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Side-by-side financial comparison of American Homes 4 Rent (AMH) and BALCHEM CORP (BCPC). 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 $263.6M, roughly 1.7× BALCHEM CORP). American Homes 4 Rent runs the higher net margin — 31.7% vs 14.9%, a 16.8% gap on every dollar of revenue. On growth, BALCHEM CORP posted the faster year-over-year revenue change (9.8% vs 4.2%). Over the past eight quarters, BALCHEM CORP's revenue compounded faster (4.9% 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.
Balchem Corp is a global specialty chemicals and nutritional ingredients provider that develops, manufactures and distributes application-specific products for human nutrition, animal health, pharmaceutical and industrial end markets, serving customers across North America, Europe and Asia Pacific.
AMH vs BCPC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $263.6M |
| Net Profit | $144.3M | $39.2M |
| Gross Margin | — | 35.6% |
| Operating Margin | — | 19.8% |
| Net Margin | 31.7% | 14.9% |
| Revenue YoY | 4.2% | 9.8% |
| Net Profit YoY | 0.3% | 16.8% |
| EPS (diluted) | $0.33 | $1.21 |
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 | $263.6M | ||
| Q3 25 | $478.5M | $267.6M | ||
| Q2 25 | $457.5M | $255.5M | ||
| Q1 25 | $459.3M | $250.5M | ||
| Q4 24 | $436.6M | $240.0M | ||
| Q3 24 | $445.1M | $239.9M | ||
| Q2 24 | $423.5M | $234.1M | ||
| Q1 24 | $423.6M | $239.7M |
| Q4 25 | $144.3M | $39.2M | ||
| Q3 25 | $116.8M | $40.3M | ||
| Q2 25 | $123.6M | $38.3M | ||
| Q1 25 | $128.7M | $37.1M | ||
| Q4 24 | $143.9M | $33.6M | ||
| Q3 24 | $87.6M | $33.8M | ||
| Q2 24 | $108.5M | $32.1M | ||
| Q1 24 | $128.1M | $29.0M |
| Q4 25 | — | 35.6% | ||
| Q3 25 | — | 35.7% | ||
| Q2 25 | — | 36.4% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 36.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 35.5% | ||
| Q1 24 | — | 34.0% |
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 20.4% | ||
| Q2 25 | — | 20.1% | ||
| Q1 25 | — | 20.4% | ||
| Q4 24 | — | 19.8% | ||
| Q3 24 | — | 20.0% | ||
| Q2 24 | — | 19.6% | ||
| Q1 24 | — | 17.4% |
| Q4 25 | 31.7% | 14.9% | ||
| Q3 25 | 24.4% | 15.1% | ||
| Q2 25 | 27.0% | 15.0% | ||
| Q1 25 | 28.0% | 14.8% | ||
| Q4 24 | 33.0% | 14.0% | ||
| Q3 24 | 19.7% | 14.1% | ||
| Q2 24 | 25.6% | 13.7% | ||
| Q1 24 | 30.2% | 12.1% |
| Q4 25 | $0.33 | $1.21 | ||
| Q3 25 | $0.27 | $1.24 | ||
| Q2 25 | $0.28 | $1.17 | ||
| Q1 25 | $0.30 | $1.13 | ||
| Q4 24 | $0.33 | $1.03 | ||
| Q3 24 | $0.20 | $1.03 | ||
| Q2 24 | $0.25 | $0.98 | ||
| Q1 24 | $0.30 | $0.89 |
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 | $74.6M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $1.3B |
| Total Assets | $13.2B | $1.7B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $74.6M | ||
| Q3 25 | $45.6M | $65.1M | ||
| Q2 25 | $323.3M | $65.4M | ||
| Q1 25 | $69.7M | $49.9M | ||
| Q4 24 | $199.4M | $49.5M | ||
| Q3 24 | $162.5M | $73.7M | ||
| Q2 24 | $718.4M | $63.7M | ||
| Q1 24 | $124.8M | $60.3M |
| 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 | $7.0B | $1.3B | ||
| Q3 25 | $7.2B | $1.3B | ||
| Q2 25 | $7.2B | $1.3B | ||
| Q1 25 | $7.2B | $1.2B | ||
| Q4 24 | $7.2B | $1.1B | ||
| Q3 24 | $7.0B | $1.2B | ||
| Q2 24 | $7.0B | $1.1B | ||
| Q1 24 | $7.0B | $1.1B |
| Q4 25 | $13.2B | $1.7B | ||
| Q3 25 | $13.3B | $1.7B | ||
| Q2 25 | $13.6B | $1.7B | ||
| Q1 25 | $13.3B | $1.6B | ||
| Q4 24 | $13.4B | $1.6B | ||
| Q3 24 | $12.8B | $1.6B | ||
| Q2 24 | $13.3B | $1.6B | ||
| Q1 24 | $12.8B | $1.6B |
| 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 | $864.3M | $67.3M |
| Free Cash FlowOCF − Capex | $823.7M | — |
| FCF MarginFCF / Revenue | 181.0% | — |
| Capex IntensityCapex / Revenue | 8.9% | — |
| Cash ConversionOCF / Net Profit | 5.99× | 1.72× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $67.3M | ||
| Q3 25 | $223.3M | $65.6M | ||
| Q2 25 | $271.9M | $47.3M | ||
| Q1 25 | $223.4M | $36.5M | ||
| Q4 24 | $811.5M | $52.3M | ||
| Q3 24 | $233.6M | $51.3M | ||
| Q2 24 | $274.0M | $45.0M | ||
| Q1 24 | $201.8M | $33.4M |
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | — | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $215.9M | — | ||
| Q4 24 | $777.5M | — | ||
| Q3 24 | $225.3M | — | ||
| Q2 24 | $263.3M | — | ||
| Q1 24 | $191.0M | — |
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 56.3% | — | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 178.1% | — | ||
| Q3 24 | 50.6% | — | ||
| Q2 24 | 62.2% | — | ||
| Q1 24 | 45.1% | — |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 1.6% | — | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.5% | — | ||
| Q1 24 | 2.6% | — |
| Q4 25 | 5.99× | 1.72× | ||
| Q3 25 | 1.91× | 1.63× | ||
| Q2 25 | 2.20× | 1.23× | ||
| Q1 25 | 1.74× | 0.98× | ||
| Q4 24 | 5.64× | 1.56× | ||
| Q3 24 | 2.67× | 1.52× | ||
| Q2 24 | 2.52× | 1.40× | ||
| Q1 24 | 1.58× | 1.15× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
BCPC
| Human Nutrition And Health | $166.1M | 63% |
| Animal Nutrition And Health | $61.2M | 23% |
| Specialty Products | $34.8M | 13% |
