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Side-by-side financial comparison of ADTRAN Holdings, Inc. (ADTN) 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 $291.6M, roughly 1.6× ADTRAN Holdings, Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs -1.2%, a 32.9% gap on every dollar of revenue. On growth, ADTRAN Holdings, Inc. posted the faster year-over-year revenue change (20.1% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $30.6M). Over the past eight quarters, ADTRAN Holdings, Inc.'s revenue compounded faster (13.5% CAGR vs 3.6%).
Adtran, Inc. is an American fiber networking and telecommunications company headquartered in Huntsville, Alabama. It is a vendor of both residential and enterprise networking equipment, along with administrative software for network management and deployment. Its customers include communications service providers, governments, enterprises and utilities.
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.
ADTN vs AMH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $291.6M | $455.0M |
| Net Profit | $-3.6M | $144.3M |
| Gross Margin | 39.0% | — |
| Operating Margin | 1.5% | — |
| Net Margin | -1.2% | 31.7% |
| Revenue YoY | 20.1% | 4.2% |
| Net Profit YoY | 92.2% | 0.3% |
| EPS (diluted) | $-0.02 | $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 | $291.6M | $455.0M | ||
| Q3 25 | $279.4M | $478.5M | ||
| Q2 25 | $265.1M | $457.5M | ||
| Q1 25 | $247.7M | $459.3M | ||
| Q4 24 | $242.9M | $436.6M | ||
| Q3 24 | $227.7M | $445.1M | ||
| Q2 24 | $226.0M | $423.5M | ||
| Q1 24 | $226.2M | $423.6M |
| Q4 25 | $-3.6M | $144.3M | ||
| Q3 25 | $-10.3M | $116.8M | ||
| Q2 25 | $-20.5M | $123.6M | ||
| Q1 25 | $-11.3M | $128.7M | ||
| Q4 24 | $-46.1M | $143.9M | ||
| Q3 24 | $-33.3M | $87.6M | ||
| Q2 24 | $-49.7M | $108.5M | ||
| Q1 24 | $-330.8M | $128.1M |
| Q4 25 | 39.0% | — | ||
| Q3 25 | 38.3% | — | ||
| Q2 25 | 37.3% | — | ||
| Q1 25 | 38.4% | — | ||
| Q4 24 | 36.9% | — | ||
| Q3 24 | 36.5% | — | ||
| Q2 24 | 36.0% | — | ||
| Q1 24 | 31.1% | — |
| Q4 25 | 1.5% | — | ||
| Q3 25 | -1.0% | — | ||
| Q2 25 | -5.0% | — | ||
| Q1 25 | -1.6% | — | ||
| Q4 24 | -6.9% | — | ||
| Q3 24 | -11.5% | — | ||
| Q2 24 | -17.0% | — | ||
| Q1 24 | -153.1% | — |
| Q4 25 | -1.2% | 31.7% | ||
| Q3 25 | -3.7% | 24.4% | ||
| Q2 25 | -7.7% | 27.0% | ||
| Q1 25 | -4.5% | 28.0% | ||
| Q4 24 | -19.0% | 33.0% | ||
| Q3 24 | -14.6% | 19.7% | ||
| Q2 24 | -22.0% | 25.6% | ||
| Q1 24 | -146.2% | 30.2% |
| Q4 25 | $-0.02 | $0.33 | ||
| Q3 25 | $-0.12 | $0.27 | ||
| Q2 25 | $-0.24 | $0.28 | ||
| Q1 25 | $-0.14 | $0.30 | ||
| Q4 24 | $-0.58 | $0.33 | ||
| Q3 24 | $-0.38 | $0.20 | ||
| Q2 24 | $-0.63 | $0.25 | ||
| Q1 24 | $-4.20 | $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 | $95.7M | $108.5M |
| Total DebtLower is stronger | — | $5.1B |
| Stockholders' EquityBook value | $145.8M | $7.0B |
| Total Assets | $1.2B | $13.2B |
| Debt / EquityLower = less leverage | — | 0.72× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $95.7M | $108.5M | ||
| Q3 25 | $93.7M | $45.6M | ||
| Q2 25 | $106.3M | $323.3M | ||
| Q1 25 | $101.3M | $69.7M | ||
| Q4 24 | $76.0M | $199.4M | ||
| Q3 24 | $88.5M | $162.5M | ||
| Q2 24 | $111.2M | $718.4M | ||
| Q1 24 | $106.8M | $124.8M |
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.2B | ||
| Q1 25 | — | $4.9B | ||
| Q4 24 | — | $5.0B | ||
| Q3 24 | — | $4.5B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $145.8M | $7.0B | ||
| Q3 25 | $141.6M | $7.2B | ||
| Q2 25 | $169.6M | $7.2B | ||
| Q1 25 | $138.9M | $7.2B | ||
| Q4 24 | $127.0M | $7.2B | ||
| Q3 24 | $205.6M | $7.0B | ||
| Q2 24 | $213.6M | $7.0B | ||
| Q1 24 | $260.8M | $7.0B |
| Q4 25 | $1.2B | $13.2B | ||
| Q3 25 | $1.2B | $13.3B | ||
| Q2 25 | $1.2B | $13.6B | ||
| Q1 25 | $1.2B | $13.3B | ||
| Q4 24 | $1.2B | $13.4B | ||
| Q3 24 | $1.3B | $12.8B | ||
| Q2 24 | $1.3B | $13.3B | ||
| Q1 24 | $1.3B | $12.8B |
| Q4 25 | — | 0.72× | ||
| Q3 25 | — | 0.68× | ||
| Q2 25 | — | 0.72× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.71× | ||
| Q1 24 | — | 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 | $42.2M | $864.3M |
| Free Cash FlowOCF − Capex | $30.6M | $823.7M |
| FCF MarginFCF / Revenue | 10.5% | 181.0% |
| Capex IntensityCapex / Revenue | 4.0% | 8.9% |
| Cash ConversionOCF / Net Profit | — | 5.99× |
| TTM Free Cash FlowTrailing 4 quarters | $98.0M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $42.2M | $864.3M | ||
| Q3 25 | $12.2M | $223.3M | ||
| Q2 25 | $32.2M | $271.9M | ||
| Q1 25 | $43.2M | $223.4M | ||
| Q4 24 | $2.4M | $811.5M | ||
| Q3 24 | $43.3M | $233.6M | ||
| Q2 24 | $19.9M | $274.0M | ||
| Q1 24 | $37.9M | $201.8M |
| Q4 25 | $30.6M | $823.7M | ||
| Q3 25 | $4.2M | $214.5M | ||
| Q2 25 | $27.5M | $257.7M | ||
| Q1 25 | $35.8M | $215.9M | ||
| Q4 24 | $-895.0K | $777.5M | ||
| Q3 24 | $37.1M | $225.3M | ||
| Q2 24 | $8.4M | $263.3M | ||
| Q1 24 | $24.4M | $191.0M |
| Q4 25 | 10.5% | 181.0% | ||
| Q3 25 | 1.5% | 44.8% | ||
| Q2 25 | 10.4% | 56.3% | ||
| Q1 25 | 14.4% | 47.0% | ||
| Q4 24 | -0.4% | 178.1% | ||
| Q3 24 | 16.3% | 50.6% | ||
| Q2 24 | 3.7% | 62.2% | ||
| Q1 24 | 10.8% | 45.1% |
| Q4 25 | 4.0% | 8.9% | ||
| Q3 25 | 2.9% | 1.8% | ||
| Q2 25 | 1.8% | 3.1% | ||
| Q1 25 | 3.0% | 1.6% | ||
| Q4 24 | 1.4% | 7.8% | ||
| Q3 24 | 2.7% | 1.9% | ||
| Q2 24 | 5.1% | 2.5% | ||
| Q1 24 | 6.0% | 2.6% |
| Q4 25 | — | 5.99× | ||
| Q3 25 | — | 1.91× | ||
| Q2 25 | — | 2.20× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | — | 2.67× | ||
| Q2 24 | — | 2.52× | ||
| Q1 24 | — | 1.58× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ADTN
| Subscriber Solutions | $96.2M | 33% |
| Optical Networking Solutions | $81.8M | 28% |
| Access Aggregation Solutions | $64.6M | 22% |
| Services And Support | $48.9M | 17% |
AMH
Segment breakdown not available.
