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Side-by-side financial comparison of BENCHMARK ELECTRONICS INC (BHE) 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 $677.3M, roughly 1.8× BENCHMARK ELECTRONICS INC). Dream Finders Homes, Inc. runs the higher net margin — 4.8% vs 1.9%, a 2.9% gap on every dollar of revenue. On growth, BENCHMARK ELECTRONICS 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 $48.1M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs -0.7%).

Benchmark Electronics Inc is an EMS, ODM, and OEM company based in Tempe, Arizona in the Phoenix metropolitan area. It provides contract manufacturing services.

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.

BHE vs DFH — Head-to-Head

Bigger by revenue
DFH
DFH
1.8× larger
DFH
$1.2B
$677.3M
BHE
Growing faster (revenue YoY)
BHE
BHE
+33.7% gap
BHE
11.4%
-22.3%
DFH
Higher net margin
DFH
DFH
2.9% more per $
DFH
4.8%
1.9%
BHE
More free cash flow
DFH
DFH
$87.9M more FCF
DFH
$136.0M
$48.1M
BHE
Faster 2-yr revenue CAGR
DFH
DFH
Annualised
DFH
21.0%
-0.7%
BHE

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
BHE
BHE
DFH
DFH
Revenue
$677.3M
$1.2B
Net Profit
$13.0M
$58.8M
Gross Margin
10.2%
Operating Margin
3.2%
6.4%
Net Margin
1.9%
4.8%
Revenue YoY
11.4%
-22.3%
Net Profit YoY
257.4%
-54.9%
EPS (diluted)
$0.17
$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.

Revenue
BHE
BHE
DFH
DFH
Q1 26
$677.3M
Q4 25
$725.8M
$1.2B
Q3 25
$702.6M
$969.8M
Q2 25
$665.7M
$1.2B
Q1 25
$654.6M
$989.9M
Q4 24
$683.6M
$1.6B
Q3 24
$680.0M
$1.0B
Q2 24
$686.7M
$1.1B
Net Profit
BHE
BHE
DFH
DFH
Q1 26
$13.0M
Q4 25
$58.8M
Q3 25
$14.3M
$47.0M
Q2 25
$972.0K
$56.6M
Q1 25
$3.6M
$54.9M
Q4 24
$130.5M
Q3 24
$15.4M
$70.7M
Q2 24
$15.5M
$80.9M
Gross Margin
BHE
BHE
DFH
DFH
Q1 26
10.2%
Q4 25
10.2%
Q3 25
9.7%
Q2 25
9.7%
Q1 25
9.7%
Q4 24
9.9%
Q3 24
9.8%
Q2 24
9.9%
19.2%
Operating Margin
BHE
BHE
DFH
DFH
Q1 26
3.2%
Q4 25
2.8%
6.4%
Q3 25
3.4%
6.3%
Q2 25
3.1%
6.4%
Q1 25
1.8%
7.2%
Q4 24
4.2%
10.8%
Q3 24
4.1%
9.2%
Q2 24
4.0%
10.0%
Net Margin
BHE
BHE
DFH
DFH
Q1 26
1.9%
Q4 25
4.8%
Q3 25
2.0%
4.8%
Q2 25
0.1%
4.9%
Q1 25
0.6%
5.5%
Q4 24
8.4%
Q3 24
2.3%
7.0%
Q2 24
2.3%
7.7%
EPS (diluted)
BHE
BHE
DFH
DFH
Q1 26
$0.17
Q4 25
$0.16
$0.57
Q3 25
$0.39
$0.47
Q2 25
$0.03
$0.56
Q1 25
$0.10
$0.54
Q4 24
$0.43
$1.28
Q3 24
$0.42
$0.70
Q2 24
$0.43
$0.81

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BHE
BHE
DFH
DFH
Cash + ST InvestmentsLiquidity on hand
$324.9M
$234.8M
Total DebtLower is stronger
$1.6B
Stockholders' EquityBook value
$1.4B
Total Assets
$2.1B
$3.7B
Debt / EquityLower = less leverage
1.13×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BHE
BHE
DFH
DFH
Q1 26
$324.9M
Q4 25
$322.1M
$234.8M
Q3 25
$285.4M
$251.0M
Q2 25
$264.6M
$210.3M
Q1 25
$355.3M
$297.5M
Q4 24
$315.2M
$274.4M
Q3 24
$324.4M
$204.9M
Q2 24
$309.3M
$274.8M
Total Debt
BHE
BHE
DFH
DFH
Q1 26
Q4 25
$206.8M
$1.6B
Q3 25
$212.6M
$1.8B
Q2 25
$203.4M
Q1 25
$268.9M
Q4 24
$250.5M
$1.3B
Q3 24
$272.0M
Q2 24
$283.6M
Stockholders' Equity
BHE
BHE
DFH
DFH
Q1 26
Q4 25
$1.1B
$1.4B
Q3 25
$1.1B
$1.4B
Q2 25
$1.1B
$1.3B
Q1 25
$1.1B
$1.3B
Q4 24
$1.1B
$1.2B
Q3 24
$1.1B
$1.1B
Q2 24
$1.1B
$1.0B
Total Assets
BHE
BHE
DFH
DFH
Q1 26
$2.1B
Q4 25
$2.1B
$3.7B
Q3 25
$2.1B
$3.8B
Q2 25
$2.0B
$3.7B
Q1 25
$2.1B
$3.5B
Q4 24
$2.1B
$3.3B
Q3 24
$2.1B
$3.3B
Q2 24
$2.2B
$3.0B
Debt / Equity
BHE
BHE
DFH
DFH
Q1 26
Q4 25
0.19×
1.13×
Q3 25
0.19×
1.29×
Q2 25
0.18×
Q1 25
0.24×
Q4 24
0.23×
1.03×
Q3 24
0.25×
Q2 24
0.26×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BHE
BHE
DFH
DFH
Operating Cash FlowLast quarter
$47.0M
$143.6M
Free Cash FlowOCF − Capex
$48.1M
$136.0M
FCF MarginFCF / Revenue
7.1%
11.2%
Capex IntensityCapex / Revenue
0.6%
Cash ConversionOCF / Net Profit
3.61×
2.44×
TTM Free Cash FlowTrailing 4 quarters
$108.3M
$-126.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BHE
BHE
DFH
DFH
Q1 26
$47.0M
Q4 25
$58.7M
$143.6M
Q3 25
$36.6M
$-131.0M
Q2 25
$-2.8M
$-68.5M
Q1 25
$31.5M
$-44.7M
Q4 24
$45.9M
$306.5M
Q3 24
$39.0M
$-205.0M
Q2 24
$55.8M
$-110.6M
Free Cash Flow
BHE
BHE
DFH
DFH
Q1 26
$48.1M
Q4 25
$48.2M
$136.0M
Q3 25
$25.8M
$-135.7M
Q2 25
$-13.8M
$-78.8M
Q1 25
$28.1M
$-47.9M
Q4 24
$37.2M
$302.6M
Q3 24
$29.2M
$-222.5M
Q2 24
$48.2M
$-112.4M
FCF Margin
BHE
BHE
DFH
DFH
Q1 26
7.1%
Q4 25
6.6%
11.2%
Q3 25
3.7%
-14.0%
Q2 25
-2.1%
-6.8%
Q1 25
4.3%
-4.8%
Q4 24
5.4%
19.4%
Q3 24
4.3%
-22.1%
Q2 24
7.0%
-10.6%
Capex Intensity
BHE
BHE
DFH
DFH
Q1 26
Q4 25
1.4%
0.6%
Q3 25
1.5%
0.5%
Q2 25
1.7%
0.9%
Q1 25
0.5%
0.3%
Q4 24
1.3%
0.3%
Q3 24
1.4%
1.7%
Q2 24
1.1%
0.2%
Cash Conversion
BHE
BHE
DFH
DFH
Q1 26
3.61×
Q4 25
2.44×
Q3 25
2.57×
-2.79×
Q2 25
-2.90×
-1.21×
Q1 25
8.65×
-0.81×
Q4 24
2.35×
Q3 24
2.54×
-2.90×
Q2 24
3.59×
-1.37×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BHE
BHE

Segment breakdown not available.

DFH
DFH

Midwest Segment$454.2M37%
Southeast Segment$397.5M33%
Mid Atlantic Segment$307.3M25%
Financial Services Segment$53.7M4%

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