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Side-by-side financial comparison of American Homes 4 Rent (AMH) and B&G Foods, Inc. (BGS). 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 $439.3M, roughly 1.0× B&G Foods, Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs -4.4%, a 36.1% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs -4.7%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-70.7M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -12.8%).
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.
B&G Foods, Inc. is an American branded foods holding company based in Parsippany, New Jersey. The company was formed in 1996 to acquire Bloch & Guggenheimer, a Manhattan-based producer of pickles, relish and condiments which had been founded in 1889.
AMH vs BGS — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $439.3M |
| Net Profit | $144.3M | $-19.1M |
| Gross Margin | — | 22.5% |
| Operating Margin | — | 2.5% |
| Net Margin | 31.7% | -4.4% |
| Revenue YoY | 4.2% | -4.7% |
| Net Profit YoY | 0.3% | -356.5% |
| EPS (diluted) | $0.33 | $-0.24 |
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 | — | ||
| Q3 25 | $478.5M | $439.3M | ||
| Q2 25 | $457.5M | $424.4M | ||
| Q1 25 | $459.3M | $425.4M | ||
| Q4 24 | $436.6M | $551.6M | ||
| Q3 24 | $445.1M | $461.1M | ||
| Q2 24 | $423.5M | $444.6M | ||
| Q1 24 | $423.6M | $475.2M |
| Q4 25 | $144.3M | — | ||
| Q3 25 | $116.8M | $-19.1M | ||
| Q2 25 | $123.6M | $-9.8M | ||
| Q1 25 | $128.7M | $835.0K | ||
| Q4 24 | $143.9M | $-222.4M | ||
| Q3 24 | $87.6M | $7.5M | ||
| Q2 24 | $108.5M | $3.9M | ||
| Q1 24 | $128.1M | $-40.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | 22.5% | ||
| Q2 25 | — | 20.5% | ||
| Q1 25 | — | 21.2% | ||
| Q4 24 | — | 21.5% | ||
| Q3 24 | — | 22.2% | ||
| Q2 24 | — | 20.7% | ||
| Q1 24 | — | 22.9% |
| Q4 25 | — | — | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 5.2% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | -46.6% | ||
| Q3 24 | — | 11.1% | ||
| Q2 24 | — | 9.9% | ||
| Q1 24 | — | -3.3% |
| Q4 25 | 31.7% | — | ||
| Q3 25 | 24.4% | -4.4% | ||
| Q2 25 | 27.0% | -2.3% | ||
| Q1 25 | 28.0% | 0.2% | ||
| Q4 24 | 33.0% | -40.3% | ||
| Q3 24 | 19.7% | 1.6% | ||
| Q2 24 | 25.6% | 0.9% | ||
| Q1 24 | 30.2% | -8.5% |
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | $-0.24 | ||
| Q2 25 | $0.28 | $-0.12 | ||
| Q1 25 | $0.30 | $0.01 | ||
| Q4 24 | $0.33 | $-2.81 | ||
| Q3 24 | $0.20 | $0.09 | ||
| Q2 24 | $0.25 | $0.05 | ||
| Q1 24 | $0.30 | $-0.51 |
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 | $60.9M |
| Total DebtLower is stronger | $5.1B | $2.0B |
| Stockholders' EquityBook value | $7.0B | $470.7M |
| Total Assets | $13.2B | $2.9B |
| Debt / EquityLower = less leverage | 0.72× | 4.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | — | ||
| Q3 25 | $45.6M | $60.9M | ||
| Q2 25 | $323.3M | $54.1M | ||
| Q1 25 | $69.7M | $61.2M | ||
| Q4 24 | $199.4M | $50.6M | ||
| Q3 24 | $162.5M | $54.7M | ||
| Q2 24 | $718.4M | $40.3M | ||
| Q1 24 | $124.8M | $42.5M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | $2.0B | ||
| Q2 25 | $5.2B | $2.0B | ||
| Q1 25 | $4.9B | $2.0B | ||
| Q4 24 | $5.0B | $2.0B | ||
| Q3 24 | $4.5B | $2.1B | ||
| Q2 24 | $5.0B | $2.0B | ||
| Q1 24 | $4.5B | $2.0B |
| Q4 25 | $7.0B | — | ||
| Q3 25 | $7.2B | $470.7M | ||
| Q2 25 | $7.2B | $501.4M | ||
| Q1 25 | $7.2B | $513.1M | ||
| Q4 24 | $7.2B | $524.8M | ||
| Q3 24 | $7.0B | $755.3M | ||
| Q2 24 | $7.0B | $765.0M | ||
| Q1 24 | $7.0B | $781.2M |
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.3B | $2.9B | ||
| Q2 25 | $13.6B | $2.9B | ||
| Q1 25 | $13.3B | $3.0B | ||
| Q4 24 | $13.4B | $3.0B | ||
| Q3 24 | $12.8B | $3.4B | ||
| Q2 24 | $13.3B | $3.4B | ||
| Q1 24 | $12.8B | $3.4B |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | 4.30× | ||
| Q2 25 | 0.72× | 3.97× | ||
| Q1 25 | 0.69× | 3.91× | ||
| Q4 24 | 0.70× | 3.85× | ||
| Q3 24 | 0.64× | 2.75× | ||
| Q2 24 | 0.71× | 2.67× | ||
| Q1 24 | 0.64× | 2.61× |
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 | $-64.6M |
| Free Cash FlowOCF − Capex | $823.7M | $-70.7M |
| FCF MarginFCF / Revenue | 181.0% | -16.1% |
| Capex IntensityCapex / Revenue | 8.9% | 1.4% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $54.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | — | ||
| Q3 25 | $223.3M | $-64.6M | ||
| Q2 25 | $271.9M | $17.8M | ||
| Q1 25 | $223.4M | $52.7M | ||
| Q4 24 | $811.5M | $80.3M | ||
| Q3 24 | $233.6M | $4.2M | ||
| Q2 24 | $274.0M | $11.3M | ||
| Q1 24 | $201.8M | $35.1M |
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | $-70.7M | ||
| Q2 25 | $257.7M | $11.5M | ||
| Q1 25 | $215.9M | $42.4M | ||
| Q4 24 | $777.5M | $71.7M | ||
| Q3 24 | $225.3M | $-679.0K | ||
| Q2 24 | $263.3M | $5.2M | ||
| Q1 24 | $191.0M | $27.5M |
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | -16.1% | ||
| Q2 25 | 56.3% | 2.7% | ||
| Q1 25 | 47.0% | 10.0% | ||
| Q4 24 | 178.1% | 13.0% | ||
| Q3 24 | 50.6% | -0.1% | ||
| Q2 24 | 62.2% | 1.2% | ||
| Q1 24 | 45.1% | 5.8% |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | 1.4% | ||
| Q2 25 | 3.1% | 1.5% | ||
| Q1 25 | 1.6% | 2.4% | ||
| Q4 24 | 7.8% | 1.6% | ||
| Q3 24 | 1.9% | 1.0% | ||
| Q2 24 | 2.5% | 1.4% | ||
| Q1 24 | 2.6% | 1.6% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | 63.17× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | 0.56× | ||
| Q2 24 | 2.52× | 2.87× | ||
| Q1 24 | 1.58× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |
