Rocket Companies (RKT) Q4 Earnings: What To Expect

Rocket Companies (RKT) Q4 Earnings: What To Expect

Kayode Omotosho

Wed, February 25, 2026 at 12:01 PM GMT+9 2 min read

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Fintech mortgage provider Rocket Companies (NYSE:RKT) will be reporting earnings this Thursday after the bell. Here’s what investors should know.

Rocket Companies beat analysts’ revenue expectations last quarter, reporting revenues of $1.78 billion, up 34.8% year on year. It was an exceptional quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ net interest income estimates.

Is Rocket Companies a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Rocket Companies’s revenue to grow 86.2% year on year, improving from the 34.2% increase it recorded in the same quarter last year.

Rocket Companies Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Rocket Companies has a history of exceeding Wall Street’s expectations.

Looking at Rocket Companies’s peers in the thrifts & mortgage finance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Flagstar Financial’s revenues decreased 3% year on year, beating analysts’ expectations by 3.2%, and Columbia Financial reported revenues up 236%, topping estimates by 12.7%. Flagstar Financial’s stock price was unchanged after the resultswhile Columbia Financial was up 7.5%.

Read our full analysis of Flagstar Financial’s results here and Columbia Financial’s results here.

Investors in the thrifts & mortgage finance segment have had steady hands going into earnings, with share prices flat over the last month. Rocket Companies is down 16.7% during the same time and is heading into earnings with an average analyst price target of $21.57 (compared to the current share price of $17.69).

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