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Side-by-side financial comparison of First American Financial Corp (FAF) and Fabrinet (FN). Click either name above to swap in a different company.
First American Financial Corp is the larger business by last-quarter revenue ($2.0B vs $1.1B, roughly 1.8× Fabrinet). First American Financial Corp runs the higher net margin — 10.3% vs 9.9%, a 0.4% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs 21.6%). First American Financial Corp produced more free cash flow last quarter ($324.5M vs $-5.3M). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% CAGR vs 19.9%).
First American Financial Corporation is an American financial services company which provides title insurance and settlement services to the real estate and mortgage industries.
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
FAF vs FN — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.0B | $1.1B |
| Net Profit | $211.9M | $112.6M |
| Gross Margin | — | 12.2% |
| Operating Margin | 14.0% | 10.1% |
| Net Margin | 10.3% | 9.9% |
| Revenue YoY | 21.6% | 35.9% |
| Net Profit YoY | 192.7% | 30.0% |
| EPS (diluted) | $2.04 | $3.11 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.0B | $1.1B | ||
| Q3 25 | $2.0B | $978.1M | ||
| Q2 25 | $1.8B | $909.7M | ||
| Q1 25 | $1.6B | $871.8M | ||
| Q4 24 | $1.7B | $833.6M | ||
| Q3 24 | $1.4B | $804.2M | ||
| Q2 24 | $1.6B | $753.3M | ||
| Q1 24 | $1.4B | $731.5M |
| Q4 25 | $211.9M | $112.6M | ||
| Q3 25 | $189.6M | $95.9M | ||
| Q2 25 | $146.1M | $87.2M | ||
| Q1 25 | $74.2M | $81.3M | ||
| Q4 24 | $72.4M | $86.6M | ||
| Q3 24 | $-104.0M | $77.4M | ||
| Q2 24 | $116.0M | $81.1M | ||
| Q1 24 | $46.7M | $80.9M |
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 12.4% |
| Q4 25 | 14.0% | 10.1% | ||
| Q3 25 | 12.5% | 9.6% | ||
| Q2 25 | 10.6% | 9.8% | ||
| Q1 25 | 6.1% | 9.0% | ||
| Q4 24 | 5.9% | 9.5% | ||
| Q3 24 | -10.3% | 9.6% | ||
| Q2 24 | 9.4% | 9.7% | ||
| Q1 24 | 4.1% | 9.7% |
| Q4 25 | 10.3% | 9.9% | ||
| Q3 25 | 9.6% | 9.8% | ||
| Q2 25 | 7.9% | 9.6% | ||
| Q1 25 | 4.7% | 9.3% | ||
| Q4 24 | 4.3% | 10.4% | ||
| Q3 24 | -7.4% | 9.6% | ||
| Q2 24 | 7.2% | 10.8% | ||
| Q1 24 | 3.3% | 11.1% |
| Q4 25 | $2.04 | $3.11 | ||
| Q3 25 | $1.84 | $2.66 | ||
| Q2 25 | $1.41 | $2.41 | ||
| Q1 25 | $0.71 | $2.25 | ||
| Q4 24 | $0.70 | $2.38 | ||
| Q3 24 | $-1.00 | $2.13 | ||
| Q2 24 | $1.11 | $2.22 | ||
| Q1 24 | $0.45 | $2.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.4B | $960.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $5.5B | $2.2B |
| Total Assets | $16.2B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.4B | $960.8M | ||
| Q3 25 | $2.9B | $968.8M | ||
| Q2 25 | $2.0B | $934.2M | ||
| Q1 25 | $2.0B | $950.7M | ||
| Q4 24 | $1.7B | $934.6M | ||
| Q3 24 | $3.0B | $908.9M | ||
| Q2 24 | $2.0B | $858.6M | ||
| Q1 24 | $1.5B | $794.0M |
| Q4 25 | $5.5B | $2.2B | ||
| Q3 25 | $5.3B | $2.1B | ||
| Q2 25 | $5.1B | $2.0B | ||
| Q1 25 | $5.0B | $1.9B | ||
| Q4 24 | $4.9B | $1.8B | ||
| Q3 24 | $5.1B | $1.8B | ||
| Q2 24 | $4.8B | $1.7B | ||
| Q1 24 | $4.8B | $1.7B |
| Q4 25 | $16.2B | $3.3B | ||
| Q3 25 | $17.6B | $3.0B | ||
| Q2 25 | $16.3B | $2.8B | ||
| Q1 25 | $15.5B | $2.6B | ||
| Q4 24 | $14.9B | $2.5B | ||
| Q3 24 | $16.6B | $2.4B | ||
| Q2 24 | $15.2B | $2.3B | ||
| Q1 24 | $14.7B | $2.2B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $369.3M | $46.3M |
| Free Cash FlowOCF − Capex | $324.5M | $-5.3M |
| FCF MarginFCF / Revenue | 15.8% | -0.5% |
| Capex IntensityCapex / Revenue | 2.2% | 4.6% |
| Cash ConversionOCF / Net Profit | 1.74× | 0.41× |
| TTM Free Cash FlowTrailing 4 quarters | $762.5M | $102.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $369.3M | $46.3M | ||
| Q3 25 | $272.5M | $102.6M | ||
| Q2 25 | $361.8M | $55.1M | ||
| Q1 25 | $-52.8M | $74.2M | ||
| Q4 24 | $324.6M | $115.9M | ||
| Q3 24 | $236.9M | $83.2M | ||
| Q2 24 | $266.7M | $83.1M | ||
| Q1 24 | $69.3M | $100.9M |
| Q4 25 | $324.5M | $-5.3M | ||
| Q3 25 | $223.1M | $57.3M | ||
| Q2 25 | $309.4M | $4.7M | ||
| Q1 25 | $-94.5M | $45.7M | ||
| Q4 24 | $266.2M | $94.0M | ||
| Q3 24 | $185.4M | $62.9M | ||
| Q2 24 | $210.0M | $70.4M | ||
| Q1 24 | $17.6M | $87.3M |
| Q4 25 | 15.8% | -0.5% | ||
| Q3 25 | 11.3% | 5.9% | ||
| Q2 25 | 16.8% | 0.5% | ||
| Q1 25 | -6.0% | 5.2% | ||
| Q4 24 | 15.8% | 11.3% | ||
| Q3 24 | 13.2% | 7.8% | ||
| Q2 24 | 13.0% | 9.3% | ||
| Q1 24 | 1.2% | 11.9% |
| Q4 25 | 2.2% | 4.6% | ||
| Q3 25 | 2.5% | 4.6% | ||
| Q2 25 | 2.8% | 5.5% | ||
| Q1 25 | 2.6% | 3.3% | ||
| Q4 24 | 3.5% | 2.6% | ||
| Q3 24 | 3.7% | 2.5% | ||
| Q2 24 | 3.5% | 1.7% | ||
| Q1 24 | 3.6% | 1.9% |
| Q4 25 | 1.74× | 0.41× | ||
| Q3 25 | 1.44× | 1.07× | ||
| Q2 25 | 2.48× | 0.63× | ||
| Q1 25 | -0.71× | 0.91× | ||
| Q4 24 | 4.48× | 1.34× | ||
| Q3 24 | — | 1.07× | ||
| Q2 24 | 2.30× | 1.02× | ||
| Q1 24 | 1.48× | 1.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FAF
| Title Insurance And Services | $1.9B | 94% |
| Home Warranty | $110.3M | 5% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
