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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Gogo Inc. (GOGO). 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 $230.6M, roughly 2.0× Gogo Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs -4.3%, a 36.0% gap on every dollar of revenue. On growth, Gogo Inc. posted the faster year-over-year revenue change (67.3% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-25.4M). Over the past eight quarters, Gogo Inc.'s revenue compounded faster (48.7% 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.
Gogo Inc. is an American provider of in-flight broadband Internet service and other connectivity services for business aircraft, headquartered in Broomfield, Colorado. Through its Gogo LLC subsidiary, Gogo previously provided in-flight WiFi to 17 airlines until the Commercial Air business was sold to Intelsat for $400 million in December 2020. According to Gogo, over 2,500 commercial aircraft and 6,600 business aircraft have been equipped with its onboard Wi-Fi services. The company is the de...
AMH vs GOGO — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $230.6M |
| Net Profit | $144.3M | $-10.0M |
| Gross Margin | — | — |
| Operating Margin | — | 6.2% |
| Net Margin | 31.7% | -4.3% |
| Revenue YoY | 4.2% | 67.3% |
| Net Profit YoY | 0.3% | 64.6% |
| EPS (diluted) | $0.33 | $-0.08 |
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 | $230.6M | ||
| Q3 25 | $478.5M | $223.6M | ||
| Q2 25 | $457.5M | $226.0M | ||
| Q1 25 | $459.3M | $230.3M | ||
| Q4 24 | $436.6M | $137.8M | ||
| Q3 24 | $445.1M | $100.5M | ||
| Q2 24 | $423.5M | $102.1M | ||
| Q1 24 | $423.6M | $104.3M |
| Q4 25 | $144.3M | $-10.0M | ||
| Q3 25 | $116.8M | $-1.9M | ||
| Q2 25 | $123.6M | $12.8M | ||
| Q1 25 | $128.7M | $12.0M | ||
| Q4 24 | $143.9M | $-28.2M | ||
| Q3 24 | $87.6M | $10.6M | ||
| Q2 24 | $108.5M | $839.0K | ||
| Q1 24 | $128.1M | $30.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 87.8% | ||
| Q1 25 | — | 87.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | — | 6.2% | ||
| Q3 25 | — | 12.9% | ||
| Q2 25 | — | 15.9% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | — | -17.5% | ||
| Q3 24 | — | 19.0% | ||
| Q2 24 | — | 21.2% | ||
| Q1 24 | — | 33.2% |
| Q4 25 | 31.7% | -4.3% | ||
| Q3 25 | 24.4% | -0.9% | ||
| Q2 25 | 27.0% | 5.7% | ||
| Q1 25 | 28.0% | 5.2% | ||
| Q4 24 | 33.0% | -20.5% | ||
| Q3 24 | 19.7% | 10.6% | ||
| Q2 24 | 25.6% | 0.8% | ||
| Q1 24 | 30.2% | 29.2% |
| Q4 25 | $0.33 | $-0.08 | ||
| Q3 25 | $0.27 | $-0.01 | ||
| Q2 25 | $0.28 | $0.09 | ||
| Q1 25 | $0.30 | $0.09 | ||
| Q4 24 | $0.33 | $-0.22 | ||
| Q3 24 | $0.20 | $0.08 | ||
| Q2 24 | $0.25 | $0.01 | ||
| Q1 24 | $0.30 | $0.23 |
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 | $125.2M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $101.1M |
| Total Assets | $13.2B | $1.3B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $125.2M | ||
| Q3 25 | $45.6M | $133.6M | ||
| Q2 25 | $323.3M | $102.1M | ||
| Q1 25 | $69.7M | $70.3M | ||
| Q4 24 | $199.4M | $41.8M | ||
| Q3 24 | $162.5M | $176.7M | ||
| Q2 24 | $718.4M | $161.6M | ||
| Q1 24 | $124.8M | $152.8M |
| 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 | $101.1M | ||
| Q3 25 | $7.2B | $107.0M | ||
| Q2 25 | $7.2B | $102.8M | ||
| Q1 25 | $7.2B | $82.9M | ||
| Q4 24 | $7.2B | $69.3M | ||
| Q3 24 | $7.0B | $52.7M | ||
| Q2 24 | $7.0B | $52.0M | ||
| Q1 24 | $7.0B | $62.4M |
| Q4 25 | $13.2B | $1.3B | ||
| Q3 25 | $13.3B | $1.3B | ||
| Q2 25 | $13.6B | $1.3B | ||
| Q1 25 | $13.3B | $1.2B | ||
| Q4 24 | $13.4B | $1.2B | ||
| Q3 24 | $12.8B | $810.7M | ||
| Q2 24 | $13.3B | $802.7M | ||
| Q1 24 | $12.8B | $809.0M |
| 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 | $8.5M |
| Free Cash FlowOCF − Capex | $823.7M | $-25.4M |
| FCF MarginFCF / Revenue | 181.0% | -11.0% |
| Capex IntensityCapex / Revenue | 8.9% | 14.7% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $65.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $8.5M | ||
| Q3 25 | $223.3M | $46.8M | ||
| Q2 25 | $271.9M | $36.7M | ||
| Q1 25 | $223.4M | $32.5M | ||
| Q4 24 | $811.5M | $-38.3M | ||
| Q3 24 | $233.6M | $25.1M | ||
| Q2 24 | $274.0M | $24.9M | ||
| Q1 24 | $201.8M | $29.7M |
| Q4 25 | $823.7M | $-25.4M | ||
| Q3 25 | $214.5M | $27.3M | ||
| Q2 25 | $257.7M | $33.5M | ||
| Q1 25 | $215.9M | $29.7M | ||
| Q4 24 | $777.5M | $-42.6M | ||
| Q3 24 | $225.3M | $20.7M | ||
| Q2 24 | $263.3M | $21.6M | ||
| Q1 24 | $191.0M | $28.2M |
| Q4 25 | 181.0% | -11.0% | ||
| Q3 25 | 44.8% | 12.2% | ||
| Q2 25 | 56.3% | 14.8% | ||
| Q1 25 | 47.0% | 12.9% | ||
| Q4 24 | 178.1% | -30.9% | ||
| Q3 24 | 50.6% | 20.6% | ||
| Q2 24 | 62.2% | 21.1% | ||
| Q1 24 | 45.1% | 27.0% |
| Q4 25 | 8.9% | 14.7% | ||
| Q3 25 | 1.8% | 8.7% | ||
| Q2 25 | 3.1% | 1.4% | ||
| Q1 25 | 1.6% | 1.2% | ||
| Q4 24 | 7.8% | 3.1% | ||
| Q3 24 | 1.9% | 4.4% | ||
| Q2 24 | 2.5% | 3.3% | ||
| Q1 24 | 2.6% | 1.4% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | 2.87× | ||
| Q1 25 | 1.74× | 2.70× | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | 2.36× | ||
| Q2 24 | 2.52× | 29.74× | ||
| 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.
GOGO
| Services | $191.9M | 83% |
| Products | $38.7M | 17% |
| Fcc Reimbursement Program | $2.0M | 1% |
