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Side-by-side financial comparison of American Homes 4 Rent (AMH) and AeroVironment Inc (AVAV). Click either name above to swap in a different company.
AeroVironment Inc is the larger business by last-quarter revenue ($472.5M vs $455.0M, roughly 1.0× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs -3.6%, a 35.3% gap on every dollar of revenue. On growth, AeroVironment Inc posted the faster year-over-year revenue change (181.9% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-55.9M). Over the past eight quarters, AeroVironment Inc's revenue compounded faster (59.1% CAGR vs 3.6%).
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.
AeroVironment, Inc., also known as AV, is an American defense technology company headquartered in Arlington, Virginia that designs and manufactures autonomous systems, counter-UAS systems, and space systems. The company was founded in 1971 by Paul B. MacCready Jr., a designer of human-powered aircraft. The company provides the US Department of Defense and foreign militaries with small and medium-sized drones—notably the Raven, Switchblade, Wasp, and Puma. Through its acquisition of BlueHalo i...
AMH vs AVAV — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $472.5M |
| Net Profit | $144.3M | $-17.1M |
| Gross Margin | — | 22.0% |
| Operating Margin | — | -6.4% |
| Net Margin | 31.7% | -3.6% |
| Revenue YoY | 4.2% | 181.9% |
| Net Profit YoY | 0.3% | -875.1% |
| EPS (diluted) | $0.33 | $-0.34 |
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 | $472.5M | ||
| Q3 25 | $478.5M | $454.7M | ||
| Q2 25 | $457.5M | $275.1M | ||
| Q1 25 | $459.3M | $167.6M | ||
| Q4 24 | $436.6M | $188.5M | ||
| Q3 24 | $445.1M | $189.5M | ||
| Q2 24 | $423.5M | $197.0M | ||
| Q1 24 | $423.6M | $186.6M |
| Q4 25 | $144.3M | $-17.1M | ||
| Q3 25 | $116.8M | $-67.4M | ||
| Q2 25 | $123.6M | $16.7M | ||
| Q1 25 | $128.7M | $-1.8M | ||
| Q4 24 | $143.9M | $7.5M | ||
| Q3 24 | $87.6M | $21.2M | ||
| Q2 24 | $108.5M | $6.0M | ||
| Q1 24 | $128.1M | $13.9M |
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 20.9% | ||
| Q2 25 | — | 36.5% | ||
| Q1 25 | — | 37.7% | ||
| Q4 24 | — | 39.1% | ||
| Q3 24 | — | 43.0% | ||
| Q2 24 | — | 38.4% | ||
| Q1 24 | — | 36.1% |
| Q4 25 | — | -6.4% | ||
| Q3 25 | — | -15.2% | ||
| Q2 25 | — | 5.0% | ||
| Q1 25 | — | -1.8% | ||
| Q4 24 | — | 3.7% | ||
| Q3 24 | — | 12.2% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 7.7% |
| Q4 25 | 31.7% | -3.6% | ||
| Q3 25 | 24.4% | -14.8% | ||
| Q2 25 | 27.0% | 6.1% | ||
| Q1 25 | 28.0% | -1.0% | ||
| Q4 24 | 33.0% | 4.0% | ||
| Q3 24 | 19.7% | 11.2% | ||
| Q2 24 | 25.6% | 3.1% | ||
| Q1 24 | 30.2% | 7.4% |
| Q4 25 | $0.33 | $-0.34 | ||
| Q3 25 | $0.27 | $-1.44 | ||
| Q2 25 | $0.28 | $0.59 | ||
| Q1 25 | $0.30 | $-0.06 | ||
| Q4 24 | $0.33 | $0.27 | ||
| Q3 24 | $0.20 | $0.75 | ||
| Q2 24 | $0.25 | $0.18 | ||
| Q1 24 | $0.30 | $0.50 |
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 | $588.5M |
| Total DebtLower is stronger | $5.1B | $747.5M |
| Stockholders' EquityBook value | $7.0B | $4.4B |
| Total Assets | $13.2B | $5.6B |
| Debt / EquityLower = less leverage | 0.72× | 0.17× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $588.5M | ||
| Q3 25 | $45.6M | $685.8M | ||
| Q2 25 | $323.3M | $40.9M | ||
| Q1 25 | $69.7M | $47.0M | ||
| Q4 24 | $199.4M | $69.0M | ||
| Q3 24 | $162.5M | $81.2M | ||
| Q2 24 | $718.4M | $73.3M | ||
| Q1 24 | $124.8M | $107.7M |
| Q4 25 | $5.1B | $747.5M | ||
| Q3 25 | $4.8B | $747.5M | ||
| Q2 25 | $5.2B | $30.0M | ||
| Q1 25 | $4.9B | $25.0M | ||
| Q4 24 | $5.0B | $15.0M | ||
| Q3 24 | $4.5B | $17.5M | ||
| Q2 24 | $5.0B | $28.0M | ||
| Q1 24 | $4.5B | $40.0M |
| Q4 25 | $7.0B | $4.4B | ||
| Q3 25 | $7.2B | $4.4B | ||
| Q2 25 | $7.2B | $886.5M | ||
| Q1 25 | $7.2B | $861.1M | ||
| Q4 24 | $7.2B | $858.4M | ||
| Q3 24 | $7.0B | $845.5M | ||
| Q2 24 | $7.0B | $822.7M | ||
| Q1 24 | $7.0B | $813.0M |
| Q4 25 | $13.2B | $5.6B | ||
| Q3 25 | $13.3B | $5.6B | ||
| Q2 25 | $13.6B | $1.1B | ||
| Q1 25 | $13.3B | $1.0B | ||
| Q4 24 | $13.4B | $1.0B | ||
| Q3 24 | $12.8B | $999.2M | ||
| Q2 24 | $13.3B | $1.0B | ||
| Q1 24 | $12.8B | $980.3M |
| Q4 25 | 0.72× | 0.17× | ||
| Q3 25 | 0.68× | 0.17× | ||
| Q2 25 | 0.72× | 0.03× | ||
| Q1 25 | 0.69× | 0.03× | ||
| Q4 24 | 0.70× | 0.02× | ||
| Q3 24 | 0.64× | 0.02× | ||
| Q2 24 | 0.71× | 0.03× | ||
| Q1 24 | 0.64× | 0.05× |
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 | $-45.1M |
| Free Cash FlowOCF − Capex | $823.7M | $-55.9M |
| FCF MarginFCF / Revenue | 181.0% | -11.8% |
| Capex IntensityCapex / Revenue | 8.9% | 2.3% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $-240.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $-45.1M | ||
| Q3 25 | $223.3M | $-123.7M | ||
| Q2 25 | $271.9M | $-264.0K | ||
| Q1 25 | $223.4M | $-25.8M | ||
| Q4 24 | $811.5M | $-3.6M | ||
| Q3 24 | $233.6M | $28.4M | ||
| Q2 24 | $274.0M | $-11.7M | ||
| Q1 24 | $201.8M | $52.6M |
| Q4 25 | $823.7M | $-55.9M | ||
| Q3 25 | $214.5M | $-146.5M | ||
| Q2 25 | $257.7M | $-8.8M | ||
| Q1 25 | $215.9M | $-29.6M | ||
| Q4 24 | $777.5M | $-8.7M | ||
| Q3 24 | $225.3M | $22.9M | ||
| Q2 24 | $263.3M | $-20.8M | ||
| Q1 24 | $191.0M | $48.8M |
| Q4 25 | 181.0% | -11.8% | ||
| Q3 25 | 44.8% | -32.2% | ||
| Q2 25 | 56.3% | -3.2% | ||
| Q1 25 | 47.0% | -17.7% | ||
| Q4 24 | 178.1% | -4.6% | ||
| Q3 24 | 50.6% | 12.1% | ||
| Q2 24 | 62.2% | -10.5% | ||
| Q1 24 | 45.1% | 26.1% |
| Q4 25 | 8.9% | 2.3% | ||
| Q3 25 | 1.8% | 5.0% | ||
| Q2 25 | 3.1% | 3.1% | ||
| Q1 25 | 1.6% | 2.3% | ||
| Q4 24 | 7.8% | 2.7% | ||
| Q3 24 | 1.9% | 2.9% | ||
| Q2 24 | 2.5% | 4.6% | ||
| Q1 24 | 2.6% | 2.0% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | -0.02× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | -0.48× | ||
| Q3 24 | 2.67× | 1.34× | ||
| Q2 24 | 2.52× | -1.93× | ||
| Q1 24 | 1.58× | 3.79× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
