Altisource第三季度服务营收4980万美元同比增26%，净亏损收窄至140万美元
房地产与抵押贷款行业服务商 Altisource Portfolio Solutions 10月29日公布2026年第三季度业绩：季度服务营收4,980万美元，同比增长26%；总营收5,192万美元，同比增24%。公司归母净亏损140万美元，较去年同期的240万美元收窄约100万美元。
其他主要指标：季度营业利润约80万美元；稀释每股亏损0.12美元，同比改善0.10美元；调整后稀释每股收益0.13美元，同比增30%；调整后 EBITDA 430万美元，同比增17%，利润率8.5%。季度经营活动现金流350万美元，同比增加280万美元；季度末现金及等价物2,510万美元。
业务方面，公司称客户新签约持续放量，非 Onity 与 Rithm 两家大客户以外的客户营收同比增长96%，现已占服务营收的72%。其房产交易平台 Hubzu 的库存自第二季度以来增16%，较2026年9月30日的水平增至四倍以上，总库存约2.6万件。当季公司新签约对应的年化服务营收潜力估计为服务商与房地产板块270万美元、放款发起板块630万美元。
董事长兼首席执行官 William B. Shepro 表示，第三季度两个板块的服务营收与调整后 EBITDA 均同比增长，客户拓展持续放量；公司的 AI 与效率举措已开始加快产品开发速度。他还表示，客户放量、经营杠杆改善与成本纪律是公司 Project 45 计划的核心——该计划目标是在2028年第四季度达到4,500万美元的年化调整后 EBITDA 运行率。
行业背景方面，公司引用数据称，截至2026年8月31日的八个月内，全行业止赎启动量同比高20%，止赎销售量同比高17%；第三季度全行业抵押贷款发放量同比下降6%，其中购房贷款降5%、再融资贷款降8%。
Altisource Q3 Service Revenue Grows 26% to $49.8 Million as Net Loss Narrows to $1.4 Million
Altisource Portfolio Solutions S.A., an integrated service provider and marketplace for the real estate and mortgage industries, reported third-quarter 2026 results on October 29. Service revenue was $49.8 million, up 26% from the same quarter of 2025, and total revenue was $51.9 million, up 24%. The net loss attributable to Altisource narrowed to $1.4 million from $2.4 million a year earlier.
Diluted loss per share improved to $0.12, while adjusted diluted earnings per share rose 30% to $0.13. Adjusted EBITDA was $4.3 million, up 17%, at a margin of 8.5%. Operating cash flow was $3.5 million, and the company ended the quarter with $25.1 million in cash and cash equivalents.
Revenue from customers outside Onity and Rithm grew 96% year over year and now represents 72% of service revenue. Inventory on the company's Hubzu marketplace grew 16% from the second quarter and more than quadrupled from a year earlier, to about 26,000 units. New sales wins in the quarter represented an estimated $2.7 million of potential annualized service revenue in the Servicer and Real Estate segment and $6.3 million in the Origination segment.
Chairman and CEO William B. Shepro said customer wins continued to ramp in the quarter and that the company's AI and efficiency initiatives have begun accelerating product development. He said the ramp of customer wins, greater operating leverage and disciplined cost management are the building blocks of Project 45, the company's objective of reaching $45 million of run-rate adjusted EBITDA by the fourth quarter of 2028. Industry-wide, foreclosure initiations were 20% higher in the eight months ended August 31, 2026 than a year earlier, while third-quarter mortgage origination volume fell 6%, the company noted.
来源：GSM·美国（原文链接）
图片来源：图：美国一处住宅区航拍，Altisource 为房地产与抵押贷款行业提供服务与交易平台。照片：David E. Lucas 摄，公共领域，经 Wikimedia Commons。 / An aerial view of a U.S. residential area; Altisource provides services and marketplaces for the real estate and mortgage industries. Photo: David E. Lucas, public domain, via Wikimedia Commons.
