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— | $302.5M— | —— | —— | —— | |
| Retirement Solutions | $267.89M+26.2% | $252.98M+22.6% | $231.18M+16.4% | $227.52M+30.5% | $212.33M+26.5% | |
| OTHER, NET by Business | ||||||
| Portfolio Management | $0— | $0— | $0— | $0— | $0— | |
| Retirement Solutions | $0— | $0+100% | $0+100% | $0+100% | $0+100% | |
| Other Income (Expense), Net by Business | ||||||
| Retirement Solutions | $267.89M+26.2% | $252.98M+22.6% | $231.18M+16.4% | $227.52M+30.5% | $212.33M+26.5% | |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest by Business | ||||||
| Portfolio Management | $133.57M— | $202.46M— | —— | —— | —— | |
| Retirement Solutions | $52.87M+193% | $46.21M+324% | $31.5M+1,206% | $30.09M+178% | $18.04M+133% | |
| Net origination gains by Business | ||||||
| Portfolio Management | $0— | $0— | $0— | $0— | $0— | |
| Retirement Solutions | $240.92M+29.4% | $226.07M+25.7% | $204.73M+20.4% | $202.02M+40.1% | $186.22M+36.1% | |
| Fee income by Business | ||||||
| Portfolio Management | $2.78M-29.7% | $3.07M-13.8% | $3.02M+14.1% | $3.2M-23.6% | $3.95M-32.4% | |
| Retirement Solutions | $26.97M+3.3% | $26.91M+1.7% | $26.44M-9.2% | $25.5M-22.4% | $26.11M-27.6% | |
| Interest Income by Business | ||||||
| Portfolio Management | $1.91B-0.8% | $1.92B+0.8% | $1.92B+1.4% | $1.93B+4.3% | $1.92B+7.9% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Interest Income (Expense), Operating by Business | ||||||
| Portfolio Management | $256.6M-4.3% | $260.76M-2.7% | $277.22M+3.7% | $262.18M-5.0% | $268.19M-2.6% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Operating Expenses by Business | ||||||
| Portfolio Management | $110.37M+24.8% | $104.15M+19.1% | $110.81M+44.8% | $90.94M+14.2% | $88.43M+7.7% | |
| Retirement Solutions | $215.03M+10.8% | $206.77M+6.1% | $199.39M-0.9% | $197.14M-7.4% | $194M-12.9% | |
| Total Assets by Business | ||||||
| Portfolio Management | $121.78B+6.3% | $120.14B+6.7% | $118.56B+7.3% | $116.86B+8.4% | $114.61B+7.9% | |
| Retirement Solutions | $918.26M-15.4% | $1.01B-7.2% | $1.05B-6.2% | $1.07B-5.7% | $1.09B-8.6% | |
| Marketing and advertising expenses by Business | ||||||
| Portfolio Management | $0-100% | $0-100% | $1K-97.8% | $2K-96.1% | $26K-21.2% | |
| Retirement Solutions | $51.18M+23.1% | $48.57M+23.5% | $44.1M+18.0% | $43.16M+23.3% | $41.58M+28.9% | |
| Interest Expense, Operating by Business | ||||||
| Portfolio Management | $1.65B-0.2% | $1.66B+1.3% | $1.64B+1.0% | $1.66B+6.0% | $1.65B+9.8% | |
| 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+11.4% | $15.02M-3.2% | $14.46M-15.2% | $13.88M-26.7% | $14.08M-29.5% | |
| Retirement Solutions | $95.88M+13.9% | $92.02M+10.3% | $89.4M+3.4% | $86.57M-4.2% | $84.17M-10.0% | |
| General and administrative expenses by Business | ||||||
| Portfolio Management | $10.3M-4.6% | $10.37M-14.9% | $9.71M-32.6% | $9.99M-36.3% | $10.8M-33.3% | |
| Retirement Solutions | $23.42M-3.7% | $22.13M-16.6% | $22.65M-18.7% | $23.43M-19.6% | $24.33M-19.1% | |
| Net Fair Value Gains (Losses) On Mortgage Loans And Related Obligations by Business | ||||||
| Retirement Solutions | $240.92M+29.4% | $226.07M+25.7% | $204.73M+20.4% | $202.02M+40.1% | $186.22M+36.1% | |
| Loan production and portfolio related expenses by Business | ||||||
| Portfolio Management | $53.49M+64.1% | $47.56M+67.9% | $55.45M+191% | $36.24M+95.2% | $32.59M+78.7% | |
| Retirement Solutions | $7.15M+13.0% | $6.75M-14.5% | $5.85M-33.6% | $6.48M-27.6% | $6.33M-38.2% | |
| Amortization and depreciation by Business | ||||||
| Portfolio Management | $32K-63.2% | $45K-41.6% | $52K-44.1% | $88K+7.3% | $87K-13.9% | |
| Retirement Solutions | $37.39M-0.5% | $37.31M-1.2% | $37.4M-1.2% | $37.49M-1.2% | $37.59M-7.0% | |
| Loan servicing expenses by Business | ||||||
| Portfolio Management | $30.87M+0.1% | $31.16M-0.5% | $31.14M-0.5% | $30.74M-1.5% | $30.85M-1.3% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Gains on securitization of HECM tails, net by Business | ||||||
| Portfolio Management | $46.55M+2.8% | $45.37M-0.4% | $46.21M+13.2% | $45.11M+20.8% | $45.29M+41.9% | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Fair value changes from market inputs or model assumptions by Business | ||||||
| Portfolio Management | $92.99M— | $161.33M— | —— | —— | —— | |
| Retirement Solutions | $0— | $0— | $0— | $0— | $0— | |
| Fair value changes from model amortization by Business | ||||||
| Portfolio Management | -$144.72M+21.5% | -$153.66M+23.6% | -$169.63M+21.2% | -$172.09M+24.6% | -$184.45M+21.8% | |
| 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.
