Q1 2026 earnings for publicly traded mortgage, real estate and homebuilder companies
HousingWire reports on the quarterly earnings of publicly traded mortgage, real estate and homebuilder companies, offering a glimpse into the financial performance of key players in the housing market. Earnings results have been released for the first quarter of 2026; here’s a rundown of what’s happening at the major lenders, brokerages, builders, listing portals and title firms.
Mortgage
Q1 2026 earnings
- Rocket beats earnings guidance with strongest quarterly profit in four years May 7
- Better cuts costs, expands HELOC push amid mortgage market volatility May 7
- UWM posts Q1 profit, Ishbia slams Two Harbors board in M&A battle May 6
- loanDepot cites market volatility, lower margins in wider Q1 loss May 6
- PennyMac Q1 earnings: Strong mortgage production offsets weaker servicing results May 5
- Onity Group cuts 2026 ROE outlook as servicing losses weigh on Q1 May 5
- ICE reports record revenue of $3B, profit of $1.4B in Q1 2026 April 30
- Freddie Mac reports strong Q1 as lower rates drive refinance growth April 30
- Fannie Mae trims expenses, posts $3.7B profit in Q1 2026 April 29
- Newrez sticks to pricing discipline, lifts Q1 earnings even as mortgage volume falls 18% April 28
- Big banks see mortgage volumes fall as CEOs spar over capital proposals April 14
Real estate
Q1 2026 earnings
- REMAX Q1 financial results show $436M debt, declining revenue May 8
- Real CEO Tamir Poleg on the value of the REMAX acquisition May 7
- Zillow bets on pre-marketing to unlock new growth May 6
- Compass posts strong Q1 following Anywhere acquisition May 5
- CoStar Group, Homes.com surge in Q1 — CEO welcomes end of activist ‘distraction’ April 29
Homebuilding
Q1 2026 earnings
- Millrose Properties one-year report card, Q1 2026 earnings May 6
- Green Brick leverages industry-leading margins to drive optionality May 4
- Smith Douglas Homes prioritizes pace over price, plays the long game April 30
- Why LGI Homes is the clearest read on entry-level buyer math April 30
- Century’s spec and land optionality model zigs as others zag April 27
- PulteGroup targets margin stability through an upward mix shift April 24
- Ashton Woods puts pace over margin in a choppy housing market April 1
- KB Home pivots to its build-to-order strengths, but not without risk March 25
Past reports
Mortgage
- Better boosts loan volume in Q4 but is still chasing profitability March 13
- Blend rides mortgage rebound in Q4, dismisses ‘SaaSpocalypse’ fears March 11
- Finance of America’s 2025 profit soars 175% behind $2.4B in originations March 11
- loanDepot reports $108M loss in 2025 even as volume, margins improve March 10
- Figure posts fivefold profit growth, revenue spike of 49% in 2025 Feb. 27
- Longbridge nearly doubles Q4 profit as parent Ellington reports weaker performance Feb. 26
- Rocket grows revenue to $6.7B, expands market share in 2025 Feb. 26
- UWM originations rise 17% to $163B as refi wave lifts 2025 volume Feb. 25
- Opendoor returns to mortgages with beta launch Feb. 24
- Onity Group reports record earnings in 2025, expands servicing portfolio to $328B Feb. 13
- Freddie Mac’s profit falls 10% in 2025 as credit-loss provisions rise Feb. 12
- Fannie Mae trims costs, boosts MBS purchases to post $14.4B profit in 2025 Feb. 11
- ICE posts strongest mortgage tech quarter in three years, adds UWM to MSP Feb. 5
- PennyMac under scrutiny as stock drops 33% post-earnings Feb. 3
- Newrez fuels Rithm Capital’s 2025 profit and servicing growth Feb. 3
- PennyMac reports Q4 profit of $107M as origination growth offsets MSR runoff Jan. 29
- Onity Group raises $200M in debt, reports strong estimated Q4 earnings Jan. 27
- Wells Fargo’s Q4 2025 earnings miss estimates as mortgage profits decline Jan. 14
- JPMorgan kicks off mortgage earnings season with higher origination volume Jan. 13
- Figure’s marketplace accelerates with $2.5B in Q3 volume Nov. 14
- Better posts Q3 revenue of $44 million boosted by partnerships Nov. 13
- Longbridge has record quarter for proprietary volume, posts $8.6M profit Nov. 7
- loanDepot’s Q3 loss narrows as revenue climbs 14% Nov. 6
- Blend Labs reports shrinking mortgage revenue even as its partnerships gain steam Nov. 6
- Onity’s reverse business turns a profit as margins climb Nov. 6
- UWM delivers $41.7B in Q3 volume amid ‘rate rally’ Nov. 6
- Guild sees Q3 revenue surge to $307.4M ahead of Bayview transaction Nov. 5
- Finance of America’s Q3 loss contrasts with sharp rise in adjusted income Nov. 5
- Intercontinental Exchange posts record Q3 earnings Oct. 31
- Rocket’s integrations of Redfin, Mr. Cooper lift Q3 results above forecasts Oct. 30
- Newrez posts best monthly mortgage volume since 2022, seals Wells Fargo deal Oct. 30
- Freddie Mac’s earnings slowly ticking back up amid credit losses Oct. 30
- Fannie Mae ups ante with $3.9B in net income Oct. 29
- PennyMac eyes high-coupon MSRs, broker channel growth Oct. 22
- PennyMac posts Q3 profit of $181M, fueled by servicing strength Oct. 21
- Big banks beat Q3 earnings expectations, with modest growth in mortgages Oct. 14
- Guild’s profit rebound and rising refi recapture bolster Bayview bid Aug. 11
- Blend Labs narrows Q2 losses, announces new head of finance Aug. 11
- loanDepot shakes up retail and JV leadership after Hsieh’s comeback Aug. 8
- With Hsieh in the driver’s seat, loanDepot posts revenue of $283M Aug. 7
- Better’s losses are shrinking. It could break even by late 2026 Aug. 7
- UWM swings back to profitability in Q2 amid surging volumes, margins Aug. 7
- FOA reports $80M profit, buys out Blackstone’s equity stake Aug. 6
- Reverse mortgages offer resilience for Onity in latest earnings report Aug. 5
- ICE posts $851M profit in Q2 2025, raises revenue guidance Aug. 1
- Rocket returns to profitability in Q2, yields early benefits from Redfin deal July 31
- Freddie Mac’s profits fall 14% in Q2 as credit loss provisions climb July 31
- Fannie Mae posts $3.3B profit, tops $100B net worth despite earnings dip July 30
- Rithm Capital delays Newrez public listing, eyes M&A opportunities July 28
- Mr. Cooper stays profitable despite major subservicing exit in Q2 July 23
- PennyMac, the top dog in correspondent, says its broker business is booming July 22
- JPMorgan Chase, Wells Fargo see mortgage volumes surge in Q2 (but not profits) July 15
- Better leans on AI, sees first profitable month since 2022 May 13
- Blend talks Rocket-Mr. Cooper deal, will exit title biz May 9
- Rocket shifts focus to integration after Q1 growth in originations and M&A May 8
- Finance of America posts a profit, beats funded volume estimates in Q1 2025 May 7
- loanDepot’s Q1 revenue jumps 23% as Hsieh prepares to take the wheel again May 6
- Lower rates spur refis at UWM, hit MSR valuations in Q1 May 6
- With big changes underway, Freddie Mac’s earnings report shows financial growth May 1
- Liberty Reverse parent Onity praises Q1 earnings performance, proprietary product launch April 30
- Fannie Mae posts 29th straight quarter of profitability amid GSE shakeup April 30
- Rithm eyes M&A, but won’t sacrifice earnings April 25
- How Mr. Cooper plans to power Rocket’s homeownership flywheel April 23
- Pennymac’s profits shrink, but servicing portfolio now stands at a massive $680B April 22
- BofA, Citi warn of slower growth ahead as mortgage business softens April 15
- JPMorgan Chase, Wells Fargo feel the mortgage squeeze in Q1, hope for deregulation April 11
Real estate
- Real Brokerage posts $2B in revenue in 2025 as business strategy gains traction March 4
- eXp’s quiet flex: Higher productivity in a shrinking agent market Feb. 25
- Opendoor posts $1.3B loss in 2025 but sees path to profitability Feb. 20
- REMAX posts higher 2025 net income despite U.S. agent drop Feb. 20
- Zillow returns to profitability in 2025 as mortgage and rentals drive growth Feb. 10
- Realtor.com Q2 revenue rises 10% as visitor traffic outpaces rivals Feb. 6
- Fathom Holdings reports 38% revenue growth, ancillary service expansion Nov. 17
- Title insurance revenue rises for Big Four firms in Q3 2025 Nov. 10
- eXp World Holdings reports strong Q3 2025: revenue growth, agent retention success Nov. 7
- Opendoor hits reset: The iBuyer goes full founder mode with new CEO Nov. 7
- Douglas Elliman’s revenue drops amid ‘transitional year’ Nov. 5
- Compass leans on Christie’s acquisition playbook ahead of Anywhere merger Nov. 4
- Anywhere reports Q3 revenue growth, moves closer to Compass merger Nov. 4
- RE/MAX sees Q3 profit rise despite revenue dip, talks AI and franchise programs Oct. 31
- Zillow focuses on consumers, agents to fuel future growth Oct. 30
- Real Brokerage reports strong Q3 results, previews major tech innovation Oct. 30
- CoStar can’t stop talking about Zillow as Homes.com growth surges Oct. 29
- Fathom eyes more growth after stronger Q2 Aug. 13
- Title’s Big Four post mixed-bag Q2 2025 results Aug. 11
- Real Brokerage posts record revenue, positive net income in Q2 Aug. 7
- Zillow wants to be the hub for consumers and agents Aug. 6
- Opendoor turns to agents in the hunt for profitability Aug. 6
- Douglas Elliman doesn’t want private listings to be the norm Aug. 4
- Agent count a bright spot for eXp in Q2 2025 July 31
- Compass posts record performance in Q2 July 30
- Has RE/MAX broken its U.S. agent count slump? July 30
- Anywhere sees ‘units up, prices up’ in July as luxury sales surge July 29
- CoStar earnings ‘boosted’ by growth of Homes.com July 23
- CoStar begins its journey of ‘meaningful self-help’ May 15
- Fathom stays optimistic about agent compensation plan even as losses mount May 13
- Robert Reffkin on Compass’s pre-marketing strategy: What’s the downside? May 8
- Major title insurers post strong Q1 earnings, fueled by commercial real estate deals May 8
- Will the real Tamir Poleg please stand up? May 8
- Zillow posts strong Q1, touts listing transparency and app traffic May 7
- eXp posts steady Q1 earnings, reinforces Clear Cooperation stance May 6
- Redfin reports falling revenue, higher losses in Q1 2025 May 6
- RE/MAX posts another loss, but CEO insists it can ‘get back to growth’ May 2
- Homes.com grows with increased agent adoption, consumer demand April 29
- On private listings, Anywhere will be on the right side of history, CEO says April 29
Homebuilding
- Contrarian Smith Douglas leans into its system, goes for market share March 13
- Green Brick Partners stands out with high margins, land-heavy approach March 3
- Hovnanian recalibrates amid a shift to a higher-margin mix Feb. 26
- Champion Homes beats expectations with varied product mix, brand power Feb. 5
- Beazer pivots to a mix-shift into higher-margin homes after a Q1 loss Feb. 3
- Pulte sharpens its segmentation focus in a push to resecure margins Feb. 2
- Why M/I Homes is spec-heavy ahead of the spring selling season Jan. 29
Originally reported by HousingWire.
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