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Side-by-side financial comparison of American Homes 4 Rent (AMH) and ESCO TECHNOLOGIES INC (ESE). 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 $289.7M, roughly 1.6× ESCO TECHNOLOGIES INC). American Homes 4 Rent runs the higher net margin — 31.7% vs 9.9%, a 21.8% gap on every dollar of revenue. On growth, ESCO TECHNOLOGIES INC posted the faster year-over-year revenue change (17.3% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $63.0M). Over the past eight quarters, ESCO TECHNOLOGIES INC's revenue compounded faster (7.8% 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.
Esco is a Singaporean brand that develops, manufactures, and sells products and services for laboratories.
AMH vs ESE — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $289.7M |
| Net Profit | $144.3M | $28.7M |
| Gross Margin | — | 41.4% |
| Operating Margin | — | 13.2% |
| Net Margin | 31.7% | 9.9% |
| Revenue YoY | 4.2% | 17.3% |
| Net Profit YoY | 0.3% | 22.2% |
| EPS (diluted) | $0.33 | $1.11 |
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 | $289.7M | ||
| Q3 25 | $478.5M | $286.5M | ||
| Q2 25 | $457.5M | $296.3M | ||
| Q1 25 | $459.3M | $265.5M | ||
| Q4 24 | $436.6M | $247.0M | ||
| Q3 24 | $445.1M | $298.5M | ||
| Q2 24 | $423.5M | $260.8M | ||
| Q1 24 | $423.6M | $249.1M |
| Q4 25 | $144.3M | $28.7M | ||
| Q3 25 | $116.8M | $218.7M | ||
| Q2 25 | $123.6M | $26.1M | ||
| Q1 25 | $128.7M | $31.0M | ||
| Q4 24 | $143.9M | $23.5M | ||
| Q3 24 | $87.6M | $34.3M | ||
| Q2 24 | $108.5M | $29.2M | ||
| Q1 24 | $128.1M | $23.2M |
| Q4 25 | — | 41.4% | ||
| Q3 25 | — | 45.9% | ||
| Q2 25 | — | 41.2% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 39.8% | ||
| Q3 24 | — | 40.1% | ||
| Q2 24 | — | 39.6% | ||
| Q1 24 | — | 38.8% |
| Q4 25 | — | 13.2% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | — | 11.2% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | — | 11.4% | ||
| Q3 24 | — | 14.8% | ||
| Q2 24 | — | 14.3% | ||
| Q1 24 | — | 11.7% |
| Q4 25 | 31.7% | 9.9% | ||
| Q3 25 | 24.4% | 76.3% | ||
| Q2 25 | 27.0% | 8.8% | ||
| Q1 25 | 28.0% | 11.7% | ||
| Q4 24 | 33.0% | 9.5% | ||
| Q3 24 | 19.7% | 11.5% | ||
| Q2 24 | 25.6% | 11.2% | ||
| Q1 24 | 30.2% | 9.3% |
| Q4 25 | $0.33 | $1.11 | ||
| Q3 25 | $0.27 | $8.43 | ||
| Q2 25 | $0.28 | $1.01 | ||
| Q1 25 | $0.30 | $1.20 | ||
| Q4 24 | $0.33 | $0.91 | ||
| Q3 24 | $0.20 | $1.32 | ||
| Q2 24 | $0.25 | $1.13 | ||
| Q1 24 | $0.30 | $0.90 |
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 | $103.8M |
| Total DebtLower is stronger | $5.1B | $145.5M |
| Stockholders' EquityBook value | $7.0B | $1.6B |
| Total Assets | $13.2B | $2.4B |
| Debt / EquityLower = less leverage | 0.72× | 0.09× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $103.8M | ||
| Q3 25 | $45.6M | $101.3M | ||
| Q2 25 | $323.3M | $78.7M | ||
| Q1 25 | $69.7M | $57.4M | ||
| Q4 24 | $199.4M | $71.3M | ||
| Q3 24 | $162.5M | $66.0M | ||
| Q2 24 | $718.4M | $63.0M | ||
| Q1 24 | $124.8M | $59.4M |
| Q4 25 | $5.1B | $145.5M | ||
| Q3 25 | $4.8B | $186.0M | ||
| Q2 25 | $5.2B | $525.0M | ||
| Q1 25 | $4.9B | $88.0M | ||
| Q4 24 | $5.0B | $112.0M | ||
| Q3 24 | $4.5B | $122.0M | ||
| Q2 24 | $5.0B | $173.0M | ||
| Q1 24 | $4.5B | $191.0M |
| Q4 25 | $7.0B | $1.6B | ||
| Q3 25 | $7.2B | $1.5B | ||
| Q2 25 | $7.2B | $1.3B | ||
| Q1 25 | $7.2B | $1.3B | ||
| Q4 24 | $7.2B | $1.2B | ||
| Q3 24 | $7.0B | $1.2B | ||
| Q2 24 | $7.0B | $1.2B | ||
| Q1 24 | $7.0B | $1.2B |
| Q4 25 | $13.2B | $2.4B | ||
| Q3 25 | $13.3B | $2.4B | ||
| Q2 25 | $13.6B | $2.5B | ||
| Q1 25 | $13.3B | $1.8B | ||
| Q4 24 | $13.4B | $1.8B | ||
| Q3 24 | $12.8B | $1.8B | ||
| Q2 24 | $13.3B | $1.8B | ||
| Q1 24 | $12.8B | $1.8B |
| Q4 25 | 0.72× | 0.09× | ||
| Q3 25 | 0.68× | 0.12× | ||
| Q2 25 | 0.72× | 0.40× | ||
| Q1 25 | 0.69× | 0.07× | ||
| Q4 24 | 0.70× | 0.09× | ||
| Q3 24 | 0.64× | 0.10× | ||
| Q2 24 | 0.71× | 0.14× | ||
| Q1 24 | 0.64× | 0.16× |
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 | $68.9M |
| Free Cash FlowOCF − Capex | $823.7M | $63.0M |
| FCF MarginFCF / Revenue | 181.0% | 21.7% |
| Capex IntensityCapex / Revenue | 8.9% | 2.0% |
| Cash ConversionOCF / Net Profit | 5.99× | 2.40× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $239.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $68.9M | ||
| Q3 25 | $223.3M | $109.9M | ||
| Q2 25 | $271.9M | $73.7M | ||
| Q1 25 | $223.4M | $24.1M | ||
| Q4 24 | $811.5M | $34.2M | ||
| Q3 24 | $233.6M | $72.1M | ||
| Q2 24 | $274.0M | $36.2M | ||
| Q1 24 | $201.8M | $10.5M |
| Q4 25 | $823.7M | $63.0M | ||
| Q3 25 | $214.5M | $97.8M | ||
| Q2 25 | $257.7M | $64.9M | ||
| Q1 25 | $215.9M | $14.0M | ||
| Q4 24 | $777.5M | $29.0M | ||
| Q3 24 | $225.3M | $60.9M | ||
| Q2 24 | $263.3M | $27.6M | ||
| Q1 24 | $191.0M | $2.0M |
| Q4 25 | 181.0% | 21.7% | ||
| Q3 25 | 44.8% | 34.1% | ||
| Q2 25 | 56.3% | 21.9% | ||
| Q1 25 | 47.0% | 5.3% | ||
| Q4 24 | 178.1% | 11.7% | ||
| Q3 24 | 50.6% | 20.4% | ||
| Q2 24 | 62.2% | 10.6% | ||
| Q1 24 | 45.1% | 0.8% |
| Q4 25 | 8.9% | 2.0% | ||
| Q3 25 | 1.8% | 4.2% | ||
| Q2 25 | 3.1% | 3.0% | ||
| Q1 25 | 1.6% | 3.8% | ||
| Q4 24 | 7.8% | 2.1% | ||
| Q3 24 | 1.9% | 3.8% | ||
| Q2 24 | 2.5% | 3.3% | ||
| Q1 24 | 2.6% | 3.4% |
| Q4 25 | 5.99× | 2.40× | ||
| Q3 25 | 1.91× | 0.50× | ||
| Q2 25 | 2.20× | 2.83× | ||
| Q1 25 | 1.74× | 0.78× | ||
| Q4 24 | 5.64× | 1.46× | ||
| Q3 24 | 2.67× | 2.10× | ||
| Q2 24 | 2.52× | 1.24× | ||
| Q1 24 | 1.58× | 0.45× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
ESE
| US Government | $98.0M | 34% |
| Utility Solutions Group | $87.5M | 30% |
| RF Shielding And Test | $58.3M | 20% |
| Commercial | $45.8M | 16% |
| Related Party | $1.3M | 0% |
