Q2 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. As earnings results start to be released for the second quarter of 2026, here’s a rundown of what’s happening at the major lenders, brokerages, builders, listing portals and title firms.

Mortgage

Q2 2026 earnings

• UWM pays up for capital as it resets leverage targets Aug. 6
• UWM lines up record $2.05B Ishbia–Oaktree capital raise as it posts Q2 loss Aug. 5
• What Better’s CEO swap means for its future Aug. 5
• Finance of America grows reverse mortgage volume despite Q2 net loss of $29M Aug. 4
• loanDepot narrows Q2 net loss as home equity lifts margins Aug. 4
• Freddie Mac posts $3.8B Q2 net income July 30
• Pennymac profit drops in Q2 as rates bite, layoffs follow July 29
• Fannie Mae Q2 net income hits $4B July 29
• Newrez posts strong Q2 profit, eyes $65B in originations for 2026 July 28
• Mortgage volumes point to bank share gains in Q2 July 20
• Big banks crush Q2 mortgage origination expectations July 14
• BTIG: Higher rates to hit Q2 originations as nonbanks lean on MSR gains July 13

Real estate

Q2 2026 earnings

• Real Brokerage keeps growth streak alive as REMAX deal nears Aug. 6
• Zillow says its ‘Housing Super App’ strategy is working Aug. 5
• Amid antitrust scrutiny, Compass CEO Reffkin says MLSs are ‘anti-consumer’ Aug. 5
• Agent productivity drives record quarter for AGNT, eXp Realty Aug. 4
• Anywhere acquisition powers Compass to record revenue, stronger profits Aug. 4
• Homes.com helps drive CoStar to first profitable residential quarter July 29

Homebuilding

Q2 2026 earnings

• M/I Homes trades margin for market share as spec sales rise Aug. 5
• M/I Homes doubles down on specs as other builders pull back Aug. 4
• Green Brick seizes a margin edge as a land and product outlier July 31
• Meritage Q2 2026 earnings telegraph move-up buyer pivot July 30
• Lot demand shifts to terms and timing at Forestar, Five Point July 27
• NVR is land light by design, Q2 2026 reveals the strategy has limits July 24
• Century Communities leans on operations as strategy in Q2 2026 July 23
• Pulte banks on build-to-order pivot as margins find a floor July 22
• D.R. Horton bets operating rigor will outperform uncertain demand July 21
• KB Home Q2 2026 earnings point to scale vs execution debate June 25
• Lennar Q2 2026 results test the land-light model June 12

Past reports

Mortgage

• Big mortgage lenders stay profitable, but cracks emerge as rates climb May 12
• Figure posts strong Q1 on surge in blockchain lending activity May 12
• Blend reports profitable Q1, issues cautious outlook amid macro headwinds May 8
• 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
• 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

Real estate

• Title giants lean on commercial deals and AI to boost Q1 profitability May 14
• CEO Kaz Nejatian says Opendoor has fixed its ‘fatal flaw’ May 11
• eXp’s next act: ‘Maximum optionality’ for agents and brokers, says Leo Pareja May 11
• Realtor.com operator sees revenue rise 10% in News Corp’s Q3 earnings May 8
• 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
• 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

Homebuilding

• Policy uncertainty takes center stage as AMH reports revenue gains May 11
• 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
• 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