First American Financial (FAF) earnings

First American Financial Corp· Financials

Results to: Sep 2026
Latest analysed call: Sep 2026 (Q3 FY26)
Balance sheet to: Dec 2025

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First American Financial earnings: last reported Thu, 22 Oct 2026, for the quarter ended Sep 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

Metric	Value	Change	Basis	Period	Note
Revenue	2,085 $ million	+5.3% YoY	Quarterly, as filed	Quarter to Sep 2026	Revenue from operations as filed.
Operating margin	Unavailable	—	Operating profit / revenue	Quarter to Sep 2026	Not in the filed figures for the quarter to sep 2026. No older figure is substituted.
Net profit	177 $ million	−6.6% YoY	Quarterly, as filed	Quarter to Sep 2026	Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Sep 2026

Price

$64.72 −0.54% · −$0.35

Last close Oct 23, 2026 · US · USD · Source: Inve

Performance +5.4% 1Y

1Y: $61.4 on 22 Oct 2025 → $64.72. High $79.16 (28 Jul 2026), low $56.85 (20 Mar 2026).

Previous close: $65.07
52-week range: $56.85 – $79.16
One year: +1.86%

Overview

Symbol: FAF
Sector: Financials
Exchange: US
Currency: USD

Financials

What the filings say

Net profit, year on year: −7% (quarter to sep 2026 against sep 2025).

In $ million. Oldest period first.

Line item	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026	Sep 2026
Sales	1,685	1,582	1,841	1,979	2,050	1,838	2,117	2,085
Expenses	1,585	1,486	1,646	1,732	1,762	1,676	1,833	1,857
Interest	44	35	38	40	44	42	46	46
Profit before tax	100	97	195	247	287	162	284	228
Tax rate	27.0%	22.6%	24.6%	23.1%	25.8%	22.9%	22.8%	22.4%
Net profit	72	74	146	190	212	125	219	177
EPS ($ per share)	—	0.72	1.41	1.84	—	1.21	2.13	1.72

Source: Inve data · income statement, quarterly · to Sept 2026

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Equity capital	0	0	0	0	0	0	0	0
Reserves	1,644	2,161	2,655	3,680	3,714	3,711	3,617	4,012
Total liabilities	6,885	7,094	7,874	10,668	10,274	11,940	9,982	10,705
Fixed assets	458	442	445	506	637	750	745	682
Total assets	10,631	11,519	12,796	16,451	14,955	16,803	14,909	16,229

Source: Inve data · balance sheet · to Dec 2025

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Cash from operations	793	913	1,085	1,220	778	354	898	951
Cash from investing	-1,221	-452	-1,415	-3,393	-393	600	-459	-1,456
Cash from financing	515	-445	113	2,126	-376	1,423	-2,309	161
Net cash flow	80	19	-211	-47	-4	2,382	-1,887	-331
Capital expenditure	-118	-107	-114	-160	-260	-263	-218	-188
Free cash flow	675	806	971	1,059	518	91	679	763

Source: Inve data · cash flow · to Dec 2025

FAF revenue by segment

FAF revenue by business segment, share of consolidated revenue by quarter
Segment	Q4 FY2024	Q1 FY2025	Q2 FY2025	Q3 FY2025	Q4 FY2025	Q1 FY2026	Q2 FY2026	Q3 FY2026	YoY growth latest quarter
Home Warranty	6%	7%	6%	6%	5%	6%	5%	6%	+0.1%
Corporate	—	-1%	<1%	1%	<1%	<1%	-1%	0%	-110.2%
Corporate and Eliminations	-1%	-1%	<1%	1%	<1%	0%	-1%	0%	-110.6%

Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.

See how segments are shifting across companies → Segment Shift

FAF operating KPIs by quarter

FAF operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Mar 2026 Q1 FY26	Jun 2026 Q2 FY26	Change vs prior quarter
Banking agents First American Trust	284 Our agent banking strategy is also gaining traction with 284 agents currently banking with First American Trust, up 26% from last year. Source: earnings call transcript	310 Today, 310 title agents bank with First American Trust, an increase of 37% from last year. Source: earnings call transcript	+9.2%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Insider filings

45 filings between Nov 10, 2025 and Jul 24, 2026.

Open market

decisions to buy or sell

Purchases

$4.05M

3 purchases by 1 insider

Sales

$1.11M

4 sales by 3 insiders

Compensation

not trading decisions

20: Award — granted as compensation
15: Tax withheld — shares kept back by the company to cover tax

Also filed: 2 gifts, 1 disposition to issuer.

Who traded

open market only

Insider	Bought	Sold	Last filing
KENNEDY PARKER S	$4.05M	—	Feb 17, 2026
McCarthy Margaret M	—	$468.0K	Apr 24, 2026
Cornehl Lisa W	—	$399.6K	May 5, 2026
Adams Steven A	—	$243.9K	Jul 24, 2026

Latest filings (50)

Date	Insider	What	Shares	Value
Jul 24, 2026	Adams Steven A VP & Chief Accounting Officer	Sale	3,253	$243.9K
Jul 24, 2026	Adams Steven A VP & Chief Accounting Officer	Sale	0	$0
Jun 22, 2026	Seaton Mark Edward Chief Executive Officer	Tax withheld	2,372	$162.8K
Jun 22, 2026	GILMORE DENNIS J Director	Award	14,570	$0
Jun 22, 2026	Wajner Matthew F. EVP, Chief Financial Officer	Tax withheld	619	$42.5K
Jun 22, 2026	Cornehl Lisa W SVP, Chief Legal Officer	Tax withheld	160	$11.0K
May 5, 2026	Cornehl Lisa W SVP, Chief Legal Officer	Sale	5,823	$399.6K
Apr 29, 2026	GILMORE DENNIS J Director	Disposition to issuer	13,311	$0
Apr 24, 2026	McCarthy Margaret M Director	Sale	6,630	$468.0K
Feb 24, 2026	Wajner Matthew F. EVP, Chief Financial Officer	Tax withheld	670	$44.4K
Feb 24, 2026	Adams Steven A VP & Chief Accounting Officer	Tax withheld	381	$25.3K
Feb 24, 2026	Cornehl Lisa W SVP, Chief Legal Officer	Tax withheld	1,753	$116.3K
Feb 24, 2026	Seaton Mark Edward Chief Executive Officer	Tax withheld	5,323	$353.1K
Feb 23, 2026	Seaton Mark Edward Chief Executive Officer	Tax withheld	7,030	$473.5K
Feb 23, 2026	Adams Steven A VP & Chief Accounting Officer	Tax withheld	509	$34.3K
Feb 23, 2026	Cornehl Lisa W SVP, Chief Legal Officer	Tax withheld	1,563	$105.3K
Feb 23, 2026	Wajner Matthew F. EVP, Chief Financial Officer	Tax withheld	835	$56.2K
Feb 19, 2026	Cornehl Lisa W SVP, Chief Legal Officer	Award	12,076	$0
Feb 19, 2026	GILMORE DENNIS J Director	Award	2,418	$0
Feb 19, 2026	MCKEE MICHAEL D Director	Award	2,418	$0
Feb 19, 2026	McCarthy Margaret M Director	Award	2,418	$0
Feb 19, 2026	DOTI JAMES L Director	Award	2,418	$0
Feb 19, 2026	GILYARD REGINALD HAROLD Director	Award	2,418	$0
Feb 19, 2026	DAILEY JEFFREY J Director	Award	2,418	$0
Feb 19, 2026	OMAN MARK C Director	Award	2,418	$0
Feb 19, 2026	Spence Marsha A Director	Award	2,418	$0
Feb 19, 2026	Wahl Deborah Director	Award	2,418	$0
Feb 19, 2026	Wajner Matthew F. EVP, Chief Financial Officer	Award	16,210	$0
Feb 19, 2026	Seaton Mark Edward Chief Executive Officer	Award	65,084	$0
Feb 19, 2026	Adams Steven A VP & Chief Accounting Officer	Award	3,351	$0
Feb 19, 2026	KENNEDY PARKER S Director	Award	2,418	$0
Feb 17, 2026	Wajner Matthew F. EVP, Chief Financial Officer	Tax withheld	2,174	$146.1K
Feb 17, 2026	Cornehl Lisa W SVP, Chief Legal Officer	Tax withheld	3,722	$250.2K
Feb 17, 2026	Seaton Mark Edward Chief Executive Officer	Tax withheld	13,658	$918.1K
Feb 17, 2026	Adams Steven A VP & Chief Accounting Officer	Tax withheld	1,190	$80.0K
Feb 17, 2026	KENNEDY PARKER S Director	Purchase	14,841	$1.00M
Feb 17, 2026	KENNEDY PARKER S Director	Purchase	30,000	$2.04M
Feb 13, 2026	KENNEDY PARKER S Director	Purchase	15,000	$1.01M
Feb 4, 2026	Adams Steven A VP & Chief Accounting Officer	Award	2,050	$0
Feb 4, 2026	Cornehl Lisa W SVP, Chief Legal Officer	Award	4,982	$0
Feb 4, 2026	Seaton Mark Edward Chief Executive Officer	Award	17,460	$0
Feb 4, 2026	Wajner Matthew F. EVP, Chief Financial Officer	Award	2,735	$0
Dec 22, 2025	DAILEY JEFFREY J Director	Award	406	$0
Dec 3, 2025	GILMORE DENNIS J Director	Gift	15,743	$0
Nov 10, 2025	KENNEDY PARKER S Director	Gift	2,950	$0
Aug 28, 2025	DOTI JAMES L Director	Sale	7,692	$501.3K
Aug 13, 2025	McCarthy Margaret M Director	Sale	3,500	$229.7K
Jun 20, 2025	Seaton Mark Edward Chief Executive Officer	Award	12,763	$0
Jun 20, 2025	Cornehl Lisa W SVP, Chief Legal Officer	Award	865	$0
Jun 20, 2025	GILMORE DENNIS J Director	Award	12,980	$0

Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.

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