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Side-by-side financial comparison of Avery Dennison (AVY) and Dream Finders Homes, Inc. (DFH). Click either name above to swap in a different company.
Avery Dennison is the larger business by last-quarter revenue ($2.3B vs $1.2B, roughly 1.9× Dream Finders Homes, Inc.). Avery Dennison runs the higher net margin — 7.3% vs 4.8%, a 2.5% gap on every dollar of revenue. On growth, Avery Dennison posted the faster year-over-year revenue change (7.0% vs -22.3%). Dream Finders Homes, Inc. produced more free cash flow last quarter ($136.0M vs $104.4M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 1.4%).
Avery Dennison Corporation is an American multinational manufacturer and distributor of pressure-sensitive adhesive materials, apparel branding labels and tags, RFID inlays, and specialty medical products. The company is a member of the Fortune 500 and is headquartered in Mentor, Ohio.
Dream Finders Homes, Inc. is a U.S. homebuilding firm that constructs and sells entry-level to luxury residential properties, including single-family homes and townhomes, across high-growth domestic markets. It also provides mortgage, title insurance and home warranty services for homebuyers.
AVY vs DFH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.3B | $1.2B |
| Net Profit | $168.1M | $58.8M |
| Gross Margin | 28.9% | — |
| Operating Margin | 10.7% | 6.4% |
| Net Margin | 7.3% | 4.8% |
| Revenue YoY | 7.0% | -22.3% |
| Net Profit YoY | 1.1% | -54.9% |
| EPS (diluted) | — | $0.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $1.2B | ||
| Q3 25 | $2.2B | $969.8M | ||
| Q2 25 | $2.2B | $1.2B | ||
| Q1 25 | $2.1B | $989.9M | ||
| Q4 24 | $2.2B | $1.6B | ||
| Q3 24 | $2.2B | $1.0B | ||
| Q2 24 | $2.2B | $1.1B |
| Q1 26 | $168.1M | — | ||
| Q4 25 | $166.4M | $58.8M | ||
| Q3 25 | $166.3M | $47.0M | ||
| Q2 25 | $189.0M | $56.6M | ||
| Q1 25 | $166.3M | $54.9M | ||
| Q4 24 | $174.0M | $130.5M | ||
| Q3 24 | $181.7M | $70.7M | ||
| Q2 24 | $176.8M | $80.9M |
| Q1 26 | 28.9% | — | ||
| Q4 25 | 28.7% | — | ||
| Q3 25 | 28.7% | — | ||
| Q2 25 | 28.8% | — | ||
| Q1 25 | 28.9% | — | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 29.6% | 19.2% |
| Q1 26 | 10.7% | — | ||
| Q4 25 | 9.1% | 6.4% | ||
| Q3 25 | 10.6% | 6.3% | ||
| Q2 25 | 11.5% | 6.4% | ||
| Q1 25 | 10.6% | 7.2% | ||
| Q4 24 | 11.0% | 10.8% | ||
| Q3 24 | 11.0% | 9.2% | ||
| Q2 24 | 10.7% | 10.0% |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 7.3% | 4.8% | ||
| Q3 25 | 7.5% | 4.8% | ||
| Q2 25 | 8.5% | 4.9% | ||
| Q1 25 | 7.7% | 5.5% | ||
| Q4 24 | 8.0% | 8.4% | ||
| Q3 24 | 8.3% | 7.0% | ||
| Q2 24 | 7.9% | 7.7% |
| Q1 26 | — | — | ||
| Q4 25 | $2.16 | $0.57 | ||
| Q3 25 | $2.13 | $0.47 | ||
| Q2 25 | $2.41 | $0.56 | ||
| Q1 25 | $2.09 | $0.54 | ||
| Q4 24 | $2.17 | $1.28 | ||
| Q3 24 | $2.25 | $0.70 | ||
| Q2 24 | $2.18 | $0.81 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $255.1M | $234.8M |
| Total DebtLower is stronger | $3.2B | $1.6B |
| Stockholders' EquityBook value | $2.3B | $1.4B |
| Total Assets | $9.0B | $3.7B |
| Debt / EquityLower = less leverage | 1.38× | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $255.1M | — | ||
| Q4 25 | $202.8M | $234.8M | ||
| Q3 25 | $536.3M | $251.0M | ||
| Q2 25 | $215.9M | $210.3M | ||
| Q1 25 | $195.9M | $297.5M | ||
| Q4 24 | $329.1M | $274.4M | ||
| Q3 24 | $212.7M | $204.9M | ||
| Q2 24 | $208.8M | $274.8M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.2B | $1.6B | ||
| Q3 25 | $3.2B | $1.8B | ||
| Q2 25 | $2.6B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $1.3B | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.0B | — |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.2B | $1.3B | ||
| Q1 25 | $2.2B | $1.3B | ||
| Q4 24 | $2.3B | $1.2B | ||
| Q3 24 | $2.4B | $1.1B | ||
| Q2 24 | $2.3B | $1.0B |
| Q1 26 | $9.0B | — | ||
| Q4 25 | $8.8B | $3.7B | ||
| Q3 25 | $8.9B | $3.8B | ||
| Q2 25 | $8.6B | $3.7B | ||
| Q1 25 | $8.4B | $3.5B | ||
| Q4 24 | $8.4B | $3.3B | ||
| Q3 24 | $8.5B | $3.3B | ||
| Q2 24 | $8.3B | $3.0B |
| Q1 26 | 1.38× | — | ||
| Q4 25 | 1.43× | 1.13× | ||
| Q3 25 | 1.45× | 1.29× | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.11× | 1.03× | ||
| Q3 24 | 0.85× | — | ||
| Q2 24 | 0.89× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | — | $143.6M |
| Free Cash FlowOCF − Capex | $104.4M | $136.0M |
| FCF MarginFCF / Revenue | 4.5% | 11.2% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | — | 2.44× |
| TTM Free Cash FlowTrailing 4 quarters | $869.1M | $-126.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $376.8M | $143.6M | ||
| Q3 25 | $312.1M | $-131.0M | ||
| Q2 25 | $208.8M | $-68.5M | ||
| Q1 25 | $-16.3M | $-44.7M | ||
| Q4 24 | $351.2M | $306.5M | ||
| Q3 24 | $270.1M | $-205.0M | ||
| Q2 24 | $197.7M | $-110.6M |
| Q1 26 | $104.4M | — | ||
| Q4 25 | $309.7M | $136.0M | ||
| Q3 25 | $276.2M | $-135.7M | ||
| Q2 25 | $178.8M | $-78.8M | ||
| Q1 25 | $-52.3M | $-47.9M | ||
| Q4 24 | $281.7M | $302.6M | ||
| Q3 24 | $227.1M | $-222.5M | ||
| Q2 24 | $150.2M | $-112.4M |
| Q1 26 | 4.5% | — | ||
| Q4 25 | 13.6% | 11.2% | ||
| Q3 25 | 12.5% | -14.0% | ||
| Q2 25 | 8.1% | -6.8% | ||
| Q1 25 | -2.4% | -4.8% | ||
| Q4 24 | 12.9% | 19.4% | ||
| Q3 24 | 10.4% | -22.1% | ||
| Q2 24 | 6.7% | -10.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 0.6% | ||
| Q3 25 | 1.6% | 0.5% | ||
| Q2 25 | 1.4% | 0.9% | ||
| Q1 25 | 1.7% | 0.3% | ||
| Q4 24 | 3.2% | 0.3% | ||
| Q3 24 | 2.0% | 1.7% | ||
| Q2 24 | 2.1% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.26× | 2.44× | ||
| Q3 25 | 1.88× | -2.79× | ||
| Q2 25 | 1.10× | -1.21× | ||
| Q1 25 | -0.10× | -0.81× | ||
| Q4 24 | 2.02× | 2.35× | ||
| Q3 24 | 1.49× | -2.90× | ||
| Q2 24 | 1.12× | -1.37× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AVY
| Materials Group | $1.6B | 72% |
| Solutions Group | $649.2M | 28% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
