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Rocket Companies

RKT · Financials

Last earnings Aug 6, 2026

Key results

Zillow Partnership revenuequarter

$ 5,188

The details of the restructuring costs were as follows: Restructuring and reorganization charges Three Months Ended June 30, 2025 Six Months Ended June 30, 2025 Employee costs $ 3,813 $ 15,851 Impairment of property and equipment and prepaid expenses — 4,352 Write-off of accounts receivable 1,375 3,858 $ 5,188 $ 24,061 Zillow Partnership Revenue Recognition —We determined that the Content License Agreement and Partnership Agreement should be combined and accounted for as a single contract under Accounting Standards Codification ("ASC") 606, Revenue from Contracts with Customers.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

AI analysis

Q2 2025 · reported Aug 11, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Zillow Partnership revenue · Q2 2025
$ 5,188
EX-99 · Aug 11, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Zillow Partnership revenue$ 5,188——

EX-99 · Aug 11, 2025

Guidance · company-stated

No guidance located in the held release

Outlook statement

“Third Quarter 2026 Outlook (2) In Q3 2026, we expect adjusted revenue between $2.5 billion to $2.7 billion.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.80

Our estimates include, but are not limited to, valuation of deferred income taxes, stock-based compensation, capitalization of website and software development costs, the incremental borrowing rate for the determination of the present value of lease payments, recoverability of intangible assets with finite lives, fair value of our mortgage loans held for sale (“LHFS”) and mortgage servicing rights, estimated useful life of intangible assets, fair value of reporting units for purposes of allocating and evaluating goodwill for impairment, and current expected credit losses on certain financial assets.

Company-stated claims

Aug 6, 2026

Historical · doubled · other

“Rocket Loans, our personal loans business, nearly doubled volume year over year in the first half of 2026 and reached record-high monthly volume in June.”

EX-99 · Aug 6, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Rocket Companies Q2 2025 — The details of the restructuring costs were as follows: Restructuring and reorganization charges Three Months Ended June 30, 2025 Six Months Ended June 30, 2025 Employee costs $ 3,813 $ 15,851 Impairm…

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Our estimates include, but are not limited to, valuation of deferred income taxes, stock-based compensation, capitalization of website and software development costs, the incremental borrowing rate for the determination of the present value of lease payments, recoverability of intangible assets with finite lives, fair value of our mortgage loans held for sale (“LHFS”) and mortgage servicing rights, estimated useful life of intangible assets, fair value of reporting units for purposes of allocating and evaluating goodwill for impairment, and current expected credit losses on certain financial assets.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

o Rocket paid a special cash dividend of $0.80 per share to holders of Class A common stock, par value $0.00001 per share (“Class A common stock”) as of March 20, 2025 (“Special Dividend”) on April 3, 2025.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

, which was subsequently amended and restated on April 22, 2025 to include certain additional commitment parties (the “Commitment Parties”), pursuant to which, on the terms and subject to the conditions set forth therein, the Commitment Parties have committed to provide a 364-day senior unsecured bridge term loan facility (the “Bridge Facility”) in an aggregate principal amount of up to $4,950 million, subject to the terms and conditions of the Commitment Letter.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

1 The Company does not anticipate drawing on the Bridge Facility, as it has incurred permanent financing in the form of $4,000 million of new senior unsecured notes due 2030 and 2033.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

Cooper’s 5.000% senior notes due 2026, 6.000% senior notes due 2027 and 5.500% senior notes due 2028 at redemption prices equal to 100% of the principal amount of such notes, plus accrued and unpaid interest to, but excluding, the redemption date, (ii) offer to purchase for cash any and all, and solicit consents to the amendment of certain terms, of Mr.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

Cooper’s 5.125% senior notes due 2030 and 5.75% senior notes due 2031, (iii) exchange any and all, and solicit consents to the amendment of certain terms, of Mr.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

Strategy & priorities

Acquisitions During 2025, the Company completed two strategic acquisitions intended to expand and integrate its residential real estate and mortgage capabilities across the homeownership lifecycle.

SEC original ↗Rocket Companies — 10-Q Quarterly report10-QAug 7, 2026

Cooper s loan servicing and mortgage origination operations with Rocket s mortgage and real estate ecosystem, and opportunities for future market expansion.

SEC original ↗Rocket Companies — 10-Q Quarterly report10-QAug 7, 2026

Risks & headwinds

In addition, we are regularly subject to claims, litigation, and other proceedings, including potential regulatory proceedings, involving employment, intellectual property, privacy and data protection, consumer protection, competition and antitrust laws, and commercial or contractual disputes, and other matters.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

The outcomes of our legal proceedings and other contingencies are inherently unpredictable, subject to significant uncertainties, and could be material to our operating results and cash flows for a particular period.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

We evaluate, on a regular basis, developments in our legal proceedings and other contingencies that could affect the amount of liability, including amounts in excess of any previous accruals and reasonably possible losses disclosed, and make adjustments and changes to our accruals and disclosures as appropriate.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

Except for the matters discussed below, we do not believe that any of our pending litigation, claims, and other proceedings are material to our business.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

Lawsuit by David Eraker —On May 11, 2020, David Eraker, our co-founder and former chief executive officer who departed Redfin in 2006, filed a complaint through Appliance Computing III, Inc.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

Lawsuits Alleging Antitrust Violations —Since October 2023, a number of class action lawsuits have been filed on behalf of putative classes of home buyers and home sellers against the National Association of Realtors, local real estate associations, multiple listing services, and various residential real estate brokerages in various federal districts in the United States.

SEC original ↗Rocket Companies — Earnings release (8-K exhibit)EX-99Aug 11, 2025

Documents

Earnings deck slides

0 decks with slide view

Rocket Companies — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Rocket Companies — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Rocket Companies — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Rocket Companies — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Rocket Companies — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Rocket Companies — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Rocket Companies — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Arthur J. Gallagher & Co. (AJG) FinancialsSun Life Financial (SLF) FinancialsRaymond James Financial (RJF) FinancialsAflac (AFL) FinancialsING Group (ING) FinancialsNorthern Trust (NTRS) FinancialsCincinnati Financial (CINF) FinancialsCoinbase (COIN) Financials

Filings

62 documents

Earnings releases

15 documents

Presentations

7 documents

Transcripts

0 documents

No transcripts for Rocket Companies are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Rocket Companies by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.