Rocket Companies (RKT) reported $1.3 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 6.3%. EPS of $0.04 for the same period compares to $0.04 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.22 billion, representing a surprise of +6.03%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.04.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Rocket Companies performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Interest income, net: $28.05 million versus $22.13 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -25.3% change.
- Revenue- Loan servicing income, net: -$48.49 million compared to the $141.90 million average estimate based on four analysts. The reported number represents a change of -112.1% year over year.
- Revenue- Loan servicing income- Servicing fee income: $400.70 million versus $402.95 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +15.9% change.
- Revenue- Loan servicing income- Change in fair value of MSRs: -$449.19 million versus the four-analyst average estimate of -$261.06 million. The reported number represents a year-over-year change of -894.9%.
- Revenue- Other income: $286.08 million versus the four-analyst average estimate of $273.47 million. The reported number represents a year-over-year change of +16.9%.
- Revenue- Gain on sale of loans, net: $771.63 million versus the four-analyst average estimate of $745.82 million. The reported number represents a year-over-year change of +10.4%.
- Revenue- Gain on sale of loans- Fair value of originated MSRs: $264.43 million compared to the $379.12 million average estimate based on three analysts. The reported number represents a change of +18.7% year over year.
- Revenue- Gain on sale of loans- Gain on sale of loans excluding fair value of MSRs, net: $507.20 million versus the three-analyst average estimate of $375.77 million. The reported number represents a year-over-year change of +6.5%.
- Revenue- Interest income- Interest income: $92.09 million versus the three-analyst average estimate of $85.94 million. The reported number represents a year-over-year change of +3.5%.
View all Key Company Metrics for Rocket Companies here>>>
Shares of Rocket Companies have returned -8.9% over the past month versus the Zacks S&P 500 composite's +11.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Rocket Companies, Inc. (RKT): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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