NYSE$DFH

Dream Finders Homes Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Dream Finders Homes Inc reported its Q2 2025 results with total revenues of $1.15 billion and net income of $56.5 million.

Dream Finders Homes achieved 2,232 home closings in Q2 2025, generating $1.15 billion in total revenues, including $1.10 billion from homebuilding and $50.9 million from financial services. Net income attributable to the company was $56.6 million, or $0.57 per basic share. The company expanded through acquisitions and maintained 271 active communities amid a challenging affordability environment.

  • Home closings increased 10% year-over-year to 2,232 homes with an average sales price of $481,027.
  • Total revenues rose 9% to $1.15 billion, driven by higher closing volumes and contributions from recent acquisitions.
  • Homebuilding gross margin was 16.5%, down from 19.0% in Q2 2024 due to higher land and financing costs.
  • Net new orders grew 13% to 1,938 with a cancellation rate of 14.0%.

Headline financials

Total Revenue

$1.15B

Previous: $1.06B+9.0%
EPS (adj)

$0.57

Previous: $0.81-29.6%
Home Closings

2.2K

Previous: 2.0K+9.9%
Average Sales Price

$481K

Previous: $515K-6.6%
Cancellation Rate

14.0%

Previous: 13.2%+6.1%
Ending Backlog Homes

2.5K

No prior period
Ending Backlog Value

$1.2B

No prior period
Active Communities

271

No prior period
Capital Expenditures

-$13.5M

Previous: -$3.89M-246.1%
Net Income

$56.6M

Previous: $80.9M-30.1%
Operating Income

$1.01B

Previous: $101M+905.9%

Revenue & EPS history

Dream Finders Homes · Revenue · Quarterly

$1.15B

Q2 2025+9%vs Q2 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Dream Finders Homes · $1.15B total across 2 segments · Q2 2025

  • Homebuilding
    $1.1B
  • Financial Services
    $50.9M

Forward guidance

Subdued market conditions are expected to persist through year-end due to affordability challenges and competition.

Headwinds

  • Affordability constraints and high mortgage rates continue to impact demand.
  • Geopolitical uncertainty and potential tariffs add pressure to operations.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+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
Q2 2025
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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