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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
Installed Building Products, Inc. is the larger business by last-quarter revenue ($747.5M vs $455.0M, roughly 1.6× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 10.2%, a 21.5% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs -0.4%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $49.3M). Over the past eight quarters, Installed Building Products, Inc.'s revenue compounded faster (3.9% 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.
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
AMH vs IBP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $747.5M |
| Net Profit | $144.3M | $76.6M |
| Gross Margin | — | 35.0% |
| Operating Margin | — | 14.6% |
| Net Margin | 31.7% | 10.2% |
| Revenue YoY | 4.2% | -0.4% |
| Net Profit YoY | 0.3% | 14.5% |
| EPS (diluted) | $0.33 | $2.81 |
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 | $747.5M | ||
| Q3 25 | $478.5M | $778.2M | ||
| Q2 25 | $457.5M | $760.3M | ||
| Q1 25 | $459.3M | $684.8M | ||
| Q4 24 | $436.6M | $750.2M | ||
| Q3 24 | $445.1M | $760.6M | ||
| Q2 24 | $423.5M | $737.6M | ||
| Q1 24 | $423.6M | $692.9M |
| Q4 25 | $144.3M | $76.6M | ||
| Q3 25 | $116.8M | $74.4M | ||
| Q2 25 | $123.6M | $69.0M | ||
| Q1 25 | $128.7M | $45.4M | ||
| Q4 24 | $143.9M | $66.9M | ||
| Q3 24 | $87.6M | $68.6M | ||
| Q2 24 | $108.5M | $65.2M | ||
| Q1 24 | $128.1M | $55.9M |
| Q4 25 | — | 35.0% | ||
| Q3 25 | — | 34.0% | ||
| Q2 25 | — | 34.2% | ||
| Q1 25 | — | 32.7% | ||
| Q4 24 | — | 33.6% | ||
| Q3 24 | — | 33.8% | ||
| Q2 24 | — | 34.1% | ||
| Q1 24 | — | 33.8% |
| Q4 25 | — | 14.6% | ||
| Q3 25 | — | 13.7% | ||
| Q2 25 | — | 13.3% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 13.3% | ||
| Q2 24 | — | 12.9% | ||
| Q1 24 | — | 12.7% |
| Q4 25 | 31.7% | 10.2% | ||
| Q3 25 | 24.4% | 9.6% | ||
| Q2 25 | 27.0% | 9.1% | ||
| Q1 25 | 28.0% | 6.6% | ||
| Q4 24 | 33.0% | 8.9% | ||
| Q3 24 | 19.7% | 9.0% | ||
| Q2 24 | 25.6% | 8.8% | ||
| Q1 24 | 30.2% | 8.1% |
| Q4 25 | $0.33 | $2.81 | ||
| Q3 25 | $0.27 | $2.74 | ||
| Q2 25 | $0.28 | $2.52 | ||
| Q1 25 | $0.30 | $1.64 | ||
| Q4 24 | $0.33 | $2.39 | ||
| Q3 24 | $0.20 | $2.44 | ||
| Q2 24 | $0.25 | $2.30 | ||
| Q1 24 | $0.30 | $1.97 |
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 | $321.9M |
| Total DebtLower is stronger | $5.1B | $886.6M |
| Stockholders' EquityBook value | $7.0B | $709.9M |
| Total Assets | $13.2B | $2.1B |
| Debt / EquityLower = less leverage | 0.72× | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $321.9M | ||
| Q3 25 | $45.6M | $333.3M | ||
| Q2 25 | $323.3M | $305.2M | ||
| Q1 25 | $69.7M | $298.7M | ||
| Q4 24 | $199.4M | $327.6M | ||
| Q3 24 | $162.5M | $406.2M | ||
| Q2 24 | $718.4M | $380.3M | ||
| Q1 24 | $124.8M | $399.9M |
| Q4 25 | $5.1B | $886.6M | ||
| Q3 25 | $4.8B | $880.8M | ||
| Q2 25 | $5.2B | $876.1M | ||
| Q1 25 | $4.9B | $872.4M | ||
| Q4 24 | $5.0B | $874.8M | ||
| Q3 24 | $4.5B | $872.3M | ||
| Q2 24 | $5.0B | $875.8M | ||
| Q1 24 | $4.5B | $875.0M |
| Q4 25 | $7.0B | $709.9M | ||
| Q3 25 | $7.2B | $678.6M | ||
| Q2 25 | $7.2B | $664.5M | ||
| Q1 25 | $7.2B | $660.9M | ||
| Q4 24 | $7.2B | $705.3M | ||
| Q3 24 | $7.0B | $716.4M | ||
| Q2 24 | $7.0B | $685.3M | ||
| Q1 24 | $7.0B | $679.2M |
| Q4 25 | $13.2B | $2.1B | ||
| Q3 25 | $13.3B | $2.1B | ||
| Q2 25 | $13.6B | $2.0B | ||
| Q1 25 | $13.3B | $2.0B | ||
| Q4 24 | $13.4B | $2.1B | ||
| Q3 24 | $12.8B | $2.1B | ||
| Q2 24 | $13.3B | $2.0B | ||
| Q1 24 | $12.8B | $2.0B |
| Q4 25 | 0.72× | 1.25× | ||
| Q3 25 | 0.68× | 1.30× | ||
| Q2 25 | 0.72× | 1.32× | ||
| Q1 25 | 0.69× | 1.32× | ||
| Q4 24 | 0.70× | 1.24× | ||
| Q3 24 | 0.64× | 1.22× | ||
| Q2 24 | 0.71× | 1.28× | ||
| Q1 24 | 0.64× | 1.29× |
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 | $64.9M |
| Free Cash FlowOCF − Capex | $823.7M | $49.3M |
| FCF MarginFCF / Revenue | 181.0% | 6.6% |
| Capex IntensityCapex / Revenue | 8.9% | 2.1% |
| Cash ConversionOCF / Net Profit | 5.99× | 0.85× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $300.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $64.9M | ||
| Q3 25 | $223.3M | $124.0M | ||
| Q2 25 | $271.9M | $90.4M | ||
| Q1 25 | $223.4M | $92.1M | ||
| Q4 24 | $811.5M | $74.8M | ||
| Q3 24 | $233.6M | $101.4M | ||
| Q2 24 | $274.0M | $79.0M | ||
| Q1 24 | $201.8M | $84.8M |
| Q4 25 | $823.7M | $49.3M | ||
| Q3 25 | $214.5M | $104.8M | ||
| Q2 25 | $257.7M | $74.8M | ||
| Q1 25 | $215.9M | $71.9M | ||
| Q4 24 | $777.5M | $52.9M | ||
| Q3 24 | $225.3M | $77.3M | ||
| Q2 24 | $263.3M | $58.2M | ||
| Q1 24 | $191.0M | $63.0M |
| Q4 25 | 181.0% | 6.6% | ||
| Q3 25 | 44.8% | 13.5% | ||
| Q2 25 | 56.3% | 9.8% | ||
| Q1 25 | 47.0% | 10.5% | ||
| Q4 24 | 178.1% | 7.1% | ||
| Q3 24 | 50.6% | 10.2% | ||
| Q2 24 | 62.2% | 7.9% | ||
| Q1 24 | 45.1% | 9.1% |
| Q4 25 | 8.9% | 2.1% | ||
| Q3 25 | 1.8% | 2.5% | ||
| Q2 25 | 3.1% | 2.1% | ||
| Q1 25 | 1.6% | 2.9% | ||
| Q4 24 | 7.8% | 2.9% | ||
| Q3 24 | 1.9% | 3.2% | ||
| Q2 24 | 2.5% | 2.8% | ||
| Q1 24 | 2.6% | 3.1% |
| Q4 25 | 5.99× | 0.85× | ||
| Q3 25 | 1.91× | 1.67× | ||
| Q2 25 | 2.20× | 1.31× | ||
| Q1 25 | 1.74× | 2.03× | ||
| Q4 24 | 5.64× | 1.12× | ||
| Q3 24 | 2.67× | 1.48× | ||
| Q2 24 | 2.52× | 1.21× | ||
| Q1 24 | 1.58× | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
