vs
Side-by-side financial comparison of American Homes 4 Rent (AMH) and BlueLinx Holdings Inc. (BXC). Click either name above to swap in a different company.
BlueLinx Holdings Inc. is the larger business by last-quarter revenue ($748.9M vs $455.0M, roughly 1.6× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 0.2%, a 31.5% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs 0.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $52.7M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs 2.5%).
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.
BlueLinx Holdings Inc. is a wholesale distributor of building and industrial products in the United States. Headquartered in Atlanta, Georgia, Shyam Reddy serves as its President and CEO.
AMH vs BXC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $748.9M |
| Net Profit | $144.3M | $1.7M |
| Gross Margin | — | 14.4% |
| Operating Margin | — | 1.3% |
| Net Margin | 31.7% | 0.2% |
| Revenue YoY | 4.2% | 0.2% |
| Net Profit YoY | 0.3% | -89.7% |
| EPS (diluted) | $0.33 | $0.20 |
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 | $748.9M | ||
| Q2 25 | $457.5M | $780.1M | ||
| Q1 25 | $459.3M | $709.2M | ||
| Q4 24 | $436.6M | $710.6M | ||
| Q3 24 | $445.1M | $747.3M | ||
| Q2 24 | $423.5M | $768.4M | ||
| Q1 24 | $423.6M | $726.2M |
| Q4 25 | $144.3M | — | ||
| Q3 25 | $116.8M | $1.7M | ||
| Q2 25 | $123.6M | $4.3M | ||
| Q1 25 | $128.7M | $2.8M | ||
| Q4 24 | $143.9M | — | ||
| Q3 24 | $87.6M | $16.0M | ||
| Q2 24 | $108.5M | $14.3M | ||
| Q1 24 | $128.1M | $17.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | 14.4% | ||
| Q2 25 | — | 15.3% | ||
| Q1 25 | — | 15.7% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 16.8% | ||
| Q2 24 | — | 15.9% | ||
| Q1 24 | — | 17.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.3% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | 1.5% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 3.2% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 3.8% |
| Q4 25 | 31.7% | — | ||
| Q3 25 | 24.4% | 0.2% | ||
| Q2 25 | 27.0% | 0.6% | ||
| Q1 25 | 28.0% | 0.4% | ||
| Q4 24 | 33.0% | — | ||
| Q3 24 | 19.7% | 2.1% | ||
| Q2 24 | 25.6% | 1.9% | ||
| Q1 24 | 30.2% | 2.4% |
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | $0.20 | ||
| Q2 25 | $0.28 | $0.54 | ||
| Q1 25 | $0.30 | $0.33 | ||
| Q4 24 | $0.33 | $0.67 | ||
| Q3 24 | $0.20 | $1.87 | ||
| Q2 24 | $0.25 | $1.65 | ||
| Q1 24 | $0.30 | $2.00 |
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 | $429.4M |
| Total DebtLower is stronger | $5.1B | $598.5M |
| Stockholders' EquityBook value | $7.0B | $623.0M |
| Total Assets | $13.2B | $1.6B |
| Debt / EquityLower = less leverage | 0.72× | 0.96× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | — | ||
| Q3 25 | $45.6M | $429.4M | ||
| Q2 25 | $323.3M | $386.8M | ||
| Q1 25 | $69.7M | $449.0M | ||
| Q4 24 | $199.4M | $505.6M | ||
| Q3 24 | $162.5M | $526.3M | ||
| Q2 24 | $718.4M | $491.4M | ||
| Q1 24 | $124.8M | $481.3M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | $598.5M | ||
| Q2 25 | $5.2B | $596.4M | ||
| Q1 25 | $4.9B | $596.6M | ||
| Q4 24 | $5.0B | $575.1M | ||
| Q3 24 | $4.5B | $576.0M | ||
| Q2 24 | $5.0B | $574.6M | ||
| Q1 24 | $4.5B | $574.0M |
| Q4 25 | $7.0B | — | ||
| Q3 25 | $7.2B | $623.0M | ||
| Q2 25 | $7.2B | $621.3M | ||
| Q1 25 | $7.2B | $636.1M | ||
| Q4 24 | $7.2B | $646.4M | ||
| Q3 24 | $7.0B | $655.6M | ||
| Q2 24 | $7.0B | $652.3M | ||
| Q1 24 | $7.0B | $653.2M |
| Q4 25 | $13.2B | — | ||
| Q3 25 | $13.3B | $1.6B | ||
| Q2 25 | $13.6B | $1.6B | ||
| 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× | 0.96× | ||
| Q2 25 | 0.72× | 0.96× | ||
| Q1 25 | 0.69× | 0.94× | ||
| Q4 24 | 0.70× | 0.89× | ||
| Q3 24 | 0.64× | 0.88× | ||
| Q2 24 | 0.71× | 0.88× | ||
| Q1 24 | 0.64× | 0.88× |
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 | $58.6M |
| Free Cash FlowOCF − Capex | $823.7M | $52.7M |
| FCF MarginFCF / Revenue | 181.0% | 7.0% |
| Capex IntensityCapex / Revenue | 8.9% | 0.8% |
| Cash ConversionOCF / Net Profit | 5.99× | 35.42× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $-25.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | — | ||
| Q3 25 | $223.3M | $58.6M | ||
| Q2 25 | $271.9M | $-26.8M | ||
| Q1 25 | $223.4M | $-33.9M | ||
| Q4 24 | $811.5M | $18.7M | ||
| Q3 24 | $233.6M | $61.8M | ||
| Q2 24 | $274.0M | $35.8M | ||
| Q1 24 | $201.8M | $-31.1M |
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | $52.7M | ||
| Q2 25 | $257.7M | $-36.4M | ||
| Q1 25 | $215.9M | $-39.8M | ||
| Q4 24 | $777.5M | $-1.5M | ||
| Q3 24 | $225.3M | $53.8M | ||
| Q2 24 | $263.3M | $29.3M | ||
| Q1 24 | $191.0M | $-36.6M |
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | 7.0% | ||
| Q2 25 | 56.3% | -4.7% | ||
| Q1 25 | 47.0% | -5.6% | ||
| Q4 24 | 178.1% | -0.2% | ||
| Q3 24 | 50.6% | 7.2% | ||
| Q2 24 | 62.2% | 3.8% | ||
| Q1 24 | 45.1% | -5.0% |
| Q4 25 | 8.9% | — | ||
| Q3 25 | 1.8% | 0.8% | ||
| Q2 25 | 3.1% | 1.2% | ||
| Q1 25 | 1.6% | 0.8% | ||
| Q4 24 | 7.8% | 2.9% | ||
| Q3 24 | 1.9% | 1.1% | ||
| Q2 24 | 2.5% | 0.8% | ||
| Q1 24 | 2.6% | 0.8% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | 35.42× | ||
| Q2 25 | 2.20× | -6.21× | ||
| Q1 25 | 1.74× | -12.09× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | 3.86× | ||
| Q2 24 | 2.52× | 2.50× | ||
| Q1 24 | 1.58× | -1.78× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
