Rocket Companies (RKT) Invested Capital (2019 - 2026)
Rocket Companies' (RKT) quarterly Invested Capital came in at $40.2 billion in Q2 2026, up 137.35% year-over-year from $16.9 billion in Q2 2025, and up 2.74% quarter-over-quarter from $39.1 billion in Q1 2026.
Analysis
Rocket Companies (RKT) Invested Capital (2019 - 2026) Analysis & Trends
Rocket Companies has disclosed Invested Capital across 8 years of filings, most recently posting $40.2 billion for Q2 2026.
- In Q2 2026, Invested Capital rose 137.35% year-over-year to $40.2 billion; the TTM figure through Jun 2026 stood at $40.2 billion (up 137.35% YoY), while the FY2025 annual figure was $40.8 billion, up 157.73% from the prior year.
- Invested Capital came in at $40.2 billion for Q2 2026 at Rocket Companies, up from $39.1 billion in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $40.8 billion in Q4 2025 to a low of $12.3 billion in Q4 2023.
- Average Invested Capital over 5 years is $19.2 billion, with a median of $15.8 billion recorded in 2024.
- Year-over-year, Invested Capital tumbled 46.45% in 2022 and surged 157.73% in 2025.
- Over 5 years, Invested Capital stood at $12.5 billion in 2022, then fell by 1.34% to $12.3 billion in 2023, then gained by 28.45% to $15.8 billion in 2024, then jumped by 157.73% to $40.8 billion in 2025, then declined by 1.59% to $40.2 billion in 2026.
- Per Business Quant data, the three most recent Invested Capital figures were $40.2 billion in Q2 2026, $39.1 billion in Q1 2026, and $40.8 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 Bn | - | 40.19 Bn |
| 2 | Federal National Mortgage Association Fannie Mae | 30.33 Bn | 30.33 Bn | - | - |
| 3 | Figure Technology Solutions | 7.94 Bn | 6.40 Bn | 196.67 Mn | 2.80 Bn |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 9.17 Bn |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | 71.33 Bn |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | 3.97 Bn |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | 2.54 Bn |
| 8 | CNFinance Holdings | 1.25 Bn | 1.25 Bn | - | 525.33 Mn |
| 9 | Velocity Financial | 630.27 Mn | -6.82 Bn | - | 1.30 Bn |
| 10 | Onity | 266.14 Mn | 69.84 Mn | - | 6.30 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 40.19 Bn |
| Mar 31, 2026 | 39.11 Bn |
| Dec 31, 2025 | 40.83 Bn |
| Sep 30, 2025 | 19.37 Bn |
| Jun 30, 2025 | 16.93 Bn |
| Mar 31, 2025 | 16.19 Bn |
| Dec 31, 2024 | 15.84 Bn |
| Sep 30, 2024 | 16.85 Bn |
| Jun 30, 2024 | 15.84 Bn |
| Mar 31, 2024 | 14.75 Bn |
| Dec 31, 2023 | 12.34 Bn |
| Sep 30, 2023 | 13.18 Bn |
| Jun 30, 2023 | 13.25 Bn |
| Mar 31, 2023 | 13.35 Bn |
| Dec 31, 2022 | 12.50 Bn |
| Sep 30, 2022 | 13.82 Bn |
| Jun 30, 2022 | 16.42 Bn |
| Mar 31, 2022 | 15.17 Bn |
| Dec 31, 2021 | 22.51 Bn |
| Sep 30, 2021 | 25.81 Bn |