vs
BrightView Holdings, Inc.（BV）とDream Finders Homes, Inc.（DFH）の財務データ比較。上の社名をクリックして会社を切り替えられます
Dream Finders Homes, Inc.の直近四半期売上が大きい（$1.2B vs $614.7M、BrightView Holdings, Inc.の約2.0倍）。Dream Finders Homes, Inc.の純利益率が高く（4.8% vs -2.5%、差は7.3%）。BrightView Holdings, Inc.の前年同期比売上増加率が高い（2.6% vs -22.3%）。Dream Finders Homes, Inc.の直近四半期フリーキャッシュフローが多い（$136.0M vs $-18.6M）。過去8四半期でDream Finders Homes, Inc.の売上複合成長率が高い（21.0% vs -4.4%）
ブライトビュー・ホールディングスは米国の大手商業造園サービス企業で、造園デザイン・施工、日常保守、灌漑システム管理、除雪・氷除去サービスを提供し、企業キャンパス、商業施設、住宅団地、公共部門などを顧客としています。
Dream Finders Homes, Inc.はアメリカの大手住宅建設企業で、入門層から高級層までの一戸建て住宅やタウンハウスを建設・販売しています。同社は高成長地域に事業を展開し、住宅ローン手配、権利保険、住宅保証などの付随サービスも提供しています。
BV vs DFH — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $614.7M | $1.2B |
| 純利益 | $-15.2M | $58.8M |
| 粗利率 | 18.6% | — |
| 営業利益率 | -1.2% | 6.4% |
| 純利益率 | -2.5% | 4.8% |
| 売上前年比 | 2.6% | -22.3% |
| 純利益前年比 | -46.2% | -54.9% |
| EPS（希薄化後） | $-0.26 | $0.57 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $614.7M | $1.2B | ||
| Q3 25 | $702.7M | $969.8M | ||
| Q2 25 | $708.3M | $1.2B | ||
| Q1 25 | $662.6M | $989.9M | ||
| Q4 24 | $599.2M | $1.6B | ||
| Q3 24 | $728.7M | $1.0B | ||
| Q2 24 | $738.8M | $1.1B | ||
| Q1 24 | $672.9M | $827.8M |
| Q4 25 | $-15.2M | $58.8M | ||
| Q3 25 | $27.7M | $47.0M | ||
| Q2 25 | $32.3M | $56.6M | ||
| Q1 25 | $6.4M | $54.9M | ||
| Q4 24 | $-10.4M | $130.5M | ||
| Q3 24 | $25.6M | $70.7M | ||
| Q2 24 | $23.5M | $80.9M | ||
| Q1 24 | $33.7M | $54.5M |
| Q4 25 | 18.6% | — | ||
| Q3 25 | 25.1% | — | ||
| Q2 25 | 24.1% | — | ||
| Q1 25 | 22.3% | — | ||
| Q4 24 | 21.2% | — | ||
| Q3 24 | 25.0% | — | ||
| Q2 24 | 24.0% | 19.2% | ||
| Q1 24 | 22.6% | 18.0% |
| Q4 25 | -1.2% | 6.4% | ||
| Q3 25 | 7.9% | 6.3% | ||
| Q2 25 | 8.1% | 6.4% | ||
| Q1 25 | 3.4% | 7.2% | ||
| Q4 24 | -0.1% | 10.8% | ||
| Q3 24 | 7.1% | 9.2% | ||
| Q2 24 | 6.6% | 10.0% | ||
| Q1 24 | 9.2% | 8.6% |
| Q4 25 | -2.5% | 4.8% | ||
| Q3 25 | 3.9% | 4.8% | ||
| Q2 25 | 4.6% | 4.9% | ||
| Q1 25 | 1.0% | 5.5% | ||
| Q4 24 | -1.7% | 8.4% | ||
| Q3 24 | 3.5% | 7.0% | ||
| Q2 24 | 3.2% | 7.7% | ||
| Q1 24 | 5.0% | 6.6% |
| Q4 25 | $-0.26 | $0.57 | ||
| Q3 25 | $0.21 | $0.47 | ||
| Q2 25 | $0.15 | $0.56 | ||
| Q1 25 | $-0.03 | $0.54 | ||
| Q4 24 | $-0.20 | $1.28 | ||
| Q3 24 | $0.20 | $0.70 | ||
| Q2 24 | $0.10 | $0.81 | ||
| Q1 24 | $0.17 | $0.55 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $37.0M | $234.8M |
| 総負債低いほど良い | $801.1M | $1.6B |
| 株主資本純資産 | $1.3B | $1.4B |
| 総資産 | $3.3B | $3.7B |
| 負債/資本比率低いほどレバレッジが低い | 0.64× | 1.13× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $37.0M | $234.8M | ||
| Q3 25 | $74.5M | $251.0M | ||
| Q2 25 | $79.1M | $210.3M | ||
| Q1 25 | $141.3M | $297.5M | ||
| Q4 24 | $98.3M | $274.4M | ||
| Q3 24 | $140.4M | $204.9M | ||
| Q2 24 | $115.9M | $274.8M | ||
| Q1 24 | $177.3M | $239.4M |
| Q4 25 | $801.1M | $1.6B | ||
| Q3 25 | $790.2M | $1.8B | ||
| Q2 25 | $790.7M | — | ||
| Q1 25 | $798.9M | — | ||
| Q4 24 | $796.5M | $1.3B | ||
| Q3 24 | $802.5M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.3B | $1.4B | ||
| Q3 25 | $1.3B | $1.4B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.3B | $1.2B | ||
| Q3 24 | $1.3B | $1.1B | ||
| Q2 24 | $1.3B | $1.0B | ||
| Q1 24 | $1.2B | $968.7M |
| Q4 25 | $3.3B | $3.7B | ||
| Q3 25 | $3.4B | $3.8B | ||
| Q2 25 | $3.4B | $3.7B | ||
| Q1 25 | $3.3B | $3.5B | ||
| Q4 24 | $3.3B | $3.3B | ||
| Q3 24 | $3.4B | $3.3B | ||
| Q2 24 | $3.4B | $3.0B | ||
| Q1 24 | $3.4B | $2.7B |
| Q4 25 | 0.64× | 1.13× | ||
| Q3 25 | 0.61× | 1.29× | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | 0.63× | — | ||
| Q4 24 | 0.63× | 1.03× | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $36.1M | $143.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $-18.6M | $136.0M |
| FCFマージンFCF / 売上 | -3.0% | 11.2% |
| 設備投資強度設備投資 / 売上 | 8.9% | 0.6% |
| キャッシュ転換率営業CF / 純利益 | — | 2.44× |
| 直近12ヶ月FCF直近4四半期 | $17.2M | $-126.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.1M | $143.6M | ||
| Q3 25 | $84.4M | $-131.0M | ||
| Q2 25 | $55.7M | $-68.5M | ||
| Q1 25 | $91.2M | $-44.7M | ||
| Q4 24 | $60.5M | $306.5M | ||
| Q3 24 | $53.5M | $-205.0M | ||
| Q2 24 | $42.6M | $-110.6M | ||
| Q1 24 | $83.3M | $-247.5M |
| Q4 25 | $-18.6M | $136.0M | ||
| Q3 25 | $26.0M | $-135.7M | ||
| Q2 25 | $-47.8M | $-78.8M | ||
| Q1 25 | $57.6M | $-47.9M | ||
| Q4 24 | $1.8M | $302.6M | ||
| Q3 24 | $21.1M | $-222.5M | ||
| Q2 24 | $19.3M | $-112.4M | ||
| Q1 24 | $70.7M | $-249.6M |
| Q4 25 | -3.0% | 11.2% | ||
| Q3 25 | 3.7% | -14.0% | ||
| Q2 25 | -6.7% | -6.8% | ||
| Q1 25 | 8.7% | -4.8% | ||
| Q4 24 | 0.3% | 19.4% | ||
| Q3 24 | 2.9% | -22.1% | ||
| Q2 24 | 2.6% | -10.6% | ||
| Q1 24 | 10.5% | -30.2% |
| Q4 25 | 8.9% | 0.6% | ||
| Q3 25 | 8.3% | 0.5% | ||
| Q2 25 | 14.6% | 0.9% | ||
| Q1 25 | 5.1% | 0.3% | ||
| Q4 24 | 9.8% | 0.3% | ||
| Q3 24 | 4.4% | 1.7% | ||
| Q2 24 | 3.2% | 0.2% | ||
| Q1 24 | 1.9% | 0.3% |
| Q4 25 | — | 2.44× | ||
| Q3 25 | 3.05× | -2.79× | ||
| Q2 25 | 1.72× | -1.21× | ||
| Q1 25 | 14.25× | -0.81× | ||
| Q4 24 | — | 2.35× | ||
| Q3 24 | 2.09× | -2.90× | ||
| Q2 24 | 1.81× | -1.37× | ||
| Q1 24 | 2.47× | -4.54× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
BV
| Landscape Maintenance | $368.0M | 60% |
| Development Services Segment | $179.2M | 29% |
| Snow Removal | $68.4M | 11% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
