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Sep 30, 2020

First American Q3 2020 Earnings Report

First American Financial reported strong third quarter results driven by growth in title insurance and services.

Key Takeaways

First American Financial Corporation reported a 15% increase in total revenue to $1.9 billion for the third quarter of 2020. Net income was $182.3 million, or $1.62 per diluted share. The Title Insurance and Services segment achieved a record pretax margin of 19.0 percent.

Total revenue of $1.9 billion, up 15 percent compared with last year

Closed title orders up 30 percent, driven by an 85 percent increase in refinance orders

Title Insurance and Services segment record pretax margin of 19.0 percent

Commercial revenues of $142.6 million, down 29 percent compared with last year

Total Revenue
$1.91B
Previous year: $1.67B
+14.5%
EPS
$1.31
Previous year: $1.64
-20.1%
Title open orders
410.6K
Previous year: 317.3K
+29.4%
Title closed orders
291.5K
Previous year: 224.1K
+30.1%
Average Revenue per Order
$2.19K
Gross Profit
$1.63B
Previous year: $1.42B
+14.7%
Cash and Equivalents
$1.51B
Previous year: $1.71B
-11.6%
Total Assets
$12.6B
Previous year: $11.8B
+7.1%

First American

First American

First American Revenue by Segment

Forward Guidance

Given low mortgage rates and robust demand for housing, First American expects refinance and purchase activity to remain at elevated levels for the remainder of the year. The commercial market continued to improve during the quarter and they are optimistic, given a better pipeline, as they head into the seasonally strong fourth quarter.

Positive Outlook

  • Low mortgage rates
  • Robust demand for housing
  • Strong order trends
  • Continued focus on cost efficiency
  • Better pipeline in commercial market

Challenges Ahead

  • Interest rate fluctuations
  • Changes in the performance of the real estate markets
  • Volatility in the capital markets
  • Unfavorable economic conditions
  • The coronavirus pandemic and responses thereto

Revenue & Expenses

Visualization of income flow from segment revenue to net income