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Side-by-side financial comparison of American Homes 4 Rent (AMH) and GRIFFON CORP (GFF). Click either name above to swap in a different company.
GRIFFON CORP is the larger business by last-quarter revenue ($649.1M vs $455.0M, roughly 1.4× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 9.9%, a 21.8% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs 2.6%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $99.3M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -1.8%).
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.
Griffon Corporation is a multinational conglomerate headquartered in New York City. It operates as a diversified management and holding company. The company has four subsidiaries: Ames True Temper, ClosetMaid, Clopay Building Products, and CornellCookson. Griffon has been publicly traded since 1961 and is listed on the New York Stock Exchange as a component stock of the S&P SmallCap 600, S&P Composite 1500, and Russell 2000 indices.
AMH vs GFF — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $649.1M |
| Net Profit | $144.3M | $64.4M |
| Gross Margin | — | 41.1% |
| Operating Margin | — | 17.5% |
| Net Margin | 31.7% | 9.9% |
| Revenue YoY | 4.2% | 2.6% |
| Net Profit YoY | 0.3% | -9.1% |
| EPS (diluted) | $0.33 | $1.41 |
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 | $649.1M | ||
| Q3 25 | $478.5M | $662.2M | ||
| Q2 25 | $457.5M | $613.6M | ||
| Q1 25 | $459.3M | $611.7M | ||
| Q4 24 | $436.6M | $632.4M | ||
| Q3 24 | $445.1M | $659.7M | ||
| Q2 24 | $423.5M | $647.8M | ||
| Q1 24 | $423.6M | $672.9M |
| Q4 25 | $144.3M | $64.4M | ||
| Q3 25 | $116.8M | $43.6M | ||
| Q2 25 | $123.6M | $-120.1M | ||
| Q1 25 | $128.7M | $56.8M | ||
| Q4 24 | $143.9M | $70.9M | ||
| Q3 24 | $87.6M | $62.5M | ||
| Q2 24 | $108.5M | $41.1M | ||
| Q1 24 | $128.1M | $64.1M |
| Q4 25 | — | 41.1% | ||
| Q3 25 | — | 41.7% | ||
| Q2 25 | — | 43.2% | ||
| Q1 25 | — | 41.2% | ||
| Q4 24 | — | 41.8% | ||
| Q3 24 | — | 39.9% | ||
| Q2 24 | — | 38.5% | ||
| Q1 24 | — | 40.2% |
| Q4 25 | — | 17.5% | ||
| Q3 25 | — | 18.0% | ||
| Q2 25 | — | -20.5% | ||
| Q1 25 | — | 16.5% | ||
| Q4 24 | — | 17.7% | ||
| Q3 24 | — | 16.9% | ||
| Q2 24 | — | 13.8% | ||
| Q1 24 | — | 16.9% |
| Q4 25 | 31.7% | 9.9% | ||
| Q3 25 | 24.4% | 6.6% | ||
| Q2 25 | 27.0% | -19.6% | ||
| Q1 25 | 28.0% | 9.3% | ||
| Q4 24 | 33.0% | 11.2% | ||
| Q3 24 | 19.7% | 9.5% | ||
| Q2 24 | 25.6% | 6.3% | ||
| Q1 24 | 30.2% | 9.5% |
| Q4 25 | $0.33 | $1.41 | ||
| Q3 25 | $0.27 | $1.04 | ||
| Q2 25 | $0.28 | $-2.65 | ||
| Q1 25 | $0.30 | $1.21 | ||
| Q4 24 | $0.33 | $1.49 | ||
| Q3 24 | $0.20 | $1.29 | ||
| Q2 24 | $0.25 | $0.84 | ||
| Q1 24 | $0.30 | $1.28 |
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 | $95.3M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $108.9M |
| Total Assets | $13.2B | $2.1B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $95.3M | ||
| Q3 25 | $45.6M | $99.0M | ||
| Q2 25 | $323.3M | $107.3M | ||
| Q1 25 | $69.7M | $127.8M | ||
| Q4 24 | $199.4M | $152.0M | ||
| Q3 24 | $162.5M | $114.4M | ||
| Q2 24 | $718.4M | $133.5M | ||
| Q1 24 | $124.8M | $123.0M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | $1.5B | ||
| Q1 25 | $4.9B | $1.5B | ||
| Q4 24 | $5.0B | $1.5B | ||
| Q3 24 | $4.5B | $1.5B | ||
| Q2 24 | $5.0B | $1.5B | ||
| Q1 24 | $4.5B | $1.6B |
| Q4 25 | $7.0B | $108.9M | ||
| Q3 25 | $7.2B | $74.0M | ||
| Q2 25 | $7.2B | $63.9M | ||
| Q1 25 | $7.2B | $214.7M | ||
| Q4 24 | $7.2B | $227.8M | ||
| Q3 24 | $7.0B | $224.9M | ||
| Q2 24 | $7.0B | $223.5M | ||
| Q1 24 | $7.0B | $202.2M |
| Q4 25 | $13.2B | $2.1B | ||
| Q3 25 | $13.3B | $2.1B | ||
| Q2 25 | $13.6B | $2.1B | ||
| Q1 25 | $13.3B | $2.3B | ||
| Q4 24 | $13.4B | $2.3B | ||
| Q3 24 | $12.8B | $2.4B | ||
| Q2 24 | $13.3B | $2.4B | ||
| Q1 24 | $12.8B | $2.4B |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | 22.71× | ||
| Q1 25 | 0.69× | 7.16× | ||
| Q4 24 | 0.70× | 6.48× | ||
| Q3 24 | 0.64× | 6.78× | ||
| Q2 24 | 0.71× | 6.74× | ||
| Q1 24 | 0.64× | 7.84× |
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 | $107.0M |
| Free Cash FlowOCF − Capex | $823.7M | $99.3M |
| FCF MarginFCF / Revenue | 181.0% | 15.3% |
| Capex IntensityCapex / Revenue | 8.9% | 1.2% |
| Cash ConversionOCF / Net Profit | 5.99× | 1.66× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $278.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $107.0M | ||
| Q3 25 | $223.3M | $75.0M | ||
| Q2 25 | $271.9M | $123.1M | ||
| Q1 25 | $223.4M | $16.5M | ||
| Q4 24 | $811.5M | $142.9M | ||
| Q3 24 | $233.6M | $72.1M | ||
| Q2 24 | $274.0M | $122.1M | ||
| Q1 24 | $201.8M | $39.8M |
| Q4 25 | $823.7M | $99.3M | ||
| Q3 25 | $214.5M | $62.4M | ||
| Q2 25 | $257.7M | $114.4M | ||
| Q1 25 | $215.9M | $2.8M | ||
| Q4 24 | $777.5M | $125.5M | ||
| Q3 24 | $225.3M | $51.6M | ||
| Q2 24 | $263.3M | $107.5M | ||
| Q1 24 | $191.0M | $20.8M |
| Q4 25 | 181.0% | 15.3% | ||
| Q3 25 | 44.8% | 9.4% | ||
| Q2 25 | 56.3% | 18.6% | ||
| Q1 25 | 47.0% | 0.5% | ||
| Q4 24 | 178.1% | 19.8% | ||
| Q3 24 | 50.6% | 7.8% | ||
| Q2 24 | 62.2% | 16.6% | ||
| Q1 24 | 45.1% | 3.1% |
| Q4 25 | 8.9% | 1.2% | ||
| Q3 25 | 1.8% | 1.9% | ||
| Q2 25 | 3.1% | 1.4% | ||
| Q1 25 | 1.6% | 2.2% | ||
| Q4 24 | 7.8% | 2.8% | ||
| Q3 24 | 1.9% | 3.1% | ||
| Q2 24 | 2.5% | 2.2% | ||
| Q1 24 | 2.6% | 2.8% |
| Q4 25 | 5.99× | 1.66× | ||
| Q3 25 | 1.91× | 1.72× | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | 0.29× | ||
| Q4 24 | 5.64× | 2.02× | ||
| Q3 24 | 2.67× | 1.15× | ||
| Q2 24 | 2.52× | 2.97× | ||
| Q1 24 | 1.58× | 0.62× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
