vs
Century Communities, Inc.（CCS）与Dream Finders Homes, Inc.（DFH）财务数据对比。点击上方公司名可切换其他公司
Dream Finders Homes, Inc.的季度营收约是Century Communities, Inc.的1.5倍（$1.2B vs $789.7M）。Dream Finders Homes, Inc.净利率更高（4.8% vs 3.1%，领先1.8%）。Century Communities, Inc.同比增速更快（-12.6% vs -22.3%）。过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% vs -12.8%）
二十世纪动画公司是美国知名动画制作工作室，原总部位于洛杉矶世纪城，与福克斯集团的租约到期后迁至伯班克华特迪士尼影城园区。该公司成立于1994年2月，现为华特迪士尼影业旗下二十世纪影业的动画制作分支，出品的动画电影由华特迪士尼影业负责全球院线发行与营销。
美国住宅建筑商Dream Finders Homes主要建造并销售独栋住宅、联排别墅等覆盖入门级到高端档次的居住物业，业务布局美国多个高速增长区域，同时为购房者提供按揭融资、产权保险、房屋保修等配套服务，覆盖各类客户群体。
CCS vs DFH — 直观对比
营收规模更大
DFH
是对方的1.5倍
$789.7M
营收增速更快
CCS
高出9.7%
-22.3%
净利率更高
DFH
高出1.8%
3.1%
两年增速更快
DFH
近两年复合增速
-12.8%
损益表 — Q1 2026 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $789.7M | $1.2B |
| 净利润 | $24.4M | $58.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 6.4% |
| 净利率 | 3.1% | 4.8% |
| 营收同比 | -12.6% | -22.3% |
| 净利润同比 | -38.0% | -54.9% |
| 每股收益（稀释后） | $0.88 | $0.57 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收CCSDFH
| Q1 26 | $789.7M | — | ||
| Q4 25 | $1.2B | $1.2B | ||
| Q3 25 | $980.3M | $969.8M | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $903.2M | $989.9M | ||
| Q4 24 | $1.3B | $1.6B | ||
| Q3 24 | $1.1B | $1.0B | ||
| Q2 24 | $1.0B | $1.1B |
净利润CCSDFH
| Q1 26 | $24.4M | — | ||
| Q4 25 | $36.0M | $58.8M | ||
| Q3 25 | $37.4M | $47.0M | ||
| Q2 25 | $34.9M | $56.6M | ||
| Q1 25 | $39.4M | $54.9M | ||
| Q4 24 | $102.7M | $130.5M | ||
| Q3 24 | $83.0M | $70.7M | ||
| Q2 24 | $83.7M | $80.9M |
毛利率CCSDFH
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 19.2% |
营业利润率CCSDFH
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 6.4% | ||
| Q3 25 | 4.9% | 6.3% | ||
| Q2 25 | 4.7% | 6.4% | ||
| Q1 25 | 5.8% | 7.2% | ||
| Q4 24 | 10.6% | 10.8% | ||
| Q3 24 | 9.7% | 9.2% | ||
| Q2 24 | 10.6% | 10.0% |
净利率CCSDFH
| Q1 26 | 3.1% | — | ||
| Q4 25 | 2.9% | 4.8% | ||
| Q3 25 | 3.8% | 4.8% | ||
| Q2 25 | 3.5% | 4.9% | ||
| Q1 25 | 4.4% | 5.5% | ||
| Q4 24 | 8.1% | 8.4% | ||
| Q3 24 | 7.3% | 7.0% | ||
| Q2 24 | 8.1% | 7.7% |
每股收益（稀释后）CCSDFH
| Q1 26 | $0.88 | — | ||
| Q4 25 | $1.21 | $0.57 | ||
| Q3 25 | $1.25 | $0.47 | ||
| Q2 25 | $1.14 | $0.56 | ||
| Q1 25 | $1.26 | $0.54 | ||
| Q4 24 | $3.20 | $1.28 | ||
| Q3 24 | $2.59 | $0.70 | ||
| Q2 24 | $2.61 | $0.81 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $78.2M | $234.8M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $2.6B | $1.4B |
| 总资产 | $4.5B | $3.7B |
| 负债/权益比越低杠杆越低 | — | 1.13× |
8季度趋势，按日历期对齐
现金及短期投资CCSDFH
| Q1 26 | $78.2M | — | ||
| Q4 25 | $109.4M | $234.8M | ||
| Q3 25 | $130.1M | $251.0M | ||
| Q2 25 | $93.2M | $210.3M | ||
| Q1 25 | $100.3M | $297.5M | ||
| Q4 24 | $150.0M | $274.4M | ||
| Q3 24 | $149.2M | $204.9M | ||
| Q2 24 | $106.7M | $274.8M |
总债务CCSDFH
| Q1 26 | — | — | ||
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益CCSDFH
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.6B | $1.4B | ||
| Q3 25 | $2.6B | $1.4B | ||
| Q2 25 | $2.6B | $1.3B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.6B | $1.2B | ||
| Q3 24 | $2.5B | $1.1B | ||
| Q2 24 | $2.5B | $1.0B |
总资产CCSDFH
| Q1 26 | $4.5B | — | ||
| Q4 25 | $4.5B | $3.7B | ||
| Q3 25 | $4.7B | $3.8B | ||
| Q2 25 | $4.6B | $3.7B | ||
| Q1 25 | $4.6B | $3.5B | ||
| Q4 24 | $4.5B | $3.3B | ||
| Q3 24 | $4.8B | $3.3B | ||
| Q2 24 | $4.3B | $3.0B |
负债/权益比CCSDFH
| Q1 26 | — | — | ||
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.03× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | $143.6M |
| 自由现金流经营现金流 - 资本支出 | — | $136.0M |
| 自由现金流率自由现金流/营收 | — | 11.2% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | — | 2.44× |
| 过去12个月自由现金流最近4个季度 | — | $-126.4M |
8季度趋势，按日历期对齐
经营现金流CCSDFH
| Q1 26 | — | — | ||
| Q4 25 | $210.7M | $143.6M | ||
| Q3 25 | $-10.0M | $-131.0M | ||
| Q2 25 | $-11.0M | $-68.5M | ||
| Q1 25 | $-36.6M | $-44.7M | ||
| Q4 24 | $299.7M | $306.5M | ||
| Q3 24 | $-95.5M | $-205.0M | ||
| Q2 24 | $-100.1M | $-110.6M |
自由现金流CCSDFH
| Q1 26 | — | — | ||
| Q4 25 | $202.6M | $136.0M | ||
| Q3 25 | $-20.8M | $-135.7M | ||
| Q2 25 | $-17.6M | $-78.8M | ||
| Q1 25 | $-40.0M | $-47.9M | ||
| Q4 24 | $290.6M | $302.6M | ||
| Q3 24 | $-101.9M | $-222.5M | ||
| Q2 24 | $-117.6M | $-112.4M |
自由现金流率CCSDFH
| Q1 26 | — | — | ||
| Q4 25 | 16.4% | 11.2% | ||
| Q3 25 | -2.1% | -14.0% | ||
| Q2 25 | -1.8% | -6.8% | ||
| Q1 25 | -4.4% | -4.8% | ||
| Q4 24 | 22.8% | 19.4% | ||
| Q3 24 | -9.0% | -22.1% | ||
| Q2 24 | -11.3% | -10.6% |
资本支出强度CCSDFH
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 0.6% | ||
| Q3 25 | 1.1% | 0.5% | ||
| Q2 25 | 0.7% | 0.9% | ||
| Q1 25 | 0.4% | 0.3% | ||
| Q4 24 | 0.7% | 0.3% | ||
| Q3 24 | 0.6% | 1.7% | ||
| Q2 24 | 1.7% | 0.2% |
现金转化率CCSDFH
| Q1 26 | — | — | ||
| Q4 25 | 5.86× | 2.44× | ||
| Q3 25 | -0.27× | -2.79× | ||
| Q2 25 | -0.32× | -1.21× | ||
| Q1 25 | -0.93× | -0.81× | ||
| Q4 24 | 2.92× | 2.35× | ||
| Q3 24 | -1.15× | -2.90× | ||
| Q2 24 | -1.20× | -1.37× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
CCS
| Home sales revenues | $734.1M | 93% |
| Land sales and other revenues | $33.2M | 4% |
| Financial services revenues | $22.4M | 3% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
