source: earnings call transcript | — | 0% |
| Square feet Elicor | 9.9M sq ftElior's portfolio consists of 10 core assets totaling 9.9 million square feet.Source: earnings call transcript | 9.9M sq ftOur portfolio consists of 10 core assets totaling 9.9 million square feet, approximately 7 million square feet of which are in New York and the balance in San Francisco.Source: earnings call transcript | — | 0% |
| Leased rate Elicor | 85.7%The core portfolio is currently 85.7% leased at share with an average in-place rent of $90 per square foot at share and a weighted average lease term of 8.4 years at share.Source: earnings call transcript | 86.5%The core portfolio is currently 86.5% leased with an average in-place rent of $90 per square foot and a weighted average lease term of 8.3 years.Source: earnings call transcript | — | +0.8 pt |
| Occupancy rate New York core portfolio | 92.1%At quarter end, our New York core portfolio's leased occupancy was 92.1% at share, up 470 basis points year-over-year.Source: earnings call transcript | — | 88.6%At quarter end, our New York core portfolio's leased occupancy was 88.6% at share.Source: earnings call transcript | — |
| Occupancy rate San Francisco core portfolio | 59.1%At quarter end, our San Francisco core portfolio's leased occupancy was 59.1% at share, driven largely by a couple of known move asset, One Market Plaza and One Front Street within the past year.Source: earnings call transcript | — | 65%At quarter end, our San Francisco core portfolio leased occupancy was 65% at share, up 590 basis points since Q1 2026.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.