FAF · First American Financial Corp
$73.86
-0.20 (-0.27%)
At close · Aug 14
Market Cap
$7.54B
Shares
102.10M
First American Financial Corp Earnings Call Transcripts
Every quarterly earnings call for First American Financial Corp (FAF) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼29%
$1.68B
$54.30M
'22 Q4
23-02-09
▼28.9%
$1.45B
$45.90M
'23 Q1
23-04-27
▼20.2%
$1.65B
$138.50M
'23 Q2
23-07-27
▼18.8%
$1.48B
−$1.70M
'23 Q3
23-10-26
▼15.2%
$1.43B
$34.10M
'23 Q4
24-02-08
▼1.5%
$1.42B
$46.70M
'24 Q1
24-04-25
▼2.1%
$1.61B
$116.00M
'24 Q2
24-07-25
▼5.1%
$1.41B
−$104.00M
'24 Q3
24-10-24
▲17.9%
$1.69B
$72.40M
'24 Q4
25-02-13
▲11.1%
$1.58B
$74.20M
'25 Q1
25-04-24
▲14.2%
$1.84B
$146.10M
'25 Q2
25-07-24
▲40.7%
$1.98B
$189.60M
'25 Q3
25-10-23
▲21.6%
$2.05B
$211.90M
'25 Q4
26-02-12
▲16.2%
$1.84B
$125.10M
'26 Q1
26-04-23
LATEST
▲15%
$2.12B
$218.50M
'26 Q2
26-07-23
Earnings call
FY26 · Q3
2026-10-22
First American Financial Corporation Third Quarter Earnings Conference Call
Scheduled
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-07-23
First American Financial Corp Q2 FY2026 Earnings Call
Confident tone
Commercial Title Business
Bank and Deposit Growth
Refinance Market
Revenue
$2.12B
▲ 15% YoY Diluted EPS
$2.12
▲ 50.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Annual General Meeting
Investor event
2026-05-12
First American Financial Corporation Virtual Annual Meeting of Stockholders, May 12, 2026
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q1
2026-04-23
First American Financial Corp Q1 FY2026 Earnings Call
Confident tone
Commercial title strength
First American Trust bank growth
AI and technology initiatives (Endpoint and SEQUOIA)
Revenue
$1.84B
▲ 16.2% YoY Diluted EPS
$1.21
▲ 70.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-12
First American Financial Corp Q4 FY2025 Earnings Call
Confident tone
Commercial title strength
AI technology initiatives
Refinance outlook
Revenue
$2.05B*
▲ 21.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-23
First American Financial Corp Q3 FY2025 Earnings Call
Confident tone
Commercial Title Strength
AI and Technology
Residential Purchase Weakness
Revenue
$1.98B
▲ 40.7% YoY Diluted EPS
$1.84
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-24
First American Financial Corp Q2 FY2025 Earnings Call
Positive tone
Commercial Title Strength
Technology and AI Investments
FHFA Title Pilot
Revenue
$1.84B
▲ 14.2% YoY Diluted EPS
$1.41
▲ 27% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-24
First American Financial Corp Q1 FY2025 Earnings Call
Positive tone
Commercial title business
Residential origination outlook
Technology modernization
Revenue
$1.58B
▲ 11.1% YoY Diluted EPS
$0.71
▲ 57.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-13
First American Financial Corp Q4 FY2024 Earnings Call
Positive tone
Investment income and portfolio rebalancing
Commercial title strength
Home warranty and direct-to-consumer
Revenue
$1.69B*
▲ 17.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-24
First American Financial Corp Q3 FY2024 Earnings Call
Positive tone
Commercial Title Business
Investment Portfolio Rebalancing
Home Warranty Segment
Revenue
$1.41B
▼ 5.1% YoY Diluted EPS
$-1.00
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-25
First American Financial Corp Q2 FY2024 Earnings Call
Balanced tone
Strategic technology initiatives
Home warranty segment
Purchase market weakness
Revenue
$1.61B
▼ 2.1% YoY Diluted EPS
$1.11
▼ 16.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-25
First American Financial Corp Q1 FY2024 Earnings Call
Balanced tone
Investment income and deposits
Home warranty segment
Title segment margins and strategic investments
Revenue
$1.42B
▼ 1.5% YoY Diluted EPS
$0.45
▲ 2.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-08
First American Financial Corp Q4 FY2023 Earnings Call
Balanced tone
Cybersecurity incident
Investment income and rates
Strategic initiatives (Endpoint and instant decisioning)
Revenue
$1.43B*
▼ 15.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-26
First American Financial Corp Q3 FY2023 Earnings Call
Revenue
$1.48B
▼ 18.8% YoY Diluted EPS
$-0.02
▼ 200% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-27
First American Financial Corp Q2 FY2023 Earnings Call
Revenue
$1.65B
▼ 20.2% YoY Diluted EPS
$1.33
▲ 31.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-27
First American Financial Corp Q1 FY2023 Earnings Call
Revenue
$1.45B
▼ 28.9% YoY Diluted EPS
$0.44
▼ 50% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-09
First American Financial Corp Q4 FY2022 Earnings Call
Revenue
$1.68B*
▼ 29% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-27
First American Financial Corp Q3 FY2022 Earnings Call
Revenue
$1.82B
▼ 28.6% YoY Diluted EPS
$0.02
▼ 99.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
First American Financial Corp Q2 FY2022 Earnings Call
Revenue
$2.06B
▼ 9% YoY Diluted EPS
$1.01
▼ 62.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
First American Financial Corp Q1 FY2022 Earnings Call
Revenue
$2.03B
▲ 0.4% YoY Diluted EPS
$0.88
▼ 58.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-10
First American Financial Corp Q4 FY2021 Earnings Call
Revenue
$2.37B*
▲ 10.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-21
First American Financial Corp Q3 FY2021 Earnings Call
Revenue
$2.56B
▲ 33.6% YoY Diluted EPS
$4.00
▲ 146.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-22
First American Financial Corp Q2 FY2021 Earnings Call
Revenue
$2.27B
▲ 40.9% YoY Diluted EPS
$2.72
▲ 78.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-22
First American Financial Corp Q1 FY2021 Earnings Call
Revenue
$2.03B
▲ 43.4% YoY Diluted EPS
$2.10
▲ 281.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-11
First American Financial Corp Q4 FY2020 Earnings Call
Revenue
$2.15B
▲ 24.4% YoY Diluted EPS
$2.49
▲ 26.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-22
First American Financial Corp Q3 FY2020 Earnings Call
Revenue
$1.91B
▲ 14.5% YoY Diluted EPS
$1.62
▼ 1.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-23
First American Financial Corp Q2 FY2020 Earnings Call
Revenue
$1.61B
▲ 7.3% YoY Diluted EPS
$1.52
▼ 7.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-23
First American Financial Corp Q1 FY2020 Earnings Call
Revenue
$1.41B
▲ 8.4% YoY Diluted EPS
$0.55
▼ 43.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-13
First American Financial Corp Q4 FY2019 Earnings Call
Revenue
$1.73B
▲ 22% YoY Diluted EPS
$1.97
▲ 143.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–29 of 29 earnings calls
Key facts
CIK
1472787
CUSIP
31847R102
13F (30d)
445 filings
423 filers
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