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Side-by-side financial comparison of American Homes 4 Rent (AMH) and FOX FACTORY HOLDING CORP (FOXF). 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 $376.4M, roughly 1.2× FOX FACTORY HOLDING CORP). American Homes 4 Rent runs the higher net margin — 31.7% vs -0.2%, a 31.9% gap on every dollar of revenue. On growth, FOX FACTORY HOLDING CORP posted the faster year-over-year revenue change (4.8% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-2.5M). Over the past eight quarters, FOX FACTORY HOLDING CORP's revenue compounded faster (6.4% 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.
Fox Factory Holding Corp. is an American company best known for their Fox Racing Shox brand of off-road racing suspension components.
AMH vs FOXF — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | ||
|---|---|---|
| Revenue | $455.0M | $376.4M |
| Net Profit | $144.3M | $-634.0K |
| Gross Margin | — | 30.4% |
| Operating Margin | — | 4.0% |
| Net Margin | 31.7% | -0.2% |
| Revenue YoY | 4.2% | 4.8% |
| Net Profit YoY | 0.3% | -113.3% |
| EPS (diluted) | $0.33 | $-0.02 |
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 | $376.4M | ||
| Q3 25 | $478.5M | $374.9M | ||
| Q2 25 | $457.5M | $355.0M | ||
| Q1 25 | $459.3M | $352.8M | ||
| Q4 24 | $436.6M | — | ||
| Q3 24 | $445.1M | $359.1M | ||
| Q2 24 | $423.5M | $348.5M | ||
| Q1 24 | $423.6M | $333.5M |
| Q4 25 | $144.3M | $-634.0K | ||
| Q3 25 | $116.8M | $2.7M | ||
| Q2 25 | $123.6M | $-259.7M | ||
| Q1 25 | $128.7M | $-141.0K | ||
| Q4 24 | $143.9M | — | ||
| Q3 24 | $87.6M | $4.8M | ||
| Q2 24 | $108.5M | $5.4M | ||
| Q1 24 | $128.1M | $-3.5M |
| Q4 25 | — | 30.4% | ||
| Q3 25 | — | 31.2% | ||
| Q2 25 | — | 30.9% | ||
| Q1 25 | — | 28.9% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 29.9% | ||
| Q2 24 | — | 31.8% | ||
| Q1 24 | — | 30.9% |
| Q4 25 | — | 4.0% | ||
| Q3 25 | — | 4.9% | ||
| Q2 25 | — | -70.6% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 5.3% | ||
| Q1 24 | — | 2.7% |
| Q4 25 | 31.7% | -0.2% | ||
| Q3 25 | 24.4% | 0.7% | ||
| Q2 25 | 27.0% | -73.1% | ||
| Q1 25 | 28.0% | -0.0% | ||
| Q4 24 | 33.0% | — | ||
| Q3 24 | 19.7% | 1.3% | ||
| Q2 24 | 25.6% | 1.6% | ||
| Q1 24 | 30.2% | -1.0% |
| Q4 25 | $0.33 | $-0.02 | ||
| Q3 25 | $0.27 | $0.07 | ||
| Q2 25 | $0.28 | $-6.23 | ||
| Q1 25 | $0.30 | $0.00 | ||
| Q4 24 | $0.33 | — | ||
| Q3 24 | $0.20 | $0.11 | ||
| Q2 24 | $0.25 | $0.13 | ||
| Q1 24 | $0.30 | $-0.08 |
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 | — |
| Total DebtLower is stronger | $5.1B | $536.7M |
| Stockholders' EquityBook value | $7.0B | $956.0M |
| Total Assets | $13.2B | $2.0B |
| Debt / EquityLower = less leverage | 0.72× | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | — | ||
| Q3 25 | $45.6M | — | ||
| Q2 25 | $323.3M | — | ||
| Q1 25 | $69.7M | $71.7M | ||
| Q4 24 | $199.4M | — | ||
| Q3 24 | $162.5M | — | ||
| Q2 24 | $718.4M | — | ||
| Q1 24 | $124.8M | — |
| Q4 25 | $5.1B | $536.7M | ||
| Q3 25 | $4.8B | $541.8M | ||
| Q2 25 | $5.2B | $546.9M | ||
| Q1 25 | $4.9B | $552.1M | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | $558.4M | ||
| Q2 24 | $5.0B | $564.1M | ||
| Q1 24 | $4.5B | $370.4M |
| Q4 25 | $7.0B | $956.0M | ||
| Q3 25 | $7.2B | $958.7M | ||
| Q2 25 | $7.2B | $939.9M | ||
| Q1 25 | $7.2B | $1.2B | ||
| Q4 24 | $7.2B | — | ||
| Q3 24 | $7.0B | $1.2B | ||
| Q2 24 | $7.0B | $1.2B | ||
| Q1 24 | $7.0B | $1.2B |
| Q4 25 | $13.2B | $2.0B | ||
| Q3 25 | $13.3B | $2.0B | ||
| Q2 25 | $13.6B | $1.9B | ||
| Q1 25 | $13.3B | $2.2B | ||
| Q4 24 | $13.4B | — | ||
| Q3 24 | $12.8B | $2.3B | ||
| Q2 24 | $13.3B | $2.3B | ||
| Q1 24 | $12.8B | $2.2B |
| Q4 25 | 0.72× | 0.56× | ||
| Q3 25 | 0.68× | 0.57× | ||
| Q2 25 | 0.72× | 0.58× | ||
| Q1 25 | 0.69× | 0.46× | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.64× | 0.47× | ||
| Q2 24 | 0.71× | 0.47× | ||
| Q1 24 | 0.64× | 0.31× |
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 | $5.3M |
| Free Cash FlowOCF − Capex | $823.7M | $-2.5M |
| FCF MarginFCF / Revenue | 181.0% | -0.7% |
| Capex IntensityCapex / Revenue | 8.9% | 2.1% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $85.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $5.3M | ||
| Q3 25 | $223.3M | $36.8M | ||
| Q2 25 | $271.9M | $680.0K | ||
| Q1 25 | $223.4M | $81.7M | ||
| Q4 24 | $811.5M | — | ||
| Q3 24 | $233.6M | $14.1M | ||
| Q2 24 | $274.0M | $26.7M | ||
| Q1 24 | $201.8M | $9.4M |
| Q4 25 | $823.7M | $-2.5M | ||
| Q3 25 | $214.5M | $24.6M | ||
| Q2 25 | $257.7M | $-6.5M | ||
| Q1 25 | $215.9M | $69.8M | ||
| Q4 24 | $777.5M | — | ||
| Q3 24 | $225.3M | $3.2M | ||
| Q2 24 | $263.3M | $15.4M | ||
| Q1 24 | $191.0M | $-555.0K |
| Q4 25 | 181.0% | -0.7% | ||
| Q3 25 | 44.8% | 6.6% | ||
| Q2 25 | 56.3% | -1.8% | ||
| Q1 25 | 47.0% | 19.8% | ||
| Q4 24 | 178.1% | — | ||
| Q3 24 | 50.6% | 0.9% | ||
| Q2 24 | 62.2% | 4.4% | ||
| Q1 24 | 45.1% | -0.2% |
| Q4 25 | 8.9% | 2.1% | ||
| Q3 25 | 1.8% | 3.3% | ||
| Q2 25 | 3.1% | 2.0% | ||
| Q1 25 | 1.6% | 3.4% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 1.9% | 3.0% | ||
| Q2 24 | 2.5% | 3.2% | ||
| Q1 24 | 2.6% | 3.0% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | 13.41× | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | 2.94× | ||
| Q2 24 | 2.52× | 4.94× | ||
| Q1 24 | 1.58× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
FOXF
| Specialty Sports Group | $132.7M | 35% |
| Powered Vehicles Group | $125.9M | 33% |
| Aftermarket Applications Group | $117.8M | 31% |