FOAHIGH SIGNALFINANCIAL10-K

FOA delivered exceptional financial performance with net income nearly tripling to $45.2M while successfully streamlining operations around its core reverse mortgage business.

The company has completed its strategic transformation from a diversified lending platform to a focused retirement solutions business, evidenced by the removal of language about multiple business line exits and organizational transformation. The strong financial results, including 47% revenue growth and significantly improved profitability, suggest this strategic focus is paying dividends for shareholders.

Comparing 2026-03-13 vs 2025-03-14View on EDGAR →
FINANCIAL ANALYSIS

FOA demonstrated exceptional operational leverage with revenue growing 47% to $497.4M while net income skyrocketed 192% to $45.2M, indicating strong margin expansion. The company strengthened its balance sheet with cash nearly doubling to $89.5M and stockholders' equity increasing 25% to $395.6M, while simultaneously reducing interest expense by 22% to $118.7M. This combination of accelerating growth, improving profitability, and enhanced financial flexibility signals a company hitting its stride after completing a major strategic transformation.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+192.1%
$15.5M$45.2M

Net income grew 192.1% — bottom-line growth signals improving overall business health.

Cash & Equivalents
Balance Sheet
+88.9%
$47.4M$89.5M

Cash position surged 88.9% — strong cash generation or capital raise providing significant financial cushion.

Revenue
P&L
+47.1%
$338.2M$497.4M

Strong top-line growth of 47.1% — accelerating demand or successful expansion into new markets.

Stockholders Equity
Balance Sheet
+25.3%
$315.7M$395.6M

Equity base grew 25.3% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Interest Expense
P&L
-21.8%
$151.7M$118.7M

Interest expense declined — debt repayment or refinancing at lower rates improving earnings quality.

LANGUAGE CHANGES
NEW — 2026-03-13
PRIOR — 2025-03-14
ADDED
As of March 11, 2026, 8,551,931 shares of the registrant s Class A Common Stock, par value $0.0001, and 12 shares of the registrant s Class B Common Stock, par value $0.0001, were outstanding.
Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 166 Item 13.
FOA was incorporated in Delaware on October 9, 2020 and became a publicly-traded company on the New York Stock Exchange (the NYSE ) in April 2021, with trading beginning on April 5, 2021.
On August 15, 2025, FOA s Class A Common Stock also began trading on NYSE Texas, Inc.
FOA continues to maintain its primary listing on the NYSE and trades under the same FOA ticker symbol on both exchanges.
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REMOVED
As of March 11, 2025, there were 10,711,674 shares of the registrant s Class A Common Stock issued and outstanding, and 14 shares of the registrant s Class B Common Stock.
Security Ownership of Certain Beneficial Owners and Management and Related Shareholder Matters 172 Item 13.
FOA was incorporated in Delaware on October 9, 2020 and became a publicly-traded company on the NYSE in April 2021, with trading beginning on April 5, 2021 under the ticker symbol FOA.
5 Through the end of the third fiscal quarter of 2022, the Company was principally focused on offering (1) a wide array of loan products throughout the United States of America (the U.S.
), including reverse mortgage loans, traditional mortgage loans, business purpose loans to residential real estate investors, and home improvement loans, and (2) complementary lender services, such as title insurance and settlement services, to mortgage businesses.
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