First American Financial Corporation

First American Financial Corporation Earnings Recaps

FAF Financials 1 recap
Next earnings: October 28, 2026 (estimated) · full calendar
Q2 2026 Jul 26, 2026

Shares rallied 6.5% following Q2 results as revenue growth in Commercial and continued deposit expansion at First American Trust demonstrated solid operational momentum, offsetting mortgage headwinds.

Key takeaways
  • Adjusted EPS rose 36% year-over-year to $2.80, driven primarily by strong Commercial segment performance.
  • Commercial revenue increased 34%, setting a Q2 record, bolstered by 14 transactions exceeding $1 million in premium.
  • Purchase revenue edged up 2% despite affordability challenges, while refinance revenue grew 18% due to a prior quarter’s mortgage rate dip.
  • Average deposits surged 30% to $7.9 billion, with 36% sourced outside captive title business, highlighting diversification.
  • AI initiatives and platform rollouts (Endpoint, Sequoia) are advancing automation and operational efficiency, with automation rates increasing from 30% to 34% in Q2.
Full recap

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