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Dream Finders Homes, Inc.（DFH）とUFP INDUSTRIES INC（UFPI）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
UFP INDUSTRIES INCの直近四半期売上が大きい（$1.3B vs $1.2B、Dream Finders Homes, Inc.の約1.1倍）。Dream Finders Homes, Inc.の純利益率が高く（4.8% vs 3.0%、差は1.8%）。UFP INDUSTRIES INCの前年同期比売上増加率が高い（-9.0% 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 $82.7M）。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 -9.9%）
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。
UFPインダストリーズはホールディングカンパニーで、小売、産業、建設の3つの市場に事業を展開しています。本社は米国ミシガン州グランドラピッズに所在し、1993年に上場。218の関連事業拠点を持ち、小売、建設、包装分野に数万点の製品を供給しています。
DFH vs UFPI — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $1.3B |
| 純利益 | $58.8M | $40.0M |
| 粗利率 | — | 16.3% |
| 営業利益率 | 6.4% | 4.4% |
| 純利益率 | 4.8% | 3.0% |
| 売上前年比 | -22.3% | -9.0% |
| 純利益前年比 | -54.9% | -41.3% |
| EPS（希薄化後） | $0.57 | $0.71 |
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 | $1.2B | $1.3B | ||
| Q3 25 | $969.8M | $1.6B | ||
| Q2 25 | $1.2B | $1.8B | ||
| Q1 25 | $989.9M | $1.6B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.0B | $1.6B | ||
| Q2 24 | $1.1B | $1.9B | ||
| Q1 24 | $827.8M | $1.6B |
| Q4 25 | $58.8M | $40.0M | ||
| Q3 25 | $47.0M | $75.3M | ||
| Q2 25 | $56.6M | $100.7M | ||
| Q1 25 | $54.9M | $78.8M | ||
| Q4 24 | $130.5M | $68.0M | ||
| Q3 24 | $70.7M | $99.8M | ||
| Q2 24 | $80.9M | $125.9M | ||
| Q1 24 | $54.5M | $120.8M |
| Q4 25 | — | 16.3% | ||
| Q3 25 | — | 16.8% | ||
| Q2 25 | — | 17.0% | ||
| Q1 25 | — | 16.8% | ||
| Q4 24 | — | 16.4% | ||
| Q3 24 | — | 18.1% | ||
| Q2 24 | 19.2% | 19.1% | ||
| Q1 24 | 18.0% | 19.9% |
| Q4 25 | 6.4% | 4.4% | ||
| Q3 25 | 6.3% | 5.7% | ||
| Q2 25 | 6.4% | 6.7% | ||
| Q1 25 | 7.2% | 5.8% | ||
| Q4 24 | 10.8% | 5.4% | ||
| Q3 24 | 9.2% | 7.3% | ||
| Q2 24 | 10.0% | 8.4% | ||
| Q1 24 | 8.6% | 8.2% |
| Q4 25 | 4.8% | 3.0% | ||
| Q3 25 | 4.8% | 4.8% | ||
| Q2 25 | 4.9% | 5.5% | ||
| Q1 25 | 5.5% | 4.9% | ||
| Q4 24 | 8.4% | 4.7% | ||
| Q3 24 | 7.0% | 6.1% | ||
| Q2 24 | 7.7% | 6.6% | ||
| Q1 24 | 6.6% | 7.4% |
| Q4 25 | $0.57 | $0.71 | ||
| Q3 25 | $0.47 | $1.29 | ||
| Q2 25 | $0.56 | $1.70 | ||
| Q1 25 | $0.54 | $1.30 | ||
| Q4 24 | $1.28 | $1.12 | ||
| Q3 24 | $0.70 | $1.64 | ||
| Q2 24 | $0.81 | $2.05 | ||
| Q1 24 | $0.55 | $1.96 |
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 | $234.8M | $948.6M |
| 総負債低いほど良い | $1.6B | $229.8M |
| 株主資本純資産 | $1.4B | $3.1B |
| 総資産 | $3.7B | $4.0B |
| 負債/資本比率低いほどレバレッジが低い | 1.13× | 0.08× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $234.8M | $948.6M | ||
| Q3 25 | $251.0M | $1.0B | ||
| Q2 25 | $210.3M | $874.0M | ||
| Q1 25 | $297.5M | $934.3M | ||
| Q4 24 | $274.4M | $1.2B | ||
| Q3 24 | $204.9M | $1.2B | ||
| Q2 24 | $274.8M | $1.1B | ||
| Q1 24 | $239.4M | $1.0B |
| Q4 25 | $1.6B | $229.8M | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | $234.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.4B | $3.1B | ||
| Q3 25 | $1.4B | $3.2B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.3B | $3.2B | ||
| Q4 24 | $1.2B | $3.2B | ||
| Q3 24 | $1.1B | $3.2B | ||
| Q2 24 | $1.0B | $3.1B | ||
| Q1 24 | $968.7M | $3.1B |
| Q4 25 | $3.7B | $4.0B | ||
| Q3 25 | $3.8B | $4.1B | ||
| Q2 25 | $3.7B | $4.1B | ||
| Q1 25 | $3.5B | $4.2B | ||
| Q4 24 | $3.3B | $4.2B | ||
| Q3 24 | $3.3B | $4.2B | ||
| Q2 24 | $3.0B | $4.1B | ||
| Q1 24 | $2.7B | $4.1B |
| Q4 25 | 1.13× | 0.08× | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.03× | 0.07× | ||
| Q3 24 | — | — | ||
| 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 | $143.6M | $146.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $136.0M | $82.7M |
| FCFマージンFCF / 売上 | 11.2% | 6.2% |
| 設備投資強度設備投資 / 売上 | 0.6% | 4.8% |
| キャッシュ転換率営業CF / 純利益 | 2.44× | 3.67× |
| 直近12ヶ月FCF直近4四半期 | $-126.4M | $276.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $143.6M | $146.6M | ||
| Q3 25 | $-131.0M | $286.0M | ||
| Q2 25 | $-68.5M | $221.9M | ||
| Q1 25 | $-44.7M | $-108.8M | ||
| Q4 24 | $306.5M | $144.9M | ||
| Q3 24 | $-205.0M | $258.6M | ||
| Q2 24 | $-110.6M | $255.9M | ||
| Q1 24 | $-247.5M | $-16.8M |
| Q4 25 | $136.0M | $82.7M | ||
| Q3 25 | $-135.7M | $210.2M | ||
| Q2 25 | $-78.8M | $159.5M | ||
| Q1 25 | $-47.9M | $-176.1M | ||
| Q4 24 | $302.6M | $78.1M | ||
| Q3 24 | $-222.5M | $199.7M | ||
| Q2 24 | $-112.4M | $198.4M | ||
| Q1 24 | $-249.6M | $-65.9M |
| Q4 25 | 11.2% | 6.2% | ||
| Q3 25 | -14.0% | 13.5% | ||
| Q2 25 | -6.8% | 8.7% | ||
| Q1 25 | -4.8% | -11.0% | ||
| Q4 24 | 19.4% | 5.3% | ||
| Q3 24 | -22.1% | 12.1% | ||
| Q2 24 | -10.6% | 10.4% | ||
| Q1 24 | -30.2% | -4.0% |
| Q4 25 | 0.6% | 4.8% | ||
| Q3 25 | 0.5% | 4.9% | ||
| Q2 25 | 0.9% | 3.4% | ||
| Q1 25 | 0.3% | 4.2% | ||
| Q4 24 | 0.3% | 4.6% | ||
| Q3 24 | 1.7% | 3.6% | ||
| Q2 24 | 0.2% | 3.0% | ||
| Q1 24 | 0.3% | 3.0% |
| Q4 25 | 2.44× | 3.67× | ||
| Q3 25 | -2.79× | 3.80× | ||
| Q2 25 | -1.21× | 2.20× | ||
| Q1 25 | -0.81× | -1.38× | ||
| Q4 24 | 2.35× | 2.13× | ||
| Q3 24 | -2.90× | 2.59× | ||
| Q2 24 | -1.37× | 2.03× | ||
| Q1 24 | -4.54× | -0.14× |
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
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
UFPI
| Retail Segment | $444.0M | 33% |
| Structural Packaging | $230.2M | 17% |
| Factory Built | $189.7M | 14% |
| Site Built | $152.7M | 11% |
| Palletone Inc | $119.2M | 9% |
| Deckorators | $55.2M | 4% |
| Commercial | $53.2M | 4% |
| Concrete Forming | $44.2M | 3% |
| Transferred Over Time | $29.6M | 2% |
| Protective Packaging | $20.7M | 2% |
