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First American Financial FAF Home Warranty — Net Investment Income

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Other financials

Income statement

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Revenue$1.8B+16.2%
Net income$125.1M+68.6%
EPS (diluted)$1.21+70.4%

Balance sheet

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Cash & equivalents$2.4B+19.1%
Total debt$1.8B-1.4%
Total equity$5.5B+9.4%
Total assets$17.9B+15.7%

Cash flow

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Operating cash flow$5.6M+111%
CapEx$38.3M-8.2%
Free cash flow-$32.7M+65.4%

Valuation

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Market cap$6.99B-8.6%
Enterprise value$6.31B-15.3%
P/E10.4×-37.9×
P/S0.9×-0.3×

Profitability

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Net margin8.7%+6.2pp
FCF margin10.7%+1.7pp

Returns & leverage

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Return on equity12.8%+9.6pp
Debt / equity0.3×0.0×

Where this comes from

Reported directly by First American Financial in its filing.

Tagged under the XBRL concept us-gaap:NetInvestmentIncome.

The official record: First American Financial’s 10-Q, filed April 24, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is First American Financial's home warranty — net investment income?
First American Financial (FAF) reported home warranty — net investment income of $1.3M in Q1 2026.
How has First American Financial's home warranty — net investment income changed year-over-year?
First American Financial's home warranty — net investment income increased by 62.5% year-over-year, from $800K to $1.3M.
What is the long-term trend for First American Financial's home warranty — net investment income?
Over 4 years (2021 to 2025), First American Financial's home warranty — net investment income has grown at a 5.1% compound annual growth rate (CAGR), from $4.1M to $5M.
What does home warranty — net investment income mean?
This metric captures the interest, dividends, and other income generated from the investment of the segment's float and capital reserves. It reflects the segment's ability to earn returns on its idle cash and insurance-related assets.