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Side-by-side financial comparison of American Homes 4 Rent (AMH) and GRACO INC (GGG). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $455.0M, roughly 1.3× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 22.3%, a 9.4% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $184.3M). Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% 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.
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
AMH vs GGG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $593.2M |
| Net Profit | $144.3M | $132.5M |
| Gross Margin | — | 51.7% |
| Operating Margin | — | 26.7% |
| Net Margin | 31.7% | 22.3% |
| Revenue YoY | 4.2% | 8.1% |
| Net Profit YoY | 0.3% | 21.9% |
| EPS (diluted) | $0.33 | $0.78 |
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 | $593.2M | ||
| Q3 25 | $478.5M | $543.4M | ||
| Q2 25 | $457.5M | $571.8M | ||
| Q1 25 | $459.3M | $528.3M | ||
| Q4 24 | $436.6M | $548.7M | ||
| Q3 24 | $445.1M | $519.2M | ||
| Q2 24 | $423.5M | $553.2M | ||
| Q1 24 | $423.6M | $492.2M |
| Q4 25 | $144.3M | $132.5M | ||
| Q3 25 | $116.8M | $137.6M | ||
| Q2 25 | $123.6M | $127.6M | ||
| Q1 25 | $128.7M | $124.1M | ||
| Q4 24 | $143.9M | $108.7M | ||
| Q3 24 | $87.6M | $122.2M | ||
| Q2 24 | $108.5M | $133.0M | ||
| Q1 24 | $128.1M | $122.2M |
| Q4 25 | — | 51.7% | ||
| Q3 25 | — | 53.2% | ||
| Q2 25 | — | 52.4% | ||
| Q1 25 | — | 52.6% | ||
| Q4 24 | — | 50.9% | ||
| Q3 24 | — | 53.2% | ||
| Q2 24 | — | 54.4% | ||
| Q1 24 | — | 54.1% |
| Q4 25 | — | 26.7% | ||
| Q3 25 | — | 30.3% | ||
| Q2 25 | — | 27.5% | ||
| Q1 25 | — | 27.3% | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | — | 28.1% | ||
| Q2 24 | — | 29.2% | ||
| Q1 24 | — | 27.0% |
| Q4 25 | 31.7% | 22.3% | ||
| Q3 25 | 24.4% | 25.3% | ||
| Q2 25 | 27.0% | 22.3% | ||
| Q1 25 | 28.0% | 23.5% | ||
| Q4 24 | 33.0% | 19.8% | ||
| Q3 24 | 19.7% | 23.5% | ||
| Q2 24 | 25.6% | 24.0% | ||
| Q1 24 | 30.2% | 24.8% |
| Q4 25 | $0.33 | $0.78 | ||
| Q3 25 | $0.27 | $0.82 | ||
| Q2 25 | $0.28 | $0.76 | ||
| Q1 25 | $0.30 | $0.72 | ||
| Q4 24 | $0.33 | $0.63 | ||
| Q3 24 | $0.20 | $0.71 | ||
| Q2 24 | $0.25 | $0.77 | ||
| Q1 24 | $0.30 | $0.71 |
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 | $624.1M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $2.7B |
| Total Assets | $13.2B | $3.3B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $624.1M | ||
| Q3 25 | $45.6M | $618.7M | ||
| Q2 25 | $323.3M | $534.9M | ||
| Q1 25 | $69.7M | $536.1M | ||
| Q4 24 | $199.4M | $675.3M | ||
| Q3 24 | $162.5M | $764.5M | ||
| Q2 24 | $718.4M | $666.0M | ||
| Q1 24 | $124.8M | $622.7M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
| Q4 25 | $7.0B | $2.7B | ||
| Q3 25 | $7.2B | $2.6B | ||
| Q2 25 | $7.2B | $2.5B | ||
| Q1 25 | $7.2B | $2.5B | ||
| Q4 24 | $7.2B | $2.6B | ||
| Q3 24 | $7.0B | $2.5B | ||
| Q2 24 | $7.0B | $2.4B | ||
| Q1 24 | $7.0B | $2.3B |
| Q4 25 | $13.2B | $3.3B | ||
| Q3 25 | $13.3B | $3.2B | ||
| Q2 25 | $13.6B | $3.0B | ||
| Q1 25 | $13.3B | $3.0B | ||
| Q4 24 | $13.4B | $3.1B | ||
| Q3 24 | $12.8B | $3.0B | ||
| Q2 24 | $13.3B | $2.9B | ||
| Q1 24 | $12.8B | $2.8B |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.64× | — | ||
| 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 | $196.3M |
| Free Cash FlowOCF − Capex | $823.7M | $184.3M |
| FCF MarginFCF / Revenue | 181.0% | 31.1% |
| Capex IntensityCapex / Revenue | 8.9% | 2.0% |
| Cash ConversionOCF / Net Profit | 5.99× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $637.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $196.3M | ||
| Q3 25 | $223.3M | $179.2M | ||
| Q2 25 | $271.9M | $182.7M | ||
| Q1 25 | $223.4M | $125.4M | ||
| Q4 24 | $811.5M | $185.2M | ||
| Q3 24 | $233.6M | $178.6M | ||
| Q2 24 | $274.0M | $139.0M | ||
| Q1 24 | $201.8M | $118.9M |
| Q4 25 | $823.7M | $184.3M | ||
| Q3 25 | $214.5M | $175.7M | ||
| Q2 25 | $257.7M | $163.1M | ||
| Q1 25 | $215.9M | $114.8M | ||
| Q4 24 | $777.5M | $171.3M | ||
| Q3 24 | $225.3M | $159.2M | ||
| Q2 24 | $263.3M | $102.7M | ||
| Q1 24 | $191.0M | $81.7M |
| Q4 25 | 181.0% | 31.1% | ||
| Q3 25 | 44.8% | 32.3% | ||
| Q2 25 | 56.3% | 28.5% | ||
| Q1 25 | 47.0% | 21.7% | ||
| Q4 24 | 178.1% | 31.2% | ||
| Q3 24 | 50.6% | 30.7% | ||
| Q2 24 | 62.2% | 18.6% | ||
| Q1 24 | 45.1% | 16.6% |
| Q4 25 | 8.9% | 2.0% | ||
| Q3 25 | 1.8% | 0.6% | ||
| Q2 25 | 3.1% | 3.4% | ||
| Q1 25 | 1.6% | 2.0% | ||
| Q4 24 | 7.8% | 2.5% | ||
| Q3 24 | 1.9% | 3.7% | ||
| Q2 24 | 2.5% | 6.6% | ||
| Q1 24 | 2.6% | 7.6% |
| Q4 25 | 5.99× | 1.48× | ||
| Q3 25 | 1.91× | 1.30× | ||
| Q2 25 | 2.20× | 1.43× | ||
| Q1 25 | 1.74× | 1.01× | ||
| Q4 24 | 5.64× | 1.70× | ||
| Q3 24 | 2.67× | 1.46× | ||
| Q2 24 | 2.52× | 1.05× | ||
| Q1 24 | 1.58× | 0.97× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
