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Side-by-side financial comparison of American Homes 4 Rent (AMH) and GLOBAL INDUSTRIAL Co (GIC). 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 $345.6M, roughly 1.3× GLOBAL INDUSTRIAL Co). American Homes 4 Rent runs the higher net margin — 31.7% vs 4.2%, a 27.5% gap on every dollar of revenue. On growth, GLOBAL INDUSTRIAL Co posted the faster year-over-year revenue change (14.3% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $19.2M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs 3.4%).
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.
Global Industrial Company is a Port Washington, New York–based company providing industrial and MRO products through a system of branded e-Commerce websites and relationship marketers in North America. The primary brand is Global Industrial.
AMH vs GIC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $345.6M |
| Net Profit | $144.3M | $14.6M |
| Gross Margin | — | 34.5% |
| Operating Margin | — | 5.7% |
| Net Margin | 31.7% | 4.2% |
| Revenue YoY | 4.2% | 14.3% |
| Net Profit YoY | 0.3% | 36.4% |
| EPS (diluted) | $0.33 | $0.37 |
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 | $345.6M | ||
| Q3 25 | $478.5M | $353.6M | ||
| Q2 25 | $457.5M | $358.9M | ||
| Q1 25 | $459.3M | $321.0M | ||
| Q4 24 | $436.6M | $302.3M | ||
| Q3 24 | $445.1M | $342.4M | ||
| Q2 24 | $423.5M | $347.8M | ||
| Q1 24 | $423.6M | $323.4M |
| Q4 25 | $144.3M | $14.6M | ||
| Q3 25 | $116.8M | $18.8M | ||
| Q2 25 | $123.6M | $25.1M | ||
| Q1 25 | $128.7M | $13.6M | ||
| Q4 24 | $143.9M | $10.7M | ||
| Q3 24 | $87.6M | $16.8M | ||
| Q2 24 | $108.5M | $20.3M | ||
| Q1 24 | $128.1M | $13.2M |
| Q4 25 | — | 34.5% | ||
| Q3 25 | — | 35.6% | ||
| Q2 25 | — | 37.1% | ||
| Q1 25 | — | 34.9% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 34.0% | ||
| Q2 24 | — | 35.2% | ||
| Q1 24 | — | 34.3% |
| Q4 25 | — | 5.7% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 9.3% | ||
| Q1 25 | — | 5.7% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | — | 6.5% | ||
| Q2 24 | — | 7.6% | ||
| Q1 24 | — | 5.4% |
| Q4 25 | 31.7% | 4.2% | ||
| Q3 25 | 24.4% | 5.3% | ||
| Q2 25 | 27.0% | 7.0% | ||
| Q1 25 | 28.0% | 4.2% | ||
| Q4 24 | 33.0% | 3.5% | ||
| Q3 24 | 19.7% | 4.9% | ||
| Q2 24 | 25.6% | 5.8% | ||
| Q1 24 | 30.2% | 4.1% |
| Q4 25 | $0.33 | $0.37 | ||
| Q3 25 | $0.27 | $0.48 | ||
| Q2 25 | $0.28 | $0.65 | ||
| Q1 25 | $0.30 | $0.35 | ||
| Q4 24 | $0.33 | $0.28 | ||
| Q3 24 | $0.20 | $0.44 | ||
| Q2 24 | $0.25 | $0.52 | ||
| Q1 24 | $0.30 | $0.34 |
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 | $67.5M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $313.2M |
| Total Assets | $13.2B | $580.8M |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $67.5M | ||
| Q3 25 | $45.6M | $67.2M | ||
| Q2 25 | $323.3M | $55.1M | ||
| Q1 25 | $69.7M | $39.0M | ||
| Q4 24 | $199.4M | $44.6M | ||
| Q3 24 | $162.5M | $38.9M | ||
| Q2 24 | $718.4M | $38.8M | ||
| Q1 24 | $124.8M | $29.9M |
| 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 | $313.2M | ||
| Q3 25 | $7.2B | $316.0M | ||
| Q2 25 | $7.2B | $305.2M | ||
| Q1 25 | $7.2B | $287.9M | ||
| Q4 24 | $7.2B | $281.1M | ||
| Q3 24 | $7.0B | $279.2M | ||
| Q2 24 | $7.0B | $270.4M | ||
| Q1 24 | $7.0B | $260.2M |
| Q4 25 | $13.2B | $580.8M | ||
| Q3 25 | $13.3B | $602.5M | ||
| Q2 25 | $13.6B | $586.5M | ||
| Q1 25 | $13.3B | $536.7M | ||
| Q4 24 | $13.4B | $520.7M | ||
| Q3 24 | $12.8B | $531.6M | ||
| Q2 24 | $13.3B | $542.5M | ||
| Q1 24 | $12.8B | $517.4M |
| 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 | $20.0M |
| Free Cash FlowOCF − Capex | $823.7M | $19.2M |
| FCF MarginFCF / Revenue | 181.0% | 5.6% |
| Capex IntensityCapex / Revenue | 8.9% | 0.2% |
| Cash ConversionOCF / Net Profit | 5.99× | 1.37× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $74.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $20.0M | ||
| Q3 25 | $223.3M | $22.7M | ||
| Q2 25 | $271.9M | $31.7M | ||
| Q1 25 | $223.4M | $3.4M | ||
| Q4 24 | $811.5M | $15.9M | ||
| Q3 24 | $233.6M | $9.6M | ||
| Q2 24 | $274.0M | $18.8M | ||
| Q1 24 | $201.8M | $6.4M |
| Q4 25 | $823.7M | $19.2M | ||
| Q3 25 | $214.5M | $22.0M | ||
| Q2 25 | $257.7M | $30.3M | ||
| Q1 25 | $215.9M | $3.2M | ||
| Q4 24 | $777.5M | $15.2M | ||
| Q3 24 | $225.3M | $8.7M | ||
| Q2 24 | $263.3M | $17.9M | ||
| Q1 24 | $191.0M | $5.1M |
| Q4 25 | 181.0% | 5.6% | ||
| Q3 25 | 44.8% | 6.2% | ||
| Q2 25 | 56.3% | 8.4% | ||
| Q1 25 | 47.0% | 1.0% | ||
| Q4 24 | 178.1% | 5.0% | ||
| Q3 24 | 50.6% | 2.5% | ||
| Q2 24 | 62.2% | 5.1% | ||
| Q1 24 | 45.1% | 1.6% |
| Q4 25 | 8.9% | 0.2% | ||
| Q3 25 | 1.8% | 0.2% | ||
| Q2 25 | 3.1% | 0.4% | ||
| Q1 25 | 1.6% | 0.1% | ||
| Q4 24 | 7.8% | 0.2% | ||
| Q3 24 | 1.9% | 0.3% | ||
| Q2 24 | 2.5% | 0.3% | ||
| Q1 24 | 2.6% | 0.4% |
| Q4 25 | 5.99× | 1.37× | ||
| Q3 25 | 1.91× | 1.21× | ||
| Q2 25 | 2.20× | 1.26× | ||
| Q1 25 | 1.74× | 0.25× | ||
| Q4 24 | 5.64× | 1.49× | ||
| Q3 24 | 2.67× | 0.57× | ||
| Q2 24 | 2.52× | 0.93× | ||
| Q1 24 | 1.58× | 0.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
