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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Hillman Solutions Corp. (HLMN). 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 $370.1M, roughly 1.2× Hillman Solutions Corp.). American Homes 4 Rent runs the higher net margin — 31.7% vs -1.3%, a 33.0% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs 3.0%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-34.3M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -1.2%).
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.
Hillman Solutions is an American hardware manufacturing, distribution and consumer fabrication services company.
AMH vs HLMN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $370.1M |
| Net Profit | $144.3M | $-4.7M |
| Gross Margin | — | — |
| Operating Margin | — | 1.9% |
| Net Margin | 31.7% | -1.3% |
| Revenue YoY | 4.2% | 3.0% |
| Net Profit YoY | 0.3% | — |
| EPS (diluted) | $0.33 | $-0.02 |
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.
| Q1 26 | — | $370.1M | ||
| Q4 25 | $455.0M | $365.1M | ||
| Q3 25 | $478.5M | $424.9M | ||
| Q2 25 | $457.5M | $402.8M | ||
| Q1 25 | $459.3M | $359.3M | ||
| Q4 24 | $436.6M | $349.6M | ||
| Q3 24 | $445.1M | $393.3M | ||
| Q2 24 | $423.5M | $379.4M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $144.3M | $1.6M | ||
| Q3 25 | $116.8M | $23.2M | ||
| Q2 25 | $123.6M | $15.8M | ||
| Q1 25 | $128.7M | $-317.0K | ||
| Q4 24 | $143.9M | $-1.2M | ||
| Q3 24 | $87.6M | $7.4M | ||
| Q2 24 | $108.5M | $12.5M |
| Q1 26 | — | 1.9% | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 10.8% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 4.0% | ||
| Q3 24 | — | 6.8% | ||
| Q2 24 | — | 8.3% |
| Q1 26 | — | -1.3% | ||
| Q4 25 | 31.7% | 0.4% | ||
| Q3 25 | 24.4% | 5.5% | ||
| Q2 25 | 27.0% | 3.9% | ||
| Q1 25 | 28.0% | -0.1% | ||
| Q4 24 | 33.0% | -0.3% | ||
| Q3 24 | 19.7% | 1.9% | ||
| Q2 24 | 25.6% | 3.3% |
| Q1 26 | — | $-0.02 | ||
| Q4 25 | $0.33 | $0.00 | ||
| Q3 25 | $0.27 | $0.12 | ||
| Q2 25 | $0.28 | $0.08 | ||
| Q1 25 | $0.30 | $0.00 | ||
| Q4 24 | $0.33 | $-0.00 | ||
| Q3 24 | $0.20 | $0.04 | ||
| Q2 24 | $0.25 | $0.06 |
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 | $27.7M |
| Total DebtLower is stronger | $5.1B | $714.1M |
| Stockholders' EquityBook value | $7.0B | $1.2B |
| Total Assets | $13.2B | $2.4B |
| Debt / EquityLower = less leverage | 0.72× | 0.59× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $27.7M | ||
| Q4 25 | $108.5M | $27.3M | ||
| Q3 25 | $45.6M | $37.7M | ||
| Q2 25 | $323.3M | $34.2M | ||
| Q1 25 | $69.7M | $36.3M | ||
| Q4 24 | $199.4M | $44.5M | ||
| Q3 24 | $162.5M | $59.8M | ||
| Q2 24 | $718.4M | $54.0M |
| Q1 26 | — | $714.1M | ||
| Q4 25 | $5.1B | $668.3M | ||
| Q3 25 | $4.8B | $683.2M | ||
| Q2 25 | $5.2B | $683.1M | ||
| Q1 25 | $4.9B | $713.5M | ||
| Q4 24 | $5.0B | $691.7M | ||
| Q3 24 | $4.5B | $730.7M | ||
| Q2 24 | $5.0B | $732.1M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $7.0B | $1.2B | ||
| Q3 25 | $7.2B | $1.2B | ||
| Q2 25 | $7.2B | $1.2B | ||
| Q1 25 | $7.2B | $1.2B | ||
| Q4 24 | $7.2B | $1.2B | ||
| Q3 24 | $7.0B | $1.2B | ||
| Q2 24 | $7.0B | $1.2B |
| Q1 26 | — | $2.4B | ||
| Q4 25 | $13.2B | $2.4B | ||
| Q3 25 | $13.3B | $2.4B | ||
| Q2 25 | $13.6B | $2.4B | ||
| 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 26 | — | 0.59× | ||
| Q4 25 | 0.72× | 0.54× | ||
| Q3 25 | 0.68× | 0.56× | ||
| Q2 25 | 0.72× | 0.57× | ||
| Q1 25 | 0.69× | 0.60× | ||
| Q4 24 | 0.70× | 0.59× | ||
| Q3 24 | 0.64× | 0.62× | ||
| Q2 24 | 0.71× | 0.62× |
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 | — |
| Free Cash FlowOCF − Capex | $823.7M | $-34.3M |
| FCF MarginFCF / Revenue | 181.0% | -9.3% |
| Capex IntensityCapex / Revenue | 8.9% | 4.0% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $22.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $864.3M | $30.9M | ||
| Q3 25 | $223.3M | $26.2M | ||
| Q2 25 | $271.9M | $48.7M | ||
| Q1 25 | $223.4M | $-655.0K | ||
| Q4 24 | $811.5M | $43.1M | ||
| Q3 24 | $233.6M | $63.7M | ||
| Q2 24 | $274.0M | $64.8M |
| Q1 26 | — | $-34.3M | ||
| Q4 25 | $823.7M | $16.1M | ||
| Q3 25 | $214.5M | $9.1M | ||
| Q2 25 | $257.7M | $31.2M | ||
| Q1 25 | $215.9M | $-21.3M | ||
| Q4 24 | $777.5M | $22.1M | ||
| Q3 24 | $225.3M | $39.6M | ||
| Q2 24 | $263.3M | $42.5M |
| Q1 26 | — | -9.3% | ||
| Q4 25 | 181.0% | 4.4% | ||
| Q3 25 | 44.8% | 2.1% | ||
| Q2 25 | 56.3% | 7.7% | ||
| Q1 25 | 47.0% | -5.9% | ||
| Q4 24 | 178.1% | 6.3% | ||
| Q3 24 | 50.6% | 10.1% | ||
| Q2 24 | 62.2% | 11.2% |
| Q1 26 | — | 4.0% | ||
| Q4 25 | 8.9% | 4.0% | ||
| Q3 25 | 1.8% | 4.0% | ||
| Q2 25 | 3.1% | 4.3% | ||
| Q1 25 | 1.6% | 5.7% | ||
| Q4 24 | 7.8% | 6.0% | ||
| Q3 24 | 1.9% | 6.1% | ||
| Q2 24 | 2.5% | 5.9% |
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | 19.33× | ||
| Q3 25 | 1.91× | 1.13× | ||
| Q2 25 | 2.20× | 3.08× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | 8.57× | ||
| Q2 24 | 2.52× | 5.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
