Onity

Q2 FY2026 EarningsQ2 FY2026 missed consensus estimates significantly on the bottom line, reporting a GAAP EPS of ($1.53) vs. $1.48 expected. While total revenue of $283M was roughly in-line with the $292.5M consensus (-3.2% variance), the results were heavily impacted by $24M in unfavorable asset fair value changes and $9M in restructuring costs. Management maintained FY2026 adjusted ROE guidance at 10-15% but signaled expectations at the lower end due to macroeconomic volatility.