UWM Holdings Corp (UWMC) Q3 2024 Earnings Call Highlights: Record Production and Strategic ...

In This Article:

  • Total Production: $39.5 billion for Q3 2024, the largest in three years.

  • Purchase Production: Over $26 billion in Q3 2024.

  • Refinance Production: $13.3 billion in Q3 2024.

  • Gain Margin: 118 basis points in Q3 2024.

  • Net Income: Nearly $32 million in Q3 2024.

  • Total Production Volume Year-to-Date: $100.8 billion, a 20% increase from the same period in 2023.

  • Year-to-Date Gain Margin: Increased to 111 basis points from 92 basis points last year.

  • Total Cash: Over $600 million at the end of Q3 2024.

  • Outstanding Lines of Credit: $300 million at the end of Q3 2024.

  • Net Cash Proceeds from MSR Sales Year-to-Date: Approximately $2.6 billion.

  • MSR Portfolio: Approximately $212 billion at the end of Q3 2024.

  • Total Accessible Liquidity: Approximately $2.5 billion at the end of Q3 2024.

Release Date: November 07, 2024

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • UWM Holdings Corp (NYSE:UWMC) achieved its largest quarterly production in three years with $39.5 billion, surpassing guidance.

  • The company reported a significant increase in purchase market share, growing approximately 300% since 2019.

  • UWM Holdings Corp (NYSE:UWMC) maintained profitability with a net income of nearly $32 million despite a $446 million decline in MSR fair value.

  • The company has been the number one lender for three consecutive years and the top purchase lender for four years.

  • UWM Holdings Corp (NYSE:UWMC) has a strong liquidity position with over $600 million in cash and $2.5 billion in accessible liquidity.

Negative Points

  • The anticipated refi boom has not fully materialized, impacting potential revenue growth.

  • The company experienced a $446 million decline in the fair value of MSRs due to changing interest rates.

  • Market interest rates have impacted MSR values, affecting overall financial performance.

  • The mortgage market remains challenging with 2024 on track to be the lowest year for existing home sales since 1995.

  • UWM Holdings Corp (NYSE:UWMC) faces increased competition in the broker channel, although it maintains a strong position.

Q & A Highlights

Q: In the EBITDA bridge, is the line item gain on other interest rate derivatives related to hedging the MSR? A: Andrew Hubacker, CFO, explained that they do not hedge MSRs. The interest rate derivative is not a hedge but a strategic decision made with the risk committee to address market conditions.

Q: What were the factors affecting gain on sale margins in the quarter? A: Andrew Hubacker noted that a brief period of favorable interest rates allowed for increased refi activity, boosting margins and volume. This situation provided a glimpse into potential future performance if rates decline further.