NYSE$DFH

Dream Finders Homes Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Dream Finders Homes reported increased homebuilding revenues and net new orders, but experienced a decrease in homebuilding gross margin and net income.

Dream Finders Homes announced its Q3 2024 financial results, featuring a 10% increase in homebuilding revenues and a 9% increase in net new orders compared to Q3 2023. The company's acquisition of Jet HomeLoans contributed $16 million in revenue and $7 million in pre-tax profitability. However, the homebuilding gross margin decreased, and net income attributable to DFH also saw a decline.

  • Homebuilding revenues increased by 10% to $986 million.
  • Net new orders rose by 9% to 1,680.
  • The company completed the acquisition of Jet HomeLoans, contributing $16 million in revenues.
  • Maintains guidance of approximately 8,250 home closings for the full year 2024.

Headline financials

Total Revenue

$1.01B

Previous: $896M+12.4%
EPS

$0.70

Previous: $0.75-6.7%
Net New Orders

1.8K

Previous: 1.5K+20.1%
Home Closings

2.1K

No prior period
Average Sales Price

$497K

Previous: $502K-0.8%
Cancellation Rate

13.8%

Previous: 14.9%-7.4%
Homebuilding Gross Margin

19.4%

No prior period
Adjusted Homebuilding Gross Margin

27.8%

No prior period
Ending Backlog Homes

2.4K

Previous: 5.0K-52.0%
Ending Backlog Value

$1.2B

Previous: $2.4B-50.1%
Active Communities

248

Previous: 219+13.2%
Return on Participating Equity

30.2%

No prior period
Capital Expenditures

-$21.4M

Previous: -$3.91M-449.0%
Free Cash Flow

$49.2M

Previous: $72.2M-31.8%
Net Income

$70.7M

Previous: $76.1M-7.2%
Operating Income

$901M

Previous: $100M+798.1%
Gross Profit

$1.01B

Previous: $187M+439.7%
Cash & Equivalents

$205M

Previous: $330M-37.9%
Total Assets

$3.32B

Previous: $2.38B+39.5%
Stock-Based Comp

$5.14M

Previous: $3.81M+34.7%

Revenue & EPS history

Dream Finders Homes · Revenue · Quarterly

$1.01B

Q3 2024+12.4%vs Q3 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.

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 Q3 2024

Historical avgQ3 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

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