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First American Financial Corporation (FAF)
NYSE:FAF
US Market
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First American Financial (FAF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 05, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.45
Last Year’s EPS
0.69
Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 22, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted significant growth in commercial revenue and investment income, driven by strong performance in the industrial and multifamily sectors. However, challenges persist in the residential market due to affordability issues and elevated mortgage rates. The company is optimistic about the future, with advancements in AI and technology expected to enhance productivity. Higher operating costs and potential rate cuts in Texas present ongoing challenges.
Company Guidance
During the First American Financial Corporation's Third Quarter Earnings Conference Call, the company provided several key metrics and insights into its performance and future outlook. Adjusted earnings per share (EPS) for the quarter was reported at $1.70, marking a 27% increase. The company's adjusted consolidated revenue saw a 14% growth, driven largely by the commercial segment, which experienced a 29% increase in revenue. The average revenue per order in the commercial segment reached over $16,000, setting a new record. On the residential side, purchase revenue declined by 2% due to affordability challenges and elevated mortgage rates. However, refinance revenue rose by 28%, despite historically low levels. Investment income grew by 12%, contributing to overall profitability. The company also highlighted its strategic focus on AI and technology investments, such as Sequoia and Endpoint, which are expected to drive future productivity gains and market leadership. The Home Warranty segment reported a pretax income increase of 80%, supported by a lower loss rate. The pretax margin in the title segment was 12.9%, and the company's debt-to-capital ratio was 22.5%. First American also increased its dividend by 2% and repurchased 598,000 shares, demonstrating a commitment to returning value to shareholders.
Strong Earnings Growth
Adjusted earnings per share increased by 27% to $1.70, showcasing the resilience of the business.
Commercial Segment Performance
Commercial revenue increased 29%, with a record average revenue per order of over $16,000 per closing.
Investment Income Growth
Investment income grew 12% this quarter, serving as a countercyclical earnings driver.
Home Warranty Business Success
Home warranty business pretax income grew 80%, driven by a lower loss rate.
AI and Technology Advancements
Investments in data, technology, and AI are expected to drive productivity gains and new revenue opportunities.

First American Financial (FAF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

FAF Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 05, 2026
2025 (Q4)
1.45 / -
0.69
Oct 22, 2025
2025 (Q3)
1.38 / 1.84
-1284.00% (+2.84)
Jul 23, 2025
2025 (Q2)
1.34 / 1.41
1.1127.03% (+0.30)
Apr 23, 2025
2025 (Q1)
0.64 / 0.71
0.4557.78% (+0.26)
Feb 12, 2025
2024 (Q4)
1.03 / 0.69
0.33109.09% (+0.36)
Oct 23, 2024
2024 (Q3)
1.11 / -1.00
-0.02-4900.00% (-0.98)
Jul 24, 2024
2024 (Q2)
1.13 / 1.11
1.33-16.54% (-0.22)
Apr 24, 2024
2024 (Q1)
0.50 / 0.45
0.442.27% (+0.01)
Feb 07, 2024
2023 (Q4)
0.78 / 0.33
0.52-36.54% (-0.19)
Oct 26, 2023
2023 (Q3)
1.13 / -0.02
0.02-200.00% (-0.04)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

FAF Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 22, 2025
$61.40$63.54+3.49%
Jul 23, 2025
$57.14$59.12+3.47%
Apr 23, 2025
$58.64$61.49+4.86%
Feb 12, 2025
$61.04$61.35+0.51%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does First American Financial Corporation (FAF) report earnings?
First American Financial Corporation (FAF) is schdueled to report earning on Feb 05, 2026, Before Open (Confirmed).
    What is First American Financial Corporation (FAF) earnings time?
    First American Financial Corporation (FAF) earnings time is at Feb 05, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is FAF EPS forecast?
          FAF EPS forecast for the fiscal quarter 2025 (Q4) is 1.45.
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