First American outlined a return to growth, citing 2025 total revenue of $7.5 billion, 25.9% title market share, 19,100 employees.
Adjusted revenue rose to $7.4 billion in 2025 from $6.5 billion in 2024; adjusted EPS increased to $6.05 from $4.4.
Title segment adjusted pretax income climbed to $849 million from $624 million; adjusted pretax margin widened to 12.2% from 10.3%.
Commercial direct revenue increased 32% in 2025; management flagged a large deal pipeline heading into the second half of 2026.
Title segment investment income expected to rise moderately; each 25-basis-point Fed move seen impacting annual investment income by $15 million-$20 million.