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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Hillenbrand, Inc. (HI). Click either name above to swap in a different company.
Hillenbrand, Inc. is the larger business by last-quarter revenue ($550.2M vs $455.0M, roughly 1.2× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs -0.4%, a 32.1% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs -22.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-31.6M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -16.3%).
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.
Hillenbrand, Inc. is a global diversified industrial firm that designs, manufactures, and distributes specialized processing equipment and durable industrial solutions. It serves food & beverage, agriculture, manufacturing, waste management sectors, with operations across North America, Europe, and APAC.
AMH vs HI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $550.2M |
| Net Profit | $144.3M | $-2.2M |
| Gross Margin | — | 33.4% |
| Operating Margin | — | -2.2% |
| Net Margin | 31.7% | -0.4% |
| Revenue YoY | 4.2% | -22.2% |
| Net Profit YoY | 0.3% | -134.4% |
| EPS (diluted) | $0.33 | — |
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 | $550.2M | ||
| Q3 25 | $478.5M | $652.1M | ||
| Q2 25 | $457.5M | $598.9M | ||
| Q1 25 | $459.3M | $715.9M | ||
| Q4 24 | $436.6M | $706.9M | ||
| Q3 24 | $445.1M | $837.6M | ||
| Q2 24 | $423.5M | $786.6M | ||
| Q1 24 | $423.6M | $785.3M |
| Q4 25 | $144.3M | $-2.2M | ||
| Q3 25 | $116.8M | $75.7M | ||
| Q2 25 | $123.6M | $1.9M | ||
| Q1 25 | $128.7M | $-40.9M | ||
| Q4 24 | $143.9M | $6.4M | ||
| Q3 24 | $87.6M | $14.6M | ||
| Q2 24 | $108.5M | $-248.9M | ||
| Q1 24 | $128.1M | $6.1M |
| Q4 25 | — | 33.4% | ||
| Q3 25 | — | 34.8% | ||
| Q2 25 | — | 33.8% | ||
| Q1 25 | — | 33.0% | ||
| Q4 24 | — | 33.2% | ||
| Q3 24 | — | 34.4% | ||
| Q2 24 | — | 33.9% | ||
| Q1 24 | — | 31.9% |
| Q4 25 | — | -2.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | -6.2% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -32.7% | ||
| Q1 24 | — | 1.6% |
| Q4 25 | 31.7% | -0.4% | ||
| Q3 25 | 24.4% | 11.6% | ||
| Q2 25 | 27.0% | 0.3% | ||
| Q1 25 | 28.0% | -5.7% | ||
| Q4 24 | 33.0% | 0.9% | ||
| Q3 24 | 19.7% | 1.7% | ||
| Q2 24 | 25.6% | -31.6% | ||
| Q1 24 | 30.2% | 0.8% |
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | $1.07 | ||
| Q2 25 | $0.28 | $0.03 | ||
| Q1 25 | $0.30 | $-0.58 | ||
| Q4 24 | $0.33 | $0.09 | ||
| Q3 24 | $0.20 | $0.20 | ||
| Q2 24 | $0.25 | $-3.53 | ||
| Q1 24 | $0.30 | $0.09 |
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 | $173.1M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $1.4B |
| Total Assets | $13.2B | $4.5B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $173.1M | ||
| Q3 25 | $45.6M | $164.8M | ||
| Q2 25 | $323.3M | $162.8M | ||
| Q1 25 | $69.7M | $458.4M | ||
| Q4 24 | $199.4M | $208.0M | ||
| Q3 24 | $162.5M | $199.3M | ||
| Q2 24 | $718.4M | $223.8M | ||
| Q1 24 | $124.8M | $224.4M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | $1.5B | ||
| Q2 25 | $5.2B | $1.7B | ||
| Q1 25 | $4.9B | $1.9B | ||
| Q4 24 | $5.0B | $1.9B | ||
| Q3 24 | $4.5B | $1.9B | ||
| Q2 24 | $5.0B | $2.1B | ||
| Q1 24 | $4.5B | $2.1B |
| Q4 25 | $7.0B | $1.4B | ||
| Q3 25 | $7.2B | $1.4B | ||
| Q2 25 | $7.2B | $1.3B | ||
| Q1 25 | $7.2B | $1.3B | ||
| Q4 24 | $7.2B | $1.4B | ||
| Q3 24 | $7.0B | $1.4B | ||
| Q2 24 | $7.0B | $1.4B | ||
| Q1 24 | $7.0B | $1.7B |
| Q4 25 | $13.2B | $4.5B | ||
| Q3 25 | $13.3B | $4.5B | ||
| Q2 25 | $13.6B | $4.7B | ||
| Q1 25 | $13.3B | $4.8B | ||
| Q4 24 | $13.4B | $5.1B | ||
| Q3 24 | $12.8B | $5.2B | ||
| Q2 24 | $13.3B | $5.3B | ||
| Q1 24 | $12.8B | $5.6B |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | 1.10× | ||
| Q2 25 | 0.72× | 1.27× | ||
| Q1 25 | 0.69× | 1.44× | ||
| Q4 24 | 0.70× | 1.38× | ||
| Q3 24 | 0.64× | 1.33× | ||
| Q2 24 | 0.71× | 1.48× | ||
| Q1 24 | 0.64× | 1.28× |
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 | $-27.4M |
| Free Cash FlowOCF − Capex | $823.7M | $-31.6M |
| FCF MarginFCF / Revenue | 181.0% | -5.7% |
| Capex IntensityCapex / Revenue | 8.9% | 0.8% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $7.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $-27.4M | ||
| Q3 25 | $223.3M | $67.7M | ||
| Q2 25 | $271.9M | $-1.5M | ||
| Q1 25 | $223.4M | $1.3M | ||
| Q4 24 | $811.5M | $-11.3M | ||
| Q3 24 | $233.6M | $166.5M | ||
| Q2 24 | $274.0M | $45.6M | ||
| Q1 24 | $201.8M | $3.2M |
| Q4 25 | $823.7M | $-31.6M | ||
| Q3 25 | $214.5M | $58.6M | ||
| Q2 25 | $257.7M | $-11.2M | ||
| Q1 25 | $215.9M | $-8.0M | ||
| Q4 24 | $777.5M | $-21.5M | ||
| Q3 24 | $225.3M | $153.4M | ||
| Q2 24 | $263.3M | $29.7M | ||
| Q1 24 | $191.0M | $-9.6M |
| Q4 25 | 181.0% | -5.7% | ||
| Q3 25 | 44.8% | 9.0% | ||
| Q2 25 | 56.3% | -1.9% | ||
| Q1 25 | 47.0% | -1.1% | ||
| Q4 24 | 178.1% | -3.0% | ||
| Q3 24 | 50.6% | 18.3% | ||
| Q2 24 | 62.2% | 3.8% | ||
| Q1 24 | 45.1% | -1.2% |
| Q4 25 | 8.9% | 0.8% | ||
| Q3 25 | 1.8% | 1.4% | ||
| Q2 25 | 3.1% | 1.6% | ||
| Q1 25 | 1.6% | 1.3% | ||
| Q4 24 | 7.8% | 1.4% | ||
| Q3 24 | 1.9% | 1.6% | ||
| Q2 24 | 2.5% | 2.0% | ||
| Q1 24 | 2.6% | 1.6% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | 0.89× | ||
| Q2 25 | 2.20× | -0.79× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | -1.77× | ||
| Q3 24 | 2.67× | 11.40× | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | 0.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
HI
| Transferred At Point In Time | $256.5M | 47% |
| Transferred Over Time | $207.1M | 38% |
| Molding Technology Solutions | $86.6M | 16% |
