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Side-by-side financial comparison of American Homes 4 Rent (AMH) and DIODES INC (DIOD). 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 $391.6M, roughly 1.2× DIODES INC). American Homes 4 Rent runs the higher net margin — 31.7% vs 2.6%, a 29.1% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% 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.
Diodes Incorporated is a global semiconductor manufacturer that designs, produces and supplies discrete, analog and mixed-signal semiconductor products. Its solutions serve key end markets including automotive, industrial, consumer electronics, personal computing and communications infrastructure, with a worldwide customer base.
AMH vs DIOD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $391.6M |
| Net Profit | $144.3M | $10.2M |
| Gross Margin | — | 31.1% |
| Operating Margin | — | 3.4% |
| Net Margin | 31.7% | 2.6% |
| Revenue YoY | 4.2% | 15.4% |
| Net Profit YoY | 0.3% | 23.8% |
| EPS (diluted) | $0.33 | $0.23 |
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 | $391.6M | ||
| Q3 25 | $478.5M | $392.2M | ||
| Q2 25 | $457.5M | $366.2M | ||
| Q1 25 | $459.3M | $332.1M | ||
| Q4 24 | $436.6M | $339.3M | ||
| Q3 24 | $445.1M | $350.1M | ||
| Q2 24 | $423.5M | $319.8M | ||
| Q1 24 | $423.6M | $302.0M |
| Q4 25 | $144.3M | $10.2M | ||
| Q3 25 | $116.8M | $14.3M | ||
| Q2 25 | $123.6M | $46.1M | ||
| Q1 25 | $128.7M | $-4.4M | ||
| Q4 24 | $143.9M | $8.2M | ||
| Q3 24 | $87.6M | $13.7M | ||
| Q2 24 | $108.5M | $8.0M | ||
| Q1 24 | $128.1M | $14.0M |
| Q4 25 | — | 31.1% | ||
| Q3 25 | — | 30.7% | ||
| Q2 25 | — | 31.5% | ||
| Q1 25 | — | 31.5% | ||
| Q4 24 | — | 32.7% | ||
| Q3 24 | — | 33.7% | ||
| Q2 24 | — | 33.6% | ||
| Q1 24 | — | 33.0% |
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 2.6% | ||
| Q1 25 | — | 0.4% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 1.2% | ||
| Q1 24 | — | 4.3% |
| Q4 25 | 31.7% | 2.6% | ||
| Q3 25 | 24.4% | 3.6% | ||
| Q2 25 | 27.0% | 12.6% | ||
| Q1 25 | 28.0% | -1.3% | ||
| Q4 24 | 33.0% | 2.4% | ||
| Q3 24 | 19.7% | 3.9% | ||
| Q2 24 | 25.6% | 2.5% | ||
| Q1 24 | 30.2% | 4.6% |
| Q4 25 | $0.33 | $0.23 | ||
| Q3 25 | $0.27 | $0.31 | ||
| Q2 25 | $0.28 | $0.99 | ||
| Q1 25 | $0.30 | $-0.10 | ||
| Q4 24 | $0.33 | $0.18 | ||
| Q3 24 | $0.20 | $0.30 | ||
| Q2 24 | $0.25 | $0.17 | ||
| Q1 24 | $0.30 | $0.30 |
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 | $377.0M |
| Total DebtLower is stronger | $5.1B | $25.7M |
| Stockholders' EquityBook value | $7.0B | $1.9B |
| Total Assets | $13.2B | $2.4B |
| Debt / EquityLower = less leverage | 0.72× | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $377.0M | ||
| Q3 25 | $45.6M | $386.4M | ||
| Q2 25 | $323.3M | $327.3M | ||
| Q1 25 | $69.7M | $343.9M | ||
| Q4 24 | $199.4M | $316.1M | ||
| Q3 24 | $162.5M | $319.3M | ||
| Q2 24 | $718.4M | $273.9M | ||
| Q1 24 | $124.8M | $276.0M |
| Q4 25 | $5.1B | $25.7M | ||
| Q3 25 | $4.8B | $24.9M | ||
| Q2 25 | $5.2B | $26.4M | ||
| Q1 25 | $4.9B | $20.5M | ||
| Q4 24 | $5.0B | $20.7M | ||
| Q3 24 | $4.5B | $22.2M | ||
| Q2 24 | $5.0B | $20.3M | ||
| Q1 24 | $4.5B | $20.9M |
| Q4 25 | $7.0B | $1.9B | ||
| Q3 25 | $7.2B | $1.9B | ||
| Q2 25 | $7.2B | $1.9B | ||
| Q1 25 | $7.2B | $1.8B | ||
| Q4 24 | $7.2B | $1.8B | ||
| Q3 24 | $7.0B | $1.8B | ||
| Q2 24 | $7.0B | $1.8B | ||
| Q1 24 | $7.0B | $1.7B |
| Q4 25 | $13.2B | $2.4B | ||
| Q3 25 | $13.3B | $2.5B | ||
| Q2 25 | $13.6B | $2.5B | ||
| Q1 25 | $13.3B | $2.4B | ||
| Q4 24 | $13.4B | $2.4B | ||
| Q3 24 | $12.8B | $2.4B | ||
| Q2 24 | $13.3B | $2.4B | ||
| Q1 24 | $12.8B | $2.4B |
| Q4 25 | 0.72× | 0.01× | ||
| Q3 25 | 0.68× | 0.01× | ||
| Q2 25 | 0.72× | 0.01× | ||
| Q1 25 | 0.69× | 0.01× | ||
| Q4 24 | 0.70× | 0.01× | ||
| Q3 24 | 0.64× | 0.01× | ||
| Q2 24 | 0.71× | 0.01× | ||
| Q1 24 | 0.64× | 0.01× |
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 | $38.1M |
| Free Cash FlowOCF − Capex | $823.7M | $12.4M |
| FCF MarginFCF / Revenue | 181.0% | 3.2% |
| Capex IntensityCapex / Revenue | 8.9% | 6.6% |
| Cash ConversionOCF / Net Profit | 5.99× | 3.74× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $137.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $38.1M | ||
| Q3 25 | $223.3M | $79.1M | ||
| Q2 25 | $271.9M | $41.5M | ||
| Q1 25 | $223.4M | $56.7M | ||
| Q4 24 | $811.5M | $81.8M | ||
| Q3 24 | $233.6M | $54.4M | ||
| Q2 24 | $274.0M | $14.4M | ||
| Q1 24 | $201.8M | $-31.1M |
| Q4 25 | $823.7M | $12.4M | ||
| Q3 25 | $214.5M | $62.8M | ||
| Q2 25 | $257.7M | $21.1M | ||
| Q1 25 | $215.9M | $40.8M | ||
| Q4 24 | $777.5M | $62.1M | ||
| Q3 24 | $225.3M | $39.4M | ||
| Q2 24 | $263.3M | $-3.5M | ||
| Q1 24 | $191.0M | $-51.5M |
| Q4 25 | 181.0% | 3.2% | ||
| Q3 25 | 44.8% | 16.0% | ||
| Q2 25 | 56.3% | 5.8% | ||
| Q1 25 | 47.0% | 12.3% | ||
| Q4 24 | 178.1% | 18.3% | ||
| Q3 24 | 50.6% | 11.2% | ||
| Q2 24 | 62.2% | -1.1% | ||
| Q1 24 | 45.1% | -17.1% |
| Q4 25 | 8.9% | 6.6% | ||
| Q3 25 | 1.8% | 4.2% | ||
| Q2 25 | 3.1% | 5.6% | ||
| Q1 25 | 1.6% | 4.8% | ||
| Q4 24 | 7.8% | 5.8% | ||
| Q3 24 | 1.9% | 4.3% | ||
| Q2 24 | 2.5% | 5.6% | ||
| Q1 24 | 2.6% | 6.7% |
| Q4 25 | 5.99× | 3.74× | ||
| Q3 25 | 1.91× | 5.54× | ||
| Q2 25 | 2.20× | 0.90× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | 9.93× | ||
| Q3 24 | 2.67× | 3.95× | ||
| Q2 24 | 2.52× | 1.80× | ||
| Q1 24 | 1.58× | -2.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
