Real estate brokerage Compass (COMP) and mortgage titan Rocket (RKT) are betting they have the solution to the housing market's crisis. "You have to attack the [home affordability] problem from multiple angles," Rocket CEO Varun Krishna told Yahoo Finance's Opening Bid. "Sellers represent inventory, and we have to unlock more inventory." That's the aim of the three-year partnership with Compass, which seeks to neutralize the pain points of inventory scarcity and high transaction costs. The deal works ...

CEO瓦伦·克里希纳在表示"Rocket在本季度证明了自己是独一档的存在"后，于一份新闻稿中评论 道："我们在一个结束转型之年的季度里超出了指引。我为Rocket、Mr． Cooper和Redfin团队的协同执 行感到非常自豪。" 事实上，Rocket分享称，自2025年7月完成对Redfin的收购后，后者在不到半年的时间里已实现了1.4亿 美元的成本协同效应。 这家住房所有权服务公司还预计，第一季度调整后营收将在26亿至28亿美元之间，再次超出华尔街22.6 亿美元的预期。 营收为26.9亿美元，高于分析师预估的22.7亿美元。 调整后每股收益为0.11美元，同比增长75%，并超出预期的0.09美元。 来源：环球市场播报 Rocket Companies周四盘后公布的第四季度业绩超出了华尔街预期，并提供了强劲的2026年第一季度展 望，推动其股价周五盘前交易上涨约6%。 这家总部位于底特律的金融科技平台公布的截至2025年12月31日的季度财报显示： ...

Compass (NYSE:COMP) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAlec Brondolo - Senior Equity Research AssociateDae Lee - VP of Equity ResearchElizabeth Langan - Assistant VP of Equity ResearchJason Helfstein - Managing Director and Head of Internet ResearchMichael Ng - Managing Director of Global Investment ResearchRobert Reffkin - Founder and CEORyan McKeveny - Managing Director of Equity ResearchScott Wahlers - CFOSoham Bhonsle - Head of Investor RelationsConference Call Parti ...

Rocket Companies (NYSE:RKT) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsBrian Brown - CFODon Fandetti - Managing DirectorJeff Adelson - Executive DirectorRyan McKeveny - Managing Director of Equity ResearchRyan Nash - Managing DirectorSharon Ng - Head of Investor RelationsVarun Krishna - President and CEOConference Call ParticipantsMark DeVries - Senior Research AnalystMihir Bhatia - Equity Research AnalystOperatorThank you for standing by, and welcome to the Rocket Companies' fo ...

Financial Data and Key Metrics Changes - In Q4 2025, the company reported adjusted revenue of $2.4 billion, exceeding guidance by $140 million, with adjusted EBITDA increasing from $349 million in Q3 to $592 million in Q4, resulting in an EBITDA margin expansion from 20% to 24% [6][19] - For the full year 2025, adjusted revenue reached $6.9 billion, with an adjusted EBITDA margin of 19%, up from 18% in 2024, and adjusted diluted EPS increased to $0.28 from $0.23 [7][19] Business Line Data and Key Metrics Changes - The company achieved a net rate lock volume of $36 billion in Q4, the highest since 2021, with a gain on sale margin of 320 basis points [6][20] - The closed-end second product volume nearly doubled year-over-year, with December being the largest month ever for this product, surpassing $1 billion in origination volume [22] - Direct-to-consumer purchase closings saw double-digit growth year-on-year, with a 40% quarter-over-quarter increase in volume from the Redfin preferred pricing bundle [23] Market Data and Key Metrics Changes - The company grew its market share to 5.5% in Q4, up from 3.8% the previous year, reflecting successful execution of its strategy [7] - The population of homeowners eligible for a rate-and-term refinance surged to 4.8 million, representing over $1 trillion in unpaid principal balance, marking a four-year high [24] Company Strategy and Development Direction - The company is focused on addressing home affordability through a strategic partnership with Compass, aimed at expanding inventory and streamlining the home buying experience [16][26] - The integration of Redfin and Mr. Cooper is progressing ahead of schedule, with expense synergies expected to be fully realized before the original target of 2027 [28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth of the mortgage origination market in 2026, anticipating a stronger market than in 2025, with forecasts suggesting double-digit growth [46][48] - The company emphasized its unique business model, which allows it to grow across various market conditions, leveraging its integrated ecosystem for client retention and recapture [25][48] Other Important Information - The company ended 2025 with $2.8 billion in available cash and total liquidity of $10.1 billion, positioning it well for future investments [25] - A change in financial presentation will occur in Q1, reclassifying warehouse interest expense on loans held for sale, which will not impact profitability [29] Q&A Session Summary Question: Can you elaborate on the strategic alliance with Compass? - Management highlighted that the partnership aims to tackle home affordability by addressing supply and demand issues, with a focus on improving inventory access and transaction efficiency [36][37] Question: What are the expectations for market share in 2026? - Management reaffirmed ambitious market share goals, emphasizing profitable expansion and the importance of distribution channels [68] Question: How is the company positioned regarding potential re-entry by banks into the mortgage space? - Management expressed confidence in its unique position and ongoing investment in the mortgage sector, viewing potential bank re-entry as a long-term challenge rather than an immediate risk [63][64]

Rocket Companies (NYSE:RKT) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Speaker5Thank you for standing by, and welcome to the Rocket Companies' fourth quarter and full year 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by 1 on your telephone keypad. If you would like to withdraw your question, a ...

There will be a new place to see Compass’ off-MLS listings besides its website. Compass International Holdings, the company formed by the brokerage’s deal for Anywhere Real Estate, announced a three-year partnership in which its exclusive inventory will be syndicated to Redfin. The landmark agreement aligns the listings portal with the brokerage, which has been bullish on marketing its growing inventory of exclusive listings. Compass’ “Coming Soon” listings, which currently appear on its brokerages’ webs ...

Investor Presentation February 2026 Disclaimer This presentation contains and related discussions may contain "forward-looking statements" within the meaning of U.S. federal securities laws. Forward-looking statements include information concerning possible or assumed future results of operations, Rocket Companies, Inc.'s (the "Company") business plansand strategies, the Company'sabilityto cross-selland up-sell the Company's productsand expansion into new markets. You can identifyforward-looking statements ...

residential lender and mortgage servicer in the nation, and...]### America Needs Neighbors Like You: Rocket and Redfin Release Super Bowl Ad Highlighting the Power of Being Neighborly[Rocket and Redfin today unveiled a Super Bowl ad and rallying cry for American neighborhoods focused on the enduring power of being a good neighbor....][More Releases From This Source]## Explore[Real Estate][Banking & Financial Services][Computer & Electronics][Financial Technology][News Releases in Similar Topics]---- -- Rock ...

Compass and Rocket Form Historic Alliance to Dramatically Increase Home Listing Inventory on Redfin [Accessibility Statement] Skip Navigation--Rocket Companies, Inc. logo (PRNewsfoto/Rocket Companies)Compass International Holdings logo- Integrated search, agent and mortgage experience designed to make the homebuying process straightforward with less friction.- Compass International Holdings' unique inventory to appear on Redfin.com, with the potential to bring more than 500,000 additional home listings to m ...