First American Financial reports a 36% year-over-year increase in adjusted earnings per share for Q2 2026, driven by commercial segment performance.
First American Financial Corporation posted adjusted earnings per share of $2.08 for Q2 2026, marking a 36% increase from the same period last year. The company attributed the growth to strong performance in its commercial segment, which continued to expand during the quarter.
In the prior year, adjusted EPS stood at $1.53, with the commercial segment contributing significantly to the year-over-year improvement. The company also outlined long-term goals, including scaling its Endpoint platform by the end of 2027 and increasing Sequoia purchase automation to 70%.
Management highlighted ongoing momentum in earnings but did not disclose immediate market reactions in the available commentary.