vs
Side-by-side financial comparison of ARBOR REALTY TRUST INC (ABR) and American Homes 4 Rent (AMH). Click either name above to swap in a different company.
American Homes 4 Rent is the larger business by last-quarter revenue ($455.0M vs $55.7M, roughly 8.2× ARBOR REALTY TRUST INC). On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs -32.7%). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -26.7%).
Arbor Realty Trust Inc. is a U.S.-headquartered specialized real estate investment trust (REIT). It primarily provides structured financing solutions for multifamily residential and commercial real estate projects, including bridge loans, agency lending, and mezzanine financing. Its core market covers the U.S. real estate sector, serving property owners, developers and real estate investors nationwide.
American Homes 4 RentAMHEarnings & Financial Report
American Homes 4 Rent, doing business as AMH, is a real estate investment trust based in Las Vegas, Nevada, that invests in single-family rental homes. As of December 31, 2019, the company owned 52,552 homes in 22 states. Its largest concentrations are in Atlanta, Dallas-Fort Worth, and Charlotte, North Carolina.
ABR vs AMH — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $55.7M | $455.0M |
| Net Profit | — | $144.3M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | — | 31.7% |
| Revenue YoY | -32.7% | 4.2% |
| Net Profit YoY | — | 0.3% |
| EPS (diluted) | $0.08 | $0.33 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $55.7M | $455.0M | ||
| Q3 25 | $38.3M | $478.5M | ||
| Q2 25 | $68.7M | $457.5M | ||
| Q1 25 | $75.4M | $459.3M | ||
| Q4 24 | $82.9M | $436.6M | ||
| Q3 24 | $88.8M | $445.1M | ||
| Q2 24 | $88.0M | $423.5M | ||
| Q1 24 | $103.6M | $423.6M |
| Q4 25 | — | $144.3M | ||
| Q3 25 | $52.0M | $116.8M | ||
| Q2 25 | $36.3M | $123.6M | ||
| Q1 25 | $43.4M | $128.7M | ||
| Q4 24 | — | $143.9M | ||
| Q3 24 | $73.5M | $87.6M | ||
| Q2 24 | $61.8M | $108.5M | ||
| Q1 24 | $73.2M | $128.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 72.8% | — |
| Q4 25 | — | 31.7% | ||
| Q3 25 | 135.9% | 24.4% | ||
| Q2 25 | 52.8% | 27.0% | ||
| Q1 25 | 57.5% | 28.0% | ||
| Q4 24 | — | 33.0% | ||
| Q3 24 | 82.8% | 19.7% | ||
| Q2 24 | 70.3% | 25.6% | ||
| Q1 24 | 70.7% | 30.2% |
| Q4 25 | $0.08 | $0.33 | ||
| Q3 25 | $0.20 | $0.27 | ||
| Q2 25 | $0.12 | $0.28 | ||
| Q1 25 | $0.16 | $0.30 | ||
| Q4 24 | $0.31 | $0.33 | ||
| Q3 24 | $0.31 | $0.20 | ||
| Q2 24 | $0.25 | $0.25 | ||
| Q1 24 | $0.31 | $0.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $482.9M | $108.5M |
| Total DebtLower is stronger | $11.1B | $5.1B |
| Stockholders' EquityBook value | $3.0B | $7.0B |
| Total Assets | $14.5B | $13.2B |
| Debt / EquityLower = less leverage | 3.75× | 0.72× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $482.9M | $108.5M | ||
| Q3 25 | $423.4M | $45.6M | ||
| Q2 25 | $255.7M | $323.3M | ||
| Q1 25 | $308.8M | $69.7M | ||
| Q4 24 | $503.8M | $199.4M | ||
| Q3 24 | $687.5M | $162.5M | ||
| Q2 24 | $737.5M | $718.4M | ||
| Q1 24 | $908.0M | $124.8M |
| Q4 25 | $11.1B | $5.1B | ||
| Q3 25 | $10.4B | $4.8B | ||
| Q2 25 | $10.1B | $5.2B | ||
| Q1 25 | $9.9B | $4.9B | ||
| Q4 24 | $10.0B | $5.0B | ||
| Q3 24 | $10.3B | $4.5B | ||
| Q2 24 | $10.6B | $5.0B | ||
| Q1 24 | $11.4B | $4.5B |
| Q4 25 | $3.0B | $7.0B | ||
| Q3 25 | $3.0B | $7.2B | ||
| Q2 25 | $3.0B | $7.2B | ||
| Q1 25 | $3.0B | $7.2B | ||
| Q4 24 | $3.0B | $7.2B | ||
| Q3 24 | $3.0B | $7.0B | ||
| Q2 24 | $3.1B | $7.0B | ||
| Q1 24 | $3.1B | $7.0B |
| Q4 25 | $14.5B | $13.2B | ||
| Q3 25 | $13.9B | $13.3B | ||
| Q2 25 | $13.6B | $13.6B | ||
| Q1 25 | $13.4B | $13.3B | ||
| Q4 24 | $13.5B | $13.4B | ||
| Q3 24 | $13.9B | $12.8B | ||
| Q2 24 | $14.2B | $13.3B | ||
| Q1 24 | $15.1B | $12.8B |
| Q4 25 | 3.75× | 0.72× | ||
| Q3 25 | 3.47× | 0.68× | ||
| Q2 25 | 3.40× | 0.72× | ||
| Q1 25 | 3.29× | 0.69× | ||
| Q4 24 | 3.29× | 0.70× | ||
| Q3 24 | 3.40× | 0.64× | ||
| Q2 24 | 3.47× | 0.71× | ||
| Q1 24 | 3.68× | 0.64× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-16.9M | $145.8M |
| Free Cash FlowOCF − Capex | — | $135.5M |
| FCF MarginFCF / Revenue | — | 29.8% |
| Capex IntensityCapex / Revenue | — | 2.3% |
| Cash ConversionOCF / Net Profit | — | 1.01× |
| TTM Free Cash FlowTrailing 4 quarters | — | $823.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-16.9M | $145.8M | ||
| Q3 25 | $178.7M | $223.3M | ||
| Q2 25 | $60.0M | $271.9M | ||
| Q1 25 | $150.5M | $223.4M | ||
| Q4 24 | $46.7M | $102.2M | ||
| Q3 24 | $85.0M | $233.6M | ||
| Q2 24 | $69.9M | $274.0M | ||
| Q1 24 | $260.0M | $201.8M |
| Q4 25 | — | $135.5M | ||
| Q3 25 | — | $214.5M | ||
| Q2 25 | — | $257.7M | ||
| Q1 25 | — | $215.9M | ||
| Q4 24 | — | $97.9M | ||
| Q3 24 | — | $225.3M | ||
| Q2 24 | — | $263.3M | ||
| Q1 24 | — | $191.0M |
| Q4 25 | — | 29.8% | ||
| Q3 25 | — | 44.8% | ||
| Q2 25 | — | 56.3% | ||
| Q1 25 | — | 47.0% | ||
| Q4 24 | — | 22.4% | ||
| Q3 24 | — | 50.6% | ||
| Q2 24 | — | 62.2% | ||
| Q1 24 | — | 45.1% |
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 3.1% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 2.6% |
| Q4 25 | — | 1.01× | ||
| Q3 25 | 3.44× | 1.91× | ||
| Q2 25 | 1.65× | 2.20× | ||
| Q1 25 | 3.47× | 1.74× | ||
| Q4 24 | — | 0.71× | ||
| Q3 24 | 1.16× | 2.67× | ||
| Q2 24 | 1.13× | 2.52× | ||
| Q1 24 | 3.55× | 1.58× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
