earnings
confidence high
sentiment positive
materiality 0.75
First American Q3 net income $190M ($1.84 EPS); raises dividend 2% to $2.20 annual
First American Financial Corp
2025-Q3 EPS reported
$3.95
revenue$5,402,500,000
- Net income $189.6M ($1.84 diluted EPS) vs net loss $104M last year; adjusted EPS $1.70.
- Total revenue $2.0B, up 41% YoY; title segment adjusted pretax margin 12.9%.
- Commercial revenues $245.9M (+29% YoY); home warranty pretax margin 14.1% (up from 8.1%).
- Raised common dividend 2% to $2.20 annual rate; repurchased 597,726 shares for $34M.
- Cash flow from operations $273M vs $237M last year; debt-to-capital ratio 33.0%.