NYSE$DFH

Dream Finders Homes Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Dream Finders Homes reported an increase in homebuilding revenues and net new orders, driven by strategic acquisitions and overall product mix.

Dream Finders Homes announced strong first-quarter results, with an 8% increase in homebuilding revenues to $825 million and a 19% increase in net new orders. The acquisition of Crescent Homes contributed to growth, particularly in the Mid-Atlantic segment. Net income attributable to DFH rose by 11% to $54 million.

  • Homebuilding revenues increased by 8% to $825 million.
  • Net new orders increased by 19% to 1,724.
  • Net income attributable to DFH increased by 11% to $54 million.
  • The company closed the Crescent Homes acquisition, expanding its Mid-Atlantic segment.

Headline financials

Total Revenue

$828M

Previous: $769M+7.6%
EPS

$0.55

Previous: $0.45+22.2%
Net New Orders

1.7K

Previous: 1.4K+19.1%
Home Closings

1.7K

No prior period
Average Sales Price

$495K

Previous: $491K+0.9%
Cancellation Rate

21.0%

Previous: 20.9%+0.5%
Homebuilding Gross Margin

17.8%

No prior period
Adjusted Homebuilding Gross Margin

26.3%

No prior period
Ending Backlog Homes

4.5K

Previous: 5.5K-17.4%
Ending Backlog Value

$2.32B

Previous: $2.5B-7.1%
Active Communities

232

Previous: 220+5.5%
Return on Participating Equity

34.9%

No prior period
Capital Expenditures

-$2.07M

Previous: -$1.38M-50.3%
Free Cash Flow

$52.4M

Previous: $47.7M+9.9%
Net Income

$54.5M

Previous: $49.1M+11.0%
Operating Income

$67M

Previous: $68M-1.5%
Gross Profit

$149M

Previous: $132M+12.9%
Cash & Equivalents

$239M

Previous: $267M-10.2%
Total Assets

$2.72B

Previous: $2.31B+17.7%
Stock-Based Comp

$3.46M

Previous: $2.43M+42.5%

Revenue & EPS history

Dream Finders Homes · Revenue · Quarterly

$828M

Q1 2024+7.6%vs Q1 2023
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Dream Finders Homes · $943M total across 1 segment · Q2 2023

  • Homebuilding
    $943M+19.2%

Forward guidance

Dream Finders Homes maintains its guidance of approximately 8,250 home closings for the full year 2024, inclusive of the Crescent Homes acquisition.

Tailwinds

  • Maintains guidance of approximately 8,250 home closings for the full year 2024.
  • Crescent Homes acquisition expected to contribute to home closings.
  • Strategic opportunities in new and existing markets.
  • Asset-light homebuilding model.
  • Growth in the Southeast, Mid-Atlantic and Midwest.

Headwinds

  • Persistent uncertainty in the interest rate environment.
  • Higher land and financing costs.
  • Purchase accounting amortization from Crescent Homes acquisition.
  • Higher compensation costs due to expansion.
  • Costs associated with forward mortgage commitment programs.

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 2024

Historical avgQ1 2024

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro