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First American Financial FAF Q3 2026 earnings

Reported October 21, 2026 · After market close

Revenue$2.1BMiss by $18.9M
EPS$1.78Miss by $0.03
Revenue estimate$2.1B
EPS estimate$1.81
“Continued growth in our commercial business and higher investment income drove our earnings this quarter. The recent increase in mortgage rates reinforces our expectation for a lower-for-longer residential origination market. We will use this environment to deepen our customer relationships and execute the rollout of our new AI-native title and settlement platforms, which will enhance the customer experience, improve operating efficiency and position First American for stronger earnings growth as the market recovers.”
Mark Seaton

Next report

Date not yet announced

Financials

Q3 2026

Income statement

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Revenue$2.1B+5.3%
Net income$177.0M-6.6%
EPS (diluted)$1.72-6.5%

Balance sheet

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Cash & equivalents$1.7B-40.5%
Total debt$1.7B-1.2%
Total equity$5.4B+1.6%
Total assets$18.0B+2.1%

Cash flow

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Operating cash flow$238.0M-12.7%
CapEx$41.4M-16.2%
Free cash flow$196.6M-11.9%

Valuation & ratios

Valuation

as of 10/30/26
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Market cap$6.51B+3.5%
Enterprise value$6.52B+26.9%
P/E8.9×-4.1×
P/S0.8×-0.1×

Profitability

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Net margin9.1%+2.3pp
FCF margin10%0.0pp

Returns & leverage

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Return on equity13.7%+4.4pp
Debt / equity0.3×0.0×

Segments

By segment

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Title Insurance And Services$2.0B+7.5%
Home Warranty$114.7M+0.1%
Corporate-$2.9M-110%

FAQ

When did First American Financial report Q3 2026 earnings?
First American Financial (FAF) reported Q3 2026 earnings on October 21, 2026 after market close.
What were First American Financial's Q3 2026 revenue and EPS?
First American Financial reported revenue of $2.1B and eps of $1.78 for Q3 2026.
Did First American Financial beat estimates in Q3 2026?
Revenue missed the consensus estimate of $2.1B by $18.9M. EPS missed the consensus estimate of $1.81 by $0.03.
How did First American Financial's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 5.3% from $2.0B a year earlier and eps grew 4.7% from $1.70.
Where can I find First American Financial's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-427848) and the 10-Q periodic report (0001193125-26-429203) directly on SEC EDGAR. The filing index links above go to sec.gov.