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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Global Business Travel Group, Inc. (GBTG). Click either name above to swap in a different company.
Global Business Travel Group, Inc. is the larger business by last-quarter revenue ($792.0M vs $455.0M, roughly 1.7× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 10.5%, a 21.2% gap on every dollar of revenue. On growth, Global Business Travel Group, Inc. posted the faster year-over-year revenue change (34.0% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $13.0M). Over the past eight quarters, Global Business Travel Group, Inc.'s revenue compounded faster (13.9% 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.
A travel management company (TMC) is a travel agency which manages organizations' corporate or business travel programs. Such companies will often provide an end-user online booking tool, mobile application, program management, and consulting teams, executive travel services, meetings and events support, reporting functionality, duty of care, and more. Non-Profit travel management companies also provide services to manage complex visa requirements, pre-trip medical needs, remote area travel, ...
AMH vs GBTG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $792.0M |
| Net Profit | $144.3M | $83.0M |
| Gross Margin | — | — |
| Operating Margin | — | 3.7% |
| Net Margin | 31.7% | 10.5% |
| Revenue YoY | 4.2% | 34.0% |
| Net Profit YoY | 0.3% | 692.9% |
| EPS (diluted) | $0.33 | $0.16 |
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 | $792.0M | ||
| Q3 25 | $478.5M | $674.0M | ||
| Q2 25 | $457.5M | $631.0M | ||
| Q1 25 | $459.3M | $621.0M | ||
| Q4 24 | $436.6M | $591.0M | ||
| Q3 24 | $445.1M | $597.0M | ||
| Q2 24 | $423.5M | $625.0M | ||
| Q1 24 | $423.6M | $610.0M |
| Q4 25 | $144.3M | $83.0M | ||
| Q3 25 | $116.8M | $-62.0M | ||
| Q2 25 | $123.6M | $15.0M | ||
| Q1 25 | $128.7M | $75.0M | ||
| Q4 24 | $143.9M | $-14.0M | ||
| Q3 24 | $87.6M | $-128.0M | ||
| Q2 24 | $108.5M | $27.0M | ||
| Q1 24 | $128.1M | $-19.0M |
| Q4 25 | — | 3.7% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 5.4% | ||
| Q1 25 | — | 8.9% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | — | 4.5% | ||
| Q2 24 | — | 6.7% | ||
| Q1 24 | — | 2.6% |
| Q4 25 | 31.7% | 10.5% | ||
| Q3 25 | 24.4% | -9.2% | ||
| Q2 25 | 27.0% | 2.4% | ||
| Q1 25 | 28.0% | 12.1% | ||
| Q4 24 | 33.0% | -2.4% | ||
| Q3 24 | 19.7% | -21.4% | ||
| Q2 24 | 25.6% | 4.3% | ||
| Q1 24 | 30.2% | -3.1% |
| Q4 25 | $0.33 | $0.16 | ||
| Q3 25 | $0.27 | $-0.13 | ||
| Q2 25 | $0.28 | $0.03 | ||
| Q1 25 | $0.30 | $0.16 | ||
| Q4 24 | $0.33 | $-0.04 | ||
| Q3 24 | $0.20 | $-0.28 | ||
| Q2 24 | $0.25 | $0.06 | ||
| Q1 24 | $0.30 | $-0.04 |
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 | $434.0M |
| Total DebtLower is stronger | $5.1B | $1.4B |
| Stockholders' EquityBook value | $7.0B | $1.6B |
| Total Assets | $13.2B | $4.9B |
| Debt / EquityLower = less leverage | 0.72× | 0.88× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $434.0M | ||
| Q3 25 | $45.6M | $427.0M | ||
| Q2 25 | $323.3M | $601.0M | ||
| Q1 25 | $69.7M | $552.0M | ||
| Q4 24 | $199.4M | $536.0M | ||
| Q3 24 | $162.5M | $524.0M | ||
| Q2 24 | $718.4M | $515.0M | ||
| Q1 24 | $124.8M | $475.0M |
| Q4 25 | $5.1B | $1.4B | ||
| Q3 25 | $4.8B | $1.4B | ||
| Q2 25 | $5.2B | $1.4B | ||
| Q1 25 | $4.9B | $1.4B | ||
| Q4 24 | $5.0B | $1.4B | ||
| Q3 24 | $4.5B | $1.4B | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
| Q4 25 | $7.0B | $1.6B | ||
| Q3 25 | $7.2B | $1.5B | ||
| Q2 25 | $7.2B | $1.2B | ||
| Q1 25 | $7.2B | $1.1B | ||
| Q4 24 | $7.2B | $1.1B | ||
| Q3 24 | $7.0B | $1.1B | ||
| Q2 24 | $7.0B | $1.2B | ||
| Q1 24 | $7.0B | $1.2B |
| Q4 25 | $13.2B | $4.9B | ||
| Q3 25 | $13.3B | $4.8B | ||
| Q2 25 | $13.6B | $3.9B | ||
| Q1 25 | $13.3B | $3.8B | ||
| Q4 24 | $13.4B | $3.6B | ||
| Q3 24 | $12.8B | $3.8B | ||
| Q2 24 | $13.3B | $3.8B | ||
| Q1 24 | $12.8B | $3.8B |
| Q4 25 | 0.72× | 0.88× | ||
| Q3 25 | 0.68× | 0.91× | ||
| Q2 25 | 0.72× | 1.15× | ||
| Q1 25 | 0.69× | 1.23× | ||
| Q4 24 | 0.70× | 1.32× | ||
| Q3 24 | 0.64× | 1.26× | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.64× | — |
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 | $52.0M |
| Free Cash FlowOCF − Capex | $823.7M | $13.0M |
| FCF MarginFCF / Revenue | 181.0% | 1.6% |
| Capex IntensityCapex / Revenue | 8.9% | 4.9% |
| Cash ConversionOCF / Net Profit | 5.99× | 0.63× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $104.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $52.0M | ||
| Q3 25 | $223.3M | $71.0M | ||
| Q2 25 | $271.9M | $57.0M | ||
| Q1 25 | $223.4M | $53.0M | ||
| Q4 24 | $811.5M | $65.0M | ||
| Q3 24 | $233.6M | $85.0M | ||
| Q2 24 | $274.0M | $73.0M | ||
| Q1 24 | $201.8M | $49.0M |
| Q4 25 | $823.7M | $13.0M | ||
| Q3 25 | $214.5M | $38.0M | ||
| Q2 25 | $257.7M | $27.0M | ||
| Q1 25 | $215.9M | $26.0M | ||
| Q4 24 | $777.5M | $33.0M | ||
| Q3 24 | $225.3M | $59.0M | ||
| Q2 24 | $263.3M | $49.0M | ||
| Q1 24 | $191.0M | $24.0M |
| Q4 25 | 181.0% | 1.6% | ||
| Q3 25 | 44.8% | 5.6% | ||
| Q2 25 | 56.3% | 4.3% | ||
| Q1 25 | 47.0% | 4.2% | ||
| Q4 24 | 178.1% | 5.6% | ||
| Q3 24 | 50.6% | 9.9% | ||
| Q2 24 | 62.2% | 7.8% | ||
| Q1 24 | 45.1% | 3.9% |
| Q4 25 | 8.9% | 4.9% | ||
| Q3 25 | 1.8% | 4.9% | ||
| Q2 25 | 3.1% | 4.8% | ||
| Q1 25 | 1.6% | 4.3% | ||
| Q4 24 | 7.8% | 5.4% | ||
| Q3 24 | 1.9% | 4.4% | ||
| Q2 24 | 2.5% | 3.8% | ||
| Q1 24 | 2.6% | 4.1% |
| Q4 25 | 5.99× | 0.63× | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | 3.80× | ||
| Q1 25 | 1.74× | 0.71× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | 2.70× | ||
| 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.
GBTG
| Travel | $620.0M | 78% |
| Other | $172.0M | 22% |
