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-48.6% | $15.78M— | $27.34M-88.4% | $130.38M+216% | $129.01M+246% | |
| Retirement Solutions | $66.63M+28.8% | $70.8M+44.5% | $68.12M+5.7% | $62.35M+32.2% | $51.72M+13.2% | |
| 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 | ||||||
| Portfolio Management | $64K-99.9% | —— | -$50.76M-130% | $70.91M+393% | $58.57M+278% | |
| Retirement Solutions | $66.63M+28.8% | $70.8M+44.5% | $68.12M+5.7% | $62.35M+32.2% | $51.72M+13.2% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Portfolio Management | $36.39M-65.4% | $0— | -$10.92M-105% | $108.1M+402% | $105.28M+626% | |
| Retirement Solutions | $9.91M+204% | $15.24M+2,792% | $17.34M+8.8% | $10.37M+717% | $3.26M+184% | |
| Net origination gains by Business | ||||||
| Portfolio Management | $0— | $0— | $0— | $0— | $0— | |
| Retirement Solutions | $60.89M+32.3% | $64.04M+50.0% | $59.93M+4.7% | $56.06M+39.2% | $46.04M+16.1% | |
| Fee income by Business | ||||||
| Portfolio Management | $493K-37.3% | $963K+5.5% | $750K-19.4% | $573K-56.8% | $786K+99.5% | |
| Retirement Solutions | $5.74M+1.0% | $6.76M+7.5% | $8.19M+13.0% | $6.29M-8.8% | $5.68M-6.1% | |
| Interest Income by Business | ||||||
| Portfolio Management | $467.6M-2.7% | $475.44M+0.5% | $482.13M-1.6% | $481.8M+0.8% | $480.6M+3.6% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Interest Income (Expense), Operating by Business | ||||||
| Portfolio Management | $66.27M-5.9% | $52.76M-23.8% | $78.1M+23.8% | $59.46M-9.2% | $70.44M+0.4% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Operating Expenses by Business | ||||||
| Portfolio Management | $29.95M+26.2% | $19.89M-25.1% | $38.26M+108% | $22.27M+12.7% | $23.73M+4.3% | |
| Retirement Solutions | $56.72M+17.0% | $55.55M+15.3% | $50.78M+4.6% | $51.97M+6.4% | $48.46M-1.9% | |
| Total Assets by Business | ||||||
| Portfolio Management | $31.05B+5.6% | $30.46B+5.5% | $30.36B+5.9% | $29.91B+8.1% | $29.42B+7.5% | |
| Retirement Solutions | $170.09M-35.5% | $214.6M-14.3% | $264.15M-8.5% | $269.42M-4.6% | $263.6M-1.9% | |
| Marketing and advertising expenses by Business | ||||||
| Portfolio Management | $0— | $0-100% | $0-100% | $0-100% | $0-100% | |
| Retirement Solutions | $13.34M+24.3% | $14.36M+45.3% | $11.23M+9.1% | $12.26M+14.8% | $10.73M+26.4% | |
| Interest Expense, Operating by Business | ||||||
| Portfolio Management | $401.33M-2.2% | $422.68M+4.6% | $404.03M-5.3% | $422.34M+2.4% | $410.17M+4.2% | |
| 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+18.3% | $3.99M+16.3% | $3.67M+18.9% | $3.73M-5.2% | $3.63M-28.3% | |
| Retirement Solutions | $25.71M+17.7% | $23.77M+12.4% | $23.04M+14.0% | $23.35M+11.5% | $21.85M+3.4% | |
| General and administrative expenses by Business | ||||||
| Portfolio Management | $2.47M-2.8% | $2.53M+35.1% | $2.51M-10.1% | $2.79M-22.4% | $2.54M-35.2% | |
| Retirement Solutions | $6.32M+25.8% | $5.75M-8.3% | $5.56M-12.4% | $5.79M-13.4% | $5.02M-30.4% | |
| Net Fair Value Gains (Losses) On Mortgage Loans And Related Obligations by Business | ||||||
| Portfolio Management | -$429K-101% | —— | -$51.51M-130% | $70.34M+376% | $57.79M+273% | |
| Retirement Solutions | $60.89M+32.3% | $64.04M+50.0% | $59.93M+4.7% | $56.06M+39.2% | $46.04M+16.1% | |
| Loan production and portfolio related expenses by Business | ||||||
| Portfolio Management | $15.73M+60.5% | $5.64M-58.3% | $23.91M+409% | $8.21M+80.0% | $9.8M+77.2% | |
| Retirement Solutions | $1.93M+26.7% | $2.35M+61.2% | $1.62M-28.0% | $1.25M+13.7% | $1.53M-50.5% | |
| Amortization and depreciation by Business | ||||||
| Portfolio Management | $5K-72.2% | $6K-53.8% | $5K-87.8% | $16K+6.7% | $18K+125% | |
| Retirement Solutions | $9.41M+0.8% | $9.33M-0.9% | $9.33M-1.0% | $9.33M-1.1% | $9.33M-1.7% | |
| Loan servicing expenses by Business | ||||||
| Portfolio Management | $7.45M-3.8% | $7.73M+0.4% | $8.17M+5.1% | $7.53M-1.4% | $7.74M-5.8% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Gains on securitization of HECM tails, net by Business | ||||||
| Portfolio Management | $11.67M+11.3% | $12.38M-6.4% | $11.65M+10.4% | $10.86M-1.6% | $10.48M-2.3% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Fair value changes from market inputs or model assumptions by Business | ||||||
| Portfolio Management | $19.92M-77.4% | $0— | -$21.87M-111% | $94.94M+743% | $88.26M+551% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Fair value changes from model amortization by Business | ||||||
| Portfolio Management | -$32.02M+21.8% | -$35.95M+30.8% | -$41.29M+5.6% | -$35.46M+25.8% | -$40.96M+28.9% | |
| 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.
