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Side-by-side financial comparison of American Homes 4 Rent (AMH) and BELDEN INC. (BDC). Click either name above to swap in a different company.
BELDEN INC. is the larger business by last-quarter revenue ($696.4M vs $455.0M, roughly 1.5× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 7.3%, a 24.4% gap on every dollar of revenue. On growth, BELDEN INC. posted the faster year-over-year revenue change (11.4% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-63.1M). Over the past eight quarters, BELDEN INC.'s revenue compounded faster (7.3% 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.
Belden Inc. is an American, multinational, publicly traded company specializing in the design, manufacture, and distribution of end-to-end networking, security and connectivity products. The company serves the Industrial Automation Solutions, Smart Buildings and Broadband & 5G markets.
AMH vs BDC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $696.4M |
| Net Profit | $144.3M | $51.0M |
| Gross Margin | — | 37.1% |
| Operating Margin | — | 11.2% |
| Net Margin | 31.7% | 7.3% |
| Revenue YoY | 4.2% | 11.4% |
| Net Profit YoY | 0.3% | -1.8% |
| EPS (diluted) | $0.33 | $1.30 |
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 | — | $696.4M | ||
| Q4 25 | $455.0M | $720.1M | ||
| Q3 25 | $478.5M | $698.2M | ||
| Q2 25 | $457.5M | $672.0M | ||
| Q1 25 | $459.3M | $624.9M | ||
| Q4 24 | $436.6M | $666.0M | ||
| Q3 24 | $445.1M | $654.9M | ||
| Q2 24 | $423.5M | $604.3M |
| Q1 26 | — | $51.0M | ||
| Q4 25 | $144.3M | $67.9M | ||
| Q3 25 | $116.8M | $56.7M | ||
| Q2 25 | $123.6M | $61.0M | ||
| Q1 25 | $128.7M | $51.9M | ||
| Q4 24 | $143.9M | $58.4M | ||
| Q3 24 | $87.6M | $53.7M | ||
| Q2 24 | $108.5M | $49.0M |
| Q1 26 | — | 37.1% | ||
| Q4 25 | — | 36.6% | ||
| Q3 25 | — | 37.7% | ||
| Q2 25 | — | 38.5% | ||
| Q1 25 | — | 39.3% | ||
| Q4 24 | — | 37.5% | ||
| Q3 24 | — | 37.3% | ||
| Q2 24 | — | 37.5% |
| Q1 26 | — | 11.2% | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 10.9% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 11.6% | ||
| Q4 24 | — | 10.4% | ||
| Q3 24 | — | 11.5% | ||
| Q2 24 | — | 11.4% |
| Q1 26 | — | 7.3% | ||
| Q4 25 | 31.7% | 9.4% | ||
| Q3 25 | 24.4% | 8.1% | ||
| Q2 25 | 27.0% | 9.1% | ||
| Q1 25 | 28.0% | 8.3% | ||
| Q4 24 | 33.0% | 8.8% | ||
| Q3 24 | 19.7% | 8.2% | ||
| Q2 24 | 25.6% | 8.1% |
| Q1 26 | — | $1.30 | ||
| Q4 25 | $0.33 | $1.70 | ||
| Q3 25 | $0.27 | $1.41 | ||
| Q2 25 | $0.28 | $1.53 | ||
| Q1 25 | $0.30 | $1.27 | ||
| Q4 24 | $0.33 | $1.41 | ||
| Q3 24 | $0.20 | $1.30 | ||
| Q2 24 | $0.25 | $1.19 |
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 | $272.2M |
| Total DebtLower is stronger | $5.1B | $1.3B |
| Stockholders' EquityBook value | $7.0B | $1.3B |
| Total Assets | $13.2B | — |
| Debt / EquityLower = less leverage | 0.72× | 0.98× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $272.2M | ||
| Q4 25 | $108.5M | $389.9M | ||
| Q3 25 | $45.6M | $314.3M | ||
| Q2 25 | $323.3M | $301.5M | ||
| Q1 25 | $69.7M | $259.0M | ||
| Q4 24 | $199.4M | $370.3M | ||
| Q3 24 | $162.5M | $323.0M | ||
| Q2 24 | $718.4M | $564.8M |
| Q1 26 | — | $1.3B | ||
| 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 26 | — | $1.3B | ||
| Q4 25 | $7.0B | $1.3B | ||
| Q3 25 | $7.2B | $1.2B | ||
| Q2 25 | $7.2B | $1.2B | ||
| Q1 25 | $7.2B | $1.2B | ||
| Q4 24 | $7.2B | $1.3B | ||
| Q3 24 | $7.0B | $1.2B | ||
| Q2 24 | $7.0B | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $13.2B | $3.5B | ||
| Q3 25 | $13.3B | $3.4B | ||
| Q2 25 | $13.6B | $3.4B | ||
| Q1 25 | $13.3B | $3.3B | ||
| Q4 24 | $13.4B | $3.3B | ||
| Q3 24 | $12.8B | $3.3B | ||
| Q2 24 | $13.3B | $3.5B |
| Q1 26 | — | 0.98× | ||
| 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× | — |
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 | $-63.1M |
| FCF MarginFCF / Revenue | 181.0% | -9.1% |
| Capex IntensityCapex / Revenue | 8.9% | 6.4% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $180.4M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $864.3M | $160.4M | ||
| Q3 25 | $223.3M | $105.0M | ||
| Q2 25 | $271.9M | $82.0M | ||
| Q1 25 | $223.4M | $7.4M | ||
| Q4 24 | $811.5M | $174.7M | ||
| Q3 24 | $233.6M | $91.7M | ||
| Q2 24 | $274.0M | $83.0M |
| Q1 26 | — | $-63.1M | ||
| Q4 25 | $823.7M | $121.3M | ||
| Q3 25 | $214.5M | $65.3M | ||
| Q2 25 | $257.7M | $56.9M | ||
| Q1 25 | $215.9M | $-24.8M | ||
| Q4 24 | $777.5M | $116.4M | ||
| Q3 24 | $225.3M | $67.2M | ||
| Q2 24 | $263.3M | $61.0M |
| Q1 26 | — | -9.1% | ||
| Q4 25 | 181.0% | 16.8% | ||
| Q3 25 | 44.8% | 9.4% | ||
| Q2 25 | 56.3% | 8.5% | ||
| Q1 25 | 47.0% | -4.0% | ||
| Q4 24 | 178.1% | 17.5% | ||
| Q3 24 | 50.6% | 10.3% | ||
| Q2 24 | 62.2% | 10.1% |
| Q1 26 | — | 6.4% | ||
| Q4 25 | 8.9% | 5.4% | ||
| Q3 25 | 1.8% | 5.7% | ||
| Q2 25 | 3.1% | 3.7% | ||
| Q1 25 | 1.6% | 5.2% | ||
| Q4 24 | 7.8% | 8.8% | ||
| Q3 24 | 1.9% | 3.7% | ||
| Q2 24 | 2.5% | 3.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | 2.36× | ||
| Q3 25 | 1.91× | 1.85× | ||
| Q2 25 | 2.20× | 1.34× | ||
| Q1 25 | 1.74× | 0.14× | ||
| Q4 24 | 5.64× | 2.99× | ||
| Q3 24 | 2.67× | 1.71× | ||
| Q2 24 | 2.52× | 1.69× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
