{"filings":[{"id":2411958,"accession_number":"0001628280-26-058483","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-08-21T21:14:31+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Dream Finders amends 2021 equity plan to lift director comp cap for chair roles","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment raises non-executive director comp limit to $400,000 for Board Chair/Co-Chair/Lead Director roles.","Plan governing law changes from Delaware to Texas; Fair Market Value definition modified for flexibility.","Shareholder approval obtained via written consent of majority voting power on Aug 20, 2026.","Director comp cap effective 20 days after info statement mailed; other amendments effective immediately.","Amended Plan filed as Exhibit 10.1; no change to share pool or financial statements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2310596,"accession_number":"0001628280-26-057552","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-08-18T12:51:51+00:00","items":["7.01","9.01"],"status":"ready","headline":"Dream Finders Homes details post-merger capital structure for Beazer acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Expects $1.5B revolver with $25M letter-of-credit sub-facility, expandable to $2.0B.","~$1.3B senior notes after redeeming Beazer's 7.250% notes due 2029 ($350M principal).","Notes include DFH's 8.250% due 2028 and 6.875% due 2030 ($600M) plus Beazer 7.500% 2031 and 8.000% 2032 ($650M).","Expects $80M junior subordinated notes and $675M redeemable preferred stock; plans to redeem Series A Convertible Preferred ($150M liquidation preference).","Financing terms subject to change; company expects covenant compliance post-close as of June 30, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2272438,"accession_number":"0001628280-26-057152","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-08-14T20:31:39+00:00","items":["8.01"],"status":"ready","headline":"Dream Finders to redeem all 150,000 Series A Preferred shares for $154.3M on Sept 14","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Redemption price of $1,028.50 per share; total ~$154.3M.","Redemption date set for September 14, 2026.","All 150,000 outstanding Series A Convertible Preferred shares will be redeemed.","Redemption will be made pursuant to a separate notice to holders; 8-K is not the notice."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2114597,"accession_number":"0001628280-26-054558","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-08-07T10:06:05+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Dream Finders to acquire Beazer Homes for $33.50/share cash; close targeted in Q4 2026","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Beazer shareholders get $33.50/share cash; both boards unanimously approved; expected close in Dream Finders' Q4 2026.","Financing committed: $900M bridge facility (Bank of America, BofA Securities, Goldman Sachs), $800M land bank and $450M preferred equity (both Kennedy Lewis).","Closing conditions: majority of Beazer shares approval, HSR waiting period expiration, no Company Material Adverse Effect; no financing condition.","Outside Date Feb 6, 2027, extendable to May 6, 2027 for antitrust approvals; Beazer pays $31.3M termination fee in certain superior-proposal scenarios.","Voting Agreement commits DFH to vote its Beazer shares for the merger; Beazer subject to no-solicitation and Change of Recommendation restrictions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1950956,"accession_number":"0001628280-26-050841","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-07-30T13:04:03+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Q2 2026: Net income $28M ($0.27/sh) down 51%; record net sales and closings","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to DFH $28M ($0.27 per basic share) vs $57M ($0.57) in Q2 2025, down 51%.","Homebuilding revenues $1.0B, down 8% YoY; homebuilding gross margin 14.2% vs 16.5%.","Record Q2 net sales of 2,232 (up 15%) and record Q2 closings of 2,290 (up 3%).","Reiterated FY 2026 guidance of ~9,250 home closings; repurchased 1.0M shares for $15M in Q2.","Appointed Clint Szubinski as COO; added Rick Beckwitt (Co-Chairman) and Steve Fischer to Board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1701996,"accession_number":"0001628280-26-048580","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-07-17T13:03:45+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Dream Finders appoints Rick Beckwitt as Co-Chairman and Steve Fischer to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 5 to 7; Beckwitt appointed Co-Chairman with CEO Zalupski.","Beckwitt receives 400,000 RSUs (subject to shareholder approval) vesting over 3 years.","Fischer appointed to Audit Committee, replacing Megha Parekh; qualifies as audit committee financial expert.","Beckwitt is former Co-CEO of Lennar; Fischer is President of Pitney Bowes Bank and former CEO of TIAA Bank.","Both are independent under NYSE rules."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1508037,"accession_number":"0001628280-26-047583","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-07-08T11:02:36+00:00","items":["7.01","9.01"],"status":"ready","headline":"Dream Finders Homes proposes $32/share all-cash acquisition of Beazer Homes, 70% premium","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Revised all-cash offer of $32.00 per share, a 70% premium to Beazer's undisturbed price of $18.77 on May 8, 2026.","Offer is a 24% increase from prior $25.75 proposal; follows multiple private offers rejected by Beazer.","Beazer demands a 12-month standstill as precondition to due diligence; Dream Finders calls it an attempt to delay.","Financing supported by highly confident letters from Goldman Sachs, BofA Securities, and Kennedy Lewis.","Dream Finders ready to begin limited due diligence and negotiate definitive agreements on an expedited basis."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":974956,"accession_number":"0001628280-26-042289","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-06-10T21:06:32+00:00","items":["1.01","3.03","5.03","5.07","8.01","9.01"],"status":"ready","headline":"Dream Finders Homes reincorporates from Delaware to Texas effective June 9, 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reincorporation from Delaware to Texas effective June 9, 2026; approved by shareholders at June 8 annual meeting.","Each share of Class A and Class B common stock converted 1:1 into shares of Texas corporation; ticker DFH unchanged.","Annual meeting results: all director nominees elected, KPMG ratified, advisory Say-on-Pay approved, reincorporation approved, Series A conversion authorized.","No change in business, management, assets, or obligations; new indemnification agreements with directors and officers governed by Texas law."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":889077,"accession_number":"0001628280-26-041265","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-06-05T20:27:51+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Dream Finders Homes appoints Clint Szubinski as COO; $800K base, $6M signing RSU","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Clint Szubinski appointed COO effective June 1, 2026; former COO of Meritage Homes.","Employment agreement: $800,000 base salary, annual bonus, $6M signing RSU vesting over 3 years.","Severance: 12 months base salary plus continued RSU vesting if terminated w/o cause within 3 years; full acceleration on change of control.","Szubinski brings 20+ yrs homebuilding experience; previously COO/EVP at Meritage Homes, roles at CalAtlantic, KB Home, Centex.","Former COO Doug Moran will transition responsibilities; Szubinski to direct strategic vision and operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":563597,"accession_number":"0001628280-26-037047","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-05-21T11:02:23+00:00","items":["7.01","9.01"],"status":"ready","headline":"Dream Finders proposes to acquire Beazer Homes for $25.75/share all-cash, ~40% premium","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Dream Finders submitted proposal on May 5, 2026 to acquire Beazer at $25.75/share, equity value ~$704 million.","Offer represents ~40% premium to Beazer's May 5 closing price and 25% premium to 30-day VWAP.","Beazer board rejected proposal and refuses to engage; Dream Finders urges shareholders to press for talks.","Financing letters from Goldman Sachs, BofA, Kennedy Lewis provide high confidence on funding.","Dream Finders highlights Beazer's chronic underperformance across margins, growth, and returns vs. peers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":473076,"accession_number":"0001628280-26-035718","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-05-15T21:20:37+00:00","items":["4.01","9.01"],"status":"ready","headline":"Dream Finders Homes dismisses PwC, appoints KPMG as auditor for FY 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee dismissed PwC on May 13, 2026, following a competitive RFP process.","No disagreements or reportable events occurred with PwC during fiscal 2024, 2025, or interim period.","KPMG appointed as independent registered public accounting firm for fiscal year ending Dec 31, 2026.","PwC's audit reports for 2024 and 2025 were unqualified and contained no adverse opinions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95876,"accession_number":"0001628280-26-033114","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-05-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Dream Finders proposes to acquire Beazer Homes for $25.75/share in cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-cash proposal at $25.75/share, ~40% premium to BZH's May 5 close of $18.35.","Total equity value approx. $704M based on BZH's 27.3M shares outstanding.","DFH made multiple private attempts since Feb 2026; going public after BZH board non-engagement.","Financing backed by highly confident letters from Kennedy Lewis, Goldman Sachs, BofA; no regulatory hurdles expected.","Combined company would be 7th-largest U.S. homebuilder, maintaining 100% land-light strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95875,"accession_number":"0001628280-26-028624","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Q1 EPS falls 80% to $0.11; revenue $837M, down 14%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales (orders) of 2,408, up 19% YoY, a record.","Homebuilding revenues $837M, down 14% vs $970M; closings 1,870 vs 1,925.","GAAP net income $13M ($0.11/basic share) vs $55M ($0.55) - EPS down 80%.","Homebuilding gross margin 14.5% vs 19.2%; adjusted margin 24.3% vs 27.8%.","FY2026 guidance reiterated: ~9,250 closings; repurchased 1.1M shares for $18M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":887839000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":109265,"accession_number":"0001628280-26-010399","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Q4 EPS $0.60; full-year net sales up 15%; guides 9,250 closings for 2026","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to DFH of $59M ($0.60 basic) in Q4 vs $129M ($1.35) a year ago.","Full year net income $217M ($2.19) vs $335M ($3.44); homebuilding revenues $4.1B, down from $4.4B.","Record annual home closings 8,608 (flat YoY); net sales up 15% to 7,747; Q4 net sales +9%.","Homebuilding gross margin 17.4% (FY) vs 18.3%; adjusted gross margin 26.5% vs 27.0%.","Issued $300M 6.875% senior notes; repurchased 1.83M shares for $41.8M in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":2.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":4322848000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125761,"accession_number":"0001628280-25-059048","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-12-30T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Dream Finders Homes posts 2024 annual CEO letter; no specific financial data disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["CEO Patrick Zalupski authored the 2024 annual shareholder letter released Dec 29, 2025.","The letter is available on the company's investor relations website.","No financial results, guidance, or material business updates were filed as exhibits.","The filing is a Regulation FD item; content of the letter is not summarized.","Investors must access the letter directly for any substantive information."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125760,"accession_number":"0001628280-25-051387","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-11-12T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Dream Finders Homes increases share buyback authorization to $100M through 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized an additional $50M, bringing total buyback authorization to $100M through June 30, 2027.","Prior authorization was $50M through June 30, 2026; $41.2M already used to repurchase 1.7M shares as of Nov 11, 2025.","Repurchases may be made via open market or privately negotiated transactions under Rule 10b-18."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":125759,"accession_number":"0001628280-25-047364","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Q3 revenue $917M (-7% YoY); EPS $0.47; net new orders +20%; guidance cut to 8,500 closings","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Homebuilding revenue $917M (-7% YoY); closings 1,915 (+1%, record); net new orders 2,021 (+20%, record).","GAAP EPS $0.47 vs $0.72; pre-tax income $61M vs $92M; adjusted homebuilding gross margin 26.7% (down 90 bps).","Issued $300M senior notes at 6.875% due 2030; proceeds used to reduce revolver; total liquidity $625M.","Financial services pre-tax income +11% to $9M; repurchased 357,715 shares for $10M in Q3.","Revised FY2025 home closing guidance to ~8,500; cites challenging housing market and near-term headwinds."],"consensus_eps_estimate":null,"consensus_eps_actual":1.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":3110180000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142491,"accession_number":"0001825088-25-000068","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-09-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Dream Finders Homes issues $300M of 6.875% senior unsecured notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$300 million aggregate principal amount; interest rate 6.875% per annum, maturity September 15, 2030.","Interest payable semiannually on March 15 and September 15, first payment due March 15, 2026.","Notes are fully and unconditionally guaranteed on a joint and several basis by certain subsidiaries.","Holders can require repurchase at 101% of principal plus accrued interest upon a change of control.","Proceeds not specified; typical uses include refinancing, working capital, or general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142490,"accession_number":"0001825088-25-000064","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Dream Finders prices $300M of 6.875% senior notes due 2030; proceeds to repay revolver","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$300M of 6.875% senior unsecured notes due 2030 priced at 100% of par.","Net proceeds of ~$295M after underwriting discount and estimated offering expenses.","Proceeds to repay a portion of borrowings under its revolving credit facility and for general corporate purposes.","Notes guaranteed by subsidiaries that are guarantors under the Credit Agreement.","Offering expected to close Sept 5, 2025; sold under Rule 144A and Reg S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142489,"accession_number":"0001825088-25-000062","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Dream Finders Homes announces up to $300M senior notes offering due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Up to $300M aggregate principal amount of unsecured senior notes due 2030.","Proceeds to repay portion of borrowings under existing revolving credit facility and for general corporate purposes.","Notes guaranteed on unsecured basis by certain subsidiaries; offered via Rule 144A and Regulation S private placement.","Offering subject to market and other conditions; no assurance of completion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142488,"accession_number":"0001825088-25-000058","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-08-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Dream Finders Homes upsizes revolver to $1.475B, extends maturity to Aug 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate revolving commitments increased to $1.475 billion, subject to borrowing base.","Maturity extended from June 4, 2027 to August 21, 2028 for $1.240 billion of commitments.","Minimum tangible net worth covenant raised from $739M to $981M.","Amendment dated August 21, 2025; filed as Exhibit 10.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":142487,"accession_number":"0001825088-25-000050","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Q2 net income falls 30% to $57M; reaffirms FY 2025 closings guidance of ~9,250","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Homebuilding revenues up 4% to $1.1B; home closings up 10% to 2,232; ASP down 7% to $481,027.","Net income attributable to DFH was $57M ($0.57 per share) vs $81M ($0.83) in Q2 2024.","Homebuilding gross margin fell 250 bps to 16.5%; adjusted gross margin was 25.9% vs 27.0%.","Repurchased 705,404 shares for $16M during Q2; total liquidity $433M.","Closed acquisitions of Alliant National Title (April 18) and Green River Builders (May 2) in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":1.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":2140376000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160528,"accession_number":"0001825088-25-000045","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Dream Finders Homes expands share buyback authorization to $50M from $25M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board increased repurchase limit to $50.0 million, double the prior $25.0 million authorization approved in June 2023.","Program runs through June 30, 2026; repurchases may be executed via open market, privately negotiated trades, or Rule 10b-18 compliant transactions.","Expansion effective June 26, 2025; original program approved June 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160527,"accession_number":"0001825088-25-000042","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Dream Finders Homes stockholders elect all director nominees and ratify auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All five director nominees elected with over 182M votes each; broker non-votes ~8.8M.","Ratification of PwC as auditor for FY2025 approved with 199.57M for, 28K against.","Non-binding advisory vote on 2024 executive compensation approved with 190.1M for.","Annual meeting held June 9, 2025; no other matters presented."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160526,"accession_number":"0001825088-25-000034","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director W. Radford Lovett II to retire from Dream Finders board on June 9, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lovett notified company on May 8, 2025; departure effective June 9, 2025.","Reason cited is competing business and personal commitments.","Lovett served on board since January 2021 and previously on LLC board since 2014.","No replacement director has been announced as of the filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160525,"accession_number":"0001825088-25-000029","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Homes Q1 revenue up 18% to $970M; gross margin expands 140 bps; reiterates 9,250 closings FY25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Home closings increased 16% to 1,925; net new orders up 18% to 2,032; ASP up 1% to $498k.","Homebuilding gross margin improved 140 bps to 19.2%; adjusted gross margin 27.8% (up 150 bps).","Net income attributable to DFH $55M ($0.55 per share) consistent with prior year; pre-tax income $71M.","Closed acquisitions of Liberty Communities (Atlanta) and Cherry Creek Mortgage in Q1; Alliant National Title and Green River Builders post-quarter.","Reiterated FY2025 home closing guidance of ~9,250; total liquidity $677M; repurchased $7M in shares."],"consensus_eps_estimate":null,"consensus_eps_actual":0.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":989871000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":160524,"accession_number":"0001825088-25-000023","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-04-21T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Dream Finders Homes closes acquisition of Alliant National Title Insurance Company","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed April 18, 2025; initial announcement Oct 23, 2024.","Alliant National underwrites title insurance with 700+ independent agents in 32 states and DC.","Acquisition expands Dream Finders' financial services capabilities via vertical integration.","CEO Patrick Zalupski welcomes David Sinclair and Alliant National team; invests in platform growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178769,"accession_number":"0001825088-25-000010","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Q4 net income up 27%, initiates 2025 guidance of ~9,250 closings","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 homebuilding revenues $1.5B (+35% YoY); home closings 3,008 (+40% YoY); net income $129M ($1.35 per basic share vs $1.06).","Full year 2024 homebuilding revenues $4.4B (+18% YoY); closings 8,583 (+17% YoY); net income $335M ($3.44 per basic share vs $3.03).","Q4 homebuilding gross margin 17.7% (down 280 bps YoY); adjusted gross margin 26.9% (down 120 bps). Higher land/financing costs partially offset by cost reductions.","Company initiates 2025 full year guidance of approximately 9,250 expected home closings.","Completed acquisitions of Crescent Homes and Jet HomeLoans; announced purchase agreements for Liberty Communities (closed Jan 2025) and Alliant Title Insurance (pending regulatory approval)."],"consensus_eps_estimate":null,"consensus_eps_actual":3.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":4451606000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":178768,"accession_number":"0001825088-25-000005","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2025-01-23T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Dream Finders Homes closes acquisition of Liberty Communities, enters Atlanta market","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired core homebuilding assets of Liberty Communities in Atlanta, GA and Greenville, SC.","Also acquired Liberty's captive offsite manufacturing and component import businesses.","Atlanta is the 6th largest U.S. homebuilding market with ~27,000 single-family permits in 2024.","Transaction funded with cash on hand and borrowings under existing credit facility.","Liberty CEO Neil Koelbl and leadership team remain with the combined operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195447,"accession_number":"0001825088-24-000072","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2024-12-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Dream Finders COO Doug Moran transitions to National President role; successor search underway","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Doug Moran, the Company's first and only COO, moves to a non-executive National President role effective Dec 23, 2024.","Moran's transition allows him to reduce travel and better manage his health.","Chairman & CEO Patrick Zalupski thanked Moran for contributions since 2014.","Company has begun the process to identify a successor COO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195446,"accession_number":"0001825088-24-000068","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2024-12-16T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Dream Finders Homes releases 2023 Annual Shareholder Letter authored by CEO Patrick Zalupski","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company released 2023 Annual Shareholder Letter on December 14, 2024.","Letter authored by President, CEO, and Chairman Patrick Zalupski.","Letter available on company's website at investors.dreamfindershomes.com."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195445,"accession_number":"0001825088-24-000064","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Q3 revenue up 10% to $986M, net income down 7%; acquires Jet HomeLoans","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Homebuilding revenues increased 10% to $986M; net new orders up 9% to 1,680.","Net income attributable to DFH fell 7% to $71M ($0.72 per share); pre-tax income down 11%.","Adjusted homebuilding gross margin slipped 80bps to 27.6%; homebuilding gross margin 19.2%.","Acquired remaining 40% of Jet HomeLoans on July 1; contributed $16M revenue and $7M pre-tax profit in Q3.","Repurchased 180,164 shares for $5M; reiterated FY2024 closings guidance of 8,250."],"consensus_eps_estimate":null,"consensus_eps_actual":2.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":2890854000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":195444,"accession_number":"0001825088-24-000059","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Dream Finders Homes to acquire Alliant National Title Insurance Company","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Definitive agreement to acquire Alliant National, a Colorado-based title insurer with 700+ independent agents in 32 states and D.C.","Alliant National is the largest independent title underwriter in the U.S. with no direct or affiliated operations.","Financial terms not disclosed; closing subject to insurance regulatory approvals.","CEO Zalupski says acquisition furthers vertical integration and is expected to benefit Dream Finders' bottom line.","Transaction expected to close after regulatory approvals; combined entity aims to become a national competitor."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":211704,"accession_number":"0001825088-24-000053","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Q2 revenue $1.1B (+12% YoY); 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broker non-votes of about 6.8 million.","Ratification of PricewaterhouseCoopers LLP as auditor for FY2024: 199.8 million For, 12,302 Against.","Non-binding advisory vote on 2023 executive compensation approved: 192.0 million For, 1.0 million Against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230438,"accession_number":"0001825088-24-000040","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2024-06-11T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Dream Finders Homes upsizes revolver to $1.39B, extends maturity to 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Credit facility commitments increased to $1.390 billion, subject to borrowing base.","Maturity extended to June 4, 2027 for $1.330 billion of the total commitments.","Minimum tangible net worth covenant raised from $607M to $739M.","Accordion feature allows commitments up to $2.0 billion.","No Default occurred or would result from the amendment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":230437,"accession_number":"0001825088-24-000028","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Homes Q1 2024 revenue up 8% to $825M, net income up 11%, orders up 19%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Homebuilding revenues $825M, +8% YoY; net income attributable to DFH $54M (+11%).","Net new orders up 19% to 1,724; home closings up 9% to 1,655; ASP $494,995.","Adjusted gross margin improved 200 bps to 26.3%; homebuilding gross margin 17.8% (+80 bps).","Acquired Crescent Homes on Feb 1, 2024, expanding into Charleston, Greenville, Nashville.","Total liquidity $500M; net debt to net cap 39.9%; return on equity 34.9%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":827800000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248827,"accession_number":"0001825088-24-000013","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2024-02-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Homes Q4 revenue $1.1B, net income up 18%; full-year record $3.7B revenue","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 homebuilding revenue $1.1B (+3% YoY); full-year $3.7B (+12%); EPS $1.06 per basic share vs $0.89.","Q4 homebuilding gross margin 20.5% (up 340 bps); adjusted gross margin 28.1% (up 440 bps).","Issued $300M of 8.25% senior notes due 2028 to repay revolver; net debt to cap improved to 23.3%.","Total liquidity $828M (up from $487M); return on participating equity 36.3%.","Announced acquisition of Crescent Homes (three new markets); 2024 guidance ~8,250 home closings."],"consensus_eps_estimate":null,"consensus_eps_actual":2.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":3748586000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":248826,"accession_number":"0001825088-24-000007","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2024-02-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"DFH acquires Crescent Homes assets, expands into SC and TN with 457 homesites and 6,200 lots","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired core homebuilding assets of Crescent Homes; includes 457 homesites, 460-home backlog (~$265M), and 6,200 lots under control.","Expands into Charleston, Greenville (SC), and Nashville (TN); Crescent has over 25 active selling communities.","Funded with cash on hand and borrowings under DFH's unsecured revolver; also paid off Crescent's vertical lines.","Crescent founded in 2009 by Ted Terry; has closed ~5,000 homes and serves entry-level to move-up buyers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":266343,"accession_number":"0001825088-23-000066","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Q3 revenue up 14% to $894M; EPS $0.79; raised FY closings guidance to 6,750","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Homebuilding revenues $894M (+14% YoY); home closings 1,798 (+17%); net new orders 1,535 (+38%).","Pre-tax income $104M (+27% YoY); net income $76M ($0.79 per basic share).","Gross margin 20.6% (up 200 bps); adjusted gross margin 28.4% (up 350 bps).","Issued $300M 8.25% senior unsecured notes due 2028; total liquidity $564M (record).","Raised FY 2023 closings guidance to approximately 6,750 units."],"consensus_eps_estimate":null,"consensus_eps_actual":1.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":2610589000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283598,"accession_number":"0001825088-23-000063","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2023-08-22T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Dream Finders Homes issues $300M 8.250% Senior Notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$300 million aggregate principal amount; interest 8.250% per annum semiannually.","Notes mature August 15, 2028; first interest payment Feb 15, 2024.","Guaranteed on senior unsecured joint and several basis by certain subsidiaries.","Company may redeem up to 40% before Aug 2025 with equity offering proceeds at 108.250%.","Covenants restrict debt, dividends, asset sales, and affiliate transactions; terminate if investment-grade."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283597,"accession_number":"0001825088-23-000061","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2023-08-09T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Dream Finders prices $300M 8.25% senior notes due 2028 for debt repayment","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$300M aggregate principal of 8.25% senior unsecured notes due 2028 priced.","Net proceeds ~$295M to repay borrowings under revolving credit agreement and for general corporate purposes.","Offering expected to close August 22, 2023; notes sold via Rule 144A/Reg S private placement.","Notes will be guaranteed on a senior unsecured basis by each subsidiary guarantor under the credit agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283596,"accession_number":"0001825088-23-000058","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2023-08-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Dream Finders plans $300M unsecured senior notes due 2028 to repay debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Up to $300M aggregate principal amount of unsecured senior notes due 2028.","Proceeds to repay borrowings under existing credit agreement and for general corporate purposes.","Notes will be guaranteed by subsidiaries that guarantee the credit agreement.","Offered as private placement under Rule 144A and Regulation S; not registered with SEC.","Transaction subject to market conditions; no assurance of completion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283595,"accession_number":"0001825088-23-000049","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Q2 revenue up 19% to $943M; raises FY closings guidance to ~6,500","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Homebuilding revenue $943M (+19% YoY); closings 1,846 (+12%); ASP $504,683 (+9%).","Net income $69M ($0.70/basic share, +10%); pre-tax income $96M (+7%).","Adjusted gross margin 27.1% (+140 bps); homebuilding gross margin 19.1% (-60 bps).","Raised FY 2023 closings guidance to ~6,500; authorized $25M share buyback program.","Total liquidity $511M; net debt to capitalization 38.8% (company low); credit facility expanded."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":1714759000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283592,"accession_number":"0001825088-23-000052","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K/A","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Homes Q2 net income $69M, revenue +19% to $943M; 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no specifics disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["CEO Patrick Zalupski authored the 2022 Annual Shareholder Letter released July 28, 2023.","No financial results, guidance, or operational updates were provided in the 8-K.","The letter is available on the company's investor website at investors.dreamfindershomes.com."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":283593,"accession_number":"0001825088-23-000044","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2023-07-25T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Dream Finders Homes expands revolving credit facility to $1.24B, extends maturity to July 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Total revolver commitments increased from $1.075B to $1.240B; 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open market or private transactions.","Rule 10b5-1 trading plans authorized; no obligation to repurchase.","Buyback may be expanded, modified, or discontinued at any time.","Executive Vice President Robert E. Riva signed the report."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303104,"accession_number":"0001825088-23-000032","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2023-05-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Dream Finders Homes annual meeting: all director nominees elected, PwC ratified, say-on-pay approved","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Six director nominees elected: Zalupski, Lovett II, Parekh, Udelhofen, Sturm, Weatherford.","Ratification of PricewaterhouseCoopers as auditor for FY2023: 203,852,572 for, 4,939 against.","Non-binding advisory vote on executive compensation approved: 194,404,915 for, 1,711,472 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":303103,"accession_number":"0001825088-23-000027","cik":1825088,"company_name":"Dream Finders Homes, Inc.","ticker":"DFH","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Dream Finders Q1 revenue up 16% to $767M; net income $49M, EPS $0.49","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Home closings 1,517 (+11% YoY); ASP $490,553 (+4%); gross margin 17.0% vs 18.7%.","Net income attributable to DFH $49M (+12%); basic EPS $0.49 vs $0.43.","Backlog 5,479 homes valued at $2.5B; ROE improved 510 bps to 46.0%.","Net new orders 1,448 (down 40% YoY) but up 31% sequentially; cancellation rate 20.9% vs 32.1% Q4.","Maintains FY2023 guidance of ~6,000 home closings; total liquidity $453M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":769420000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1439852311.0510998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-05-04T23:59:59+00:00|303103"}