First American Q2 FY26 EPS rises 50% to $2.12; revenue increases 15% to $2.1 billion

• First American posted net income of $218.5 million, lifting diluted EPS to $2.12; adjusted EPS rose to $2.08, up 36% year over year.
• Revenue climbed 15% from a year earlier to $2.12 billion, driven by stronger commercial results amid continued weakness in the residential market.
• Title Insurance and Services pretax margin widened 3.1 percentage points to 15.7% as segment investment income rose 11% to $164 million.
• Commercial revenue increased 34% to $314.1 million; Home Warranty pretax margin improved 1.1 percentage points to 21.3%.
• CEO Mark Seaton said the company is integrating AI into workflows to boost employee effectiveness, customer experience, and operating performance.

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 via Business Wire (Ref. ID: 202607221615BIZWIRE_USPR_____20260722_BW258148) on July 22, 2026, and is solely responsible for the information contained therein.