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First American Financial FAF Q2 2026 earnings

Reported July 22, 2026 · After market close

Revenue$2.1BBeat by $88.4M
EPS$2.08Beat by $0.28
Revenue estimate$2.0B
EPS estimate$1.80
“Our results were driven by our commercial business, which is on pace for a record year in 2026. In addition, investment income in our title segment grew 11 percent, despite a decline in the federal funds rate. Our adjusted pretax title margin was 14 percent for the quarter, a strong result given continued weakness in the residential market.”
Mark Seaton

Next report

Oct 21, 2026 (in a month)
Revenue estimate$2.1B
EPS estimate$1.88

Financials

Q2 2026

Income statement

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Revenue$2.1B+15.0%
Net income$218.5M+49.6%
EPS (diluted)$2.12+50.4%

Balance sheet

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Cash & equivalents$2.6B+29.2%
Total debt$1.8B-0.9%
Total equity$5.6B+9.6%
Total assets$18.9B+16.4%

Cash flow

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Operating cash flow$356.6M-1.4%
CapEx$39.2M-25.2%
Free cash flow$317.4M+2.6%

Valuation & ratios

Valuation

as of 09/16/26
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Market cap$7.44B+10.9%
Enterprise value$6.56B+1.8%
P/E10×-25.6×
P/S0.9×-0.1×

Profitability

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Net margin9.3%+6.4pp
FCF margin10.4%+0.2pp

Returns & leverage

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Return on equity13.9%+10.1pp
Debt / equity0.3×0.0×

Segments

By segment

See full
Title Insurance And Services$2.0B+16.9%
Home Warranty$113.8M+3.3%
Corporate-$11.0M-233%
Corporate And Eliminations-$11.1M-235%

FAQ

When did First American Financial report Q2 2026 earnings?
First American Financial (FAF) reported Q2 2026 earnings on July 22, 2026 after market close.
What were First American Financial's Q2 2026 revenue and EPS?
First American Financial reported revenue of $2.1B and eps of $2.08 for Q2 2026.
Did First American Financial beat estimates in Q2 2026?
Revenue beat the consensus estimate of $2.0B by $88.4M. EPS beat the consensus estimate of $1.80 by $0.28.
How did First American Financial's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 15.0% from $1.8B a year earlier and eps grew 35.9% from $1.53.
Where can I find First American Financial's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-312415) and the 10-Q periodic report (0001193125-26-314255) directly on SEC EDGAR. The filing index links above go to sec.gov.