Finance of America Companies FOA Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total revenues by Business | ||||||
| Portfolio Management | $239.83M-20.7% | $302.5M— | —— | —— | —— | |
| Retirement Solutions | $267.89M+5.9% | $252.98M+9.4% | $231.18M+1.6% | $227.52M+7.2% | $212.33M+2.9% | |
| OTHER, NET by Business | ||||||
| Portfolio Management | $0— | $0— | $0— | $0— | $0— | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0+100% | |
| Other Income (Expense), Net by Business | ||||||
| Retirement Solutions | $267.89M+5.9% | $252.98M+9.4% | $231.18M+1.6% | $227.52M+7.2% | $212.33M+2.9% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Portfolio Management | $133.57M-34.0% | $202.46M— | —— | —— | —— | |
| Retirement Solutions | $52.87M+14.4% | $46.21M+46.7% | $31.5M+4.7% | $30.09M+66.8% | $18.04M+65.4% | |
| Net origination gains by Business | ||||||
| Portfolio Management | $0— | $0— | $0— | $0— | $0— | |
| Retirement Solutions | $240.92M+6.6% | $226.07M+10.4% | $204.73M+1.3% | $202.02M+8.5% | $186.22M+3.5% | |
| Fee income by Business | ||||||
| Portfolio Management | $2.78M-9.5% | $3.07M+1.7% | $3.02M-5.6% | $3.2M-19.0% | $3.95M+11.0% | |
| Retirement Solutions | $26.97M+0.2% | $26.91M+1.8% | $26.44M+3.7% | $25.5M-2.3% | $26.11M-1.4% | |
| Interest Income by Business | ||||||
| Portfolio Management | $1.91B-0.7% | $1.92B+0.1% | $1.92B-0.4% | $1.93B+0.2% | $1.92B+0.9% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Interest Income (Expense), Operating by Business | ||||||
| Portfolio Management | $256.6M-1.6% | $260.76M-5.9% | $277.22M+5.7% | $262.18M-2.2% | $268.19M+0.1% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Operating Expenses by Business | ||||||
| Portfolio Management | $110.37M+6.0% | $104.15M-6.0% | $110.81M+21.9% | $90.94M+2.8% | $88.43M+1.1% | |
| Retirement Solutions | $215.03M+4.0% | $206.77M+3.7% | $199.39M+1.1% | $197.14M+1.6% | $194M-0.5% | |
| Total Assets by Business | ||||||
| Portfolio Management | $121.78B+1.4% | $120.14B+1.3% | $118.56B+1.5% | $116.86B+2.0% | $114.61B+1.8% | |
| Retirement Solutions | $918.26M-9.2% | $1.01B-3.4% | $1.05B-2.3% | $1.07B-1.2% | $1.09B-0.5% | |
| Marketing and advertising expenses by Business | ||||||
| Portfolio Management | $0— | $0-100% | $1K-50.0% | $2K-92.3% | $26K-36.6% | |
| Retirement Solutions | $51.18M+5.4% | $48.57M+10.1% | $44.1M+2.2% | $43.16M+3.8% | $41.58M+5.7% | |
| Interest Expense, Operating by Business | ||||||
| Portfolio Management | $1.65B-0.5% | $1.66B+1.1% | $1.64B-1.4% | $1.66B+0.6% | $1.65B+1.0% | |
| 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 | $15.69M+4.4% | $15.02M+3.9% | $14.46M+4.2% | $13.88M-1.4% | $14.08M-9.2% | |
| Retirement Solutions | $95.88M+4.2% | $92.02M+2.9% | $89.4M+3.3% | $86.57M+2.9% | $84.17M+0.9% | |
| General and administrative expenses by Business | ||||||
| Portfolio Management | $10.3M-0.7% | $10.37M+6.8% | $9.71M-2.8% | $9.99M-7.5% | $10.8M-11.3% | |
| Retirement Solutions | $23.42M+5.9% | $22.13M-2.3% | $22.65M-3.4% | $23.43M-3.7% | $24.33M-8.3% | |
| Net Fair Value Gains (Losses) On Mortgage Loans And Related Obligations by Business | ||||||
| Retirement Solutions | $240.92M+6.6% | $226.07M+10.4% | $204.73M+1.3% | $202.02M+8.5% | $186.22M+3.5% | |
| Loan production and portfolio related expenses by Business | ||||||
| Portfolio Management | $53.49M+12.5% | $47.56M-14.2% | $55.45M+53.0% | $36.24M+11.2% | $32.59M+15.1% | |
| Retirement Solutions | $7.15M+6.0% | $6.75M+15.2% | $5.85M-9.7% | $6.48M+2.4% | $6.33M-19.7% | |
| Amortization and depreciation by Business | ||||||
| Portfolio Management | $32K-28.9% | $45K-13.5% | $52K-40.9% | $88K+1.1% | $87K+13.0% | |
| Retirement Solutions | $37.39M+0.2% | $37.31M-0.2% | $37.4M-0.3% | $37.49M-0.3% | $37.59M-0.4% | |
| Loan servicing expenses by Business | ||||||
| Portfolio Management | $30.87M-0.9% | $31.16M+0.1% | $31.14M+1.3% | $30.74M-0.3% | $30.85M-1.5% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Gains on securitization of HECM tails, net by Business | ||||||
| Portfolio Management | $46.55M+2.6% | $45.37M-1.8% | $46.21M+2.4% | $45.11M-0.4% | $45.29M-0.5% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Fair value changes from market inputs or model assumptions by Business | ||||||
| Portfolio Management | $92.99M-42.4% | $161.33M— | —— | —— | —— | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Fair value changes from model amortization by Business | ||||||
| Portfolio Management | -$144.72M+5.8% | -$153.66M+9.4% | -$169.63M+1.4% | -$172.09M+6.7% | -$184.45M+8.3% | |
| 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.
