Dream Finders Homes reported Q4 2025 revenue of $1.21 billion and EPS of $0.58, falling short of consensus estimates of $1.1 billion in revenue and $0.64 in EPS. The quarter saw declines in home closings and a contraction in gross margin as the housing market faced continued pressure.

For the full year 2025, the company achieved a record 8,608 home closings, driven by its focus on delivering affordable single-family homes in the Southeast US. It closed the year with $899 million in total liquidity, including $234.8 million in cash and cash equivalents, and repurchased $41.8 million of stock under its $100 million authorization.

Management anticipates approximately 9,250 home closings in 2026, reflecting confidence in its regional market strategy despite sector challenges. The existing share repurchase plan, valid through June 2027, remains a priority to support shareholder returns while the company builds on its operational resilience.