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Side-by-side financial comparison of American Homes 4 Rent (AMH) and BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM). Click either name above to swap in a different company.
BRIGHT HORIZONS FAMILY SOLUTIONS INC. is the larger business by last-quarter revenue ($733.7M vs $455.0M, roughly 1.6× American Homes 4 Rent). On growth, BRIGHT HORIZONS FAMILY SOLUTIONS INC. posted the faster year-over-year revenue change (8.8% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $258.5M). Over the past eight quarters, BRIGHT HORIZONS FAMILY SOLUTIONS INC.'s revenue compounded faster (8.5% 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.
Bright Horizons Family Solutions Inc. is a United States–based child-care provider and is the largest provider of employer-sponsored child care. It also provides back-up child care and elder care, tuition program management, education advising, and student loan repayment programs. It is headquartered in Newton, Massachusetts.
AMH vs BFAM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $733.7M |
| Net Profit | $144.3M | — |
| Gross Margin | — | 19.3% |
| Operating Margin | — | 6.2% |
| Net Margin | 31.7% | — |
| Revenue YoY | 4.2% | 8.8% |
| Net Profit YoY | 0.3% | — |
| EPS (diluted) | $0.33 | $0.38 |
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 | $733.7M | ||
| Q3 25 | $478.5M | $802.8M | ||
| Q2 25 | $457.5M | $731.6M | ||
| Q1 25 | $459.3M | $665.5M | ||
| Q4 24 | $436.6M | $674.1M | ||
| Q3 24 | $445.1M | $719.1M | ||
| Q2 24 | $423.5M | $670.1M | ||
| Q1 24 | $423.6M | $622.7M |
| Q4 25 | $144.3M | — | ||
| Q3 25 | $116.8M | $78.6M | ||
| Q2 25 | $123.6M | $54.8M | ||
| Q1 25 | $128.7M | $38.0M | ||
| Q4 24 | $143.9M | — | ||
| Q3 24 | $87.6M | $54.9M | ||
| Q2 24 | $108.5M | $39.2M | ||
| Q1 24 | $128.1M | $17.0M |
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 27.0% | ||
| Q2 25 | — | 25.0% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | — | 24.2% | ||
| Q1 24 | — | 21.7% |
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 15.1% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 9.4% | ||
| Q4 24 | — | 7.2% | ||
| Q3 24 | — | 12.4% | ||
| Q2 24 | — | 10.3% | ||
| Q1 24 | — | 6.4% |
| Q4 25 | 31.7% | — | ||
| Q3 25 | 24.4% | 9.8% | ||
| Q2 25 | 27.0% | 7.5% | ||
| Q1 25 | 28.0% | 5.7% | ||
| Q4 24 | 33.0% | — | ||
| Q3 24 | 19.7% | 7.6% | ||
| Q2 24 | 25.6% | 5.8% | ||
| Q1 24 | 30.2% | 2.7% |
| Q4 25 | $0.33 | $0.38 | ||
| Q3 25 | $0.27 | $1.37 | ||
| Q2 25 | $0.28 | $0.95 | ||
| Q1 25 | $0.30 | $0.66 | ||
| Q4 24 | $0.33 | $0.50 | ||
| Q3 24 | $0.20 | $0.94 | ||
| Q2 24 | $0.25 | $0.67 | ||
| Q1 24 | $0.30 | $0.29 |
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 | $140.1M |
| Total DebtLower is stronger | $5.1B | $747.6M |
| Stockholders' EquityBook value | $7.0B | $1.3B |
| Total Assets | $13.2B | $3.9B |
| Debt / EquityLower = less leverage | 0.72× | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $140.1M | ||
| Q3 25 | $45.6M | $116.6M | ||
| Q2 25 | $323.3M | $179.2M | ||
| Q1 25 | $69.7M | $112.0M | ||
| Q4 24 | $199.4M | $110.3M | ||
| Q3 24 | $162.5M | $109.9M | ||
| Q2 24 | $718.4M | $140.2M | ||
| Q1 24 | $124.8M | $63.7M |
| Q4 25 | $5.1B | $747.6M | ||
| Q3 25 | $4.8B | $747.5M | ||
| Q2 25 | $5.2B | $797.0M | ||
| Q1 25 | $4.9B | $872.7M | ||
| Q4 24 | $5.0B | $918.4M | ||
| Q3 24 | $4.5B | $925.7M | ||
| Q2 24 | $5.0B | $931.9M | ||
| Q1 24 | $4.5B | $938.1M |
| Q4 25 | $7.0B | $1.3B | ||
| Q3 25 | $7.2B | $1.4B | ||
| Q2 25 | $7.2B | $1.4B | ||
| Q1 25 | $7.2B | $1.3B | ||
| Q4 24 | $7.2B | $1.3B | ||
| Q3 24 | $7.0B | $1.4B | ||
| Q2 24 | $7.0B | $1.3B | ||
| Q1 24 | $7.0B | $1.2B |
| Q4 25 | $13.2B | $3.9B | ||
| Q3 25 | $13.3B | $3.9B | ||
| Q2 25 | $13.6B | $3.9B | ||
| Q1 25 | $13.3B | $3.8B | ||
| Q4 24 | $13.4B | $3.9B | ||
| Q3 24 | $12.8B | $3.9B | ||
| Q2 24 | $13.3B | $3.8B | ||
| Q1 24 | $12.8B | $3.8B |
| Q4 25 | 0.72× | 0.56× | ||
| Q3 25 | 0.68× | 0.52× | ||
| Q2 25 | 0.72× | 0.57× | ||
| Q1 25 | 0.69× | 0.66× | ||
| Q4 24 | 0.70× | 0.72× | ||
| Q3 24 | 0.64× | 0.66× | ||
| Q2 24 | 0.71× | 0.73× | ||
| Q1 24 | 0.64× | 0.76× |
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 | $350.7M |
| Free Cash FlowOCF − Capex | $823.7M | $258.5M |
| FCF MarginFCF / Revenue | 181.0% | 35.2% |
| Capex IntensityCapex / Revenue | 8.9% | 12.6% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $402.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $350.7M | ||
| Q3 25 | $223.3M | $-17.6M | ||
| Q2 25 | $271.9M | $134.2M | ||
| Q1 25 | $223.4M | $86.2M | ||
| Q4 24 | $811.5M | $337.5M | ||
| Q3 24 | $233.6M | $-8.9M | ||
| Q2 24 | $274.0M | $109.4M | ||
| Q1 24 | $201.8M | $116.3M |
| Q4 25 | $823.7M | $258.5M | ||
| Q3 25 | $214.5M | $-42.4M | ||
| Q2 25 | $257.7M | $115.4M | ||
| Q1 25 | $215.9M | $70.9M | ||
| Q4 24 | $777.5M | $240.2M | ||
| Q3 24 | $225.3M | $-32.2M | ||
| Q2 24 | $263.3M | $86.8M | ||
| Q1 24 | $191.0M | $96.9M |
| Q4 25 | 181.0% | 35.2% | ||
| Q3 25 | 44.8% | -5.3% | ||
| Q2 25 | 56.3% | 15.8% | ||
| Q1 25 | 47.0% | 10.7% | ||
| Q4 24 | 178.1% | 35.6% | ||
| Q3 24 | 50.6% | -4.5% | ||
| Q2 24 | 62.2% | 13.0% | ||
| Q1 24 | 45.1% | 15.6% |
| Q4 25 | 8.9% | 12.6% | ||
| Q3 25 | 1.8% | 3.1% | ||
| Q2 25 | 3.1% | 2.6% | ||
| Q1 25 | 1.6% | 2.3% | ||
| Q4 24 | 7.8% | 14.4% | ||
| Q3 24 | 1.9% | 3.2% | ||
| Q2 24 | 2.5% | 3.4% | ||
| Q1 24 | 2.6% | 3.1% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | -0.22× | ||
| Q2 25 | 2.20× | 2.45× | ||
| Q1 25 | 1.74× | 2.26× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | -0.16× | ||
| Q2 24 | 2.52× | 2.79× | ||
| Q1 24 | 1.58× | 6.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
