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Side-by-side financial comparison of Allegiant Travel CO (ALGT) and American Homes 4 Rent (AMH). Click either name above to swap in a different company.
Allegiant Travel CO is the larger business by last-quarter revenue ($732.4M vs $455.0M, roughly 1.6× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 5.8%, a 25.9% gap on every dollar of revenue. On growth, Allegiant Travel CO posted the faster year-over-year revenue change (4.8% vs 4.2%). Over the past eight quarters, Allegiant Travel CO's revenue compounded faster (11.0% CAGR vs 3.6%).
Allegiant Air, styled as allegiant, is an American low-cost airline headquartered in Las Vegas, Nevada. The airline focuses on serving leisure traffic from small and medium-sized cities which it considers to be underserved, using an ultra low-cost business model with minimal inclusions in fares and a greater number of add-on fees.
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.
ALGT vs AMH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $732.4M | $455.0M |
| Net Profit | $42.5M | $144.3M |
| Gross Margin | — | — |
| Operating Margin | 11.1% | — |
| Net Margin | 5.8% | 31.7% |
| Revenue YoY | 4.8% | 4.2% |
| Net Profit YoY | 32.4% | 0.3% |
| EPS (diluted) | $2.30 | $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.
| Q1 26 | $732.4M | — | ||
| Q4 25 | $595.5M | $455.0M | ||
| Q3 25 | $494.1M | $478.5M | ||
| Q2 25 | $617.9M | $457.5M | ||
| Q1 25 | $616.8M | $459.3M | ||
| Q4 24 | $553.6M | $436.6M | ||
| Q3 24 | $489.0M | $445.1M | ||
| Q2 24 | $594.5M | $423.5M |
| Q1 26 | $42.5M | — | ||
| Q4 25 | $31.9M | $144.3M | ||
| Q3 25 | $-43.6M | $116.8M | ||
| Q2 25 | $-65.2M | $123.6M | ||
| Q1 25 | $32.1M | $128.7M | ||
| Q4 24 | $-216.2M | $143.9M | ||
| Q3 24 | $-36.8M | $87.6M | ||
| Q2 24 | $13.7M | $108.5M |
| Q1 26 | 11.1% | — | ||
| Q4 25 | 11.2% | — | ||
| Q3 25 | -5.5% | — | ||
| Q2 25 | -10.9% | — | ||
| Q1 25 | 10.5% | — | ||
| Q4 24 | -47.7% | — | ||
| Q3 24 | -5.4% | — | ||
| Q2 24 | 5.9% | — |
| Q1 26 | 5.8% | — | ||
| Q4 25 | 5.4% | 31.7% | ||
| Q3 25 | -8.8% | 24.4% | ||
| Q2 25 | -10.5% | 27.0% | ||
| Q1 25 | 5.2% | 28.0% | ||
| Q4 24 | -39.1% | 33.0% | ||
| Q3 24 | -7.5% | 19.7% | ||
| Q2 24 | 2.3% | 25.6% |
| Q1 26 | $2.30 | — | ||
| Q4 25 | $1.82 | $0.33 | ||
| Q3 25 | $-2.41 | $0.27 | ||
| Q2 25 | $-3.62 | $0.28 | ||
| Q1 25 | $1.73 | $0.30 | ||
| Q4 24 | $-12.12 | $0.33 | ||
| Q3 24 | $-2.05 | $0.20 | ||
| Q2 24 | $0.75 | $0.25 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $902.1M | $108.5M |
| Total DebtLower is stronger | — | $5.1B |
| Stockholders' EquityBook value | — | $7.0B |
| Total Assets | — | $13.2B |
| Debt / EquityLower = less leverage | — | 0.72× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $902.1M | — | ||
| Q4 25 | $805.7M | $108.5M | ||
| Q3 25 | $956.7M | $45.6M | ||
| Q2 25 | $842.8M | $323.3M | ||
| Q1 25 | $878.6M | $69.7M | ||
| Q4 24 | $781.1M | $199.4M | ||
| Q3 24 | $759.3M | $162.5M | ||
| Q2 24 | $791.9M | $718.4M |
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $5.1B | ||
| Q3 25 | $1.8B | $4.8B | ||
| Q2 25 | $1.8B | $5.2B | ||
| Q1 25 | $1.7B | $4.9B | ||
| Q4 24 | $1.6B | $5.0B | ||
| Q3 24 | $1.8B | $4.5B | ||
| Q2 24 | $1.7B | $5.0B |
| Q1 26 | — | — | ||
| Q4 25 | $1.1B | $7.0B | ||
| Q3 25 | $1.0B | $7.2B | ||
| Q2 25 | $1.1B | $7.2B | ||
| Q1 25 | $1.1B | $7.2B | ||
| Q4 24 | $1.1B | $7.2B | ||
| Q3 24 | $1.3B | $7.0B | ||
| Q2 24 | $1.3B | $7.0B |
| Q1 26 | — | — | ||
| Q4 25 | $4.2B | $13.2B | ||
| Q3 25 | $4.4B | $13.3B | ||
| Q2 25 | $4.4B | $13.6B | ||
| Q1 25 | $4.5B | $13.3B | ||
| Q4 24 | $4.4B | $13.4B | ||
| Q3 24 | $4.8B | $12.8B | ||
| Q2 24 | $4.9B | $13.3B |
| Q1 26 | — | — | ||
| Q4 25 | 1.60× | 0.72× | ||
| Q3 25 | 1.76× | 0.68× | ||
| Q2 25 | 1.68× | 0.72× | ||
| Q1 25 | 1.57× | 0.69× | ||
| Q4 24 | 1.48× | 0.70× | ||
| Q3 24 | 1.36× | 0.64× | ||
| Q2 24 | 1.30× | 0.71× |
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 | — | $864.3M |
| Free Cash FlowOCF − Capex | — | $823.7M |
| FCF MarginFCF / Revenue | — | 181.0% |
| Capex IntensityCapex / Revenue | — | 8.9% |
| Cash ConversionOCF / Net Profit | — | 5.99× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $112.2M | $864.3M | ||
| Q3 25 | $-6.1M | $223.3M | ||
| Q2 25 | $92.2M | $271.9M | ||
| Q1 25 | $191.4M | $223.4M | ||
| Q4 24 | $84.4M | $811.5M | ||
| Q3 24 | $17.3M | $233.6M | ||
| Q2 24 | $68.9M | $274.0M |
| Q1 26 | — | — | ||
| Q4 25 | $90.4M | $823.7M | ||
| Q3 25 | $-121.7M | $214.5M | ||
| Q2 25 | $-10.5M | $257.7M | ||
| Q1 25 | $116.9M | $215.9M | ||
| Q4 24 | $24.0M | $777.5M | ||
| Q3 24 | $-28.7M | $225.3M | ||
| Q2 24 | $7.0M | $263.3M |
| Q1 26 | — | — | ||
| Q4 25 | 15.2% | 181.0% | ||
| Q3 25 | -24.6% | 44.8% | ||
| Q2 25 | -1.7% | 56.3% | ||
| Q1 25 | 19.0% | 47.0% | ||
| Q4 24 | 4.3% | 178.1% | ||
| Q3 24 | -5.9% | 50.6% | ||
| Q2 24 | 1.2% | 62.2% |
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 8.9% | ||
| Q3 25 | 23.4% | 1.8% | ||
| Q2 25 | 16.6% | 3.1% | ||
| Q1 25 | 12.1% | 1.6% | ||
| Q4 24 | 10.9% | 7.8% | ||
| Q3 24 | 9.4% | 1.9% | ||
| Q2 24 | 10.4% | 2.5% |
| Q1 26 | — | — | ||
| Q4 25 | 3.51× | 5.99× | ||
| Q3 25 | — | 1.91× | ||
| Q2 25 | — | 2.20× | ||
| Q1 25 | 5.96× | 1.74× | ||
| Q4 24 | — | 5.64× | ||
| Q3 24 | — | 2.67× | ||
| Q2 24 | 5.03× | 2.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALGT
| Passenger | $671.8M | 92% |
| Third party products | $42.3M | 6% |
| Fixed fee contracts | $18.1M | 2% |
| Resort and other | $175.0K | 0% |
AMH
Segment breakdown not available.
