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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and Kontoor Brands, Inc. (KTB). 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 $853.2M, roughly 1.4× Kontoor Brands, Inc.). Dream Finders Homes, Inc. runs the higher net margin — 4.8% vs 4.3%, a 0.5% gap on every dollar of revenue. On growth, Kontoor Brands, Inc. posted the faster year-over-year revenue change (27.3% vs -22.3%). Dream Finders Homes, Inc. produced more free cash flow last quarter ($136.0M vs $55.8M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 14.2%).
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.
Kontoor Brands is an American clothing company. It was a spin off from the VF Corporation in May 2019, and markets clothing under the Lee, Wrangler and Helly Hansen brand names.
DFH vs KTB — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $853.2M |
| Net Profit | $58.8M | $36.9M |
| Gross Margin | — | 41.3% |
| Operating Margin | 6.4% | 7.5% |
| Net Margin | 4.8% | 4.3% |
| Revenue YoY | -22.3% | 27.3% |
| Net Profit YoY | -54.9% | -47.6% |
| EPS (diluted) | $0.57 | $0.66 |
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 | — | ||
| Q3 25 | $969.8M | $853.2M | ||
| Q2 25 | $1.2B | $658.3M | ||
| Q1 25 | $989.9M | $622.9M | ||
| Q4 24 | $1.6B | $699.3M | ||
| Q3 24 | $1.0B | $670.2M | ||
| Q2 24 | $1.1B | $606.9M | ||
| Q1 24 | $827.8M | $631.2M |
| Q4 25 | $58.8M | — | ||
| Q3 25 | $47.0M | $36.9M | ||
| Q2 25 | $56.6M | $73.9M | ||
| Q1 25 | $54.9M | $42.9M | ||
| Q4 24 | $130.5M | $64.0M | ||
| Q3 24 | $70.7M | $70.5M | ||
| Q2 24 | $80.9M | $51.8M | ||
| Q1 24 | $54.5M | $59.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | 41.3% | ||
| Q2 25 | — | 46.3% | ||
| Q1 25 | — | 47.5% | ||
| Q4 24 | — | 43.7% | ||
| Q3 24 | — | 44.7% | ||
| Q2 24 | 19.2% | 44.7% | ||
| Q1 24 | 18.0% | 45.2% |
| Q4 25 | 6.4% | — | ||
| Q3 25 | 6.3% | 7.5% | ||
| Q2 25 | 6.4% | 11.9% | ||
| Q1 25 | 7.2% | 11.8% | ||
| Q4 24 | 10.8% | 12.1% | ||
| Q3 24 | 9.2% | 14.7% | ||
| Q2 24 | 10.0% | 12.4% | ||
| Q1 24 | 8.6% | 13.4% |
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.8% | 4.3% | ||
| Q2 25 | 4.9% | 11.2% | ||
| Q1 25 | 5.5% | 6.9% | ||
| Q4 24 | 8.4% | 9.1% | ||
| Q3 24 | 7.0% | 10.5% | ||
| Q2 24 | 7.7% | 8.5% | ||
| Q1 24 | 6.6% | 9.4% |
| Q4 25 | $0.57 | — | ||
| Q3 25 | $0.47 | $0.66 | ||
| Q2 25 | $0.56 | $1.32 | ||
| Q1 25 | $0.54 | $0.76 | ||
| Q4 24 | $1.28 | $1.13 | ||
| Q3 24 | $0.70 | $1.26 | ||
| Q2 24 | $0.81 | $0.92 | ||
| Q1 24 | $0.55 | $1.05 |
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 | $82.4M |
| Total DebtLower is stronger | $1.6B | $1.3B |
| Stockholders' EquityBook value | $1.4B | $529.6M |
| Total Assets | $3.7B | $2.9B |
| Debt / EquityLower = less leverage | 1.13× | 2.53× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | — | ||
| Q3 25 | $251.0M | $82.4M | ||
| Q2 25 | $210.3M | $107.5M | ||
| Q1 25 | $297.5M | $356.7M | ||
| Q4 24 | $274.4M | $334.1M | ||
| Q3 24 | $204.9M | $269.4M | ||
| Q2 24 | $274.8M | $224.3M | ||
| Q1 24 | $239.4M | $215.1M |
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.8B | $1.3B | ||
| Q2 25 | — | $1.4B | ||
| Q1 25 | — | $735.6M | ||
| Q4 24 | $1.3B | $740.3M | ||
| Q3 24 | — | $745.0M | ||
| Q2 24 | — | $749.7M | ||
| Q1 24 | — | $779.2M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | $529.6M | ||
| Q2 25 | $1.3B | $498.3M | ||
| Q1 25 | $1.3B | $426.7M | ||
| Q4 24 | $1.2B | $400.1M | ||
| Q3 24 | $1.1B | $356.9M | ||
| Q2 24 | $1.0B | $367.2M | ||
| Q1 24 | $968.7M | $387.2M |
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.8B | $2.9B | ||
| Q2 25 | $3.7B | $2.7B | ||
| Q1 25 | $3.5B | $1.7B | ||
| Q4 24 | $3.3B | $1.7B | ||
| Q3 24 | $3.3B | $1.7B | ||
| Q2 24 | $3.0B | $1.6B | ||
| Q1 24 | $2.7B | $1.7B |
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.29× | 2.53× | ||
| Q2 25 | — | 2.74× | ||
| Q1 25 | — | 1.72× | ||
| Q4 24 | 1.03× | 1.85× | ||
| Q3 24 | — | 2.09× | ||
| Q2 24 | — | 2.04× | ||
| Q1 24 | — | 2.01× |
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 | $64.1M |
| Free Cash FlowOCF − Capex | $136.0M | $55.8M |
| FCF MarginFCF / Revenue | 11.2% | 6.5% |
| Capex IntensityCapex / Revenue | 0.6% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.44× | 1.74× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | $228.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | — | ||
| Q3 25 | $-131.0M | $64.1M | ||
| Q2 25 | $-68.5M | $25.7M | ||
| Q1 25 | $-44.7M | $77.6M | ||
| Q4 24 | $306.5M | $82.0M | ||
| Q3 24 | $-205.0M | $133.6M | ||
| Q2 24 | $-110.6M | $96.2M | ||
| Q1 24 | $-247.5M | $56.5M |
| Q4 25 | $136.0M | — | ||
| Q3 25 | $-135.7M | $55.8M | ||
| Q2 25 | $-78.8M | $22.4M | ||
| Q1 25 | $-47.9M | $74.9M | ||
| Q4 24 | $302.6M | $75.0M | ||
| Q3 24 | $-222.5M | $129.9M | ||
| Q2 24 | $-112.4M | $92.6M | ||
| Q1 24 | $-249.6M | $52.0M |
| Q4 25 | 11.2% | — | ||
| Q3 25 | -14.0% | 6.5% | ||
| Q2 25 | -6.8% | 3.4% | ||
| Q1 25 | -4.8% | 12.0% | ||
| Q4 24 | 19.4% | 10.7% | ||
| Q3 24 | -22.1% | 19.4% | ||
| Q2 24 | -10.6% | 15.3% | ||
| Q1 24 | -30.2% | 8.2% |
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.5% | 1.0% | ||
| Q2 25 | 0.9% | 0.5% | ||
| Q1 25 | 0.3% | 0.4% | ||
| Q4 24 | 0.3% | 1.0% | ||
| Q3 24 | 1.7% | 0.6% | ||
| Q2 24 | 0.2% | 0.6% | ||
| Q1 24 | 0.3% | 0.7% |
| Q4 25 | 2.44× | — | ||
| Q3 25 | -2.79× | 1.74× | ||
| Q2 25 | -1.21× | 0.35× | ||
| Q1 25 | -0.81× | 1.81× | ||
| Q4 24 | 2.35× | 1.28× | ||
| Q3 24 | -2.90× | 1.89× | ||
| Q2 24 | -1.37× | 1.86× | ||
| Q1 24 | -4.54× | 0.95× |
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% |
KTB
| International Member | $292.0M | 34% |
| CTC Triangle B.V | $192.7M | 23% |
| Lee Segment | $186.7M | 22% |
| Helly Hansen Segment | $185.9M | 22% |
