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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Element Solutions Inc (ESI). Click either name above to swap in a different company.
Element Solutions Inc is the larger business by last-quarter revenue ($840.0M vs $455.0M, roughly 1.8× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 6.7%, a 25.0% gap on every dollar of revenue. On growth, Element Solutions Inc posted the faster year-over-year revenue change (41.0% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-74.2M). Over the past eight quarters, Element Solutions Inc's revenue compounded faster (17.1% 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.
Element Solutions Inc is an American specialty chemicals production corporation listed on the New York Stock Exchange.
AMH vs ESI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $840.0M |
| Net Profit | $144.3M | $56.0M |
| Gross Margin | — | 38.4% |
| Operating Margin | — | 13.3% |
| Net Margin | 31.7% | 6.7% |
| Revenue YoY | 4.2% | 41.0% |
| Net Profit YoY | 0.3% | -43.0% |
| 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.
| Q1 26 | — | $840.0M | ||
| Q4 25 | $455.0M | $676.2M | ||
| Q3 25 | $478.5M | $656.1M | ||
| Q2 25 | $457.5M | $625.2M | ||
| Q1 25 | $459.3M | $593.7M | ||
| Q4 24 | $436.6M | $624.2M | ||
| Q3 24 | $445.1M | $645.0M | ||
| Q2 24 | $423.5M | $612.7M |
| Q1 26 | — | $56.0M | ||
| Q4 25 | $144.3M | $6.2M | ||
| Q3 25 | $116.8M | $39.3M | ||
| Q2 25 | $123.6M | $47.4M | ||
| Q1 25 | $128.7M | $98.0M | ||
| Q4 24 | $143.9M | $54.7M | ||
| Q3 24 | $87.6M | $40.3M | ||
| Q2 24 | $108.5M | $93.2M |
| Q1 26 | — | 38.4% | ||
| Q4 25 | — | 40.9% | ||
| Q3 25 | — | 42.2% | ||
| Q2 25 | — | 42.6% | ||
| Q1 25 | — | 42.2% | ||
| Q4 24 | — | 41.0% | ||
| Q3 24 | — | 41.5% | ||
| Q2 24 | — | 43.6% |
| Q1 26 | — | 13.3% | ||
| Q4 25 | — | 10.3% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | — | 15.1% | ||
| Q1 25 | — | 13.0% | ||
| Q4 24 | — | 12.0% | ||
| Q3 24 | — | 14.7% | ||
| Q2 24 | — | 15.7% |
| Q1 26 | — | 6.7% | ||
| Q4 25 | 31.7% | 0.9% | ||
| Q3 25 | 24.4% | 6.0% | ||
| Q2 25 | 27.0% | 7.6% | ||
| Q1 25 | 28.0% | 16.5% | ||
| Q4 24 | 33.0% | 8.8% | ||
| Q3 24 | 19.7% | 6.2% | ||
| Q2 24 | 25.6% | 15.2% |
| Q1 26 | — | $0.23 | ||
| Q4 25 | $0.33 | $0.03 | ||
| Q3 25 | $0.27 | $0.16 | ||
| Q2 25 | $0.28 | $0.20 | ||
| Q1 25 | $0.30 | $0.40 | ||
| Q4 24 | $0.33 | $0.22 | ||
| Q3 24 | $0.20 | $0.17 | ||
| Q2 24 | $0.25 | $0.39 |
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 | $177.3M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $2.7B |
| Total Assets | $13.2B | $5.7B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $177.3M | ||
| Q4 25 | $108.5M | $626.5M | ||
| Q3 25 | $45.6M | $594.3M | ||
| Q2 25 | $323.3M | $529.9M | ||
| Q1 25 | $69.7M | $499.2M | ||
| Q4 24 | $199.4M | $359.4M | ||
| Q3 24 | $162.5M | $376.0M | ||
| Q2 24 | $718.4M | $309.3M |
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | $1.6B | ||
| Q3 25 | $4.8B | $1.6B | ||
| Q2 25 | $5.2B | $1.6B | ||
| Q1 25 | $4.9B | $1.6B | ||
| Q4 24 | $5.0B | $1.8B | ||
| Q3 24 | $4.5B | $1.9B | ||
| Q2 24 | $5.0B | $1.9B |
| Q1 26 | — | $2.7B | ||
| Q4 25 | $7.0B | $2.7B | ||
| Q3 25 | $7.2B | $2.7B | ||
| Q2 25 | $7.2B | $2.6B | ||
| Q1 25 | $7.2B | $2.5B | ||
| Q4 24 | $7.2B | $2.4B | ||
| Q3 24 | $7.0B | $2.4B | ||
| Q2 24 | $7.0B | $2.4B |
| Q1 26 | — | $5.7B | ||
| Q4 25 | $13.2B | $5.1B | ||
| Q3 25 | $13.3B | $5.0B | ||
| Q2 25 | $13.6B | $5.0B | ||
| Q1 25 | $13.3B | $4.8B | ||
| Q4 24 | $13.4B | $4.9B | ||
| Q3 24 | $12.8B | $5.1B | ||
| Q2 24 | $13.3B | $5.0B |
| Q1 26 | — | — | ||
| Q4 25 | 0.72× | 0.61× | ||
| Q3 25 | 0.68× | 0.61× | ||
| Q2 25 | 0.72× | 0.62× | ||
| Q1 25 | 0.69× | 0.64× | ||
| Q4 24 | 0.70× | 0.76× | ||
| Q3 24 | 0.64× | 0.78× | ||
| Q2 24 | 0.71× | 0.81× |
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 | — |
| Free Cash FlowOCF − Capex | $823.7M | $-74.2M |
| FCF MarginFCF / Revenue | 181.0% | -8.8% |
| Capex IntensityCapex / Revenue | 8.9% | 3.0% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $864.3M | — | ||
| Q3 25 | $223.3M | $100.1M | ||
| Q2 25 | $271.9M | — | ||
| Q1 25 | $223.4M | $26.0M | ||
| Q4 24 | $811.5M | — | ||
| Q3 24 | $233.6M | $98.5M | ||
| Q2 24 | $274.0M | — |
| Q1 26 | — | $-74.2M | ||
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | $83.6M | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $215.9M | $15.0M | ||
| Q4 24 | $777.5M | — | ||
| Q3 24 | $225.3M | $85.9M | ||
| Q2 24 | $263.3M | — |
| Q1 26 | — | -8.8% | ||
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | 12.7% | ||
| Q2 25 | 56.3% | — | ||
| Q1 25 | 47.0% | 2.5% | ||
| Q4 24 | 178.1% | — | ||
| Q3 24 | 50.6% | 13.3% | ||
| Q2 24 | 62.2% | — |
| Q1 26 | — | 3.0% | ||
| Q4 25 | 8.9% | 2.5% | ||
| Q3 25 | 1.8% | 2.5% | ||
| Q2 25 | 3.1% | 2.8% | ||
| Q1 25 | 1.6% | 1.9% | ||
| Q4 24 | 7.8% | 3.6% | ||
| Q3 24 | 1.9% | 2.0% | ||
| Q2 24 | 2.5% | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | 2.55× | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | 0.27× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | 2.44× | ||
| Q2 24 | 2.52× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
ESI
| Electronics ex-Metals | $377.8M | 45% |
| Pass-through Metals | $255.7M | 30% |
| Other | $206.5M | 25% |
