{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-028624","form_type":"8-K","ticker":"DFH","cik":"0001825088","company_name":"Dream Finders Homes, Inc.","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.024104+00:00","generated_at":"2026-05-15T01:05:11.725095+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Dream Finders Q1 EPS falls 80% to $0.11; revenue $837M, down 14%","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-028624","json":"https://secwatch.observer/filing/0001628280-26-028624.json","markdown":"https://secwatch.observer/filing/0001628280-26-028624.md","text":"https://secwatch.observer/filing/0001628280-26-028624.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1825088/000162828026028624/0001628280-26-028624-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1825088/000162828026028624/dream-20260430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T01:05:11.725095+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"feaf4e28b71e5b656969ace1d7344a4e2d4a49e5","claim":"Dream Finders Homes, Inc. reported first quarter ended March 31, 2026 results: revenue $837 million, net income $13 million, EPS $0.11 per basic share. Guidance reaffirmed.","evidence_excerpt":"first quarter ended March 31, 2026. First Quarter 2026 Highlights (As Compared to First Quarter 2025) • Net sales increased 19% to 2,408 from 2,032 • Homebuilding revenues of $837 million compared to $970 million • Home closings of 1,870 compared to 1,925 • Homebuilding gross margin of 14.5% compared to 19.2% • Adjusted homebuilding gross margin (non-GAAP) of","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1825088/000162828026028624/0001628280-26-028624-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$837 million"},{"label":"Net income","value":"$13 million"},{"label":"EPS","value":"$0.11 per basic share"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}