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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and Dexcom (DXCM). Click either name above to swap in a different company.
Dexcom is the larger business by last-quarter revenue ($1.3B vs $1.2B, roughly 1.0× Dream Finders Homes, Inc.). Dexcom runs the higher net margin — 21.2% vs 4.8%, a 16.4% gap on every dollar of revenue. On growth, Dexcom posted the faster year-over-year revenue change (21.6% vs -22.3%). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 12.0%).
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.
Dexcom, Inc. is an American multinational healthcare company that develops, manufactures, produces and distributes a line of continuous glucose monitoring (CGM) systems for diabetes management. It operates internationally with global headquarters and R&D center in San Diego, California, U.S.A. and manufacturing facilities in Mesa, Arizona, U.S.A.; Batu Kawan, Malaysia and Athenry, County Galway, Ireland.
DFH vs DXCM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.3B |
| Net Profit | $58.8M | $267.3M |
| Gross Margin | — | 62.9% |
| Operating Margin | 6.4% | 25.6% |
| Net Margin | 4.8% | 21.2% |
| Revenue YoY | -22.3% | 21.6% |
| Net Profit YoY | -54.9% | 153.6% |
| EPS (diluted) | $0.57 | $0.67 |
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 | — | $1.3B | ||
| Q4 25 | $1.2B | $1.3B | ||
| Q3 25 | $969.8M | $1.2B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $989.9M | $1.0B | ||
| Q4 24 | $1.6B | $1.1B | ||
| Q3 24 | $1.0B | $994.2M | ||
| Q2 24 | $1.1B | $1.0B |
| Q1 26 | — | $267.3M | ||
| Q4 25 | $58.8M | $267.3M | ||
| Q3 25 | $47.0M | $283.8M | ||
| Q2 25 | $56.6M | $179.8M | ||
| Q1 25 | $54.9M | $105.4M | ||
| Q4 24 | $130.5M | $151.7M | ||
| Q3 24 | $70.7M | $134.6M | ||
| Q2 24 | $80.9M | $143.5M |
| Q1 26 | — | 62.9% | ||
| Q4 25 | — | 62.9% | ||
| Q3 25 | — | 60.5% | ||
| Q2 25 | — | 59.5% | ||
| Q1 25 | — | 56.9% | ||
| Q4 24 | — | 58.9% | ||
| Q3 24 | — | 59.7% | ||
| Q2 24 | 19.2% | 62.4% |
| Q1 26 | — | 25.6% | ||
| Q4 25 | 6.4% | 25.6% | ||
| Q3 25 | 6.3% | 20.1% | ||
| Q2 25 | 6.4% | 18.4% | ||
| Q1 25 | 7.2% | 12.9% | ||
| Q4 24 | 10.8% | 17.0% | ||
| Q3 24 | 9.2% | 15.3% | ||
| Q2 24 | 10.0% | 15.7% |
| Q1 26 | — | 21.2% | ||
| Q4 25 | 4.8% | 21.2% | ||
| Q3 25 | 4.8% | 23.5% | ||
| Q2 25 | 4.9% | 15.5% | ||
| Q1 25 | 5.5% | 10.2% | ||
| Q4 24 | 8.4% | 13.6% | ||
| Q3 24 | 7.0% | 13.5% | ||
| Q2 24 | 7.7% | 14.3% |
| Q1 26 | — | $0.67 | ||
| Q4 25 | $0.57 | $0.67 | ||
| Q3 25 | $0.47 | $0.70 | ||
| Q2 25 | $0.56 | $0.45 | ||
| Q1 25 | $0.54 | $0.27 | ||
| Q4 24 | $1.28 | $0.37 | ||
| Q3 24 | $0.70 | $0.34 | ||
| Q2 24 | $0.81 | $0.35 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $234.8M | $917.7M |
| Total DebtLower is stronger | $1.6B | — |
| Stockholders' EquityBook value | $1.4B | $2.7B |
| Total Assets | $3.7B | $6.3B |
| Debt / EquityLower = less leverage | 1.13× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $917.7M | ||
| Q4 25 | $234.8M | $917.7M | ||
| Q3 25 | $251.0M | $1.8B | ||
| Q2 25 | $210.3M | $1.2B | ||
| Q1 25 | $297.5M | $904.9M | ||
| Q4 24 | $274.4M | $606.1M | ||
| Q3 24 | $204.9M | $621.2M | ||
| Q2 24 | $274.8M | $939.2M |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $2.7B | ||
| Q4 25 | $1.4B | $2.7B | ||
| Q3 25 | $1.4B | $2.7B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.3B | $2.3B | ||
| Q4 24 | $1.2B | $2.1B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.0B | $2.4B |
| Q1 26 | — | $6.3B | ||
| Q4 25 | $3.7B | $6.3B | ||
| Q3 25 | $3.8B | $7.5B | ||
| Q2 25 | $3.7B | $7.3B | ||
| Q1 25 | $3.5B | $6.8B | ||
| Q4 24 | $3.3B | $6.5B | ||
| Q3 24 | $3.3B | $6.4B | ||
| Q2 24 | $3.0B | $6.8B |
| Q1 26 | — | — | ||
| 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 | $136.0M | — |
| FCF MarginFCF / Revenue | 11.2% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | 2.44× | — |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $143.6M | $294.0M | ||
| Q3 25 | $-131.0M | $659.9M | ||
| Q2 25 | $-68.5M | $303.0M | ||
| Q1 25 | $-44.7M | $183.8M | ||
| Q4 24 | $306.5M | $301.4M | ||
| Q3 24 | $-205.0M | $199.5M | ||
| Q2 24 | $-110.6M | $279.4M |
| Q1 26 | — | — | ||
| Q4 25 | $136.0M | $192.1M | ||
| Q3 25 | $-135.7M | $579.4M | ||
| Q2 25 | $-78.8M | $208.9M | ||
| Q1 25 | $-47.9M | $96.8M | ||
| Q4 24 | $302.6M | $176.8M | ||
| Q3 24 | $-222.5M | $88.3M | ||
| Q2 24 | $-112.4M | $213.3M |
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 15.3% | ||
| Q3 25 | -14.0% | 47.9% | ||
| Q2 25 | -6.8% | 18.1% | ||
| Q1 25 | -4.8% | 9.3% | ||
| Q4 24 | 19.4% | 15.9% | ||
| Q3 24 | -22.1% | 8.9% | ||
| Q2 24 | -10.6% | 21.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 8.1% | ||
| Q3 25 | 0.5% | 6.7% | ||
| Q2 25 | 0.9% | 8.1% | ||
| Q1 25 | 0.3% | 8.4% | ||
| Q4 24 | 0.3% | 11.2% | ||
| Q3 24 | 1.7% | 11.2% | ||
| Q2 24 | 0.2% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 2.44× | 1.10× | ||
| Q3 25 | -2.79× | 2.33× | ||
| Q2 25 | -1.21× | 1.69× | ||
| Q1 25 | -0.81× | 1.74× | ||
| Q4 24 | 2.35× | 1.99× | ||
| Q3 24 | -2.90× | 1.48× | ||
| Q2 24 | -1.37× | 1.95× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
DXCM
Segment breakdown not available.
