Inferra AI / Company / DFH
Dream Finders Homes, Inc.
DFH · Consumer Discretionary
Last earnings Oct 29, 2026
Key results
Homebuilding revenuequarter
$1.0 billion
Homebuilding revenues of $1.0 billion compared to $1.1 billion Home closings increased 3% to 2,290 from 2,232
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
Homebuilding gross marginquarter
14.2%
Homebuilding gross margin of 14.2% compared to 16.5% Adjusted homebuilding gross margin (non-GAAP) of 24.2% compared to 25.9% Pre-tax income of $37 million compared to $74 million Net income attributable to DFH of $28 million, or $0.27 per basic share, compared to $57 million
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
2 Homebuilding Second Quarter 2026 Results Homebuilding revenues in the second quarter of 2026 were $1.0 billion, a decrease of 8% when compared to the second quarter of 2025.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
Homebuilding gross margin percentage in the second quarter of 2026 was 14.2%, compared to 16.5% in the second quarter of 2025.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
Gross marginquarter
24.2%
Adjusted homebuilding gross margin in the second quarter of 2026 was 24.2%, compared to 25.9% in the second quarter of 2025.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
Revenuequarter
12.8%
SG A as a percentage of homebuilding revenues in the second quarter of 2026 increased 50 bps to 12.8%, compared to 12.3% in the second quarter of 2025 due to reduced absorption per active community, as well as increased investments in technology and growth initiatives.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
AI analysis
Q2 2026 · reported Jul 30, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
GAAP gross margin
Percent of revenue, as stated
EX-99 · Jul 30, 2026 Margin values as stated in the release.
Headline figures
| Metric | Q2 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Homebuilding revenue | $1.0 billion | — | — |
| Homebuilding gross margin | 14.2% | — | 25.9% |
| Gross margin | 24.2% | — | 25.9% |
| Revenue | 12.8% | — | 12.3% |
Guidance · company-stated
Direction: Reiterated
“We reiterate our 2026 full-year guidance of approximately 9,250 home closings.”
“Full Year 2026 Outlook Dream Finders Homes maintains its guidance of approximately 9,250 home closings for the full year 2026.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
(4) Adjusted homebuilding gross margin and net homebuilding debt to net capitalization are non-GAAP financial measures.
(6) Return on participating equity is calculated as net income attributable to DFH, less redeemable preferred stock dividends, divided by average beginning and ending total Dream Finders Homes, Inc.
Event summary
Dream Finders Homes Announces Second Quarter 2026 Results Record Second Quarter Net Sales of 2,232, Up 15% Record Second Quarter Closings of 2,290 Jacksonville, FL
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Reiterated
Company outlook — Reiterated (“reiterate”)
“We reiterate our 2026 full-year guidance of approximately 9,250 home closings.”
Company outlook — Reiterated (“maintains”)
“Full Year 2026 Outlook Dream Finders Homes maintains its guidance of approximately 9,250 home closings for the full year 2026.”
Classified from the release's primary full-year outlook statement.
Capital allocation
(4) Adjusted homebuilding gross margin and net homebuilding debt to net capitalization are non-GAAP financial measures.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
(6) Return on participating equity is calculated as net income attributable to DFH, less redeemable preferred stock dividends, divided by average beginning and ending total Dream Finders Homes, Inc.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
These include adjusted homebuilding gross margin and net homebuilding debt to net capitalization.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
(2) Includes interest charged to homebuilding cost of sales related to our senior unsecured notes, net, revolving credit facility and other homebuilding-related debt ( homebuilding debt ), as well as lot option fees.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
Net homebuilding debt excludes borrowings under our mortgage warehouse facilities, as well as any other non-homebuilding borrowings the Company may incur from time to time.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
Management believes the ratio of net homebuilding debt to net capitalization is meaningful as it is used to assess the performance of our homebuilding segments and is a relevant measure of our overall leverage.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
Strategy & priorities
Additionally, in line with our growth initiatives, our year-over-year active community count increase of 30% reaching 353 communities was the strongest in the industry.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
In the coming quarters, we will focus on optimizing these communities by executing our planned absorption targets and margin underwriting to drive improved profitability and return on participating equity.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
We are laser-focused on reducing our SG A expense, and believe we can streamline and right-size our operations to better manage our overhead costs in the current environment.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
As we continue to evaluate opportunities for growth, we remain focused on disciplined capital allocation, inventory turns, cash generation and maintaining the flexibility of our asset-light model.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
SG A as a percentage of homebuilding revenues in the second quarter of 2026 increased 50 bps to 12.8%, compared to 12.3% in the second quarter of 2025 due to reduced absorption per active community, as well as increased investments in technology and growth initiatives.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
Risks & headwinds
These statements reflect Dream Finders Homes current views with respect to future events and are subject to various risks, uncertainties and assumptions.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
These risks, uncertainties and assumptions are discussed in Dream Finders Homes Annual Report on Form 10-K for the year ended December 31, 2025 and other filings with the U.
SEC original ↗Dream Finders Homes, Inc. — Earnings release (8-K exhibit)EX-99Jul 30, 2026
LEGAL PROCEEDINGS 46 ITEM 1A.
SEC original ↗Dream Finders Homes, Inc. — 10-Q Quarterly report10-QJul 30, 2026
Commitments and Contingencies Legal Proceedings The Company is party to legal matters from time to time that are typically derived from the Company s general business practices, primarily related to the construction and sale of homes.
SEC original ↗Dream Finders Homes, Inc. — 10-Q Quarterly report10-QJul 30, 2026
The Company intends to defend the lawsuit and file counterclaims against the plaintiffs.
SEC original ↗Dream Finders Homes, Inc. — 10-Q Quarterly report10-QJul 30, 2026
The Company does not believe that any future outcomes of any claims or lawsuits currently outstanding will have a material adverse effect upon the condensed consolidated financial statements.
SEC original ↗Dream Finders Homes, Inc. — 10-Q Quarterly report10-QJul 30, 2026
Earnings deck slides
1 deck with slide viewDream Finders Homes, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Dream Finders Homes, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
35 documents- Q3 2026
- 8-KDFH
Oct 29, 2026
- 8-KDFH
Oct 22, 2026
- 8-KDFH
Oct 20, 2026
- 8-KDFH
Oct 13, 2026
- Q2 2026
- 8-KDFH
Sep 15, 2026
- 8-KDFH
Aug 21, 2026
- 8-KDFH
Aug 18, 2026
- 8-KDFH
Aug 14, 2026
- 8-KDFH
- EX-99DFH
- EX-99DFH
- 8-KDFH
Jul 30, 2026
- 10-QDFH
- 8-KDFH
Jul 17, 2026
- EX-99DFH
Jul 17, 2026
- EX-99DFH
Jul 17, 2026
- 8-KDFH
- Q1 2026
- 8-KDFH
Jun 10, 2026
- 8-KDFH
- 8-KDFH
May 21, 2026
- 8-KDFH
May 15, 2026
- 8-KDFH
May 11, 2026
- 10-QDFH
- 8-KDFH
Apr 30, 2026
- Q4 2025
- 10-KDFH
Feb 24, 2026
- 8-KDFH
Feb 23, 2026
- Q3 2025
- 8-KDFH
Dec 30, 2025
- 8-KDFH
Nov 12, 2025
- 8-KDFH
Oct 30, 2025
- 10-QDFH
- Q2 2025
- 8-KDFH
- 8-KDFH
- 8-KDFH
- 8-KDFH
Aug 26, 2025
- 10-QDFH
Earnings releases
10 documentsPresentations
3 documents
Transcripts
0 documentsNo transcripts for Dream Finders Homes, Inc. are held in this edition of the library.
Mentioned by
2 companiesOther tracked companies whose held documents mention Dream Finders Homes, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
Millrose Properties, Inc. (MRP)
“eral corporate purposes, which may include the acquisition of homesites from the combined Dream Finders Homes, Inc. and Beazer Homes, Inc. entity (such previously… …the “Dream Finders Transaction”), and to repay borrowings outstanding under the Compa”
“hat it has entered into a definitive agreement (the "Merger Agreement") to be acquired by Dream Finders Homes, Inc. for $33.50 per share in an all-cash transaction… …Adjusted EBITDA of $32.1 million a year ago. The decrease in Adjusted EBITDA was pri”
See also the earnings calendar for every tracked company’s next earnings date.