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Assets by Segment
Breaks down the company’s assets across its business segments—such as cash, inventory, equipment, and intangibles—showing where capital is tied up. Useful for assessing asset intensity, capital allocation choices, and which segments may need further investment or pose higher write-down risk relative to the returns they generate.Servicing is clearly the growth engine—recent jumps line up with aggressive subservicing wins and a bigger servicing book—while originations’ spike reflects Consumer Direct scale‑up (staffing and AI investments). However, rising MSR runoff, FHA delinquencies and hedge ineffectiveness show that UPB growth hasn’t yet translated into consistent servicing profit, which explains the lowered ROE guidance. The volatile Corporate & Other line looks like balance‑sheet reclassifications or transaction proceeds (Finance of America Reverse), so execution of that deal and conversion of volume into sustainable pretax income are the critical near‑term catalysts.
Date | Corporate & Other | Servicing | Originations |
|---|---|---|---|
Jun 30, 2026 | $354.00M | $9.88B | $2.12B |
Mar 31, 2026 | $347.70M | $15.18B | $2.21B |
Dec 31, 2025 | $234.80M | $14.68B | $1.25B |
Sep 30, 2025 | $216.40M | $14.51B | $1.38B |
Jun 30, 2025 | $230.50M | $14.69B | $1.62B |
Mar 31, 2025 | $236.60M | $15.01B | $1.01B |
Dec 31, 2024 | $247.90M | $15.24B | $945.00M |
Sep 30, 2024 | $259.90M | $12.11B | $856.60M |
Jun 30, 2024 | $266.80M | $11.90B | $913.50M |
Mar 31, 2024 | $250.90M | $12.00B | $835.20M |