FNF

Q2 FY2026 EarningsFY26 Q2 results presented a mixed performance with total revenue of $4,051M beating the $3,789M consensus (+6.91%). Despite the top-line beat, EBIT of $338M significantly missed the $744M consensus (-54.57%), primarily due to elevated benefit expenses in the F&G segment and mark-to-market derivative impacts. Normalized EPS of $1.08 also fell short of the $1.319 consensus (-18.12%), though the Title segment showed resilience with a 14% revenue increase driven by higher housing inventory and fee-per-file growth.