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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Atmus Filtration Technologies Inc. (ATMU). 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 $446.6M, roughly 1.0× Atmus Filtration Technologies Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs 10.7%, a 21.0% gap on every dollar of revenue. On growth, Atmus Filtration Technologies Inc. posted the faster year-over-year revenue change (9.8% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $31.2M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs 2.3%).
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.
Atmus Filtration Technologies Inc. designs, manufactures and distributes high-performance filtration products and tailored solutions. Its portfolio covers air, fuel, oil and hydraulic filtration systems, serving global automotive, heavy-duty vehicle, industrial equipment and aerospace end markets, for both original equipment manufacturers and aftermarket replacement customers.
AMH vs ATMU — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $446.6M |
| Net Profit | $144.3M | $48.0M |
| Gross Margin | — | 28.5% |
| Operating Margin | — | 15.8% |
| Net Margin | 31.7% | 10.7% |
| Revenue YoY | 4.2% | 9.8% |
| Net Profit YoY | 0.3% | 19.7% |
| EPS (diluted) | $0.33 | $0.58 |
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 | $455.0M | $446.6M | ||
| Q3 25 | $478.5M | $447.7M | ||
| Q2 25 | $457.5M | $453.5M | ||
| Q1 25 | $459.3M | $416.5M | ||
| Q4 24 | $436.6M | $406.7M | ||
| Q3 24 | $445.1M | $403.7M | ||
| Q2 24 | $423.5M | $432.6M | ||
| Q1 24 | $423.6M | $426.6M |
| Q4 25 | $144.3M | $48.0M | ||
| Q3 25 | $116.8M | $54.8M | ||
| Q2 25 | $123.6M | $59.9M | ||
| Q1 25 | $128.7M | $44.7M | ||
| Q4 24 | $143.9M | $40.1M | ||
| Q3 24 | $87.6M | $43.8M | ||
| Q2 24 | $108.5M | $56.2M | ||
| Q1 24 | $128.1M | $45.5M |
| Q4 25 | — | 28.5% | ||
| Q3 25 | — | 28.9% | ||
| Q2 25 | — | 28.9% | ||
| Q1 25 | — | 26.5% | ||
| Q4 24 | — | 26.3% | ||
| Q3 24 | — | 27.6% | ||
| Q2 24 | — | 30.5% | ||
| Q1 24 | — | 26.2% |
| Q4 25 | — | 15.8% | ||
| Q3 25 | — | 18.3% | ||
| Q2 25 | — | 18.0% | ||
| Q1 25 | — | 15.6% | ||
| Q4 24 | — | 13.4% | ||
| Q3 24 | — | 15.7% | ||
| Q2 24 | — | 18.4% | ||
| Q1 24 | — | 16.1% |
| Q4 25 | 31.7% | 10.7% | ||
| Q3 25 | 24.4% | 12.2% | ||
| Q2 25 | 27.0% | 13.2% | ||
| Q1 25 | 28.0% | 10.7% | ||
| Q4 24 | 33.0% | 9.9% | ||
| Q3 24 | 19.7% | 10.8% | ||
| Q2 24 | 25.6% | 13.0% | ||
| Q1 24 | 30.2% | 10.7% |
| Q4 25 | $0.33 | $0.58 | ||
| Q3 25 | $0.27 | $0.66 | ||
| Q2 25 | $0.28 | $0.72 | ||
| Q1 25 | $0.30 | $0.54 | ||
| Q4 24 | $0.33 | $0.49 | ||
| Q3 24 | $0.20 | $0.52 | ||
| Q2 24 | $0.25 | $0.67 | ||
| Q1 24 | $0.30 | $0.54 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $108.5M | $236.4M |
| Total DebtLower is stronger | $5.1B | $570.0M |
| Stockholders' EquityBook value | $7.0B | $378.5M |
| Total Assets | $13.2B | $1.4B |
| Debt / EquityLower = less leverage | 0.72× | 1.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $236.4M | ||
| Q3 25 | $45.6M | $218.3M | ||
| Q2 25 | $323.3M | $190.8M | ||
| Q1 25 | $69.7M | $183.3M | ||
| Q4 24 | $199.4M | $184.3M | ||
| Q3 24 | $162.5M | $196.8M | ||
| Q2 24 | $718.4M | $160.5M | ||
| Q1 24 | $124.8M | $149.2M |
| Q4 25 | $5.1B | $570.0M | ||
| Q3 25 | $4.8B | $577.5M | ||
| Q2 25 | $5.2B | $585.0M | ||
| Q1 25 | $4.9B | $588.8M | ||
| Q4 24 | $5.0B | $592.5M | ||
| Q3 24 | $4.5B | $596.2M | ||
| Q2 24 | $5.0B | $600.0M | ||
| Q1 24 | $4.5B | $600.0M |
| Q4 25 | $7.0B | $378.5M | ||
| Q3 25 | $7.2B | $336.7M | ||
| Q2 25 | $7.2B | $316.3M | ||
| Q1 25 | $7.2B | $265.3M | ||
| Q4 24 | $7.2B | $227.4M | ||
| Q3 24 | $7.0B | $221.2M | ||
| Q2 24 | $7.0B | $178.1M | ||
| Q1 24 | $7.0B | $121.8M |
| Q4 25 | $13.2B | $1.4B | ||
| Q3 25 | $13.3B | $1.3B | ||
| Q2 25 | $13.6B | $1.3B | ||
| Q1 25 | $13.3B | $1.2B | ||
| Q4 24 | $13.4B | $1.2B | ||
| Q3 24 | $12.8B | $1.2B | ||
| Q2 24 | $13.3B | $1.2B | ||
| Q1 24 | $12.8B | $1.1B |
| Q4 25 | 0.72× | 1.51× | ||
| Q3 25 | 0.68× | 1.72× | ||
| Q2 25 | 0.72× | 1.85× | ||
| Q1 25 | 0.69× | 2.22× | ||
| Q4 24 | 0.70× | 2.61× | ||
| Q3 24 | 0.64× | 2.70× | ||
| Q2 24 | 0.71× | 3.37× | ||
| Q1 24 | 0.64× | 4.93× |
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 | $47.5M |
| Free Cash FlowOCF − Capex | $823.7M | $31.2M |
| FCF MarginFCF / Revenue | 181.0% | 7.0% |
| Capex IntensityCapex / Revenue | 8.9% | 3.6% |
| Cash ConversionOCF / Net Profit | 5.99× | 0.99× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $148.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $47.5M | ||
| Q3 25 | $223.3M | $82.1M | ||
| Q2 25 | $271.9M | $44.4M | ||
| Q1 25 | $223.4M | $28.7M | ||
| Q4 24 | $811.5M | $20.0M | ||
| Q3 24 | $233.6M | $70.7M | ||
| Q2 24 | $274.0M | $22.9M | ||
| Q1 24 | $201.8M | $-8.2M |
| Q4 25 | $823.7M | $31.2M | ||
| Q3 25 | $214.5M | $68.9M | ||
| Q2 25 | $257.7M | $32.4M | ||
| Q1 25 | $215.9M | $16.3M | ||
| Q4 24 | $777.5M | $10.0M | ||
| Q3 24 | $225.3M | $54.3M | ||
| Q2 24 | $263.3M | $11.3M | ||
| Q1 24 | $191.0M | $-18.8M |
| Q4 25 | 181.0% | 7.0% | ||
| Q3 25 | 44.8% | 15.4% | ||
| Q2 25 | 56.3% | 7.1% | ||
| Q1 25 | 47.0% | 3.9% | ||
| Q4 24 | 178.1% | 2.5% | ||
| Q3 24 | 50.6% | 13.5% | ||
| Q2 24 | 62.2% | 2.6% | ||
| Q1 24 | 45.1% | -4.4% |
| Q4 25 | 8.9% | 3.6% | ||
| Q3 25 | 1.8% | 2.9% | ||
| Q2 25 | 3.1% | 2.6% | ||
| Q1 25 | 1.6% | 3.0% | ||
| Q4 24 | 7.8% | 2.5% | ||
| Q3 24 | 1.9% | 4.1% | ||
| Q2 24 | 2.5% | 2.7% | ||
| Q1 24 | 2.6% | 2.5% |
| Q4 25 | 5.99× | 0.99× | ||
| Q3 25 | 1.91× | 1.50× | ||
| Q2 25 | 2.20× | 0.74× | ||
| Q1 25 | 1.74× | 0.64× | ||
| Q4 24 | 5.64× | 0.50× | ||
| Q3 24 | 2.67× | 1.61× | ||
| Q2 24 | 2.52× | 0.41× | ||
| Q1 24 | 1.58× | -0.18× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
ATMU
| Fuel Products | $219.1M | 49% |
| Lube | $84.8M | 19% |
| Air | $74.0M | 17% |
| Other | $68.7M | 15% |
| Related Party | $14.9M | 3% |
