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Earnings Analysis

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Summary

Rocket Companies remains a buy, supported by strong Q3 results and resilient profitability despite a depressed mortgage market.

RKT posted Q3 non-GAAP EPS of $0.15 (beat by $0.02) and revenue of $3.28B (beat by $680M), with adjusted EBITDA margin reaching 29%.

Management expects Q4 2026 adjusted revenue of $2.1B–$2.3B and accelerated expense synergies from the Mr. Cooper acquisition by year-end 2026.

While technicals are bearish and macro headwinds persist, RKT's valuation is compelling at cyclical lows, with long-term support above $10.

Muhammad Labib Adilah/iStock via Getty Images

Rocket Companies ( RKT ) has felt the brunt of the steep rise in consumer mortgage rates in the past eight months.…