Rithm Capital (RITM) Current Deferred Revenue (2023 - 2026)
Rithm Capital (RITM) posted quarterly Current Deferred Revenue of $13.2 million for Q1 2026, down 13.65% year-over-year from $15.3 million in Q1 2025, and up 41.63% quarter-over-quarter from $9.3 million in Q4 2025.
Rithm Capital (RITM) Current Deferred Revenue (2023 - 2026) Analysis & Trends
Rithm Capital (RITM) has reported Current Deferred Revenue for 4 consecutive years, with $13.2 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Current Deferred Revenue fell 13.65% year-over-year to $13.2 million; the TTM figure through Mar 2026 stood at $13.2 million (down 13.65% YoY), while the FY2025 annual figure was $9.3 million, down 45.91% from the prior year.
- Current Deferred Revenue grew to $13.2 million in Q1 2026 per RITM's latest filing, from $9.3 million in the prior quarter.
- Across five years, Current Deferred Revenue topped out at $39.0 million in Q1 2024 and bottomed at $9.3 million in Q4 2025.
- Historically, Current Deferred Revenue has averaged $20.8 million across 4 years, with a median of $16.3 million in 2024.
- Annual changes were most pronounced in 2025 — Current Deferred Revenue slumped 60.69% — and 2026, when it declined 13.65%.
- Rithm Capital's Current Deferred Revenue stood at $37.5 million in 2023, then tumbled by 53.88% to $17.3 million in 2024, then tumbled by 45.91% to $9.3 million in 2025, then surged by 41.63% to $13.2 million in 2026.
- Business Quant data shows RITM's Current Deferred Revenue at $13.2 million in Q1 2026, $9.3 million in Q4 2025, and $9.6 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Annaly Capital Management | 17.29 Bn | 14.38 Bn | - |
| 2 | AGNC Investment | 12.65 Bn | 11.32 Bn | - |
| 3 | Starwood Property Trust | 5.95 Bn | 3.79 Bn | - |
| 4 | Rithm Capital | 5.71 Bn | 5.71 Bn | - |
| 5 | Dynex Capital | 2.93 Bn | 2.32 Bn | - |
| 6 | Blackstone Mortgage Trust | 2.40 Bn | 1.97 Bn | - |
| 7 | Armour Residential REIT | 2.12 Bn | 2.03 Bn | - |
| 8 | Ellington Financial | 1.73 Bn | 1.49 Bn | - |
| 9 | Orchid Island Capital | 1.34 Bn | 654.61 Mn | 61.82 Mn |
| 10 | Two Harbors Investment | 1.26 Bn | 617.08 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 12.47 Mn |
| Mar 31, 2026 | 13.24 Mn |
| Dec 31, 2025 | 9.35 Mn |
| Sep 30, 2025 | 9.63 Mn |
| Jun 30, 2025 | 14.24 Mn |
| Mar 31, 2025 | 15.33 Mn |
| Dec 31, 2024 | 17.28 Mn |
| Sep 30, 2024 | 21.76 Mn |
| Jun 30, 2024 | 30.28 Mn |
| Mar 31, 2024 | 38.99 Mn |
| Dec 31, 2023 | 37.47 Mn |