First American Financial Corporation (FAF) Q4 2025 Earnings Call Transcript

SA Transcripts158.35K FollowersFollow5ShareSaveCommentsQ4: 2026-02-11 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of $1.99 beats by $0.56 | Revenue of $2.05B (21.64% Y/Y) beats by $248.14M First American Financial Corporation (FAF) Q4 2025 Earnings Call February 12, 2026 11:00 AM EST Company Participants Craig J. Barberio - Vice President of Investor RelationsMark Seaton - CEO & DirectorMatthew Wajner - VP & CFO Conference Call Participants Bose George - Keefe, Bruyette, & Woods, Inc., Research DivisionTerry Ma - Barclays Bank PLC, Research DivisionMark Hughes - Truist Securities, Inc., Research DivisionOscar Nieves Santana - Stephens Inc., Research DivisionGeoffrey DunnMark DeVries - Deutsche Bank AG, Research Division Presentation Operator Greetings, and welcome to the First American Financial Corporation's Fourth Quarter and Full Year 2025 Earnings Conference Call. [Operator Instructions] A copy of today's press release is available on First American's website at www.firstam.com/investor. Please note that the call is being recorded and will be available for replay from the company's investor website and for a short time by dialing (877) 660-6853 or (201) 612-7415 and enter the conference ID 13758180. I will now turn the call over to Craig Barberio, Vice President, Investor Relations, to make an introductory statement. Craig J. BarberioVice President of Investor Relations Thank you, operator. Good morning, everyone, and welcome to First American's earnings conference call for the fourth quarter and full year of 2025. Joining us today on the call will be our Chief Executive Officer, Mark Seaton; and Matt Wajner, Executive Vice President and Chief Financial Officer. Some of the statements made today may contain forward-looking statements that do not relate strictly to historical or current fact. These forward-looking statements speak only as of the date they are made, and the company does not undertake to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made. Risks and uncertainties exist that may cause results to differ materially from those set forth in these forward-looking statements.