Rocket Companies' stock surged 8.61% in after-hours trading following the release of better-than-expected fourth-quarter results and the announcement of a strategic partnership with Compass International Holdings.
The mortgage lender reported adjusted earnings per share of $0.11 for Q4 2025, beating analyst estimates of $0.09 by 26.44%. Revenue also exceeded expectations at $2.44 billion compared to the $2.255 billion consensus estimate. The company's adjusted EBITDA jumped 3.3 times to $592 million, while providing optimistic Q1 2026 adjusted revenue guidance of $2.6 billion to $2.8 billion.
Additionally, Rocket Companies announced a three-year strategic alliance with Compass aimed at expanding home listing inventory on Redfin, potentially bringing more than 500,000 additional listings to the platform. The partnership also connects home search, agents and Rocket Mortgage financing while offering Compass clients preferred mortgage pricing.