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Dream Finders Homes, Inc.（DFH）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是Dream Finders Homes, Inc.的1.2倍（$1.4B vs $1.2B），瑞思迈净利率更高（27.6% vs 4.8%，领先22.7%），瑞思迈同比增速更快（11.0% vs -22.3%），过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% vs 7.9%）
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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
DFH vs RMD — 直观对比
营收规模更大
RMD
是对方的1.2倍
$1.2B
营收增速更快
RMD
高出33.2%
-22.3%
净利率更高
RMD
高出22.7%
4.8%
两年增速更快
DFH
近两年复合增速
7.9%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $1.4B |
| 净利润 | $58.8M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 6.4% | 34.6% |
| 净利率 | 4.8% | 27.6% |
| 营收同比 | -22.3% | 11.0% |
| 净利润同比 | -54.9% | 13.9% |
| 每股收益（稀释后） | $0.57 | $2.68 |
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DFHRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $969.8M | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $989.9M | $1.3B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $1.1B | $1.2B |
净利润DFHRMD
| Q2 26 | — | $392.6M | ||
| Q4 25 | $58.8M | $392.6M | ||
| Q3 25 | $47.0M | $348.5M | ||
| Q2 25 | $56.6M | $379.7M | ||
| Q1 25 | $54.9M | $365.0M | ||
| Q4 24 | $130.5M | $344.6M | ||
| Q3 24 | $70.7M | $311.4M | ||
| Q2 24 | $80.9M | $292.2M |
毛利率DFHRMD
| Q2 26 | — | 61.8% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% | ||
| Q2 24 | 19.2% | 58.5% |
营业利润率DFHRMD
| Q2 26 | — | 34.6% | ||
| Q4 25 | 6.4% | 34.6% | ||
| Q3 25 | 6.3% | 33.4% | ||
| Q2 25 | 6.4% | 33.7% | ||
| Q1 25 | 7.2% | 33.0% | ||
| Q4 24 | 10.8% | 32.5% | ||
| Q3 24 | 9.2% | 31.6% | ||
| Q2 24 | 10.0% | 31.2% |
净利率DFHRMD
| Q2 26 | — | 27.6% | ||
| Q4 25 | 4.8% | 27.6% | ||
| Q3 25 | 4.8% | 26.1% | ||
| Q2 25 | 4.9% | 28.2% | ||
| Q1 25 | 5.5% | 28.3% | ||
| Q4 24 | 8.4% | 26.9% | ||
| Q3 24 | 7.0% | 25.4% | ||
| Q2 24 | 7.7% | 23.9% |
每股收益（稀释后）DFHRMD
| Q2 26 | — | $2.68 | ||
| Q4 25 | $0.57 | $2.68 | ||
| Q3 25 | $0.47 | $2.37 | ||
| Q2 25 | $0.56 | $2.58 | ||
| Q1 25 | $0.54 | $2.48 | ||
| Q4 24 | $1.28 | $2.34 | ||
| Q3 24 | $0.70 | $2.11 | ||
| Q2 24 | $0.81 | $1.97 |
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 | $1.4B |
| 总债务越低越好 | $1.6B | $663.8M |
| 股东权益账面价值 | $1.4B | $6.3B |
| 总资产 | $3.7B | $8.5B |
| 负债/权益比越低杠杆越低 | 1.13× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资DFHRMD
| Q2 26 | — | $1.4B | ||
| Q4 25 | $234.8M | $1.4B | ||
| Q3 25 | $251.0M | $1.4B | ||
| Q2 25 | $210.3M | $1.2B | ||
| Q1 25 | $297.5M | $932.7M | ||
| Q4 24 | $274.4M | $521.9M | ||
| Q3 24 | $204.9M | $426.4M | ||
| Q2 24 | $274.8M | $238.4M |
总债务DFHRMD
| Q2 26 | — | $663.8M | ||
| Q4 25 | $1.6B | $403.9M | ||
| Q3 25 | $1.8B | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | $1.3B | $662.9M | ||
| Q3 24 | — | $667.6M | ||
| Q2 24 | — | $697.3M |
股东权益DFHRMD
| Q2 26 | — | $6.3B | ||
| Q4 25 | $1.4B | $6.3B | ||
| Q3 25 | $1.4B | $6.1B | ||
| Q2 25 | $1.3B | $6.0B | ||
| Q1 25 | $1.3B | $5.5B | ||
| Q4 24 | $1.2B | $5.3B | ||
| Q3 24 | $1.1B | $5.2B | ||
| Q2 24 | $1.0B | $4.9B |
总资产DFHRMD
| Q2 26 | — | $8.5B | ||
| Q4 25 | $3.7B | $8.5B | ||
| Q3 25 | $3.8B | $8.3B | ||
| Q2 25 | $3.7B | $8.2B | ||
| Q1 25 | $3.5B | $7.6B | ||
| Q4 24 | $3.3B | $7.1B | ||
| Q3 24 | $3.3B | $7.2B | ||
| Q2 24 | $3.0B | $6.9B |
负债/权益比DFHRMD
| Q2 26 | — | 0.11× | ||
| Q4 25 | 1.13× | 0.06× | ||
| Q3 25 | 1.29× | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | 1.03× | 0.13× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× |
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DFHRMD
| Q2 26 | — | — | ||
| Q4 25 | $143.6M | $339.7M | ||
| Q3 25 | $-131.0M | $457.3M | ||
| Q2 25 | $-68.5M | $538.8M | ||
| Q1 25 | $-44.7M | $578.7M | ||
| Q4 24 | $306.5M | $308.6M | ||
| Q3 24 | $-205.0M | $325.5M | ||
| Q2 24 | $-110.6M | $440.1M |
自由现金流DFHRMD
| Q2 26 | — | — | ||
| Q4 25 | $136.0M | $311.2M | ||
| Q3 25 | $-135.7M | $414.4M | ||
| Q2 25 | $-78.8M | $508.2M | ||
| Q1 25 | $-47.9M | $557.9M | ||
| Q4 24 | $302.6M | $288.0M | ||
| Q3 24 | $-222.5M | $307.7M | ||
| Q2 24 | $-112.4M | $415.2M |
自由现金流率DFHRMD
| Q2 26 | — | — | ||
| Q4 25 | 11.2% | 21.9% | ||
| Q3 25 | -14.0% | 31.0% | ||
| Q2 25 | -6.8% | 37.7% | ||
| Q1 25 | -4.8% | 43.2% | ||
| Q4 24 | 19.4% | 22.5% | ||
| Q3 24 | -22.1% | 25.1% | ||
| Q2 24 | -10.6% | 33.9% |
资本支出强度DFHRMD
| Q2 26 | — | — | ||
| Q4 25 | 0.6% | 2.0% | ||
| Q3 25 | 0.5% | 3.2% | ||
| Q2 25 | 0.9% | 2.3% | ||
| Q1 25 | 0.3% | 1.6% | ||
| Q4 24 | 0.3% | 1.6% | ||
| Q3 24 | 1.7% | 1.5% | ||
| Q2 24 | 0.2% | 2.0% |
现金转化率DFHRMD
| Q2 26 | — | — | ||
| Q4 25 | 2.44× | 0.87× | ||
| Q3 25 | -2.79× | 1.31× | ||
| Q2 25 | -1.21× | 1.42× | ||
| Q1 25 | -0.81× | 1.59× | ||
| Q4 24 | 2.35× | 0.90× | ||
| Q3 24 | -2.90× | 1.05× | ||
| Q2 24 | -1.37× | 1.51× |
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% |
RMD
暂无分部数据
