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Side-by-side financial comparison of Chefs' Warehouse, Inc. (CHEF) and M/I HOMES, INC. (MHO). Click either name above to swap in a different company.
M/I HOMES, INC. is the larger business by last-quarter revenue ($1.1B vs $1.1B, roughly 1.1× Chefs' Warehouse, Inc.). M/I HOMES, INC. runs the higher net margin — 5.6% vs 1.6%, a 3.9% gap on every dollar of revenue. On growth, Chefs' Warehouse, Inc. posted the faster year-over-year revenue change (11.4% vs -4.8%). Over the past eight quarters, Chefs' Warehouse, Inc.'s revenue compounded faster (5.3% CAGR vs 4.7%).
Chefs' Warehouse, Inc. is a leading North American specialty food distributor that primarily serves independent restaurants, fine dining venues, hotels, catering firms, and other foodservice operators. It offers a curated portfolio of over 150,000 products including artisanal ingredients, specialty meats, seafood, dairy, pastries, and imported gourmet goods tailored for professional chefs.
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
CHEF vs MHO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.1B |
| Net Profit | $17.4M | $64.0M |
| Gross Margin | 24.3% | 17.4% |
| Operating Margin | 3.1% | 6.5% |
| Net Margin | 1.6% | 5.6% |
| Revenue YoY | 11.4% | -4.8% |
| Net Profit YoY | 68.8% | -52.1% |
| EPS (diluted) | $0.40 | $2.42 |
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 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.0B | $1.1B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $950.7M | $976.1M | ||
| Q4 24 | $1.0B | $1.2B | ||
| Q3 24 | $931.5M | $1.1B | ||
| Q2 24 | $954.7M | $1.1B |
| Q1 26 | $17.4M | — | ||
| Q4 25 | $21.7M | $64.0M | ||
| Q3 25 | $19.1M | $106.5M | ||
| Q2 25 | $21.2M | $121.2M | ||
| Q1 25 | $10.3M | $111.2M | ||
| Q4 24 | $23.9M | $133.5M | ||
| Q3 24 | $14.1M | $145.4M | ||
| Q2 24 | $15.5M | $146.7M |
| Q1 26 | 24.3% | — | ||
| Q4 25 | 24.2% | 17.4% | ||
| Q3 25 | 24.2% | 24.5% | ||
| Q2 25 | 24.6% | 24.7% | ||
| Q1 25 | 23.8% | 25.9% | ||
| Q4 24 | 24.3% | 24.6% | ||
| Q3 24 | 24.1% | 27.1% | ||
| Q2 24 | 24.0% | 27.9% |
| Q1 26 | 3.1% | — | ||
| Q4 25 | 3.8% | 6.5% | ||
| Q3 25 | 3.8% | 12.0% | ||
| Q2 25 | 3.9% | 13.4% | ||
| Q1 25 | 2.4% | 14.4% | ||
| Q4 24 | 4.5% | 13.6% | ||
| Q3 24 | 3.4% | 15.9% | ||
| Q2 24 | 3.5% | 16.8% |
| Q1 26 | 1.6% | — | ||
| Q4 25 | 1.9% | 5.6% | ||
| Q3 25 | 1.9% | 9.4% | ||
| Q2 25 | 2.1% | 10.4% | ||
| Q1 25 | 1.1% | 11.4% | ||
| Q4 24 | 2.3% | 11.1% | ||
| Q3 24 | 1.5% | 12.7% | ||
| Q2 24 | 1.6% | 13.2% |
| Q1 26 | $0.40 | — | ||
| Q4 25 | $0.50 | $2.42 | ||
| Q3 25 | $0.44 | $3.92 | ||
| Q2 25 | $0.49 | $4.42 | ||
| Q1 25 | $0.25 | $3.98 | ||
| Q4 24 | $0.56 | $4.71 | ||
| Q3 24 | $0.34 | $5.10 | ||
| Q2 24 | $0.37 | $5.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $122.7M | — |
| Total DebtLower is stronger | $750.4M | — |
| Stockholders' EquityBook value | $608.6M | $3.2B |
| Total Assets | $2.0B | $4.8B |
| Debt / EquityLower = less leverage | 1.23× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $122.7M | — | ||
| Q4 25 | $121.0M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $96.9M | — | ||
| Q1 25 | $116.5M | — | ||
| Q4 24 | $114.7M | — | ||
| Q3 24 | $50.7M | — | ||
| Q2 24 | $38.3M | — |
| Q1 26 | $750.4M | — | ||
| Q4 25 | $720.3M | — | ||
| Q3 25 | $711.7M | — | ||
| Q2 25 | $690.2M | — | ||
| Q1 25 | $681.1M | — | ||
| Q4 24 | $688.7M | — | ||
| Q3 24 | $666.6M | — | ||
| Q2 24 | $660.8M | — |
| Q1 26 | $608.6M | — | ||
| Q4 25 | $604.3M | $3.2B | ||
| Q3 25 | $576.6M | $3.1B | ||
| Q2 25 | $557.7M | $3.1B | ||
| Q1 25 | $541.6M | $3.0B | ||
| Q4 24 | $537.6M | $2.9B | ||
| Q3 24 | $480.3M | $2.8B | ||
| Q2 24 | $461.9M | $2.7B |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | $4.8B | ||
| Q3 25 | $1.9B | $4.8B | ||
| Q2 25 | $1.9B | $4.7B | ||
| Q1 25 | $1.8B | $4.6B | ||
| Q4 24 | $1.9B | $4.5B | ||
| Q3 24 | $1.8B | $4.5B | ||
| Q2 24 | $1.7B | $4.3B |
| Q1 26 | 1.23× | — | ||
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.23× | — | ||
| Q2 25 | 1.24× | — | ||
| Q1 25 | 1.26× | — | ||
| Q4 24 | 1.28× | — | ||
| Q3 24 | 1.39× | — | ||
| Q2 24 | 1.43× | — |
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 | $38.3M | $-8.7M |
| Free Cash FlowOCF − Capex | — | $-13.0M |
| FCF MarginFCF / Revenue | — | -1.1% |
| Capex IntensityCapex / Revenue | 0.7% | 0.4% |
| Cash ConversionOCF / Net Profit | 2.20× | -0.14× |
| TTM Free Cash FlowTrailing 4 quarters | — | $127.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $38.3M | — | ||
| Q4 25 | $73.9M | $-8.7M | ||
| Q3 25 | $-8.7M | $43.4M | ||
| Q2 25 | $14.5M | $37.8M | ||
| Q1 25 | $49.6M | $64.9M | ||
| Q4 24 | $73.0M | $104.4M | ||
| Q3 24 | $19.8M | $-67.9M | ||
| Q2 24 | $29.3M | $27.5M |
| Q1 26 | — | — | ||
| Q4 25 | $65.8M | $-13.0M | ||
| Q3 25 | $-19.7M | $42.0M | ||
| Q2 25 | $4.5M | $35.1M | ||
| Q1 25 | $37.2M | $63.5M | ||
| Q4 24 | $64.6M | $102.3M | ||
| Q3 24 | $11.8M | $-68.5M | ||
| Q2 24 | $13.3M | $22.0M |
| Q1 26 | — | — | ||
| Q4 25 | 5.8% | -1.1% | ||
| Q3 25 | -1.9% | 3.7% | ||
| Q2 25 | 0.4% | 3.0% | ||
| Q1 25 | 3.9% | 6.5% | ||
| Q4 24 | 6.3% | 8.5% | ||
| Q3 24 | 1.3% | -6.0% | ||
| Q2 24 | 1.4% | 2.0% |
| Q1 26 | 0.7% | — | ||
| Q4 25 | 0.7% | 0.4% | ||
| Q3 25 | 1.1% | 0.1% | ||
| Q2 25 | 1.0% | 0.2% | ||
| Q1 25 | 1.3% | 0.1% | ||
| Q4 24 | 0.8% | 0.2% | ||
| Q3 24 | 0.9% | 0.1% | ||
| Q2 24 | 1.7% | 0.5% |
| Q1 26 | 2.20× | — | ||
| Q4 25 | 3.41× | -0.14× | ||
| Q3 25 | -0.46× | 0.41× | ||
| Q2 25 | 0.68× | 0.31× | ||
| Q1 25 | 4.82× | 0.58× | ||
| Q4 24 | 3.05× | 0.78× | ||
| Q3 24 | 1.41× | -0.47× | ||
| Q2 24 | 1.89× | 0.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CHEF
Segment breakdown not available.
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
