Real estate asset manager Rithm Capital (NYSE: RITM) will be reporting results this Monday before market hours. Here’s what to look for.

Rithm Capital missed analysts’ revenue expectations by 35.1% last quarter, reporting revenues of $565.8 million, down 31.9% year on year. It was a slower quarter for the company, with a miss of analysts’ tangible book value per share estimates.

Is Rithm Capital a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Rithm Capital’s revenue to grow 3.5% year on year to $794.7 million, a reversal from the 5.7% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.52 per share.

The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Rithm Capital has missed Wall Street’s revenue estimates three times over the last two years.

Looking at Rithm Capital’s peers in the thrifts & mortgage finance segment, some have already reported their Q2 results, giving us a hint as to what we can expect. PennyMac Financial Services’s revenues decreased 7.1% year on year, missing analysts’ expectations by 19.8%, and Ladder Capital reported a revenue decline of 21.4%, in line with consensus estimates. PennyMac Financial Services traded down 7.5% following the results while Ladder Capital’s stock price was unchanged.

Read our full analysis of PennyMac Financial Services’s results here and Ladder Capital’s results here.

There has been positive sentiment among investors in the thrifts & mortgage finance segment, with share prices up 4% on average over the last month. Rithm Capital is up 7.1% during the same time and is heading into earnings with an average analyst price target of $13.85 (compared to the current share price of $12.21).

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