FLGHIGH SIGNALFINANCIAL10-K

Flagstar Bank reported substantially reduced losses while experiencing significant balance sheet contraction, with assets declining 12.6% to $87.5 billion amid reduced deposit levels.

The meaningful improvement in net losses suggests the bank's credit and operational challenges may be stabilizing, though this comes alongside notable business contraction. The combination of reduced deposits, lower debt levels, and higher cash positions indicates potential strategic repositioning or market pressures requiring close monitoring.

Comparing 2026-02-27 vs 2025-03-04View on EDGAR →
FINANCIAL ANALYSIS

Flagstar's financial profile shows both improvement and contraction, with net losses substantially reduced while net interest income fell 25% to $4.5 billion, reflecting the challenging rate environment. The balance sheet contracted meaningfully with total assets declining to $87.5 billion and deposits falling 13% to $66.0 billion, though the bank strengthened its liquidity position with cash increasing 34.5% to $15.4 billion and reduced total debt by $6.2 billion. This combination suggests either strategic deleveraging or market-driven business shrinkage while the institution works through credit challenges.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+84.2%
-$1.1B-$177.0M

Net income grew 84.2% — bottom-line growth signals improving overall business health.

Capital Expenditure
Cash Flow
-64.6%
$27.8M$9.8M

Capex reduced 64.6% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Total Debt
Balance Sheet
-43.3%
$14.4B$8.2B

Debt reduced 43.3% — deleveraging strengthens balance sheet and reduces financial risk.

Cash & Equivalents
Balance Sheet
+34.5%
$11.5B$15.4B

Cash position surged 34.5% — strong cash generation or capital raise providing significant financial cushion.

Net Interest Income
P&L
-25%
$6.0B$4.5B

Net interest income declined 25% — margin compression from rate changes or funding cost increases.

SG&A Expense
P&L
+24.4%
$127.0M$158.0M

SG&A increased modestly — likely reflects growth-related hiring or sales expansion investment.

Total Liabilities
Balance Sheet
-13.7%
$92.0B$79.4B

Liabilities reduced 13.7% — deleveraging improves balance sheet strength and financial flexibility.

Total Deposits
Balance Sheet
-13%
$75.9B$66.0B

Deposit base contracted 13% — monitor funding costs and liquidity position carefully.

Total Assets
Balance Sheet
-12.6%
$100.2B$87.5B

Total assets contracted 12.6% — asset sales, write-downs, or balance sheet optimization underway.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-03-04
ADDED
This figure is based on the closing price of the registrant s common stock on June 30, 2025 (the last business day of the registrant s most recent completed second fiscal quarter), $10.60 per share, as reported by the New York Stock Exchange.
Market For The Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 43 ITEM 6.
Management's Discussion and Analysis of Financial Condition and Results of Operations 45 ITEM 7A.
Securities and Exchange Commission FOMC Federal Open Market Committee SOFR Secured Overnight Financing Rate FRB-NY Federal Reserve Bank of New York TDM Troubled debt modification Freddie Mac Federal Home Loan Mortgage Corporation VIE Variable Interest Entity GAAP U.S.
Business General Where we say "we," "us," "our," the "Bank," the "Company," or "Flagstar," in this report we usually mean Flagstar Bank, National Association.
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REMOVED
(Exact name of registrant as specified in its charter) Delaware 06-1377322 (State or other jurisdiction of incorporation or organization) (I.R.S.
This figure is based on the closing price of the registrant s common stock on June 28 , 2024 (the last business day of the registrant s most recent completed second fiscal quarter), $9.66 per share, as reported by the New York Stock Exchange.
MARKET FOR THE REGISTRANT S COMMON EQUITY, RELATED STOCKHOLDER MATTERS AND ISSUER PURCHASES OF EQUITY SECURITIES 46 ITEM 6.
MANAGEMENT S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS 48 ITEM 7A.
FORM 10-K SUMMARY 154 3 For the purpose of this Annual Report on Form 10-K, the words we, us, our, and the Company are used to refer to Flagstar Financial, Inc.
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