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    Lucas Haimes

    Research Analyst at Goldman Sachs

    Lucas Haimes is an Equity Research Associate at Goldman Sachs, specializing in financial services sector analysis with experience spanning equity research and related roles. He has contributed coverage to a range of public companies, though specific names and detailed performance metrics such as published success rates or TipRanks rankings are not publicly available. With a career timeline that includes nearly a decade of roles in research and analysis, including positions as a research analyst, research intern, and founder, Haimes joined Goldman Sachs in December 2024 after prior experience in the industry, and holds a bachelor’s degree from the University of California, Berkeley. His professional credentials include substantial research experience in financial services, but FINRA registration and securities licenses are not confirmed in the public domain.

    Lucas Haimes's questions to Rocket Companies (RKT) leadership

    Lucas Haimes's questions to Rocket Companies (RKT) leadership • Q2 2025

    Question

    Lucas Haimes from Goldman Sachs inquired about Rocket Companies' outlook for the third quarter and the remainder of 2025, specifically asking about the core cost run rate and the expected pacing of revenue growth versus expenses.

    Answer

    CEO Varun Krishna explained that while the spring home buying season started slow, momentum is building and expected to extend past the typical Labor Day drop-off, giving them confidence in their outlook. CFO Brian Brown provided detailed Q3 guidance, noting it includes Redfin for the first time. He projected standalone Rocket revenue growth of 6% year-over-year, consistent margins with Q2, and detailed expected expense increases, including non-recurring transaction costs and the impact of $80 million in annualized savings from recent restructuring.

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