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Dream Finders Homes, Inc.（DFH）与Roper Technologies（ROP）财务数据对比。点击上方公司名可切换其他公司
Roper Technologies的季度营收约是Dream Finders Homes, Inc.的1.7倍（$2.1B vs $1.2B），Roper Technologies净利率更高（15.8% vs 4.8%，领先10.9%），Roper Technologies同比增速更快（11.3% vs -22.3%），Roper Technologies自由现金流更多（$507.0M vs $136.0M），过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% vs 10.5%）
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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
DFH vs ROP — 直观对比
营收规模更大
ROP
是对方的1.7倍
$1.2B
营收增速更快
ROP
高出33.5%
-22.3%
净利率更高
ROP
高出10.9%
4.8%
自由现金流更多
ROP
多$371.0M
$136.0M
两年增速更快
DFH
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.1B |
| 净利润 | $58.8M | $331.0M |
| 毛利率 | — | 69.4% |
| 营业利润率 | 6.4% | 27.2% |
| 净利率 | 4.8% | 15.8% |
| 营收同比 | -22.3% | 11.3% |
| 净利润同比 | -54.9% | 53.7% |
| 每股收益（稀释后） | $0.57 | $4.87 |
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DFHROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $969.8M | $2.0B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $989.9M | $1.9B | ||
| Q4 24 | $1.6B | $1.9B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $1.1B | $1.7B |
净利润DFHROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $58.8M | $428.4M | ||
| Q3 25 | $47.0M | $398.5M | ||
| Q2 25 | $56.6M | $378.3M | ||
| Q1 25 | $54.9M | $331.1M | ||
| Q4 24 | $130.5M | $462.3M | ||
| Q3 24 | $70.7M | $367.9M | ||
| Q2 24 | $80.9M | $337.1M |
毛利率DFHROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | — | 69.5% | ||
| Q3 25 | — | 69.5% | ||
| Q2 25 | — | 69.2% | ||
| Q1 25 | — | 68.7% | ||
| Q4 24 | — | 68.3% | ||
| Q3 24 | — | 69.2% | ||
| Q2 24 | 19.2% | 69.5% |
营业利润率DFHROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 6.4% | 28.6% | ||
| Q3 25 | 6.3% | 28.4% | ||
| Q2 25 | 6.4% | 28.2% | ||
| Q1 25 | 7.2% | 27.9% | ||
| Q4 24 | 10.8% | 28.0% | ||
| Q3 24 | 9.2% | 28.1% | ||
| Q2 24 | 10.0% | 28.8% |
净利率DFHROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 4.8% | 20.8% | ||
| Q3 25 | 4.8% | 19.8% | ||
| Q2 25 | 4.9% | 19.5% | ||
| Q1 25 | 5.5% | 17.6% | ||
| Q4 24 | 8.4% | 24.6% | ||
| Q3 24 | 7.0% | 20.8% | ||
| Q2 24 | 7.7% | 19.6% |
每股收益（稀释后）DFHROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $0.57 | $3.97 | ||
| Q3 25 | $0.47 | $3.68 | ||
| Q2 25 | $0.56 | $3.49 | ||
| Q1 25 | $0.54 | $3.06 | ||
| Q4 24 | $1.28 | $4.29 | ||
| Q3 24 | $0.70 | $3.40 | ||
| Q2 24 | $0.81 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | $1.6B | $9.7B |
| 股东权益账面价值 | $1.4B | $18.8B |
| 总资产 | $3.7B | $34.6B |
| 负债/权益比越低杠杆越低 | 1.13× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资DFHROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $234.8M | $297.4M | ||
| Q3 25 | $251.0M | $320.0M | ||
| Q2 25 | $210.3M | $242.4M | ||
| Q1 25 | $297.5M | $372.8M | ||
| Q4 24 | $274.4M | $188.2M | ||
| Q3 24 | $204.9M | $269.6M | ||
| Q2 24 | $274.8M | $251.5M |
总债务DFHROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $1.6B | $9.3B | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DFHROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $1.4B | $19.9B | ||
| Q3 25 | $1.4B | $20.0B | ||
| Q2 25 | $1.3B | $19.6B | ||
| Q1 25 | $1.3B | $19.2B | ||
| Q4 24 | $1.2B | $18.9B | ||
| Q3 24 | $1.1B | $18.5B | ||
| Q2 24 | $1.0B | $18.1B |
总资产DFHROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $3.7B | $34.6B | ||
| Q3 25 | $3.8B | $34.6B | ||
| Q2 25 | $3.7B | $33.2B | ||
| Q1 25 | $3.5B | $31.4B | ||
| Q4 24 | $3.3B | $31.3B | ||
| Q3 24 | $3.3B | $31.6B | ||
| Q2 24 | $3.0B | $29.8B |
负债/权益比DFHROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 1.13× | 0.47× | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.03× | 0.40× | ||
| 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 | $507.0M |
| 自由现金流率自由现金流/营收 | 11.2% | 24.2% |
| 资本支出强度资本支出/营收 | 0.6% | 0.5% |
| 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DFHROP
| Q1 26 | — | — | ||
| Q4 25 | $143.6M | $738.0M | ||
| Q3 25 | $-131.0M | $869.5M | ||
| Q2 25 | $-68.5M | $404.1M | ||
| Q1 25 | $-44.7M | $528.7M | ||
| Q4 24 | $306.5M | $722.2M | ||
| Q3 24 | $-205.0M | $755.4M | ||
| Q2 24 | $-110.6M | $384.1M |
自由现金流DFHROP
| Q1 26 | — | $507.0M | ||
| 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 | — |
自由现金流率DFHROP
| Q1 26 | — | 24.2% | ||
| 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% | — |
资本支出强度DFHROP
| Q1 26 | — | 0.5% | ||
| 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% | — |
现金转化率DFHROP
| Q1 26 | — | — | ||
| Q4 25 | 2.44× | 1.72× | ||
| Q3 25 | -2.79× | 2.18× | ||
| Q2 25 | -1.21× | 1.07× | ||
| Q1 25 | -0.81× | 1.60× | ||
| Q4 24 | 2.35× | 1.56× | ||
| Q3 24 | -2.90× | 2.05× | ||
| Q2 24 | -1.37× | 1.14× |
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% |
ROP
暂无分部数据
