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Dream Finders Homes, Inc.（DFH）与PLEXUS CORP（PLXS）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PLEXUS CORP的1.3倍（$1.2B vs $944.6M），Dream Finders Homes, Inc.净利率更高（4.8% vs 4.3%，领先0.6%），PLEXUS CORP同比增速更快（-18.1% vs -22.3%），Dream Finders Homes, Inc.自由现金流更多（$136.0M vs $61.8M），过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% vs 5.9%）
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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
DFH vs PLXS — 直观对比
营收规模更大
DFH
是对方的1.3倍
$944.6M
营收增速更快
PLXS
高出4.1%
-22.3%
净利率更高
DFH
高出0.6%
4.3%
自由现金流更多
DFH
多$74.3M
$61.8M
两年增速更快
DFH
近两年复合增速
5.9%
损益表 — Q4 FY2025 vs Q4 FY2023
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $944.6M |
| 净利润 | $58.8M | $40.3M |
| 毛利率 | — | 10.2% |
| 营业利润率 | 6.4% | 5.6% |
| 净利率 | 4.8% | 4.3% |
| 营收同比 | -22.3% | -18.1% |
| 净利润同比 | -54.9% | -20.2% |
| 每股收益（稀释后） | $0.57 | $1.45 |
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DFHPLXS
| Q4 25 | $1.2B | — | ||
| Q3 25 | $969.8M | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $989.9M | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $827.8M | — |
净利润DFHPLXS
| Q4 25 | $58.8M | — | ||
| Q3 25 | $47.0M | — | ||
| Q2 25 | $56.6M | — | ||
| Q1 25 | $54.9M | — | ||
| Q4 24 | $130.5M | — | ||
| Q3 24 | $70.7M | — | ||
| Q2 24 | $80.9M | — | ||
| Q1 24 | $54.5M | — |
毛利率DFHPLXS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 19.2% | — | ||
| Q1 24 | 18.0% | — |
营业利润率DFHPLXS
| Q4 25 | 6.4% | — | ||
| Q3 25 | 6.3% | — | ||
| Q2 25 | 6.4% | — | ||
| Q1 25 | 7.2% | — | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 9.2% | — | ||
| Q2 24 | 10.0% | — | ||
| Q1 24 | 8.6% | — |
净利率DFHPLXS
| Q4 25 | 4.8% | — | ||
| Q3 25 | 4.8% | — | ||
| Q2 25 | 4.9% | — | ||
| Q1 25 | 5.5% | — | ||
| Q4 24 | 8.4% | — | ||
| Q3 24 | 7.0% | — | ||
| Q2 24 | 7.7% | — | ||
| Q1 24 | 6.6% | — |
每股收益（稀释后）DFHPLXS
| Q4 25 | $0.57 | — | ||
| Q3 25 | $0.47 | — | ||
| Q2 25 | $0.56 | — | ||
| Q1 25 | $0.54 | — | ||
| Q4 24 | $1.28 | — | ||
| Q3 24 | $0.70 | — | ||
| Q2 24 | $0.81 | — | ||
| Q1 24 | $0.55 | — |
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 | $256.2M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $1.4B | $1.2B |
| 总资产 | $3.7B | $3.3B |
| 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DFHPLXS
| Q4 25 | $234.8M | — | ||
| Q3 25 | $251.0M | — | ||
| Q2 25 | $210.3M | — | ||
| Q1 25 | $297.5M | — | ||
| Q4 24 | $274.4M | — | ||
| Q3 24 | $204.9M | — | ||
| Q2 24 | $274.8M | — | ||
| Q1 24 | $239.4M | — |
总债务DFHPLXS
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益DFHPLXS
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.2B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $968.7M | — |
总资产DFHPLXS
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $3.5B | — | ||
| Q4 24 | $3.3B | — | ||
| Q3 24 | $3.3B | — | ||
| Q2 24 | $3.0B | — | ||
| Q1 24 | $2.7B | — |
负债/权益比DFHPLXS
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.03× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $165.8M |
| 自由现金流经营现金流 - 资本支出 | $136.0M | $61.8M |
| 自由现金流率自由现金流/营收 | 11.2% | 6.5% |
| 资本支出强度资本支出/营收 | 0.6% | 11.0% |
| 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 | $58.0M |
8季度趋势，按日历期对齐
经营现金流DFHPLXS
| Q4 25 | $143.6M | — | ||
| Q3 25 | $-131.0M | — | ||
| Q2 25 | $-68.5M | — | ||
| Q1 25 | $-44.7M | — | ||
| Q4 24 | $306.5M | — | ||
| Q3 24 | $-205.0M | — | ||
| Q2 24 | $-110.6M | — | ||
| Q1 24 | $-247.5M | — |
自由现金流DFHPLXS
| Q4 25 | $136.0M | — | ||
| Q3 25 | $-135.7M | — | ||
| Q2 25 | $-78.8M | — | ||
| Q1 25 | $-47.9M | — | ||
| Q4 24 | $302.6M | — | ||
| Q3 24 | $-222.5M | — | ||
| Q2 24 | $-112.4M | — | ||
| Q1 24 | $-249.6M | — |
自由现金流率DFHPLXS
| Q4 25 | 11.2% | — | ||
| Q3 25 | -14.0% | — | ||
| Q2 25 | -6.8% | — | ||
| Q1 25 | -4.8% | — | ||
| Q4 24 | 19.4% | — | ||
| Q3 24 | -22.1% | — | ||
| Q2 24 | -10.6% | — | ||
| Q1 24 | -30.2% | — |
资本支出强度DFHPLXS
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.5% | — | ||
| Q2 25 | 0.9% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 1.7% | — | ||
| Q2 24 | 0.2% | — | ||
| Q1 24 | 0.3% | — |
现金转化率DFHPLXS
| Q4 25 | 2.44× | — | ||
| Q3 25 | -2.79× | — | ||
| Q2 25 | -1.21× | — | ||
| Q1 25 | -0.81× | — | ||
| Q4 24 | 2.35× | — | ||
| Q3 24 | -2.90× | — | ||
| Q2 24 | -1.37× | — | ||
| Q1 24 | -4.54× | — |
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% |
PLXS
| MX | $556.5M | 59% |
| Aerospace Defense | $281.6M | 30% |
| GB | $98.3M | 10% |
| TH | $15.0M | 2% |
