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Dream Finders Homes, Inc.（DFH）与Sprouts Farmers Market, Inc.（SFM）财务数据对比。点击上方公司名可切换其他公司
Sprouts Farmers Market, Inc.的季度营收约是Dream Finders Homes, Inc.的1.9倍（$2.3B vs $1.2B），Sprouts Farmers Market, Inc.净利率更高（7.0% vs 4.8%，领先2.2%），Sprouts Farmers Market, Inc.同比增速更快（4.1% vs -22.3%），过去两年Dream Finders Homes, Inc.的营收复合增速更高（21.0% vs 10.9%）
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。
Sprouts Farmers Market是总部位于美国亚利桑那州凤凰城的连锁超市品牌，主营天然有机食品，涵盖新鲜果蔬、散装食品、包装杂货、肉禽海鲜、熟食烘焙、乳制品、冷冻食品等品类，同时售有维生素补剂、天然个护及家居用品，目前在全美24个州开设超400家门店，员工约3.5万名。
DFH vs SFM — 直观对比
营收规模更大
SFM
是对方的1.9倍
$1.2B
营收增速更快
SFM
高出26.4%
-22.3%
净利率更高
SFM
高出2.2%
4.8%
两年增速更快
DFH
近两年复合增速
10.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.2B | $2.3B |
| 净利润 | $58.8M | $163.7M |
| 毛利率 | — | 39.4% |
| 营业利润率 | 6.4% | 9.2% |
| 净利率 | 4.8% | 7.0% |
| 营收同比 | -22.3% | 4.1% |
| 净利润同比 | -54.9% | -9.1% |
| 每股收益（稀释后） | $0.57 | $1.71 |
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DFHSFM
| Q1 26 | — | $2.3B | ||
| Q4 25 | $1.2B | $2.1B | ||
| Q3 25 | $969.8M | $2.2B | ||
| Q2 25 | $1.2B | $2.2B | ||
| Q1 25 | $989.9M | $2.2B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.0B | $1.9B | ||
| Q2 24 | $1.1B | $1.9B |
净利润DFHSFM
| Q1 26 | — | $163.7M | ||
| Q4 25 | $58.8M | $89.8M | ||
| Q3 25 | $47.0M | $120.1M | ||
| Q2 25 | $56.6M | $133.7M | ||
| Q1 25 | $54.9M | $180.0M | ||
| Q4 24 | $130.5M | $79.6M | ||
| Q3 24 | $70.7M | $91.6M | ||
| Q2 24 | $80.9M | $95.3M |
毛利率DFHSFM
| Q1 26 | — | 39.4% | ||
| Q4 25 | — | 38.0% | ||
| Q3 25 | — | 38.7% | ||
| Q2 25 | — | 38.8% | ||
| Q1 25 | — | 39.6% | ||
| Q4 24 | — | 38.1% | ||
| Q3 24 | — | 38.1% | ||
| Q2 24 | 19.2% | 37.9% |
营业利润率DFHSFM
| Q1 26 | — | 9.2% | ||
| Q4 25 | 6.4% | 5.7% | ||
| Q3 25 | 6.3% | 7.2% | ||
| Q2 25 | 6.4% | 8.1% | ||
| Q1 25 | 7.2% | 10.1% | ||
| Q4 24 | 10.8% | 5.3% | ||
| Q3 24 | 9.2% | 6.3% | ||
| Q2 24 | 10.0% | 6.7% |
净利率DFHSFM
| Q1 26 | — | 7.0% | ||
| Q4 25 | 4.8% | 4.2% | ||
| Q3 25 | 4.8% | 5.5% | ||
| Q2 25 | 4.9% | 6.0% | ||
| Q1 25 | 5.5% | 8.0% | ||
| Q4 24 | 8.4% | 4.0% | ||
| Q3 24 | 7.0% | 4.7% | ||
| Q2 24 | 7.7% | 5.0% |
每股收益（稀释后）DFHSFM
| Q1 26 | — | $1.71 | ||
| Q4 25 | $0.57 | $0.93 | ||
| Q3 25 | $0.47 | $1.22 | ||
| Q2 25 | $0.56 | $1.35 | ||
| Q1 25 | $0.54 | $1.81 | ||
| Q4 24 | $1.28 | $0.78 | ||
| Q3 24 | $0.70 | $0.91 | ||
| Q2 24 | $0.81 | $0.94 |
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 | $252.2M |
| 总债务越低越好 | $1.6B | — |
| 股东权益账面价值 | $1.4B | $1.4B |
| 总资产 | $3.7B | $4.3B |
| 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DFHSFM
| Q1 26 | — | $252.2M | ||
| Q4 25 | $234.8M | $257.3M | ||
| Q3 25 | $251.0M | $322.4M | ||
| Q2 25 | $210.3M | $261.4M | ||
| Q1 25 | $297.5M | $285.7M | ||
| Q4 24 | $274.4M | $265.2M | ||
| Q3 24 | $204.9M | $309.7M | ||
| Q2 24 | $274.8M | $177.3M |
总债务DFHSFM
| Q1 26 | — | — | ||
| Q4 25 | $1.6B | — | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益DFHSFM
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.4B | $1.4B | ||
| Q3 25 | $1.4B | $1.4B | ||
| Q2 25 | $1.3B | $1.4B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.3B | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.0B | $1.3B |
总资产DFHSFM
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.7B | $4.2B | ||
| Q3 25 | $3.8B | $4.0B | ||
| Q2 25 | $3.7B | $3.8B | ||
| Q1 25 | $3.5B | $3.7B | ||
| Q4 24 | $3.3B | $3.6B | ||
| Q3 24 | $3.3B | $3.6B | ||
| Q2 24 | $3.0B | $3.4B |
负债/权益比DFHSFM
| Q1 26 | — | — | ||
| Q4 25 | 1.13× | — | ||
| Q3 25 | 1.29× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.03× | — | ||
| 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 | — |
| 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DFHSFM
| Q1 26 | — | — | ||
| Q4 25 | $143.6M | $138.5M | ||
| Q3 25 | $-131.0M | $167.1M | ||
| Q2 25 | $-68.5M | $111.2M | ||
| Q1 25 | $-44.7M | $299.1M | ||
| Q4 24 | $306.5M | $124.9M | ||
| Q3 24 | $-205.0M | $209.1M | ||
| Q2 24 | $-110.6M | $91.6M |
自由现金流DFHSFM
| Q1 26 | — | — | ||
| Q4 25 | $136.0M | $66.3M | ||
| Q3 25 | $-135.7M | $111.4M | ||
| Q2 25 | $-78.8M | $50.4M | ||
| Q1 25 | $-47.9M | $239.6M | ||
| Q4 24 | $302.6M | $56.2M | ||
| Q3 24 | $-222.5M | $156.3M | ||
| Q2 24 | $-112.4M | $33.9M |
自由现金流率DFHSFM
| Q1 26 | — | — | ||
| Q4 25 | 11.2% | 3.1% | ||
| Q3 25 | -14.0% | 5.1% | ||
| Q2 25 | -6.8% | 2.3% | ||
| Q1 25 | -4.8% | 10.7% | ||
| Q4 24 | 19.4% | 2.8% | ||
| Q3 24 | -22.1% | 8.0% | ||
| Q2 24 | -10.6% | 1.8% |
资本支出强度DFHSFM
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 3.4% | ||
| Q3 25 | 0.5% | 2.5% | ||
| Q2 25 | 0.9% | 2.7% | ||
| Q1 25 | 0.3% | 2.7% | ||
| Q4 24 | 0.3% | 3.4% | ||
| Q3 24 | 1.7% | 2.7% | ||
| Q2 24 | 0.2% | 3.0% |
现金转化率DFHSFM
| Q1 26 | — | — | ||
| Q4 25 | 2.44× | 1.54× | ||
| Q3 25 | -2.79× | 1.39× | ||
| Q2 25 | -1.21× | 0.83× | ||
| Q1 25 | -0.81× | 1.66× | ||
| Q4 24 | 2.35× | 1.57× | ||
| Q3 24 | -2.90× | 2.28× | ||
| Q2 24 | -1.37× | 0.96× |
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% |
SFM
暂无分部数据
