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Tuesday, Apr 21, 2026

First American Q2 Earnings Beat Expectations

Santa Ana-based title insurer First American Financial Corp. posted a better-than-expected quarterly result on Thursday, thanks in part to cost cutting and a boost in income from its commercial real estate business.

The company reported earning $32.3 million during the second quarter, a $1.5 million decrease from a year ago. Analysts were expecting closer to $23 million in net income for the quarter.

First American, which writes insurance policies protecting real estate buyers against competing claims of ownership, saw $927.3 million in revenue for the quarter, a 4% drop from a year ago. Revenue beat analyst expectations by nearly $50 million.

While First American’s title order business saw an 18% decline in volumes from a year ago, cost savings and an $18 million year-over-year increase in revenue from the company’s commercial real estate division have helped boost earnings, according to chief executive Dennis Gilmore.

“Given the outlook for mortgage and real estate markets, we executed on an expense reduction program that is expected to yield $40 million in annualized cost savings beginning in the third quarter,” Gilmore said in a statement.

The company plans focus on “operational efficiency and on maintaining a conservative balance sheet” in the near term, while looking for growth and investment opportunities, he said.

First American counts a market value of about $1.7 billion. Shares closed up 4% on Thursday.

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Mark Mueller
Mark Mueller
Mark is the former Editor-in-Chief and current Community Editor of the Orange County Business Journal, one of the premier regional business newspapers in the country. He’s the fifth person to hold the editor’s position in the paper’s long history. He oversees a staff of about 15 people. The OCBJ is considered a must-read for area business executives. The print edition of the paper is the primary source of local news for most of the Business Journal’s subscribers, which includes most of OC’s major corporate and community players. Mark’s been with the paper since 2005, and long served as the real estate reporter for the paper, breaking hundreds of commercial and residential real estate stories. He took on the editor’s position in 2018.

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