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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Frontdoor, Inc. (FTDR). 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 $451.0M, roughly 1.0× Frontdoor, Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs 9.1%, a 22.6% gap on every dollar of revenue. On growth, Frontdoor, Inc. posted the faster year-over-year revenue change (5.9% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $114.0M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -8.8%).
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.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
AMH vs FTDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $451.0M |
| Net Profit | $144.3M | $41.0M |
| Gross Margin | — | 55.0% |
| Operating Margin | — | — |
| Net Margin | 31.7% | 9.1% |
| Revenue YoY | 4.2% | 5.9% |
| Net Profit YoY | 0.3% | 10.8% |
| EPS (diluted) | $0.33 | $0.57 |
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 | — | $451.0M | ||
| Q4 25 | $455.0M | $432.0M | ||
| Q3 25 | $478.5M | $618.0M | ||
| Q2 25 | $457.5M | $617.0M | ||
| Q1 25 | $459.3M | $426.0M | ||
| Q4 24 | $436.6M | $383.0M | ||
| Q3 24 | $445.1M | $540.0M | ||
| Q2 24 | $423.5M | $542.0M |
| Q1 26 | — | $41.0M | ||
| Q4 25 | $144.3M | $1.0M | ||
| Q3 25 | $116.8M | $106.0M | ||
| Q2 25 | $123.6M | $111.0M | ||
| Q1 25 | $128.7M | $37.0M | ||
| Q4 24 | $143.9M | $9.0M | ||
| Q3 24 | $87.6M | $100.0M | ||
| Q2 24 | $108.5M | $92.0M |
| Q1 26 | — | 55.0% | ||
| Q4 25 | — | 49.3% | ||
| Q3 25 | — | 57.1% | ||
| Q2 25 | — | 57.7% | ||
| Q1 25 | — | 55.2% | ||
| Q4 24 | — | 48.0% | ||
| Q3 24 | — | 56.7% | ||
| Q2 24 | — | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 23.0% | ||
| Q2 25 | — | 23.7% | ||
| Q1 25 | — | 11.3% | ||
| Q4 24 | — | 1.6% | ||
| Q3 24 | — | 24.8% | ||
| Q2 24 | — | 22.9% |
| Q1 26 | — | 9.1% | ||
| Q4 25 | 31.7% | 0.2% | ||
| Q3 25 | 24.4% | 17.2% | ||
| Q2 25 | 27.0% | 18.0% | ||
| Q1 25 | 28.0% | 8.7% | ||
| Q4 24 | 33.0% | 2.3% | ||
| Q3 24 | 19.7% | 18.5% | ||
| Q2 24 | 25.6% | 17.0% |
| Q1 26 | — | $0.57 | ||
| Q4 25 | $0.33 | $0.03 | ||
| Q3 25 | $0.27 | $1.42 | ||
| Q2 25 | $0.28 | $1.48 | ||
| Q1 25 | $0.30 | $0.49 | ||
| Q4 24 | $0.33 | $0.10 | ||
| Q3 24 | $0.20 | $1.30 | ||
| Q2 24 | $0.25 | $1.18 |
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 | $603.0M |
| Total DebtLower is stronger | $5.1B | $1.2B |
| Stockholders' EquityBook value | $7.0B | $230.0M |
| Total Assets | $13.2B | $2.2B |
| Debt / EquityLower = less leverage | 0.72× | 5.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $603.0M | ||
| Q4 25 | $108.5M | $566.0M | ||
| Q3 25 | $45.6M | $563.0M | ||
| Q2 25 | $323.3M | $562.0M | ||
| Q1 25 | $69.7M | $506.0M | ||
| Q4 24 | $199.4M | $436.0M | ||
| Q3 24 | $162.5M | $375.0M | ||
| Q2 24 | $718.4M | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $5.1B | $1.1B | ||
| Q3 25 | $4.8B | $1.2B | ||
| Q2 25 | $5.2B | $1.2B | ||
| Q1 25 | $4.9B | $1.2B | ||
| Q4 24 | $5.0B | $1.2B | ||
| Q3 24 | $4.5B | $565.0M | ||
| Q2 24 | $5.0B | $569.0M |
| Q1 26 | — | $230.0M | ||
| Q4 25 | $7.0B | $242.0M | ||
| Q3 25 | $7.2B | $316.0M | ||
| Q2 25 | $7.2B | $254.0M | ||
| Q1 25 | $7.2B | $198.0M | ||
| Q4 24 | $7.2B | $239.0M | ||
| Q3 24 | $7.0B | $261.0M | ||
| Q2 24 | $7.0B | $214.0M |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $13.2B | $2.1B | ||
| Q3 25 | $13.3B | $2.2B | ||
| Q2 25 | $13.6B | $2.2B | ||
| Q1 25 | $13.3B | $2.1B | ||
| Q4 24 | $13.4B | $2.1B | ||
| Q3 24 | $12.8B | $1.2B | ||
| Q2 24 | $13.3B | $1.2B |
| Q1 26 | — | 5.07× | ||
| Q4 25 | 0.72× | 4.73× | ||
| Q3 25 | 0.68× | 3.64× | ||
| Q2 25 | 0.72× | 4.56× | ||
| Q1 25 | 0.69× | 5.88× | ||
| Q4 24 | 0.70× | 4.90× | ||
| Q3 24 | 0.64× | 2.16× | ||
| Q2 24 | 0.71× | 2.66× |
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 | $114.0M |
| FCF MarginFCF / Revenue | 181.0% | 25.3% |
| Capex IntensityCapex / Revenue | 8.9% | — |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $387.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $864.3M | $101.0M | ||
| Q3 25 | $223.3M | $64.0M | ||
| Q2 25 | $271.9M | $127.0M | ||
| Q1 25 | $223.4M | $124.0M | ||
| Q4 24 | $811.5M | $58.0M | ||
| Q3 24 | $233.6M | $25.0M | ||
| Q2 24 | $274.0M | $103.0M |
| Q1 26 | — | $114.0M | ||
| Q4 25 | $823.7M | $95.0M | ||
| Q3 25 | $214.5M | $58.0M | ||
| Q2 25 | $257.7M | $120.0M | ||
| Q1 25 | $215.9M | $117.0M | ||
| Q4 24 | $777.5M | $50.0M | ||
| Q3 24 | $225.3M | $16.0M | ||
| Q2 24 | $263.3M | $91.0M |
| Q1 26 | — | 25.3% | ||
| Q4 25 | 181.0% | 22.0% | ||
| Q3 25 | 44.8% | 9.4% | ||
| Q2 25 | 56.3% | 19.4% | ||
| Q1 25 | 47.0% | 27.5% | ||
| Q4 24 | 178.1% | 13.1% | ||
| Q3 24 | 50.6% | 3.0% | ||
| Q2 24 | 62.2% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | 1.4% | ||
| Q3 25 | 1.8% | 1.0% | ||
| Q2 25 | 3.1% | 1.1% | ||
| Q1 25 | 1.6% | 1.6% | ||
| Q4 24 | 7.8% | 2.1% | ||
| Q3 24 | 1.9% | 1.7% | ||
| Q2 24 | 2.5% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | 101.00× | ||
| Q3 25 | 1.91× | 0.60× | ||
| Q2 25 | 2.20× | 1.14× | ||
| Q1 25 | 1.74× | 3.35× | ||
| Q4 24 | 5.64× | 6.44× | ||
| Q3 24 | 2.67× | 0.25× | ||
| Q2 24 | 2.52× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
