Q3 2026 earnings for publicly traded mortgage, real estate and homebuilder companies
As earnings results wrap up for Q3 2026, here’s a rundown of what’s happened for major lenders, brokerages, homebuilders, listing portals and title firms.
Earnings
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Pennymac posts $29M profit amid expense cuts, upcoming leadership changes
Company announces pending retirement of president Doug Jones, while CSO Kevin Ryan will replace Dan Perotti as CFO
Rocket posts $709M profit in Q3 despite tougher mortgage market
Rocket guided Q4 adjusted revenue to range of $2.1 billion to $2.3 billion while noting that refis could drop nearly 50% from Q3
First Horizon sells $4.5B mortgage portfolio at discount
Bank is moving to align its mortgage production more closely with core relationship clients
Ashton Woods leans into discipline as orders and margins slide
Net new orders fell 6.7% and gross margin slid to 22.7% as incentives and land costs pressured returns
Lennar defends even-flow, land banking strategy as risks build
Miller said nearly 50% of visitors cannot immediately qualify, as CPI ran 3.4% and the Fed lifted rates to 3.75% to 4%
Closings per market shows why some builders scale faster
Data suggests local density and differentiation, not market count alone, shape operating leverage and capital allocation
Toll Brothers luxury moat meets a tougher market test
Cash buyers were 25% of deliveries, and the average loan-to-value was 69% in fiscal Q3
UWM faces law firm fraud probe, analyst stock price cuts after Q2 loss, Oaktree deal
UWM Holdings Corp. is facing a securities fraud investigation and fresh cuts on Wall Street after reporting a loss for the second quarter and a $2.05 billion capital raise.
Blend reports stronger Q2 results on software growth
Blend Labs on Thursday reported higher second-quarter revenue and a narrower operating loss, driven by growth in its software platform business as the digital mortgage technology provider expanded customer relationships and rolled out its new AI-powered Autopilot product.