Rocket’s Rapid Growth and Leonardo’s Divestment Indicate Major Changes in the Industry

Rocket Companies, Inc. (RKT) delivered its third-quarter 2025 results, surpassing analysts’ forecasts. The company anticipates a 31.1% year-over-year increase in revenue, reaching $1.75 billion, even though earnings per share dropped by half to 4 cents. This strong showing was attributed to ongoing demand in the mortgage and real estate markets, supported by the recent acquisition of Redfin Corp. and steady interest rates that encouraged refinancing. Experts pointed to robust loan servicing fee revenue, projected to grow 8.8% to $406.5 million, and a 9.5% annual rise in net gains from loan sales to $924.4 million, according to a

The Federal Reserve’s 25-basis-point rate reduction at the end of Q3 further boosted refinancing activity, helping Rocket Companies expand its market share in the competitive housing industry. Although costs increased, the company’s ability to beat the Zacks Consensus Estimate in two of the last four quarters demonstrated its adaptability. Rocket Companies’ revised revenue outlook of $1.6 billion to $1.75 billion reflects its optimism about sustaining growth despite economic headwinds, as highlighted in the TradingView preview.

Elsewhere, European aerospace company Leonardo SpA revealed it will divest a 9.4% share in Avio SpA, a prominent rocket producer, as part of a €400 million fundraising initiative. This transaction will lower Leonardo’s stake to 19% and is intended to support strategic investments in Italy’s expanding space industry. Following the news, Avio’s stock price dropped 8.7%, indicating investor concerns about the timing of the sale. Leonardo’s move is consistent with a broader industry trend, as defense and aerospace firms look to refine their portfolios in response to increasing demand for launch and defense programs, according to a

The combination of Rocket Companies’ robust financial results and Leonardo’s restructuring marks a significant period for both the aerospace and real estate technology industries. Rocket Companies’ emphasis on upgrading mortgage solutions through acquisitions and digital innovation positions it to reach the $1.75 billion revenue milestone, while Leonardo’s reduction in Avio holdings highlights the industry’s move toward more efficient operations and targeted reinvestment, as mentioned in the TradingView preview and Bloomberg report.