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Side-by-side financial comparison of Astera Labs, Inc. (ALAB) 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 $270.6M, roughly 1.7× Astera Labs, Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs 16.6%, a 15.1% gap on every dollar of revenue. On growth, Astera Labs, Inc. posted the faster year-over-year revenue change (91.8% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $76.6M). Over the past eight quarters, Astera Labs, Inc.'s revenue compounded faster (103.6% CAGR vs 3.6%).
Astera Labs, Inc. is an American fabless semiconductor manufacturer and artificial intelligence company. The company specializes in designing high-speed connectivity solutions for data centers and AI infrastructure. The company has been listed on the Nasdaq since March 2024.
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.
ALAB vs AMH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $270.6M | $455.0M |
| Net Profit | $45.0M | $144.3M |
| Gross Margin | 75.6% | — |
| Operating Margin | 24.7% | — |
| Net Margin | 16.6% | 31.7% |
| Revenue YoY | 91.8% | 4.2% |
| Net Profit YoY | 82.0% | 0.3% |
| EPS (diluted) | $0.25 | $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 | $270.6M | $455.0M | ||
| Q3 25 | $230.6M | $478.5M | ||
| Q2 25 | $191.9M | $457.5M | ||
| Q1 25 | $159.4M | $459.3M | ||
| Q4 24 | $141.1M | $436.6M | ||
| Q3 24 | $113.1M | $445.1M | ||
| Q2 24 | $76.8M | $423.5M | ||
| Q1 24 | $65.3M | $423.6M |
| Q4 25 | $45.0M | $144.3M | ||
| Q3 25 | $91.1M | $116.8M | ||
| Q2 25 | $51.2M | $123.6M | ||
| Q1 25 | $31.8M | $128.7M | ||
| Q4 24 | $24.7M | $143.9M | ||
| Q3 24 | $-7.6M | $87.6M | ||
| Q2 24 | $-7.5M | $108.5M | ||
| Q1 24 | $-93.0M | $128.1M |
| Q4 25 | 75.6% | — | ||
| Q3 25 | 76.2% | — | ||
| Q2 25 | 75.8% | — | ||
| Q1 25 | 74.9% | — | ||
| Q4 24 | 74.0% | — | ||
| Q3 24 | 77.7% | — | ||
| Q2 24 | 77.9% | — | ||
| Q1 24 | 77.4% | — |
| Q4 25 | 24.7% | — | ||
| Q3 25 | 24.0% | — | ||
| Q2 25 | 20.7% | — | ||
| Q1 25 | 7.1% | — | ||
| Q4 24 | 0.1% | — | ||
| Q3 24 | -7.9% | — | ||
| Q2 24 | -31.7% | — | ||
| Q1 24 | -127.1% | — |
| Q4 25 | 16.6% | 31.7% | ||
| Q3 25 | 39.5% | 24.4% | ||
| Q2 25 | 26.7% | 27.0% | ||
| Q1 25 | 20.0% | 28.0% | ||
| Q4 24 | 17.5% | 33.0% | ||
| Q3 24 | -6.7% | 19.7% | ||
| Q2 24 | -9.8% | 25.6% | ||
| Q1 24 | -142.5% | 30.2% |
| Q4 25 | $0.25 | $0.33 | ||
| Q3 25 | $0.50 | $0.27 | ||
| Q2 25 | $0.29 | $0.28 | ||
| Q1 25 | $0.18 | $0.30 | ||
| Q4 24 | $1.23 | $0.33 | ||
| Q3 24 | $-0.05 | $0.20 | ||
| Q2 24 | $-0.05 | $0.25 | ||
| Q1 24 | $-1.77 | $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 | $167.6M | $108.5M |
| Total DebtLower is stronger | — | $5.1B |
| Stockholders' EquityBook value | $1.4B | $7.0B |
| Total Assets | $1.5B | $13.2B |
| Debt / EquityLower = less leverage | — | 0.72× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $167.6M | $108.5M | ||
| Q3 25 | $140.4M | $45.6M | ||
| Q2 25 | $162.3M | $323.3M | ||
| Q1 25 | $86.4M | $69.7M | ||
| Q4 24 | $79.6M | $199.4M | ||
| Q3 24 | $126.1M | $162.5M | ||
| Q2 24 | $421.1M | $718.4M | ||
| Q1 24 | $696.1M | $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 | $1.4B | $7.0B | ||
| Q3 25 | $1.3B | $7.2B | ||
| Q2 25 | $1.1B | $7.2B | ||
| Q1 25 | $1.0B | $7.2B | ||
| Q4 24 | $964.8M | $7.2B | ||
| Q3 24 | $889.6M | $7.0B | ||
| Q2 24 | $845.3M | $7.0B | ||
| Q1 24 | $808.8M | $7.0B |
| Q4 25 | $1.5B | $13.2B | ||
| Q3 25 | $1.4B | $13.3B | ||
| Q2 25 | $1.3B | $13.6B | ||
| Q1 25 | $1.1B | $13.3B | ||
| Q4 24 | $1.1B | $13.4B | ||
| Q3 24 | $983.1M | $12.8B | ||
| Q2 24 | $915.5M | $13.3B | ||
| Q1 24 | $864.9M | $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 | $95.3M | $864.3M |
| Free Cash FlowOCF − Capex | $76.6M | $823.7M |
| FCF MarginFCF / Revenue | 28.3% | 181.0% |
| Capex IntensityCapex / Revenue | 6.9% | 8.9% |
| Cash ConversionOCF / Net Profit | 2.12× | 5.99× |
| TTM Free Cash FlowTrailing 4 quarters | $281.8M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $95.3M | $864.3M | ||
| Q3 25 | $78.2M | $223.3M | ||
| Q2 25 | $135.4M | $271.9M | ||
| Q1 25 | $10.5M | $223.4M | ||
| Q4 24 | $39.7M | $811.5M | ||
| Q3 24 | $63.5M | $233.6M | ||
| Q2 24 | $29.8M | $274.0M | ||
| Q1 24 | $3.7M | $201.8M |
| Q4 25 | $76.6M | $823.7M | ||
| Q3 25 | $65.9M | $214.5M | ||
| Q2 25 | $133.3M | $257.7M | ||
| Q1 25 | $6.0M | $215.9M | ||
| Q4 24 | $24.3M | $777.5M | ||
| Q3 24 | $46.8M | $225.3M | ||
| Q2 24 | $28.5M | $263.3M | ||
| Q1 24 | $228.0K | $191.0M |
| Q4 25 | 28.3% | 181.0% | ||
| Q3 25 | 28.6% | 44.8% | ||
| Q2 25 | 69.5% | 56.3% | ||
| Q1 25 | 3.7% | 47.0% | ||
| Q4 24 | 17.2% | 178.1% | ||
| Q3 24 | 41.4% | 50.6% | ||
| Q2 24 | 37.1% | 62.2% | ||
| Q1 24 | 0.3% | 45.1% |
| Q4 25 | 6.9% | 8.9% | ||
| Q3 25 | 5.3% | 1.8% | ||
| Q2 25 | 1.1% | 3.1% | ||
| Q1 25 | 2.8% | 1.6% | ||
| Q4 24 | 10.9% | 7.8% | ||
| Q3 24 | 14.8% | 1.9% | ||
| Q2 24 | 1.7% | 2.5% | ||
| Q1 24 | 5.2% | 2.6% |
| Q4 25 | 2.12× | 5.99× | ||
| Q3 25 | 0.86× | 1.91× | ||
| Q2 25 | 2.64× | 2.20× | ||
| Q1 25 | 0.33× | 1.74× | ||
| Q4 24 | 1.61× | 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.