First American Q3 net income falls 7% year over year to $177 million

• First American Financial’s third-quarter 2026 diluted earnings fell 7% year over year to $1.72 per share.
• Total revenue rose 5% year over year to $2.08 billion, while commercial revenue climbed 21% to $297.4 million.
• Home Warranty pretax income dropped 30% year over year to $11.3 million, primarily due to higher marketing expense.
• Management expects a lower-for-longer residential origination market and plans to roll out AI-native title and settlement platforms.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. First American Financial Corporation published the original content used to generate this news brief on October 21, 2026, and is solely responsible for the information contained therein.