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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and Fabrinet (FN). 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 $1.1B, roughly 1.1× Fabrinet). Fabrinet runs the higher net margin — 9.9% vs 4.8%, a 5.1% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs -22.3%). Dream Finders Homes, Inc. produced more free cash flow last quarter ($136.0M vs $-5.3M). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% CAGR vs 21.0%).
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.
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
DFH vs FN — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.1B |
| Net Profit | $58.8M | $112.6M |
| Gross Margin | — | 12.2% |
| Operating Margin | 6.4% | 10.1% |
| Net Margin | 4.8% | 9.9% |
| Revenue YoY | -22.3% | 35.9% |
| Net Profit YoY | -54.9% | 30.0% |
| EPS (diluted) | $0.57 | $3.11 |
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.
| Q4 25 | $1.2B | $1.1B | ||
| Q3 25 | $969.8M | $978.1M | ||
| Q2 25 | $1.2B | $909.7M | ||
| Q1 25 | $989.9M | $871.8M | ||
| Q4 24 | $1.6B | $833.6M | ||
| Q3 24 | $1.0B | $804.2M | ||
| Q2 24 | $1.1B | $753.3M | ||
| Q1 24 | $827.8M | $731.5M |
| Q4 25 | $58.8M | $112.6M | ||
| Q3 25 | $47.0M | $95.9M | ||
| Q2 25 | $56.6M | $87.2M | ||
| Q1 25 | $54.9M | $81.3M | ||
| Q4 24 | $130.5M | $86.6M | ||
| Q3 24 | $70.7M | $77.4M | ||
| Q2 24 | $80.9M | $81.1M | ||
| Q1 24 | $54.5M | $80.9M |
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | 19.2% | 12.3% | ||
| Q1 24 | 18.0% | 12.4% |
| Q4 25 | 6.4% | 10.1% | ||
| Q3 25 | 6.3% | 9.6% | ||
| Q2 25 | 6.4% | 9.8% | ||
| Q1 25 | 7.2% | 9.0% | ||
| Q4 24 | 10.8% | 9.5% | ||
| Q3 24 | 9.2% | 9.6% | ||
| Q2 24 | 10.0% | 9.7% | ||
| Q1 24 | 8.6% | 9.7% |
| Q4 25 | 4.8% | 9.9% | ||
| Q3 25 | 4.8% | 9.8% | ||
| Q2 25 | 4.9% | 9.6% | ||
| Q1 25 | 5.5% | 9.3% | ||
| Q4 24 | 8.4% | 10.4% | ||
| Q3 24 | 7.0% | 9.6% | ||
| Q2 24 | 7.7% | 10.8% | ||
| Q1 24 | 6.6% | 11.1% |
| Q4 25 | $0.57 | $3.11 | ||
| Q3 25 | $0.47 | $2.66 | ||
| Q2 25 | $0.56 | $2.41 | ||
| Q1 25 | $0.54 | $2.25 | ||
| Q4 24 | $1.28 | $2.38 | ||
| Q3 24 | $0.70 | $2.13 | ||
| Q2 24 | $0.81 | $2.22 | ||
| Q1 24 | $0.55 | $2.21 |
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 | $960.8M |
| Total DebtLower is stronger | $1.6B | — |
| Stockholders' EquityBook value | $1.4B | $2.2B |
| Total Assets | $3.7B | $3.3B |
| Debt / EquityLower = less leverage | 1.13× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | $960.8M | ||
| Q3 25 | $251.0M | $968.8M | ||
| Q2 25 | $210.3M | $934.2M | ||
| Q1 25 | $297.5M | $950.7M | ||
| Q4 24 | $274.4M | $934.6M | ||
| Q3 24 | $204.9M | $908.9M | ||
| Q2 24 | $274.8M | $858.6M | ||
| Q1 24 | $239.4M | $794.0M |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.1B | $1.8B | ||
| Q2 24 | $1.0B | $1.7B | ||
| Q1 24 | $968.7M | $1.7B |
| Q4 25 | $3.7B | $3.3B | ||
| Q3 25 | $3.8B | $3.0B | ||
| Q2 25 | $3.7B | $2.8B | ||
| Q1 25 | $3.5B | $2.6B | ||
| Q4 24 | $3.3B | $2.5B | ||
| Q3 24 | $3.3B | $2.4B | ||
| Q2 24 | $3.0B | $2.3B | ||
| Q1 24 | $2.7B | $2.2B |
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $46.3M |
| Free Cash FlowOCF − Capex | $136.0M | $-5.3M |
| FCF MarginFCF / Revenue | 11.2% | -0.5% |
| Capex IntensityCapex / Revenue | 0.6% | 4.6% |
| Cash ConversionOCF / Net Profit | 2.44× | 0.41× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | $102.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | $46.3M | ||
| Q3 25 | $-131.0M | $102.6M | ||
| Q2 25 | $-68.5M | $55.1M | ||
| Q1 25 | $-44.7M | $74.2M | ||
| Q4 24 | $306.5M | $115.9M | ||
| Q3 24 | $-205.0M | $83.2M | ||
| Q2 24 | $-110.6M | $83.1M | ||
| Q1 24 | $-247.5M | $100.9M |
| Q4 25 | $136.0M | $-5.3M | ||
| Q3 25 | $-135.7M | $57.3M | ||
| Q2 25 | $-78.8M | $4.7M | ||
| Q1 25 | $-47.9M | $45.7M | ||
| Q4 24 | $302.6M | $94.0M | ||
| Q3 24 | $-222.5M | $62.9M | ||
| Q2 24 | $-112.4M | $70.4M | ||
| Q1 24 | $-249.6M | $87.3M |
| Q4 25 | 11.2% | -0.5% | ||
| Q3 25 | -14.0% | 5.9% | ||
| Q2 25 | -6.8% | 0.5% | ||
| Q1 25 | -4.8% | 5.2% | ||
| Q4 24 | 19.4% | 11.3% | ||
| Q3 24 | -22.1% | 7.8% | ||
| Q2 24 | -10.6% | 9.3% | ||
| Q1 24 | -30.2% | 11.9% |
| Q4 25 | 0.6% | 4.6% | ||
| Q3 25 | 0.5% | 4.6% | ||
| Q2 25 | 0.9% | 5.5% | ||
| Q1 25 | 0.3% | 3.3% | ||
| Q4 24 | 0.3% | 2.6% | ||
| Q3 24 | 1.7% | 2.5% | ||
| Q2 24 | 0.2% | 1.7% | ||
| Q1 24 | 0.3% | 1.9% |
| Q4 25 | 2.44× | 0.41× | ||
| Q3 25 | -2.79× | 1.07× | ||
| Q2 25 | -1.21× | 0.63× | ||
| Q1 25 | -0.81× | 0.91× | ||
| Q4 24 | 2.35× | 1.34× | ||
| Q3 24 | -2.90× | 1.07× | ||
| Q2 24 | -1.37× | 1.02× | ||
| Q1 24 | -4.54× | 1.25× |
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% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
