Fintech platform Rocket Companies beats Q4 adjusted revenue expectations

Rocket Companies

26/02/2026 21:48

Overview

Homeownership platform's Q4 adjusted revenue beat analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company announced strategic alliance with Compass to expand housing inventory

Outlook

Rocket Companies expects Q1 2026 adjusted revenue between $2.6 bln and $2.8 bln

Company will reclassify warehouse interest on loans held for sale starting Q1 2026

Rocket Companies announces strategic alliance with Compass to expand housing inventory

Result Drivers

TECHNOLOGICAL ADVANCEMENTS - Launch of fully digital purchase pre-approvals increased conversion rates, supporting growth in mortgage origination

ACQUISITION INTEGRATION - Successful integration of Redfin and Mr. Cooper acquisitions realized significant cost synergies and expanded digital capabilities

Company press release: ID:nPnXwTNma

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$2.69 bln
Q4 Adjusted Revenue
Beat
$2.44 bln
$2.26 bln (10 Analysts)
Q4 Adjusted EPS
Beat
$0.11
$0.09 (12 Analysts)
Q4 Adjusted Net Income
$316 mln
Q4 Net Income
$68 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the financial technology (fintech) peer group is "buy"

Wall Street's median 12-month price target for Rocket Companies Inc is $22.00, about 26.9% above its February 25 closing price of $17.33

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 24 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)