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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and Mobileye Global Inc. (MBLY). 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 $558.0M, roughly 2.2× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs -22.3%). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 12.7%).
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.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
DFH vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $558.0M |
| Net Profit | $58.8M | — |
| Gross Margin | — | 49.3% |
| Operating Margin | 6.4% | -647.5% |
| Net Margin | 4.8% | — |
| Revenue YoY | -22.3% | 27.4% |
| Net Profit YoY | -54.9% | — |
| EPS (diluted) | $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.
| Q1 26 | — | $558.0M | ||
| Q4 25 | $1.2B | $446.0M | ||
| Q3 25 | $969.8M | $504.0M | ||
| Q2 25 | $1.2B | $506.0M | ||
| Q1 25 | $989.9M | $438.0M | ||
| Q4 24 | $1.6B | $490.0M | ||
| Q3 24 | $1.0B | $486.0M | ||
| Q2 24 | $1.1B | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $58.8M | $-127.0M | ||
| Q3 25 | $47.0M | $-96.0M | ||
| Q2 25 | $56.6M | $-67.0M | ||
| Q1 25 | $54.9M | $-102.0M | ||
| Q4 24 | $130.5M | $-71.0M | ||
| Q3 24 | $70.7M | $-2.7B | ||
| Q2 24 | $80.9M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | — | 45.3% | ||
| Q3 25 | — | 48.2% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 49.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | 19.2% | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | 6.4% | -31.4% | ||
| Q3 25 | 6.3% | -21.6% | ||
| Q2 25 | 6.4% | -14.6% | ||
| Q1 25 | 7.2% | -26.7% | ||
| Q4 24 | 10.8% | -17.6% | ||
| Q3 24 | 9.2% | -577.6% | ||
| Q2 24 | 10.0% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 4.8% | -28.5% | ||
| Q3 25 | 4.8% | -19.0% | ||
| Q2 25 | 4.9% | -13.2% | ||
| Q1 25 | 5.5% | -23.3% | ||
| Q4 24 | 8.4% | -14.5% | ||
| Q3 24 | 7.0% | -558.6% | ||
| Q2 24 | 7.7% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.57 | $-0.15 | ||
| Q3 25 | $0.47 | $-0.12 | ||
| Q2 25 | $0.56 | $-0.08 | ||
| Q1 25 | $0.54 | $-0.13 | ||
| Q4 24 | $1.28 | $-0.09 | ||
| Q3 24 | $0.70 | $-3.35 | ||
| Q2 24 | $0.81 | $-0.11 |
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 | $1.2B |
| Total DebtLower is stronger | $1.6B | — |
| Stockholders' EquityBook value | $1.4B | $8.2B |
| Total Assets | $3.7B | $8.7B |
| Debt / EquityLower = less leverage | 1.13× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $234.8M | $1.8B | ||
| Q3 25 | $251.0M | $1.7B | ||
| Q2 25 | $210.3M | $1.7B | ||
| Q1 25 | $297.5M | $1.5B | ||
| Q4 24 | $274.4M | $1.4B | ||
| Q3 24 | $204.9M | $1.3B | ||
| Q2 24 | $274.8M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $1.4B | $11.9B | ||
| Q3 25 | $1.4B | $11.9B | ||
| Q2 25 | $1.3B | $12.1B | ||
| Q1 25 | $1.3B | $12.0B | ||
| Q4 24 | $1.2B | $12.1B | ||
| Q3 24 | $1.1B | $12.1B | ||
| Q2 24 | $1.0B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $3.7B | $12.5B | ||
| Q3 25 | $3.8B | $12.5B | ||
| Q2 25 | $3.7B | $12.6B | ||
| Q1 25 | $3.5B | $12.5B | ||
| Q4 24 | $3.3B | $12.6B | ||
| Q3 24 | $3.3B | $12.6B | ||
| Q2 24 | $3.0B | $15.3B |
| 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 | $75.0M |
| 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 | — | $75.0M | ||
| Q4 25 | $143.6M | $113.0M | ||
| Q3 25 | $-131.0M | $167.0M | ||
| Q2 25 | $-68.5M | $213.0M | ||
| Q1 25 | $-44.7M | $109.0M | ||
| Q4 24 | $306.5M | $204.0M | ||
| Q3 24 | $-205.0M | $126.0M | ||
| Q2 24 | $-110.6M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $136.0M | $86.0M | ||
| Q3 25 | $-135.7M | $143.0M | ||
| Q2 25 | $-78.8M | $199.0M | ||
| Q1 25 | $-47.9M | $95.0M | ||
| Q4 24 | $302.6M | $191.0M | ||
| Q3 24 | $-222.5M | $104.0M | ||
| Q2 24 | $-112.4M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 19.3% | ||
| Q3 25 | -14.0% | 28.4% | ||
| Q2 25 | -6.8% | 39.3% | ||
| Q1 25 | -4.8% | 21.7% | ||
| Q4 24 | 19.4% | 39.0% | ||
| Q3 24 | -22.1% | 21.4% | ||
| Q2 24 | -10.6% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 6.1% | ||
| Q3 25 | 0.5% | 4.8% | ||
| Q2 25 | 0.9% | 2.8% | ||
| Q1 25 | 0.3% | 3.2% | ||
| Q4 24 | 0.3% | 2.7% | ||
| Q3 24 | 1.7% | 4.5% | ||
| Q2 24 | 0.2% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.44× | — | ||
| Q3 25 | -2.79× | — | ||
| Q2 25 | -1.21× | — | ||
| Q1 25 | -0.81× | — | ||
| Q4 24 | 2.35× | — | ||
| Q3 24 | -2.90× | — | ||
| Q2 24 | -1.37× | — |
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% |
MBLY
Segment breakdown not available.
