vs
Side-by-side financial comparison of Arcosa, Inc. (ACA) and American Homes 4 Rent (AMH). Click either name above to swap in a different company.
Arcosa, Inc. is the larger business by last-quarter revenue ($716.7M vs $455.0M, roughly 1.6× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 7.3%, a 24.4% gap on every dollar of revenue. On growth, Arcosa, Inc. posted the faster year-over-year revenue change (7.6% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $55.8M). Over the past eight quarters, Arcosa, Inc.'s revenue compounded faster (9.4% CAGR vs 3.6%).
Arcosa, Inc. is a provider of infrastructure-related products and solutions operating across three core segments: construction, energy, and transportation. It offers products including utility structures, construction aggregates, and transportation components, primarily serving customers across the North American market to support critical infrastructure development projects.
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.
ACA vs AMH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $455.0M |
| Net Profit | $52.1M | $144.3M |
| Gross Margin | 22.9% | — |
| Operating Margin | 11.0% | — |
| Net Margin | 7.3% | 31.7% |
| Revenue YoY | 7.6% | 4.2% |
| Net Profit YoY | 776.6% | 0.3% |
| EPS (diluted) | $1.06 | $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 | $716.7M | $455.0M | ||
| Q3 25 | $797.8M | $478.5M | ||
| Q2 25 | $736.9M | $457.5M | ||
| Q1 25 | $632.0M | $459.3M | ||
| Q4 24 | $666.2M | $436.6M | ||
| Q3 24 | $640.4M | $445.1M | ||
| Q2 24 | $664.7M | $423.5M | ||
| Q1 24 | $598.6M | $423.6M |
| Q4 25 | $52.1M | $144.3M | ||
| Q3 25 | $73.0M | $116.8M | ||
| Q2 25 | $59.7M | $123.6M | ||
| Q1 25 | $23.6M | $128.7M | ||
| Q4 24 | $-7.7M | $143.9M | ||
| Q3 24 | $16.6M | $87.6M | ||
| Q2 24 | $45.6M | $108.5M | ||
| Q1 24 | $39.2M | $128.1M |
| Q4 25 | 22.9% | — | ||
| Q3 25 | 24.1% | — | ||
| Q2 25 | 22.5% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 21.3% | — | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 18.6% | — |
| Q4 25 | 11.0% | — | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | 12.9% | — | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 10.1% | — | ||
| Q1 24 | 8.9% | — |
| Q4 25 | 7.3% | 31.7% | ||
| Q3 25 | 9.2% | 24.4% | ||
| Q2 25 | 8.1% | 27.0% | ||
| Q1 25 | 3.7% | 28.0% | ||
| Q4 24 | -1.2% | 33.0% | ||
| Q3 24 | 2.6% | 19.7% | ||
| Q2 24 | 6.9% | 25.6% | ||
| Q1 24 | 6.5% | 30.2% |
| Q4 25 | $1.06 | $0.33 | ||
| Q3 25 | $1.48 | $0.27 | ||
| Q2 25 | $1.22 | $0.28 | ||
| Q1 25 | $0.48 | $0.30 | ||
| Q4 24 | $-0.16 | $0.33 | ||
| Q3 24 | $0.34 | $0.20 | ||
| Q2 24 | $0.93 | $0.25 | ||
| Q1 24 | $0.80 | $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 | $214.6M | $108.5M |
| Total DebtLower is stronger | $1.5B | $5.1B |
| Stockholders' EquityBook value | $2.6B | $7.0B |
| Total Assets | $5.0B | $13.2B |
| Debt / EquityLower = less leverage | 0.57× | 0.72× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $108.5M | ||
| Q3 25 | $220.0M | $45.6M | ||
| Q2 25 | $189.7M | $323.3M | ||
| Q1 25 | $167.9M | $69.7M | ||
| Q4 24 | $187.3M | $199.4M | ||
| Q3 24 | $756.8M | $162.5M | ||
| Q2 24 | $103.7M | $718.4M | ||
| Q1 24 | $176.5M | $124.8M |
| Q4 25 | $1.5B | $5.1B | ||
| Q3 25 | $1.6B | $4.8B | ||
| Q2 25 | $1.7B | $5.2B | ||
| Q1 25 | $1.7B | $4.9B | ||
| Q4 24 | $1.7B | $5.0B | ||
| Q3 24 | $1.2B | $4.5B | ||
| Q2 24 | $699.9M | $5.0B | ||
| Q1 24 | $600.6M | $4.5B |
| Q4 25 | $2.6B | $7.0B | ||
| Q3 25 | $2.6B | $7.2B | ||
| Q2 25 | $2.5B | $7.2B | ||
| Q1 25 | $2.5B | $7.2B | ||
| Q4 24 | $2.4B | $7.2B | ||
| Q3 24 | $2.4B | $7.0B | ||
| Q2 24 | $2.4B | $7.0B | ||
| Q1 24 | $2.4B | $7.0B |
| Q4 25 | $5.0B | $13.2B | ||
| Q3 25 | $5.1B | $13.3B | ||
| Q2 25 | $5.0B | $13.6B | ||
| Q1 25 | $4.9B | $13.3B | ||
| Q4 24 | $4.9B | $13.4B | ||
| Q3 24 | $4.4B | $12.8B | ||
| Q2 24 | $3.8B | $13.3B | ||
| Q1 24 | $3.7B | $12.8B |
| Q4 25 | 0.57× | 0.72× | ||
| Q3 25 | 0.61× | 0.68× | ||
| Q2 25 | 0.67× | 0.72× | ||
| Q1 25 | 0.68× | 0.69× | ||
| Q4 24 | 0.69× | 0.70× | ||
| Q3 24 | 0.51× | 0.64× | ||
| Q2 24 | 0.29× | 0.71× | ||
| Q1 24 | 0.25× | 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 | $120.0M | $864.3M |
| Free Cash FlowOCF − Capex | $55.8M | $823.7M |
| FCF MarginFCF / Revenue | 7.8% | 181.0% |
| Capex IntensityCapex / Revenue | 9.0% | 8.9% |
| Cash ConversionOCF / Net Profit | 2.30× | 5.99× |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $864.3M | ||
| Q3 25 | $160.6M | $223.3M | ||
| Q2 25 | $61.2M | $271.9M | ||
| Q1 25 | $-700.0K | $223.4M | ||
| Q4 24 | $248.2M | $811.5M | ||
| Q3 24 | $135.0M | $233.6M | ||
| Q2 24 | $38.3M | $274.0M | ||
| Q1 24 | $80.5M | $201.8M |
| Q4 25 | $55.8M | $823.7M | ||
| Q3 25 | $121.0M | $214.5M | ||
| Q2 25 | $33.4M | $257.7M | ||
| Q1 25 | $-34.7M | $215.9M | ||
| Q4 24 | $194.9M | $777.5M | ||
| Q3 24 | $100.6M | $225.3M | ||
| Q2 24 | $-9.3M | $263.3M | ||
| Q1 24 | $26.1M | $191.0M |
| Q4 25 | 7.8% | 181.0% | ||
| Q3 25 | 15.2% | 44.8% | ||
| Q2 25 | 4.5% | 56.3% | ||
| Q1 25 | -5.5% | 47.0% | ||
| Q4 24 | 29.3% | 178.1% | ||
| Q3 24 | 15.7% | 50.6% | ||
| Q2 24 | -1.4% | 62.2% | ||
| Q1 24 | 4.4% | 45.1% |
| Q4 25 | 9.0% | 8.9% | ||
| Q3 25 | 5.0% | 1.8% | ||
| Q2 25 | 3.8% | 3.1% | ||
| Q1 25 | 5.4% | 1.6% | ||
| Q4 24 | 8.0% | 7.8% | ||
| Q3 24 | 5.4% | 1.9% | ||
| Q2 24 | 7.2% | 2.5% | ||
| Q1 24 | 9.1% | 2.6% |
| Q4 25 | 2.30× | 5.99× | ||
| Q3 25 | 2.20× | 1.91× | ||
| Q2 25 | 1.03× | 2.20× | ||
| Q1 25 | -0.03× | 1.74× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | 8.13× | 2.67× | ||
| Q2 24 | 0.84× | 2.52× | ||
| Q1 24 | 2.05× | 1.58× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
AMH
Segment breakdown not available.
