Replay available

Rocket Companies, Inc. (RKT) Q4 2025 Earnings Call

Rocket Companies, Inc. (NYSE: RKT) Q4 2025 earnings conference call, held 2026-02-26. Replay captured from the company's public earnings webcast.

Thu, February 26, 2026 at 4:30 PMendedReplay
Rocket Companies, Inc. (RKT) Q4 2025 Earnings Call

Hosted by

Featured presenters

Ryan McKeveney

Analyst, Zelman & Associates

Ryan Nash

Analyst, Goldman Sachs

Jeff Adelson

Analyst, Morgan Stanley

Meher Bhatia

Analyst, Bank of America

Mark DeVries

Analyst, Deutsche Bank

Don Fendetti

Analyst, Wells Fargo Securities

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.398 Home affordability is a multifaceted existential challenge. 00:00:04.398 -- 00:00:09.527 There is no quick fix. This is a two-sided market, buyer demand and 00:00:09.527 -- 00:00:15.316 seller inventory, and meaningful progress requires improvement on both fronts. 00:00:15.316 -- 00:00:20.264 On the supply side, not enough inventory is coming to market because too few sellers 00:00:20.264 -- 00:00:25.473 are moving. On the demand side, Americans want to buy, but affordability barriers keep 00:00:25.473 -- 00:00:31.352 too many on the sidelines. That's the reason for today's exciting partnership news. 00:00:31.352 -- 00:00:35.566 We're tackling the challenge directly, partnering with the biggest and best brokerage 00:00:35.566 -- 00:00:41.086 in the business. Rocket and Compass have formed a historic strategic alliance 00:00:41.086 -- 00:00:46.192 designed to strengthen both sides of the market, built around a lead funnel, unique 00:00:46.192 -- 00:00:49.978 inventory, distribution, and mortgage expertise. 00:00:49.978 -- 00:00:55.485 Redfin brings 50 million monthly active high intent buyers in the most comprehensive 00:00:55.485 -- 00:01:01.092 home listings platform in the industry. Compass offers a network of 340,000 00:01:01.092 -- 00:01:06.426 real estate agents and unique inventory. Rocket Mortgage 00:01:06.426 -- 00:01:11.373 drives affordability through our preferred integrated pricing bundle. 00:01:11.373 -- 00:01:16.420 Our goal is simple and unifying. Expand inventory and create a more 00:01:16.420 -- 00:01:22.068 streamlined, affordable home buying and selling experience for American families. 00:01:22.068 -- 00:01:25.854 Our alliance with Compass is proof that we're far from done. 00:01:25.854 -- 00:01:29.131 We believ...