earnings
confidence high
sentiment positive
materiality 0.80
First American Q2 2026 EPS $2.12, revenue $2.1B up 15% YoY
First American Financial Corp
- EPS $2.12 diluted ($2.08 adjusted) vs $1.41 prior year; net income $218.5M.
- Total revenue $2.1B, up 15% YoY; Title segment revenue $2.0B, up 17%.
- Commercial revenues $314M, up 34% YoY; avg revenue per commercial order $19,980.
- Title pretax margin 15.7% (adjusted 14.0%); Home Warranty pretax margin 21.3%.
- Repurchased 330,405 shares for $20M at avg $61.99; debt-to-capital 31.4%.