vs
Side-by-side financial comparison of BELDEN INC. (BDC) and Dream Finders Homes, Inc. (DFH). Click either name above to swap in a different company.
Dream Finders Homes, Inc. is the larger business by last-quarter revenue ($1.2B vs $696.4M, roughly 1.7× BELDEN INC.). BELDEN INC. runs the higher net margin — 7.3% vs 4.8%, a 2.5% gap on every dollar of revenue. On growth, BELDEN INC. posted the faster year-over-year revenue change (11.4% vs -22.3%). Dream Finders Homes, Inc. produced more free cash flow last quarter ($136.0M vs $-63.1M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 7.3%).
Belden Inc. is an American, multinational, publicly traded company specializing in the design, manufacture, and distribution of end-to-end networking, security and connectivity products. The company serves the Industrial Automation Solutions, Smart Buildings and Broadband & 5G markets.
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.
BDC vs DFH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $696.4M | $1.2B |
| Net Profit | $51.0M | $58.8M |
| Gross Margin | 37.1% | — |
| Operating Margin | 11.2% | 6.4% |
| Net Margin | 7.3% | 4.8% |
| Revenue YoY | 11.4% | -22.3% |
| Net Profit YoY | -1.8% | -54.9% |
| EPS (diluted) | $1.30 | $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 | $696.4M | — | ||
| Q4 25 | $720.1M | $1.2B | ||
| Q3 25 | $698.2M | $969.8M | ||
| Q2 25 | $672.0M | $1.2B | ||
| Q1 25 | $624.9M | $989.9M | ||
| Q4 24 | $666.0M | $1.6B | ||
| Q3 24 | $654.9M | $1.0B | ||
| Q2 24 | $604.3M | $1.1B |
| Q1 26 | $51.0M | — | ||
| Q4 25 | $67.9M | $58.8M | ||
| Q3 25 | $56.7M | $47.0M | ||
| Q2 25 | $61.0M | $56.6M | ||
| Q1 25 | $51.9M | $54.9M | ||
| Q4 24 | $58.4M | $130.5M | ||
| Q3 24 | $53.7M | $70.7M | ||
| Q2 24 | $49.0M | $80.9M |
| Q1 26 | 37.1% | — | ||
| Q4 25 | 36.6% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 38.5% | — | ||
| Q1 25 | 39.3% | — | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 37.3% | — | ||
| Q2 24 | 37.5% | 19.2% |
| Q1 26 | 11.2% | — | ||
| Q4 25 | 12.2% | 6.4% | ||
| Q3 25 | 10.9% | 6.3% | ||
| Q2 25 | 11.8% | 6.4% | ||
| Q1 25 | 11.6% | 7.2% | ||
| Q4 24 | 10.4% | 10.8% | ||
| Q3 24 | 11.5% | 9.2% | ||
| Q2 24 | 11.4% | 10.0% |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 9.4% | 4.8% | ||
| Q3 25 | 8.1% | 4.8% | ||
| Q2 25 | 9.1% | 4.9% | ||
| Q1 25 | 8.3% | 5.5% | ||
| Q4 24 | 8.8% | 8.4% | ||
| Q3 24 | 8.2% | 7.0% | ||
| Q2 24 | 8.1% | 7.7% |
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.70 | $0.57 | ||
| Q3 25 | $1.41 | $0.47 | ||
| Q2 25 | $1.53 | $0.56 | ||
| Q1 25 | $1.27 | $0.54 | ||
| Q4 24 | $1.41 | $1.28 | ||
| Q3 24 | $1.30 | $0.70 | ||
| Q2 24 | $1.19 | $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 | $272.2M | $234.8M |
| Total DebtLower is stronger | $1.3B | $1.6B |
| Stockholders' EquityBook value | $1.3B | $1.4B |
| Total Assets | — | $3.7B |
| Debt / EquityLower = less leverage | 0.98× | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $272.2M | — | ||
| Q4 25 | $389.9M | $234.8M | ||
| Q3 25 | $314.3M | $251.0M | ||
| Q2 25 | $301.5M | $210.3M | ||
| Q1 25 | $259.0M | $297.5M | ||
| Q4 24 | $370.3M | $274.4M | ||
| Q3 24 | $323.0M | $204.9M | ||
| Q2 24 | $564.8M | $274.8M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $1.2B | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $3.7B | ||
| Q3 25 | $3.4B | $3.8B | ||
| Q2 25 | $3.4B | $3.7B | ||
| Q1 25 | $3.3B | $3.5B | ||
| Q4 24 | $3.3B | $3.3B | ||
| Q3 24 | $3.3B | $3.3B | ||
| Q2 24 | $3.5B | $3.0B |
| Q1 26 | 0.98× | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $-63.1M | $136.0M |
| FCF MarginFCF / Revenue | -9.1% | 11.2% |
| Capex IntensityCapex / Revenue | 6.4% | 0.6% |
| Cash ConversionOCF / Net Profit | — | 2.44× |
| TTM Free Cash FlowTrailing 4 quarters | $180.4M | $-126.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $160.4M | $143.6M | ||
| Q3 25 | $105.0M | $-131.0M | ||
| Q2 25 | $82.0M | $-68.5M | ||
| Q1 25 | $7.4M | $-44.7M | ||
| Q4 24 | $174.7M | $306.5M | ||
| Q3 24 | $91.7M | $-205.0M | ||
| Q2 24 | $83.0M | $-110.6M |
| Q1 26 | $-63.1M | — | ||
| Q4 25 | $121.3M | $136.0M | ||
| Q3 25 | $65.3M | $-135.7M | ||
| Q2 25 | $56.9M | $-78.8M | ||
| Q1 25 | $-24.8M | $-47.9M | ||
| Q4 24 | $116.4M | $302.6M | ||
| Q3 24 | $67.2M | $-222.5M | ||
| Q2 24 | $61.0M | $-112.4M |
| Q1 26 | -9.1% | — | ||
| Q4 25 | 16.8% | 11.2% | ||
| Q3 25 | 9.4% | -14.0% | ||
| Q2 25 | 8.5% | -6.8% | ||
| Q1 25 | -4.0% | -4.8% | ||
| Q4 24 | 17.5% | 19.4% | ||
| Q3 24 | 10.3% | -22.1% | ||
| Q2 24 | 10.1% | -10.6% |
| Q1 26 | 6.4% | — | ||
| Q4 25 | 5.4% | 0.6% | ||
| Q3 25 | 5.7% | 0.5% | ||
| Q2 25 | 3.7% | 0.9% | ||
| Q1 25 | 5.2% | 0.3% | ||
| Q4 24 | 8.8% | 0.3% | ||
| Q3 24 | 3.7% | 1.7% | ||
| Q2 24 | 3.6% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.36× | 2.44× | ||
| Q3 25 | 1.85× | -2.79× | ||
| Q2 25 | 1.34× | -1.21× | ||
| Q1 25 | 0.14× | -0.81× | ||
| Q4 24 | 2.99× | 2.35× | ||
| Q3 24 | 1.71× | -2.90× | ||
| Q2 24 | 1.69× | -1.37× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BDC
Segment breakdown not available.
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
