vs
Side-by-side financial comparison of American Homes 4 Rent (AMH) and GUESS INC (GES). Click either name above to swap in a different company.
GUESS INC is the larger business by last-quarter revenue ($791.4M vs $455.0M, roughly 1.7× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 3.2%, a 28.5% gap on every dollar of revenue. On growth, GUESS INC posted the faster year-over-year revenue change (7.2% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-56.3M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -5.8%).
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.
Guess?, Inc. is an American clothing company, notable for its black-and-white advertisements. It licenses its brand on other fashion accessories, such as watches, jewelry, perfumes, bags and shoes.
AMH vs GES — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $791.4M |
| Net Profit | $144.3M | $25.6M |
| Gross Margin | — | 42.5% |
| Operating Margin | — | 2.9% |
| Net Margin | 31.7% | 3.2% |
| Revenue YoY | 4.2% | 7.2% |
| Net Profit YoY | 0.3% | 209.6% |
| EPS (diluted) | $0.33 | $0.48 |
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 | $791.4M | ||
| Q3 25 | $478.5M | $772.9M | ||
| Q2 25 | $457.5M | $647.8M | ||
| Q1 25 | $459.3M | $932.3M | ||
| Q4 24 | $436.6M | $738.5M | ||
| Q3 24 | $445.1M | $732.6M | ||
| Q2 24 | $423.5M | $591.9M | ||
| Q1 24 | $423.6M | $891.0M |
| Q4 25 | $144.3M | $25.6M | ||
| Q3 25 | $116.8M | $6.2M | ||
| Q2 25 | $123.6M | $-32.9M | ||
| Q1 25 | $128.7M | $81.4M | ||
| Q4 24 | $143.9M | $-23.4M | ||
| Q3 24 | $87.6M | $-10.6M | ||
| Q2 24 | $108.5M | $13.0M | ||
| Q1 24 | $128.1M | $115.3M |
| Q4 25 | — | 42.5% | ||
| Q3 25 | — | 42.5% | ||
| Q2 25 | — | 39.9% | ||
| Q1 25 | — | 44.1% | ||
| Q4 24 | — | 43.6% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 41.9% | ||
| Q1 24 | — | 45.4% |
| Q4 25 | — | 2.9% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | — | -5.1% | ||
| Q1 25 | — | 11.1% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | — | 6.5% | ||
| Q2 24 | — | -3.4% | ||
| Q1 24 | — | 16.3% |
| Q4 25 | 31.7% | 3.2% | ||
| Q3 25 | 24.4% | 0.8% | ||
| Q2 25 | 27.0% | -5.1% | ||
| Q1 25 | 28.0% | 8.7% | ||
| Q4 24 | 33.0% | -3.2% | ||
| Q3 24 | 19.7% | -1.4% | ||
| Q2 24 | 25.6% | 2.2% | ||
| Q1 24 | 30.2% | 12.9% |
| Q4 25 | $0.33 | $0.48 | ||
| Q3 25 | $0.27 | $0.12 | ||
| Q2 25 | $0.28 | $-0.65 | ||
| Q1 25 | $0.30 | $1.29 | ||
| Q4 24 | $0.33 | $-0.47 | ||
| Q3 24 | $0.20 | $-0.28 | ||
| Q2 24 | $0.25 | $0.23 | ||
| Q1 24 | $0.30 | $1.90 |
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 | $154.2M |
| Total DebtLower is stronger | $5.1B | $299.5M |
| Stockholders' EquityBook value | $7.0B | $508.5M |
| Total Assets | $13.2B | $3.0B |
| Debt / EquityLower = less leverage | 0.72× | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $154.2M | ||
| Q3 25 | $45.6M | $189.6M | ||
| Q2 25 | $323.3M | $151.2M | ||
| Q1 25 | $69.7M | $187.7M | ||
| Q4 24 | $199.4M | $140.9M | ||
| Q3 24 | $162.5M | $218.9M | ||
| Q2 24 | $718.4M | $241.7M | ||
| Q1 24 | $124.8M | $360.3M |
| Q4 25 | $5.1B | $299.5M | ||
| Q3 25 | $4.8B | $258.4M | ||
| Q2 25 | $5.2B | $241.7M | ||
| Q1 25 | $4.9B | $150.7M | ||
| Q4 24 | $5.0B | $238.3M | ||
| Q3 24 | $4.5B | $187.8M | ||
| Q2 24 | $5.0B | $196.9M | ||
| Q1 24 | $4.5B | $28.2M |
| Q4 25 | $7.0B | $508.5M | ||
| Q3 25 | $7.2B | $487.6M | ||
| Q2 25 | $7.2B | $483.6M | ||
| Q1 25 | $7.2B | $505.0M | ||
| Q4 24 | $7.2B | $450.7M | ||
| Q3 24 | $7.0B | $491.2M | ||
| Q2 24 | $7.0B | $565.5M | ||
| Q1 24 | $7.0B | $684.9M |
| Q4 25 | $13.2B | $3.0B | ||
| Q3 25 | $13.3B | $3.0B | ||
| Q2 25 | $13.6B | $2.9B | ||
| Q1 25 | $13.3B | $2.8B | ||
| Q4 24 | $13.4B | $2.8B | ||
| Q3 24 | $12.8B | $2.8B | ||
| Q2 24 | $13.3B | $2.7B | ||
| Q1 24 | $12.8B | $2.6B |
| Q4 25 | 0.72× | 0.59× | ||
| Q3 25 | 0.68× | 0.53× | ||
| Q2 25 | 0.72× | 0.50× | ||
| Q1 25 | 0.69× | 0.30× | ||
| Q4 24 | 0.70× | 0.53× | ||
| Q3 24 | 0.64× | 0.38× | ||
| Q2 24 | 0.71× | 0.35× | ||
| Q1 24 | 0.64× | 0.04× |
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 | $-39.5M |
| Free Cash FlowOCF − Capex | $823.7M | $-56.3M |
| FCF MarginFCF / Revenue | 181.0% | -7.1% |
| Capex IntensityCapex / Revenue | 8.9% | 2.1% |
| Cash ConversionOCF / Net Profit | 5.99× | -1.54× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $62.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $-39.5M | ||
| Q3 25 | $223.3M | $74.9M | ||
| Q2 25 | $271.9M | $-73.4M | ||
| Q1 25 | $223.4M | $183.2M | ||
| Q4 24 | $811.5M | $-83.3M | ||
| Q3 24 | $233.6M | $44.7M | ||
| Q2 24 | $274.0M | $-22.9M | ||
| Q1 24 | $201.8M | $289.5M |
| Q4 25 | $823.7M | $-56.3M | ||
| Q3 25 | $214.5M | $53.4M | ||
| Q2 25 | $257.7M | $-95.3M | ||
| Q1 25 | $215.9M | $160.7M | ||
| Q4 24 | $777.5M | $-105.4M | ||
| Q3 24 | $225.3M | $24.3M | ||
| Q2 24 | $263.3M | $-44.0M | ||
| Q1 24 | $191.0M | $267.8M |
| Q4 25 | 181.0% | -7.1% | ||
| Q3 25 | 44.8% | 6.9% | ||
| Q2 25 | 56.3% | -14.7% | ||
| Q1 25 | 47.0% | 17.2% | ||
| Q4 24 | 178.1% | -14.3% | ||
| Q3 24 | 50.6% | 3.3% | ||
| Q2 24 | 62.2% | -7.4% | ||
| Q1 24 | 45.1% | 30.1% |
| Q4 25 | 8.9% | 2.1% | ||
| Q3 25 | 1.8% | 2.8% | ||
| Q2 25 | 3.1% | 3.4% | ||
| Q1 25 | 1.6% | 2.4% | ||
| Q4 24 | 7.8% | 3.0% | ||
| Q3 24 | 1.9% | 2.8% | ||
| Q2 24 | 2.5% | 3.6% | ||
| Q1 24 | 2.6% | 2.4% |
| Q4 25 | 5.99× | -1.54× | ||
| Q3 25 | 1.91× | 12.00× | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | 2.25× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | -1.76× | ||
| Q1 24 | 1.58× | 2.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
GES
| Products | $760.3M | 96% |
| Royalty | $31.1M | 4% |
