Finance of America Companies FOA Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total revenues by Business | ||||||
| Portfolio Management | $66.33M+320% | $15.78M-42.3% | $27.34M-79.0% | $130.38M+1.1% | $129.01M— | |
| Retirement Solutions | $66.63M-5.9% | $70.8M+3.9% | $68.12M+9.3% | $62.35M+20.5% | $51.72M+5.6% | |
| OTHER, NET by Business | ||||||
| Portfolio Management | $0— | $0— | $0— | $0— | $0— | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Other Income (Expense), Net by Business | ||||||
| Portfolio Management | $64K— | —— | -$50.76M-172% | $70.91M+21.1% | $58.57M+128% | |
| Retirement Solutions | $66.63M-5.9% | $70.8M+3.9% | $68.12M+9.3% | $62.35M+20.5% | $51.72M+5.6% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Portfolio Management | $36.39M— | $0+100% | -$10.92M-110% | $108.1M+2.7% | $105.28M— | |
| Retirement Solutions | $9.91M-35.0% | $15.24M-12.1% | $17.34M+67.1% | $10.37M+218% | $3.26M+518% | |
| Net origination gains by Business | ||||||
| Portfolio Management | $0— | $0— | $0— | $0— | $0— | |
| Retirement Solutions | $60.89M-4.9% | $64.04M+6.9% | $59.93M+6.9% | $56.06M+21.8% | $46.04M+7.8% | |
| Fee income by Business | ||||||
| Portfolio Management | $493K-48.8% | $963K+28.4% | $750K+30.9% | $573K-27.1% | $786K-13.9% | |
| Retirement Solutions | $5.74M-15.0% | $6.76M-17.5% | $8.19M+30.2% | $6.29M+10.7% | $5.68M-9.6% | |
| Interest Income by Business | ||||||
| Portfolio Management | $467.6M-1.6% | $475.44M-1.4% | $482.13M+0.1% | $481.8M+0.2% | $480.6M+1.6% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Interest Income (Expense), Operating by Business | ||||||
| Portfolio Management | $66.27M+25.6% | $52.76M-32.4% | $78.1M+31.3% | $59.46M-15.6% | $70.44M+1.8% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Operating Expenses by Business | ||||||
| Portfolio Management | $29.95M+50.6% | $19.89M-48.0% | $38.26M+71.8% | $22.27M-6.2% | $23.73M-10.6% | |
| Retirement Solutions | $56.72M+2.1% | $55.55M+9.4% | $50.78M-2.3% | $51.97M+7.2% | $48.46M+0.6% | |
| Total Assets by Business | ||||||
| Portfolio Management | $31.05B+1.9% | $30.46B+0.3% | $30.36B+1.5% | $29.91B+1.7% | $29.42B+1.9% | |
| Retirement Solutions | $170.09M-20.7% | $214.6M-18.8% | $264.15M-2.0% | $269.42M+2.2% | $263.6M+5.2% | |
| Marketing and advertising expenses by Business | ||||||
| Portfolio Management | $0— | $0— | $0— | $0— | $0-100% | |
| Retirement Solutions | $13.34M-7.1% | $14.36M+27.8% | $11.23M-8.4% | $12.26M+14.2% | $10.73M+8.6% | |
| Interest Expense, Operating by Business | ||||||
| Portfolio Management | $401.33M-5.0% | $422.68M+4.6% | $404.03M-4.3% | $422.34M+3.0% | $410.17M+1.5% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Interest Expense by Business | ||||||
| Portfolio Management | $0— | $0— | $0— | $0— | $0— | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Salaries, benefits, and related expenses by Business | ||||||
| Portfolio Management | $4.3M+7.7% | $3.99M+8.8% | $3.67M-1.5% | $3.73M+2.6% | $3.63M+5.8% | |
| Retirement Solutions | $25.71M+8.2% | $23.77M+3.2% | $23.04M-1.3% | $23.35M+6.9% | $21.85M+3.3% | |
| General and administrative expenses by Business | ||||||
| Portfolio Management | $2.47M-2.4% | $2.53M+0.7% | $2.51M-10.2% | $2.79M+10.2% | $2.54M+35.6% | |
| Retirement Solutions | $6.32M+9.9% | $5.75M+3.4% | $5.56M-3.9% | $5.79M+15.2% | $5.02M-19.9% | |
| Net Fair Value Gains (Losses) On Mortgage Loans And Related Obligations by Business | ||||||
| Portfolio Management | -$429K— | —— | -$51.51M-173% | $70.34M+21.7% | $57.79M+127% | |
| Retirement Solutions | $60.89M-4.9% | $64.04M+6.9% | $59.93M+6.9% | $56.06M+21.8% | $46.04M+7.8% | |
| Loan production and portfolio related expenses by Business | ||||||
| Portfolio Management | $15.73M+179% | $5.64M-76.4% | $23.91M+191% | $8.21M-16.2% | $9.8M-27.5% | |
| Retirement Solutions | $1.93M-17.6% | $2.35M+44.8% | $1.62M+29.6% | $1.25M-18.0% | $1.53M+4.8% | |
| Amortization and depreciation by Business | ||||||
| Portfolio Management | $5K-16.7% | $6K+20.0% | $5K-68.8% | $16K-11.1% | $18K+38.5% | |
| Retirement Solutions | $9.41M+0.9% | $9.33M0.0% | $9.33M0.0% | $9.33M0.0% | $9.33M-0.9% | |
| Loan servicing expenses by Business | ||||||
| Portfolio Management | $7.45M-3.6% | $7.73M-5.4% | $8.17M+8.5% | $7.53M-2.8% | $7.74M+0.5% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Gains on securitization of HECM tails, net by Business | ||||||
| Portfolio Management | $11.67M-5.7% | $12.38M+6.2% | $11.65M+7.4% | $10.86M+3.6% | $10.48M-20.7% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Fair value changes from market inputs or model assumptions by Business | ||||||
| Portfolio Management | $19.92M— | $0+100% | -$21.87M-123% | $94.94M+7.6% | $88.26M— | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Fair value changes from model amortization by Business | ||||||
| Portfolio Management | -$32.02M+10.9% | -$35.95M+12.9% | -$41.29M-16.5% | -$35.46M+13.4% | -$40.96M+21.1% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Finance of America Companies break its business down?
- Finance of America Companies (FOA) reports total revenues by business across 2 parts — Portfolio Management and Retirement Solutions. Each is extracted from the segment footnotes and tracked over time.
- Where does Finance of America Companies's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Finance of America Companies's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
