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Dream Finders Homes, Inc.（DFH）与FRESH DEL MONTE PRODUCE INC（FDP）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FRESH DEL MONTE PRODUCE INC的1.2倍（$1.2B vs $1.0B），Dream Finders Homes, Inc.净利率更高（4.8% vs 1.0%，领先3.8%），FRESH DEL MONTE PRODUCE INC同比增速更快（-4.9% vs -22.3%），过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% vs -4.3%）
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。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
DFH vs FDP — 直观对比
营收规模更大
DFH
是对方的1.2倍
$1.0B
营收增速更快
FDP
高出17.3%
-22.3%
净利率更高
DFH
高出3.8%
1.0%
两年增速更快
DFH
近两年复合增速
-4.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.0B |
| 净利润 | $58.8M | $10.7M |
| 毛利率 | — | 8.5% |
| 营业利润率 | 6.4% | 1.9% |
| 净利率 | 4.8% | 1.0% |
| 营收同比 | -22.3% | -4.9% |
| 净利润同比 | -54.9% | -67.8% |
| 每股收益（稀释后） | $0.57 | $0.21 |
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DFHFDP
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.2B | $1.0B | ||
| Q3 25 | $969.8M | $1.0B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $989.9M | $1.1B | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $1.1B | $1.1B |
净利润DFHFDP
| Q1 26 | — | $10.7M | ||
| Q4 25 | $58.8M | $32.3M | ||
| Q3 25 | $47.0M | $-29.1M | ||
| Q2 25 | $56.6M | $56.8M | ||
| Q1 25 | $54.9M | $31.1M | ||
| Q4 24 | $130.5M | $20.3M | ||
| Q3 24 | $70.7M | $42.1M | ||
| Q2 24 | $80.9M | $53.6M |
毛利率DFHFDP
| Q1 26 | — | 8.5% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 6.8% | ||
| Q3 24 | — | 9.2% | ||
| Q2 24 | 19.2% | 9.9% |
营业利润率DFHFDP
| Q1 26 | — | 1.9% | ||
| Q4 25 | 6.4% | 4.5% | ||
| Q3 25 | 6.3% | -2.1% | ||
| Q2 25 | 6.4% | 5.8% | ||
| Q1 25 | 7.2% | 4.1% | ||
| Q4 24 | 10.8% | 3.0% | ||
| Q3 24 | 9.2% | 5.3% | ||
| Q2 24 | 10.0% | 6.0% |
净利率DFHFDP
| Q1 26 | — | 1.0% | ||
| Q4 25 | 4.8% | 3.2% | ||
| Q3 25 | 4.8% | -2.8% | ||
| Q2 25 | 4.9% | 4.8% | ||
| Q1 25 | 5.5% | 2.8% | ||
| Q4 24 | 8.4% | 2.0% | ||
| Q3 24 | 7.0% | 4.1% | ||
| Q2 24 | 7.7% | 4.7% |
每股收益（稀释后）DFHFDP
| Q1 26 | — | $0.21 | ||
| Q4 25 | $0.57 | $0.67 | ||
| Q3 25 | $0.47 | $-0.61 | ||
| Q2 25 | $0.56 | $1.18 | ||
| Q1 25 | $0.54 | $0.64 | ||
| Q4 24 | $1.28 | $0.41 | ||
| Q3 24 | $0.70 | $0.88 | ||
| Q2 24 | $0.81 | $1.12 |
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 | $234.8M | $66.3M |
| 总债务越低越好 | $1.6B | $451.5M |
| 股东权益账面价值 | $1.4B | $2.0B |
| 总资产 | $3.7B | $3.4B |
| 负债/权益比越低杠杆越低 | 1.13× | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资DFHFDP
| Q1 26 | — | $66.3M | ||
| Q4 25 | $234.8M | $35.7M | ||
| Q3 25 | $251.0M | $97.2M | ||
| Q2 25 | $210.3M | $85.5M | ||
| Q1 25 | $297.5M | $34.4M | ||
| Q4 24 | $274.4M | $32.6M | ||
| Q3 24 | $204.9M | $50.8M | ||
| Q2 24 | $274.8M | $37.8M |
总债务DFHFDP
| Q1 26 | — | $451.5M | ||
| Q4 25 | $1.6B | $176.2M | ||
| Q3 25 | $1.8B | $176.7M | ||
| Q2 25 | — | $205.2M | ||
| Q1 25 | — | $237.4M | ||
| Q4 24 | $1.3B | $248.9M | ||
| Q3 24 | — | $274.8M | ||
| Q2 24 | — | $290.4M |
股东权益DFHFDP
| Q1 26 | — | $2.0B | ||
| Q4 25 | $1.4B | $2.0B | ||
| Q3 25 | $1.4B | $2.0B | ||
| Q2 25 | $1.3B | $2.1B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.0B | $2.0B |
总资产DFHFDP
| Q1 26 | — | $3.4B | ||
| Q4 25 | $3.7B | $3.1B | ||
| Q3 25 | $3.8B | $3.1B | ||
| Q2 25 | $3.7B | $3.2B | ||
| Q1 25 | $3.5B | $3.2B | ||
| Q4 24 | $3.3B | $3.1B | ||
| Q3 24 | $3.3B | $3.2B | ||
| Q2 24 | $3.0B | $3.1B |
负债/权益比DFHFDP
| Q1 26 | — | 0.22× | ||
| Q4 25 | 1.13× | 0.09× | ||
| Q3 25 | 1.29× | 0.09× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | 1.03× | 0.13× | ||
| Q3 24 | — | 0.14× | ||
| Q2 24 | — | 0.15× |
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 | $44.1M |
| 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% | 1.4% |
| 现金转化率经营现金流/净利润 | 2.44× | 4.12× |
| 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DFHFDP
| Q1 26 | — | $44.1M | ||
| Q4 25 | $143.6M | $10.9M | ||
| Q3 25 | $-131.0M | $75.0M | ||
| Q2 25 | $-68.5M | $113.1M | ||
| Q1 25 | $-44.7M | $46.1M | ||
| Q4 24 | $306.5M | $-4.7M | ||
| Q3 24 | $-205.0M | $43.5M | ||
| Q2 24 | $-110.6M | $125.0M |
自由现金流DFHFDP
| Q1 26 | — | — | ||
| Q4 25 | $136.0M | $-17.2M | ||
| Q3 25 | $-135.7M | $60.9M | ||
| Q2 25 | $-78.8M | $101.5M | ||
| Q1 25 | $-47.9M | $36.1M | ||
| Q4 24 | $302.6M | $-22.3M | ||
| Q3 24 | $-222.5M | $30.1M | ||
| Q2 24 | $-112.4M | $117.0M |
自由现金流率DFHFDP
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | -1.7% | ||
| Q3 25 | -14.0% | 6.0% | ||
| Q2 25 | -6.8% | 8.6% | ||
| Q1 25 | -4.8% | 3.3% | ||
| Q4 24 | 19.4% | -2.2% | ||
| Q3 24 | -22.1% | 3.0% | ||
| Q2 24 | -10.6% | 10.3% |
资本支出强度DFHFDP
| Q1 26 | — | 1.4% | ||
| Q4 25 | 0.6% | 2.8% | ||
| Q3 25 | 0.5% | 1.4% | ||
| Q2 25 | 0.9% | 1.0% | ||
| Q1 25 | 0.3% | 0.9% | ||
| Q4 24 | 0.3% | 1.7% | ||
| Q3 24 | 1.7% | 1.3% | ||
| Q2 24 | 0.2% | 0.7% |
现金转化率DFHFDP
| Q1 26 | — | 4.12× | ||
| Q4 25 | 2.44× | 0.34× | ||
| Q3 25 | -2.79× | — | ||
| Q2 25 | -1.21× | 1.99× | ||
| Q1 25 | -0.81× | 1.48× | ||
| Q4 24 | 2.35× | -0.23× | ||
| Q3 24 | -2.90× | 1.03× | ||
| Q2 24 | -1.37× | 2.33× |
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
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
FDP
暂无分部数据
