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Dream Finders Homes DFH Q2 2026 earnings

Reported July 30, 2026 · Before market open

Revenue$1.1BMiss by $28.0M
EPS$0.27Miss by $0.02
Revenue estimate$1.1B
EPS estimate$0.30
“The home building market continues to be challenging, but our teams have worked hard to identify opportunities to improve our cost structure with the goal of delivering more affordable homes to our customers. We believe costs will need to continue to trend down, perhaps significantly, to have a meaningful impact on market-wide housing results. Positively, our team delivered second-quarter and year-to-date Company records for both net sales and home closings. The higher closing volume helped partially offset lower average sales prices, which constrained margins, consistent with challenging macroeconomic conditions. Additionally, in line with our growth initiatives, our year-over-year active community count increase of 30% — reaching 353 communities — was the strongest in the industry. In the coming quarters, we will focus on optimizing these communities by executing our planned absorption targets and margin underwriting to drive improved profitability and return on participating equity.
Patrick Zalupski

Next report

Date not yet announced

Financials

Q2 2026

Income statement

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Revenue$1.1B-7.6%
Net income$27.7M-51.0%
EPS (diluted)$0.27-51.8%

Balance sheet

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Cash & equivalents$203.5M-21.2%
Total equity$1.4B+7.3%
Total assets$4.0B+8.5%

Cash flow

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Operating cash flow-$101.5M-48.2%
CapEx$5.7M-44.5%
Free cash flow-$107.2M-36.1%

Valuation & ratios

Valuation

as of 06/30/26
See full
Market cap$1.58B-32.3%
P/E10.8×+3.3×
P/S0.4×-0.1×

Profitability

See full
Net margin3.5%-3.1pp

Returns & leverage

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Return on equity10.6%-15.5pp

Segments

By segment

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Southeast$388.4M+5.7%
Midwest$355.1M-22.3%
Mid-Atlantic$263.7M-4.1%
Financial Services$56.3M+10.5%
Corporate-—

By product

See full
Homebuilding$1.0B-8.4%
Financial services$56.3M+10.5%

FAQ

When did Dream Finders Homes report Q2 2026 earnings?
Dream Finders Homes (DFH) reported Q2 2026 earnings on July 30, 2026 before market open.
What were Dream Finders Homes's Q2 2026 revenue and EPS?
Dream Finders Homes reported revenue of $1.1B and eps of $0.27 for Q2 2026.
Did Dream Finders Homes beat estimates in Q2 2026?
Revenue missed the consensus estimate of $1.1B by $28.0M. EPS missed the consensus estimate of $0.29 by $0.02.
How did Dream Finders Homes's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 7.6% from $1.2B a year earlier and eps declined 51.8% from $0.56.
Where can I find Dream Finders Homes's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-050841) and the 10-Q periodic report (0001628280-26-050969) directly on SEC EDGAR. The filing index links above go to sec.gov.