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Side-by-side financial comparison of American Homes 4 Rent (AMH) and F5, Inc. (FFIV). Click either name above to swap in a different company.
F5, Inc. is the larger business by last-quarter revenue ($811.7M vs $455.0M, roughly 1.8× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 18.2%, a 13.5% gap on every dollar of revenue. On growth, F5, Inc. posted the faster year-over-year revenue change (11.0% vs 4.2%). Over the past eight quarters, F5, Inc.'s revenue compounded faster (8.0% 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.
F5, Inc. is an American technology company specializing in application security, multi-cloud management, online fraud prevention, application delivery networking (ADN), application availability and performance, and network security, access, and authorization.
AMH vs FFIV — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $811.7M |
| Net Profit | $144.3M | $148.0M |
| Gross Margin | — | 81.4% |
| Operating Margin | — | 22.1% |
| Net Margin | 31.7% | 18.2% |
| Revenue YoY | 4.2% | 11.0% |
| Net Profit YoY | 0.3% | 1.5% |
| EPS (diluted) | $0.33 | $2.58 |
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 | — | $811.7M | ||
| Q4 25 | $455.0M | $822.5M | ||
| Q3 25 | $478.5M | $810.1M | ||
| Q2 25 | $457.5M | $780.4M | ||
| Q1 25 | $459.3M | $731.1M | ||
| Q4 24 | $436.6M | $766.5M | ||
| Q3 24 | $445.1M | $746.7M | ||
| Q2 24 | $423.5M | $695.5M |
| Q1 26 | — | $148.0M | ||
| Q4 25 | $144.3M | $180.1M | ||
| Q3 25 | $116.8M | $190.5M | ||
| Q2 25 | $123.6M | $189.9M | ||
| Q1 25 | $128.7M | $145.5M | ||
| Q4 24 | $143.9M | $166.4M | ||
| Q3 24 | $87.6M | $165.3M | ||
| Q2 24 | $108.5M | $144.1M |
| Q1 26 | — | 81.4% | ||
| Q4 25 | — | 81.5% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | — | 81.0% | ||
| Q1 25 | — | 80.7% | ||
| Q4 24 | — | 81.7% | ||
| Q3 24 | — | 80.8% | ||
| Q2 24 | — | 80.4% |
| Q1 26 | — | 22.1% | ||
| Q4 25 | — | 26.0% | ||
| Q3 25 | — | 25.4% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | — | 26.8% | ||
| Q3 24 | — | 25.6% | ||
| Q2 24 | — | 23.4% |
| Q1 26 | — | 18.2% | ||
| Q4 25 | 31.7% | 21.9% | ||
| Q3 25 | 24.4% | 23.5% | ||
| Q2 25 | 27.0% | 24.3% | ||
| Q1 25 | 28.0% | 19.9% | ||
| Q4 24 | 33.0% | 21.7% | ||
| Q3 24 | 19.7% | 22.1% | ||
| Q2 24 | 25.6% | 20.7% |
| Q1 26 | — | $2.58 | ||
| Q4 25 | $0.33 | $3.10 | ||
| Q3 25 | $0.27 | $3.25 | ||
| Q2 25 | $0.28 | $3.25 | ||
| Q1 25 | $0.30 | $2.48 | ||
| Q4 24 | $0.33 | $2.82 | ||
| Q3 24 | $0.20 | $2.79 | ||
| Q2 24 | $0.25 | $2.44 |
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 | $1.4B |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $3.6B |
| Total Assets | $13.2B | $6.5B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.4B | ||
| Q4 25 | $108.5M | $1.2B | ||
| Q3 25 | $45.6M | $1.3B | ||
| Q2 25 | $323.3M | $1.4B | ||
| Q1 25 | $69.7M | $1.3B | ||
| Q4 24 | $199.4M | $1.2B | ||
| Q3 24 | $162.5M | $1.1B | ||
| Q2 24 | $718.4M | $935.6M |
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $7.0B | $3.5B | ||
| Q3 25 | $7.2B | $3.6B | ||
| Q2 25 | $7.2B | $3.5B | ||
| Q1 25 | $7.2B | $3.3B | ||
| Q4 24 | $7.2B | $3.2B | ||
| Q3 24 | $7.0B | $3.1B | ||
| Q2 24 | $7.0B | $3.0B |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $13.2B | $6.3B | ||
| Q3 25 | $13.3B | $6.3B | ||
| Q2 25 | $13.6B | $6.1B | ||
| Q1 25 | $13.3B | $5.9B | ||
| Q4 24 | $13.4B | $5.9B | ||
| Q3 24 | $12.8B | $5.6B | ||
| Q2 24 | $13.3B | $5.4B |
| Q1 26 | — | — | ||
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.71× | — |
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 | $525.1M |
| Free Cash FlowOCF − Capex | $823.7M | — |
| FCF MarginFCF / Revenue | 181.0% | — |
| Capex IntensityCapex / Revenue | 8.9% | — |
| Cash ConversionOCF / Net Profit | 5.99× | 3.55× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $525.1M | ||
| Q4 25 | $864.3M | $159.2M | ||
| Q3 25 | $223.3M | $208.1M | ||
| Q2 25 | $271.9M | $282.2M | ||
| Q1 25 | $223.4M | $256.6M | ||
| Q4 24 | $811.5M | $202.8M | ||
| Q3 24 | $233.6M | $246.5M | ||
| Q2 24 | $274.0M | $159.0M |
| Q1 26 | — | — | ||
| Q4 25 | $823.7M | $149.5M | ||
| Q3 25 | $214.5M | $191.9M | ||
| Q2 25 | $257.7M | $273.7M | ||
| Q1 25 | $215.9M | $246.1M | ||
| Q4 24 | $777.5M | $194.7M | ||
| Q3 24 | $225.3M | $240.4M | ||
| Q2 24 | $263.3M | $153.1M |
| Q1 26 | — | — | ||
| Q4 25 | 181.0% | 18.2% | ||
| Q3 25 | 44.8% | 23.7% | ||
| Q2 25 | 56.3% | 35.1% | ||
| Q1 25 | 47.0% | 33.7% | ||
| Q4 24 | 178.1% | 25.4% | ||
| Q3 24 | 50.6% | 32.2% | ||
| Q2 24 | 62.2% | 22.0% |
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | 1.2% | ||
| Q3 25 | 1.8% | 2.0% | ||
| Q2 25 | 3.1% | 1.1% | ||
| Q1 25 | 1.6% | 1.4% | ||
| Q4 24 | 7.8% | 1.1% | ||
| Q3 24 | 1.9% | 0.8% | ||
| Q2 24 | 2.5% | 0.8% |
| Q1 26 | — | 3.55× | ||
| Q4 25 | 5.99× | 0.88× | ||
| Q3 25 | 1.91× | 1.09× | ||
| Q2 25 | 2.20× | 1.49× | ||
| Q1 25 | 1.74× | 1.76× | ||
| Q4 24 | 5.64× | 1.22× | ||
| Q3 24 | 2.67× | 1.49× | ||
| Q2 24 | 2.52× | 1.10× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
