Q2 FY2026 EarningsQ2 FY2026 results missed consensus across key profitability metrics despite record volume. Revenue of $1.06B was 2.57% below the $1.09B expectation, while Diluted EPS of $0.27 missed the $0.295 mean estimate by 8.47%. Profitability was significantly constrained by gross margin compression (14.2% vs. 14.65% expected) due to lower average selling prices (ASP) and higher land costs. Management maintained its full-year guidance of ~9,250 home closings, implying a heavy reliance on H2 execution despite a record 15% YoY increase in net sales.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Dream Finders Homes(DFH) the Revenue is 1.063 B (-7.57%), Miss estimate;the EBIT is 71.2 M (-27.3%), Miss estimate;the EPS is 0.27 (-51.79%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
1.06B7.57%
1.09B5.13%
-0.03B2.44%
EBITMiss expectations
0.07B27.30%
0.10B1.86%
-0.02B25.44%
EPSMiss expectations
0.2751.79%
0.29547.32%
-0.02504.47%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf