NYSE$DFH

Dream Finders Homes Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Dream Finders Homes reported Q1 2025, revenue of $989.9M, net income of $55M, diluted EPS of $0.54.

For Q1 2025, Dream Finders Homes reported revenue of $989.9M, net income of $55M, diluted EPS was $0.54. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $989.9M.
  • Net income $55M.
  • Diluted EPS $0.54.

Headline financials

Total Revenue

$990M

Previous: $828M+19.6%
EPS (adj)

$0.54

Previous: $0.55-1.8%
Net New Orders

2.0K

Previous: 1.7K+17.9%
Home Closings

1.9K

Previous: 1.7K+16.3%
Average Sales Price

$498K

Previous: $495K+0.7%
Cancellation Rate

11.7%

Previous: 21.0%-44.3%
Homebuilding Gross Margin

19.2%

Previous: 17.8%+7.9%
Adjusted Homebuilding Gross Margin

27.8%

Previous: 26.3%+5.7%
Ending Backlog Homes

2.8K

Previous: 4.5K-38.1%
Ending Backlog Value

$1.39B

Previous: $2.32B-40.3%
Active Communities

258

Previous: 232+11.2%
Return on Participating Equity

28.5%

Previous: 34.9%-18.3%
Capital Expenditures

-$3.16M

Previous: -$2.07M-52.6%
Net Income

$54.9M

Previous: $54.5M+0.8%
Operating Income

$71.2M

Previous: $67M+6.3%
Gross Profit

$187M

Previous: $149M+25.1%

Revenue & EPS history

Dream Finders Homes · Revenue · Quarterly

$990M

Q1 2025+19.6%vs Q1 2024
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

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

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 2025

Historical avgQ1 2025

+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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