Inferra AI / Company / FAF
First American Financial Corp
FAF · Financials
Last earnings Oct 21, 2026
Key results
Total revenuequarter
$2.0 billion
Total revenue of $2.0 billion, up 22 percent compared with last year - Adjusted total
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
Growthquarter
up 22 percent
Total revenue of $2.0 billion, up 22 percent compared with last year - Adjusted total
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
Revenuequarter
$2.0 billion
revenue of $2.0 billion, up 15 percent compared with last year •
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
Commercial revenuequarter
$339 million
Commercial revenues of $339 million, up 35 percent compared with last year •
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
Total revenuefull-year
$7.5 billion
Total revenue of $7.5 billion, up 22 percent compared with last year - Adjusted total
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
Growthfull-year
up 22 percent
Total revenue of $7.5 billion, up 22 percent compared with last year - Adjusted total
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
Revenuefull-year
$7.4 billion
revenue of $7.4 billion, up 14 percent compared with last year •
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
Commercial revenuefull-year
$1.0 billion
Commercial revenues of $1.0 billion, up 32 percent compared with last year •
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
Net incomequarter
$212 million
Net income in the current quarter was $212 million, or $2.05 per diluted share, compared with net income of $72 million, or 69 cents per diluted share, in the fourth quarter of 2024.
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
Adjusted net incomequarter
$206 million
Adjusted net income in the current quarter was $206 million, or $1.99 per diluted share, compared with $142 million, or $1.35 per diluted share, in the fourth quarter of last year.
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
AI analysis
Q3 2025 · reported Feb 11, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Total revenue | $2.0 billion | — | — |
| Growth | up 22 percent | — | — |
| Revenue | $2.0 billion | — | — |
| Commercial revenue | $339 million | — | — |
| Net income | $212 million | — | — |
| Adjusted net income | $206 million | — | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
Use of Non-GAAP Financial Measures This news release and related management commentary contain certain financial measures that are not presented in accordance with generally accepted accounting principles (GAAP), including an adjusted debt to capitalization ratio, personnel and other operating expense ratios, success ratios, net operating revenues; and adjusted revenues, adjusted pretax income, adjusted pretax margin, adjusted net income, and adjusted earnings per share.
In connection with a mortgage loan subservicing agreement, the Company maintains certain debt securities on deposit with a fair value of $ 52.2 million at September 30, 2026 for which it has provided a secured interest as collateral.
Event summary
First American Financial Corp Q3 2025 — Total revenue of $2.0 billion, up 22 percent compared with last year - Adjusted total
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Use of Non-GAAP Financial Measures This news release and related management commentary contain certain financial measures that are not presented in accordance with generally accepted accounting principles (GAAP), including an adjusted debt to capitalization ratio, personnel and other operating expense ratios, success ratios, net operating revenues; and adjusted revenues, adjusted pretax income, adjusted pretax margin, adjusted net income, and adjusted earnings per share.
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
In connection with a mortgage loan subservicing agreement, the Company maintains certain debt securities on deposit with a fair value of $ 52.2 million at September 30, 2026 for which it has provided a secured interest as collateral.
SEC original ↗First American Financial Corp — 10-Q Quarterly report10-QOct 23, 2026
Deposit balances held at FA Trust are temporarily invested in cash and cash equivalents and debt securities, with offsetting liabilities included in deposits in the accompanying condensed consolidated balance sheets.
SEC original ↗First American Financial Corp — 10-Q Quarterly report10-QOct 23, 2026
12 FIRST AMERICAN FINANCIAL CORPORATION AND SUBSIDIARY COMPANIES Notes to Condensed Consolidated Financial Statements (Continued) (unaudited) Note 3 Debt Securities Investments in debt securities, classified as available-for-sale, are as follows: Amortized Gross unrealized Estimated (in millions) cost Gains Losses fair value September 30, 2026 U.
SEC original ↗First American Financial Corp — 10-Q Quarterly report10-QOct 23, 2026
corporate debt securities 1,299.1 0.8 ( 65.6 ) $ 1,234.3 Foreign corporate debt securities 493.5 1.2 ( 17.6 ) $ 477.1 $ 10,535.2 $ 3.5 $ ( 776.1 ) $ 9,762.6 December 31, 2025 U.
SEC original ↗First American Financial Corp — 10-Q Quarterly report10-QOct 23, 2026
corporate debt securities 1,032.8 15.7 ( 13.7 ) 1,034.8 Foreign corporate debt securities 466.6 9.5 ( 4.9 ) 471.2 $ 8,656.7 $ 79.4 $ ( 269.4 ) $ 8,466.7 Sales of debt securities resulted in realized gains of $ 0.7 million and $ 3.6 million, realized losses of $ 2.1 million and $ 7.8 million and proceeds of $ 239.1 million and $ 782.8 million for the three and nine months ended September 30, 2026, respectively.
SEC original ↗First American Financial Corp — 10-Q Quarterly report10-QOct 23, 2026
Strategy & priorities
These results reflect both market tailwinds and our continued focus on operating leverage.
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
At the same time, execution of our strategic technology initiatives - particularly those leveraging AI - are -more- First American Financial Reports Results for the Fourth Quarter and Full Year of 2025 Page 3 progressing as planned.
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
” These forward-looking statements include, without limitation, statements regarding future operations, performance, financial condition, prospects, plans and strategies.
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
THESE FORWARD-LOOKING STATEMENTS INCLUDE, WITHOUT LIMITATION, STATEMENTS REGARDING FUTURE OPERATIONS, PERFORMANCE, FINANCIAL CONDITION, PROSPECTS, PLANS AND STRATEGIES.
SEC original ↗First American Financial Corp — 10-Q Quarterly report10-QOct 23, 2026
The note is collateralized by first priority interests in multiple affiliated entities and is included in other assets on the condensed consolidated balance sheets.
SEC original ↗First American Financial Corp — 10-Q Quarterly report10-QOct 23, 2026
Risks & headwinds
Risks and uncertainties exist that may cause results to differ materially from those set forth in these forward-looking statements.
SEC original ↗First American Financial Corp — Earnings release (8-K exhibit)EX-99Feb 11, 2026
Legal Proceedings 44 Item 1A.
SEC original ↗First American Financial Corp — 10-Q Quarterly report10-QOct 23, 2026
RISKS AND UNCERTAINTIES EXIST THAT MAY CAUSE RESULTS TO DIFFER MATERIALLY FROM THOSE SET FORTH IN THESE FORWARD-LOOKING STATEMENTS.
SEC original ↗First American Financial Corp — 10-Q Quarterly report10-QOct 23, 2026
Commonly known as Pillar II, these rules apply to large multinational enterprises and are designed to address the tax challenges arising from the globalization and digitalization of the economy.
SEC original ↗First American Financial Corp — 10-Q Quarterly report10-QOct 23, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documentsEarnings releases
10 documentsPresentations
0 documentsNo presentations for First American Financial Corp are held in this edition of the library.
Transcripts
0 documentsNo transcripts for First American Financial Corp are held in this edition of the library.
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