Rocket Companies' fourth quarter 2025 revenue surged past estimates while purchase market share expanded to 5.5%.

Rocket Companies reported fourth quarter 2025 results that significantly surpassed revenue and adjusted EPS expectations. The company posted GAAP revenue of $2.69 billion and GAAP diluted EPS of $0.02. On an adjusted basis, revenue was $2.44 billion with adjusted EPS of $0.11.

Key Highlights

• Adjusted revenue of $2.44 billion significantly exceeded analyst expectations of $1.23 billion, while adjusted EPS of $0.11 also beat the $0.06 consensus.
• Total gain on sale margin for the quarter came in at 2.82%, slightly ahead of estimates, on total closed mortgage loan origination volume of $47.3 billion.
• The company reported a notable expansion in purchase market share to 5.5%, an increase from 3.8% in the prior year's quarter.
• Rocket guided for first quarter 2026 adjusted revenue between $2.6 billion and $2.8 billion, indicating continued momentum.