Rithm Capital Corp 2026年季度报告

FORM 10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THESECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March31, 2026or☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THESECURITIES EXCHANGE ACT OF 1934For the transition period from ________________to________________Commission File Number: 001-35777 Rithm Capital Corp. Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T(§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growthcompany. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of theExchange Act. Large accelerated filer☒Accelerated filer☐Non-accelerated filerSmaller reporting company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒Indicate the number of shares outstanding of each of the issuer’s classes of common stock, as of the latest practicable date. Common stock, $0.01 par value per share: 558,306,597 shares outstanding as of May1, 2026. CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS AND RISK FACTORS SUMMARY This report contains certain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, whichstatements involve substantial risks and uncertainties. Such forward-looking statements relate to and are based on, among other things, theoperating performance of our investments, the stability of our earnings, our financing needs, certain assumptions, future expectations, futureplans and strategies, projections of results of operations, cash flows or financial condition, the size and/or attractiveness of marketopportunities, the residential and commercial real estate (“CRE”) markets and general economic conditions or other forward-lookinginformation. Forward-looking statements are generally identifiable by use of forward-looking terminology such as “may,” “will,” “plan,”“should,” “potential,” “intend,” “expect,” “endeavor,” “seek,” “anticipate,” “estimate,” “overestimate,” “underestimate,” “believe,” “could,”“project,” “predict,” “continue” or other similar words or expressions. Our ability to predict results or the actual outcome of future plans orstrategies is inherently limited. Although we believe that the expectations reflected in such forward-looking statements are based on reasonableassumptions, our actual results, activities and performance could differ materially from those set forth in the forward-looking statements. Theseforward-looking statements involve risks, uncertainties and other factors that may cause our actual results in future periods to differ materiallyfrom forecasted results. Our ability to implement our business strategy is subject to numerous risks, and the following summarizes the principal risks that maymaterially adversely affect our business, financial condition, results of operations and cash flows. The following should be read in conjunctionwith the more complete discussion of risk factors we face, which are set forth under Part I, Item 1A. “Risk Factors” in our Annual Report onForm 10-K for the fiscal year ended December 31, 2025 (the “2025 Form 10-K”). These risks and factors include, among others: •our ability to successfully execute our business strategy and manage complex operational risks across multiple businesses and assetclasses;•the valuation of certain of our assets and investments requires significant judgment and is based on various assumptions;•the illiquidity of certain of our investments, which could impede our ability to adjust our portfolio in response to changes in economicand other conditions or to realize the value at which such investments are carried if we are required to dispose of them;•risks related to the geographic distribution of the collateral underlying Newrez LLC (“Newrez”) and Genesis Capital LLC (“Genesis”)loans, as well as other investments, including, but not limited to, environmental