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Side-by-side financial comparison of Dream Finders Homes, Inc. (DFH) and RESIDEO TECHNOLOGIES, INC. (REZI). Click either name above to swap in a different company.
RESIDEO TECHNOLOGIES, INC. is the larger business by last-quarter revenue ($1.9B vs $1.2B, roughly 1.6× Dream Finders Homes, Inc.). RESIDEO TECHNOLOGIES, INC. runs the higher net margin — 7.2% vs 4.8%, a 2.3% gap on every dollar of revenue. On growth, RESIDEO TECHNOLOGIES, INC. posted the faster year-over-year revenue change (2.0% vs -22.3%). RESIDEO TECHNOLOGIES, INC. produced more free cash flow last quarter ($262.0M vs $136.0M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% CAGR vs 12.9%).
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.
Resideo Technologies, Inc. is an American multinational company that was formed in 2018 out of a spin-off from Honeywell. It provides room air temperature, quality, and humidity control and security systems primarily in residential dwellings in the U.S. and internationally. The company operates in two segments: products and distribution. It manufactures and distributes smart-home and software products, including temperature and lighting control, security, and water and air monitoring. The com...
DFH vs REZI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $1.9B |
| Net Profit | $58.8M | $136.0M |
| Gross Margin | — | 29.6% |
| Operating Margin | 6.4% | 7.4% |
| Net Margin | 4.8% | 7.2% |
| Revenue YoY | -22.3% | 2.0% |
| Net Profit YoY | -54.9% | 491.3% |
| EPS (diluted) | $0.57 | $0.99 |
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 | $1.9B | ||
| Q3 25 | $969.8M | $1.9B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $989.9M | $1.8B | ||
| Q4 24 | $1.6B | $1.9B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $1.1B | $1.6B | ||
| Q1 24 | $827.8M | $1.5B |
| Q4 25 | $58.8M | $136.0M | ||
| Q3 25 | $47.0M | $156.0M | ||
| Q2 25 | $56.6M | $-825.0M | ||
| Q1 25 | $54.9M | $6.0M | ||
| Q4 24 | $130.5M | $23.0M | ||
| Q3 24 | $70.7M | $20.0M | ||
| Q2 24 | $80.9M | $30.0M | ||
| Q1 24 | $54.5M | $43.0M |
| Q4 25 | — | 29.6% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 29.3% | ||
| Q1 25 | — | 28.9% | ||
| Q4 24 | — | 28.5% | ||
| Q3 24 | — | 28.7% | ||
| Q2 24 | 19.2% | 28.1% | ||
| Q1 24 | 18.0% | 26.9% |
| Q4 25 | 6.4% | 7.4% | ||
| Q3 25 | 6.3% | 8.3% | ||
| Q2 25 | 6.4% | 9.1% | ||
| Q1 25 | 7.2% | 7.7% | ||
| Q4 24 | 10.8% | 7.8% | ||
| Q3 24 | 9.2% | 6.9% | ||
| Q2 24 | 10.0% | 7.7% | ||
| Q1 24 | 8.6% | 8.6% |
| Q4 25 | 4.8% | 7.2% | ||
| Q3 25 | 4.8% | 8.4% | ||
| Q2 25 | 4.9% | -42.5% | ||
| Q1 25 | 5.5% | 0.3% | ||
| Q4 24 | 8.4% | 1.2% | ||
| Q3 24 | 7.0% | 1.1% | ||
| Q2 24 | 7.7% | 1.9% | ||
| Q1 24 | 6.6% | 2.9% |
| Q4 25 | $0.57 | $0.99 | ||
| Q3 25 | $0.47 | $0.85 | ||
| Q2 25 | $0.56 | $-5.59 | ||
| Q1 25 | $0.54 | $-0.02 | ||
| Q4 24 | $1.28 | $0.06 | ||
| Q3 24 | $0.70 | $0.07 | ||
| Q2 24 | $0.81 | $0.19 | ||
| Q1 24 | $0.55 | $0.29 |
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 | $661.0M |
| Total DebtLower is stronger | $1.6B | $3.2B |
| Stockholders' EquityBook value | $1.4B | $2.9B |
| Total Assets | $3.7B | $8.4B |
| Debt / EquityLower = less leverage | 1.13× | 1.11× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $234.8M | $661.0M | ||
| Q3 25 | $251.0M | $345.0M | ||
| Q2 25 | $210.3M | $753.0M | ||
| Q1 25 | $297.5M | $577.0M | ||
| Q4 24 | $274.4M | $692.0M | ||
| Q3 24 | $204.9M | $531.0M | ||
| Q2 24 | $274.8M | $413.0M | ||
| Q1 24 | $239.4M | $603.0M |
| Q4 25 | $1.6B | $3.2B | ||
| Q3 25 | $1.8B | $3.2B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B | ||
| Q1 24 | — | $1.4B |
| Q4 25 | $1.4B | $2.9B | ||
| Q3 25 | $1.4B | $2.8B | ||
| Q2 25 | $1.3B | $2.6B | ||
| Q1 25 | $1.3B | $3.3B | ||
| Q4 24 | $1.2B | $3.3B | ||
| Q3 24 | $1.1B | $3.4B | ||
| Q2 24 | $1.0B | $3.3B | ||
| Q1 24 | $968.7M | $2.8B |
| Q4 25 | $3.7B | $8.4B | ||
| Q3 25 | $3.8B | $8.2B | ||
| Q2 25 | $3.7B | $8.5B | ||
| Q1 25 | $3.5B | $8.1B | ||
| Q4 24 | $3.3B | $8.2B | ||
| Q3 24 | $3.3B | $8.1B | ||
| Q2 24 | $3.0B | $8.0B | ||
| Q1 24 | $2.7B | $6.5B |
| Q4 25 | 1.13× | 1.11× | ||
| Q3 25 | 1.29× | 1.17× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.60× | ||
| Q4 24 | 1.03× | 0.61× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.61× | ||
| Q1 24 | — | 0.51× |
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 | $299.0M |
| Free Cash FlowOCF − Capex | $136.0M | $262.0M |
| FCF MarginFCF / Revenue | 11.2% | 13.8% |
| Capex IntensityCapex / Revenue | 0.6% | 2.0% |
| Cash ConversionOCF / Net Profit | 2.44× | 2.20× |
| TTM Free Cash FlowTrailing 4 quarters | $-126.4M | $-1.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $143.6M | $299.0M | ||
| Q3 25 | $-131.0M | $-1.6B | ||
| Q2 25 | $-68.5M | $200.0M | ||
| Q1 25 | $-44.7M | $-65.0M | ||
| Q4 24 | $306.5M | $203.0M | ||
| Q3 24 | $-205.0M | $147.0M | ||
| Q2 24 | $-110.6M | $92.0M | ||
| Q1 24 | $-247.5M | $2.0M |
| Q4 25 | $136.0M | $262.0M | ||
| Q3 25 | $-135.7M | $-1.6B | ||
| Q2 25 | $-78.8M | $180.0M | ||
| Q1 25 | $-47.9M | $-96.0M | ||
| Q4 24 | $302.6M | $181.0M | ||
| Q3 24 | $-222.5M | $125.0M | ||
| Q2 24 | $-112.4M | $77.0M | ||
| Q1 24 | $-249.6M | $-19.0M |
| Q4 25 | 11.2% | 13.8% | ||
| Q3 25 | -14.0% | -85.8% | ||
| Q2 25 | -6.8% | 9.3% | ||
| Q1 25 | -4.8% | -5.4% | ||
| Q4 24 | 19.4% | 9.7% | ||
| Q3 24 | -22.1% | 6.8% | ||
| Q2 24 | -10.6% | 4.8% | ||
| Q1 24 | -30.2% | -1.3% |
| Q4 25 | 0.6% | 2.0% | ||
| Q3 25 | 0.5% | 1.5% | ||
| Q2 25 | 0.9% | 1.0% | ||
| Q1 25 | 0.3% | 1.8% | ||
| Q4 24 | 0.3% | 1.2% | ||
| Q3 24 | 1.7% | 1.2% | ||
| Q2 24 | 0.2% | 0.9% | ||
| Q1 24 | 0.3% | 1.4% |
| Q4 25 | 2.44× | 2.20× | ||
| Q3 25 | -2.79× | -10.07× | ||
| Q2 25 | -1.21× | — | ||
| Q1 25 | -0.81× | -10.83× | ||
| Q4 24 | 2.35× | 8.83× | ||
| Q3 24 | -2.90× | 7.35× | ||
| Q2 24 | -1.37× | 3.07× | ||
| Q1 24 | -4.54× | 0.05× |
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% |
REZI
| ADI Global Distribution Segment | $1.2B | 62% |
| Safety And Security | $257.0M | 14% |
| Air | $211.0M | 11% |
| Energy Service | $153.0M | 8% |
| Public Utilities Inventory Water | $91.0M | 5% |
