earnings
confidence high
sentiment positive
materiality 0.80
First American Financial Q2 EPS $1.41 ($1.53 adj); revenue $1.8B, +14% YoY; new $300M buyback
First American Financial Corp
2025-Q2 EPS reported
$2.12
revenue$3,423,600,000
- Net income $146M ($1.41 diluted EPS); adjusted net income $158M ($1.53 adj EPS) vs $116M ($1.11) a year ago.
- Total revenue $1.84B, up 14% YoY; title insurance segment pretax margin 12.6% (13.2% adjusted) vs 11.7%.
- Commercial revenues $234M, up 33% YoY; home warranty segment pretax margin 20.2% (20.7% adjusted).
- Board approved new $300M share repurchase authorization; repurchased 1.04M shares for $61M in Q2.
- Executive separation costs of $13M (12 cents per share) included in corporate segment.
item 2.02item 9.01