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Dream Finders Homes, Inc.（DFH）与Revvity（RVTY）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Revvity的1.6倍（$1.2B vs $772.1M），Revvity净利率更高（12.7% vs 4.8%，领先7.9%），Revvity同比增速更快（5.9% vs -22.3%），Revvity自由现金流更多（$161.8M vs $136.0M），过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
DFH vs RVTY — 直观对比
营收规模更大
DFH
是对方的1.6倍
$772.1M
营收增速更快
RVTY
高出28.1%
-22.3%
净利率更高
RVTY
高出7.9%
4.8%
自由现金流更多
RVTY
多$25.8M
$136.0M
两年增速更快
DFH
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $772.1M |
| 净利润 | $58.8M | $98.4M |
| 毛利率 | — | — |
| 营业利润率 | 6.4% | 14.5% |
| 净利率 | 4.8% | 12.7% |
| 营收同比 | -22.3% | 5.9% |
| 净利润同比 | -54.9% | 3.9% |
| 每股收益（稀释后） | $0.57 | $0.86 |
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DFHRVTY
| Q4 25 | $1.2B | $772.1M | ||
| Q3 25 | $969.8M | $698.9M | ||
| Q2 25 | $1.2B | $720.3M | ||
| Q1 25 | $989.9M | $664.8M | ||
| Q4 24 | $1.6B | $729.4M | ||
| Q3 24 | $1.0B | $684.0M | ||
| Q2 24 | $1.1B | $691.7M | ||
| Q1 24 | $827.8M | $649.9M |
净利润DFHRVTY
| Q4 25 | $58.8M | $98.4M | ||
| Q3 25 | $47.0M | $46.7M | ||
| Q2 25 | $56.6M | $53.9M | ||
| Q1 25 | $54.9M | $42.2M | ||
| Q4 24 | $130.5M | $94.6M | ||
| Q3 24 | $70.7M | $94.4M | ||
| Q2 24 | $80.9M | $55.4M | ||
| Q1 24 | $54.5M | $26.0M |
毛利率DFHRVTY
| Q4 25 | — | — | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 56.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 56.3% | ||
| Q2 24 | 19.2% | 55.7% | ||
| Q1 24 | 18.0% | 54.6% |
营业利润率DFHRVTY
| Q4 25 | 6.4% | 14.5% | ||
| Q3 25 | 6.3% | 11.7% | ||
| Q2 25 | 6.4% | 12.6% | ||
| Q1 25 | 7.2% | 10.9% | ||
| Q4 24 | 10.8% | 16.3% | ||
| Q3 24 | 9.2% | 14.3% | ||
| Q2 24 | 10.0% | 12.4% | ||
| Q1 24 | 8.6% | 6.8% |
净利率DFHRVTY
| Q4 25 | 4.8% | 12.7% | ||
| Q3 25 | 4.8% | 6.7% | ||
| Q2 25 | 4.9% | 7.5% | ||
| Q1 25 | 5.5% | 6.4% | ||
| Q4 24 | 8.4% | 13.0% | ||
| Q3 24 | 7.0% | 13.8% | ||
| Q2 24 | 7.7% | 8.0% | ||
| Q1 24 | 6.6% | 4.0% |
每股收益（稀释后）DFHRVTY
| Q4 25 | $0.57 | $0.86 | ||
| Q3 25 | $0.47 | $0.40 | ||
| Q2 25 | $0.56 | $0.46 | ||
| Q1 25 | $0.54 | $0.35 | ||
| Q4 24 | $1.28 | $0.77 | ||
| Q3 24 | $0.70 | $0.77 | ||
| Q2 24 | $0.81 | $0.45 | ||
| Q1 24 | $0.55 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $1.4B | $7.3B |
| 总资产 | $3.7B | $12.2B |
| 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DFHRVTY
| Q4 25 | $234.8M | $919.9M | ||
| Q3 25 | $251.0M | $931.4M | ||
| Q2 25 | $210.3M | $991.8M | ||
| Q1 25 | $297.5M | $1.1B | ||
| Q4 24 | $274.4M | $1.2B | ||
| Q3 24 | $204.9M | $1.2B | ||
| Q2 24 | $274.8M | $2.0B | ||
| Q1 24 | $239.4M | $1.7B |
总债务DFHRVTY
| 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DFHRVTY
| Q4 25 | $1.4B | $7.3B | ||
| Q3 25 | $1.4B | $7.4B | ||
| Q2 25 | $1.3B | $7.6B | ||
| Q1 25 | $1.3B | $7.6B | ||
| Q4 24 | $1.2B | $7.7B | ||
| Q3 24 | $1.1B | $7.9B | ||
| Q2 24 | $1.0B | $7.9B | ||
| Q1 24 | $968.7M | $7.8B |
总资产DFHRVTY
| Q4 25 | $3.7B | $12.2B | ||
| Q3 25 | $3.8B | $12.1B | ||
| Q2 25 | $3.7B | $12.4B | ||
| Q1 25 | $3.5B | $12.4B | ||
| Q4 24 | $3.3B | $12.4B | ||
| Q3 24 | $3.3B | $12.8B | ||
| Q2 24 | $3.0B | $13.4B | ||
| Q1 24 | $2.7B | $13.4B |
负债/权益比DFHRVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $136.0M | $161.8M |
| 自由现金流率自由现金流/营收 | 11.2% | 21.0% |
| 资本支出强度资本支出/营收 | 0.6% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.44× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $-126.4M | $509.4M |
8季度趋势，按日历期对齐
经营现金流DFHRVTY
| Q4 25 | $143.6M | $182.0M | ||
| Q3 25 | $-131.0M | $138.5M | ||
| Q2 25 | $-68.5M | $134.3M | ||
| Q1 25 | $-44.7M | $128.2M | ||
| Q4 24 | $306.5M | $174.2M | ||
| Q3 24 | $-205.0M | $147.9M | ||
| Q2 24 | $-110.6M | $158.6M | ||
| Q1 24 | $-247.5M | $147.6M |
自由现金流DFHRVTY
| Q4 25 | $136.0M | $161.8M | ||
| Q3 25 | $-135.7M | $120.0M | ||
| Q2 25 | $-78.8M | $115.5M | ||
| Q1 25 | $-47.9M | $112.2M | ||
| Q4 24 | $302.6M | $149.8M | ||
| Q3 24 | $-222.5M | $125.6M | ||
| Q2 24 | $-112.4M | $136.6M | ||
| Q1 24 | $-249.6M | $129.7M |
自由现金流率DFHRVTY
| Q4 25 | 11.2% | 21.0% | ||
| Q3 25 | -14.0% | 17.2% | ||
| Q2 25 | -6.8% | 16.0% | ||
| Q1 25 | -4.8% | 16.9% | ||
| Q4 24 | 19.4% | 20.5% | ||
| Q3 24 | -22.1% | 18.4% | ||
| Q2 24 | -10.6% | 19.7% | ||
| Q1 24 | -30.2% | 20.0% |
资本支出强度DFHRVTY
| Q4 25 | 0.6% | 2.6% | ||
| Q3 25 | 0.5% | 2.6% | ||
| Q2 25 | 0.9% | 2.6% | ||
| Q1 25 | 0.3% | 2.4% | ||
| Q4 24 | 0.3% | 3.4% | ||
| Q3 24 | 1.7% | 3.3% | ||
| Q2 24 | 0.2% | 3.2% | ||
| Q1 24 | 0.3% | 2.7% |
现金转化率DFHRVTY
| Q4 25 | 2.44× | 1.85× | ||
| Q3 25 | -2.79× | 2.97× | ||
| Q2 25 | -1.21× | 2.49× | ||
| Q1 25 | -0.81× | 3.03× | ||
| Q4 24 | 2.35× | 1.84× | ||
| Q3 24 | -2.90× | 1.57× | ||
| Q2 24 | -1.37× | 2.87× | ||
| Q1 24 | -4.54× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
