NYSE$DFH

Dream Finders Homes Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Dream Finders Homes reported first quarter results with homebuilding revenues up by 16% and home closings up by 11%.

Dream Finders Homes reported a positive momentum in Q1 2023, with a 16% increase in homebuilding revenues to $767 million and a 10% increase in pre-tax income to $69 million. Earnings per basic share rose by 12% to $0.49.

  • Homebuilding revenues increased 16% to $767 million.
  • Home closings increased 11% to 1,517.
  • Net income attributable to DFH increased 12% to $49 million, or $0.49 per basic share.
  • Active community count increased 7% to 220.

Headline financials

Total Revenue

$769M

Previous: $664M+15.9%
EPS (adj)

$0.45

Previous: $0.42+7.1%
Net New Orders

1.4K

Previous: 2.4K-39.7%
Average Sales Price

$491K

Previous: $470K+4.3%
Cancellation Rate

20.9%

Previous: 13.4%+56.0%
Ending Backlog Homes

5.5K

Previous: 7.4K-26.1%
Ending Backlog Value

$2.5B

Previous: $3.4B-26.5%
Active Communities

220

Previous: 206+6.8%
Capital Expenditures

-$1.38M

Previous: -$950K-45.3%
Free Cash Flow

$47.7M

Previous: $42.8M+11.6%
Net Income

$49.1M

Previous: $43.7M+12.3%
Operating Income

$68M

Previous: $61.6M+10.4%
Gross Profit

$132M

Previous: $125M+5.5%
Cash & Equivalents

$267M

Previous: $100M+166.2%
Total Assets

$2.31B

Previous: $1.99B+15.9%
Stock-Based Comp

$2.43M

Previous: $1.36M+78.2%

Revenue & EPS history

Dream Finders Homes · Revenue · Quarterly

$769M

Q1 2023+15.9%vs Q1 2022
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Dream Finders Homes · $767M total across 1 segment · Q1 2023

  • Homebuilding
    $767M+15.9%

Forward guidance

Dream Finders Homes maintains its guidance of approximately 6,000 home closings for the full year 2023.

Headwinds

  • Further deterioration of general economic conditions, including interest rate increases and mortgage availability
  • Any further COVID-19 governmental restrictions on land development, home construction or home sales
  • Additional supply chain challenges could negatively affect the Company’s ability to achieve this number of home closings in 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.5%

Avg return

Earnings day

-0.8%

Avg return

5 days after

+0.2%

Avg return

30 days after

43%

9 / 21 earnings

Positive

+25.2%

Q2 2023

Best reaction

-12.4%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.2%+0.4%+9.2%
Q4 2025-2.0%-11.8%-29.7%
Q3 2025-8.5%-11.8%-8.5%
Q1 2025-3.6%+0.6%-1.1%
Q4 2024+17.9%+13.9%+12.7%
Q3 2024-1.3%+4.0%+6.8%
Q2 2024-10.5%-13.2%+6.0%
Q1 2024-12.4%-13.7%-20.3%
Q4 2023+11.6%+9.3%+26.6%
Q3 2023+11.7%+13.3%+26.1%
Q2 2023+25.2%+25.6%+23.2%
Q1 2023+2.3%+5.6%+21.4%
Q4 2022-0.3%-0.8%+6.1%
Q3 2022+3.5%-0.6%-7.4%
Q2 2022-2.5%-3.5%-5.4%
Q1 2022-6.4%+1.6%-10.1%
Q4 2021+5.1%-6.3%-21.3%
Q3 2021+2.5%+9.7%+16.2%
Q2 2021-8.7%-13.8%-16.6%
Q1 2021-8.8%-7.7%-15.7%
Q4 2020-7.2%-17.7%-14.1%
Q3 2020
Q2 2020
Q1 2020
Q4 2019

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