AOMRMEDIUM SIGNALFINANCIAL10-K

Angel Oak Mortgage REIT significantly expanded its balance sheet with 25% debt growth while diversifying beyond first lien non-QM loans, but experienced a massive 84% deterioration in operating cash flow despite strong profitability gains.

The company appears to be in an aggressive growth phase, substantially increasing its investment activities and debt financing capacity. However, the dramatic worsening of operating cash flow signals potential timing mismatches between investment outlays and cash generation that investors should monitor closely for liquidity implications.

Comparing 2026-03-03 vs 2025-03-24View on EDGAR →
FINANCIAL ANALYSIS

The company executed significant balance sheet expansion with total assets growing 21% to $2.7B and debt increasing 25% to $2.3B, while maintaining healthy equity growth of 12% and achieving strong profitability with net income up 53% and net interest income up 30%. However, operating cash flow deteriorated dramatically by 84% to -$407M, indicating substantial cash outflows for investment activities that far exceeded the improved earnings performance. This suggests an aggressive investment period that, while profitable on paper, is consuming significant cash resources and creating potential liquidity management challenges.

FINANCIAL STATEMENT CHANGES
Operating Cash Flow
Cash Flow
-83.8%
-$221.4M-$407.0M

Operating cash flow fell 83.8% — earnings quality concerns; investigate working capital changes and non-cash items.

Net Income
P&L
+53.1%
$28.8M$44.0M

Net income grew 53.1% — bottom-line growth signals improving overall business health.

Net Interest Income
P&L
+30.1%
$110.4M$143.7M

Net interest income grew 30.1% — benefiting from rate environment or loan book expansion.

Total Debt
Balance Sheet
+25%
$1.8B$2.3B

Debt rose 25% — additional borrowing for investment or operations; monitor coverage ratios.

Total Liabilities
Balance Sheet
+22.2%
$2.0B$2.5B

Liabilities increased 22.2% — monitor debt-to-equity ratio and interest coverage.

Total Assets
Balance Sheet
+21.1%
$2.3B$2.7B

Asset base grew 21.1% — expansion through organic growth, acquisitions, or capital deployment.

Stockholders Equity
Balance Sheet
+11.9%
$239.0M$267.5M

Equity base grew 11.9% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-03-03
PRIOR — 2025-03-24
ADDED
FORM 10-K SUMMARY 126 SIGNATURES 127 1 Unless otherwise indicated, the terms Angel Oak Mortgage REIT, Inc., we, us, our, our company, and the Company refer to Angel Oak Mortgage REIT, Inc.
CLTV means combined loan-to-value ratio, which is calculated for purposes of this Annual Report on Form 10-K as the total outstanding principal amount of, if applicable, the outstanding principal amount of a HELOC plus the outstanding principal amount of a loan plus any financing that is pari passu with or senior to such loan at the time of acquisition, divided by the applicable real estate value at acquisition of such loan; in the case of a non-QM loan.
Second lien mortgage loans or closed end seconds mean residential mortgage loans that are subordinate to the primary or first lien mortgage loans on a residential property.
Our strategy is to make credit-sensitive investments primarily in newly-originated non-QM loans and other mortgage assets that are primarily made to higher-quality borrowers and sourced from the proprietary mortgage lending platform of our affiliate, Angel Oak Mortgage Lending, and other originators through our relationship with Angel Oak Capital.
We may also invest in other residential mortgage loans, RMBS, and other mortgage related assets as defined in target assets below.
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REMOVED
FORM 10-K SUMMARY 124 SIGNATURES 125 Unless otherwise indicated, the terms Angel Oak Mortgage REIT, Inc., we, us, our, our company, and the Company refer to Angel Oak Mortgage REIT, Inc.
Second lien mortgage loans mean residential mortgage loans that are subordinate to the primary or first lien mortgage loans on a residential property.
Our strategy is to make credit-sensitive investments primarily in newly-originated first lien non-QM loans that are primarily made to higher-quality non-QM loan borrowers and substantially sourced from Angel Oak s proprietary mortgage lending platform, Angel Oak Mortgage Lending, which currently operates primarily through a wholesale channel and has a national origination footprint.
We also may invest in other residential mortgage loans, RMBS, and other mortgage-related assets, which, collectively with non-QM loans, we refer to as our target assets.
We are externally managed and advised by our Manager pursuant to a management agreement (the Management Agreement ).
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