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First American Financial FAF Home Warranty — Supplementary Insurance Information 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:SupplementaryInsuranceInformationNetInvestmentIncome.

The official record: First American Financial’s 10-K, filed February 18, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is First American Financial's home warranty — supplementary insurance information net investment income?
First American Financial (FAF) reported home warranty — supplementary insurance information net investment income of $1.18M in Q4 2025.
How has First American Financial's home warranty — supplementary insurance information net investment income changed year-over-year?
First American Financial's home warranty — supplementary insurance information net investment income decreased by 13.0% year-over-year, from $1.35M to $1.18M.
What is the long-term trend for First American Financial's home warranty — supplementary insurance information net investment income?
Over 4 years (2021 to 2025), First American Financial's home warranty — supplementary insurance information net investment income has grown at a -19.5% compound annual growth rate (CAGR), from $11.2M to $4.7M.
What does home warranty — supplementary insurance information net investment income mean?
The income generated from the investment of insurance premiums and reserves, net of investment expenses. It represents the secondary revenue stream derived from the company's float before claims are paid out.