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Side-by-side financial comparison of American Homes 4 Rent (AMH) and IDEX Corporation (IEX). 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 $398.4M, roughly 1.1× IDEX Corporation). American Homes 4 Rent runs the higher net margin — 31.7% vs 30.1%, a 1.6% gap on every dollar of revenue. On growth, IDEX Corporation posted the faster year-over-year revenue change (16.7% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $86.0M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -29.4%).
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.
IDEX can refer to several things, including:International Defence Exhibition, a biennial arms and defense technology sales exhibition IDEX Corporation, a publicly listed company that makes fluidics systems and specialty engineered products Ideanomics, a publicly traded company that trades under the IDEX ticker symbol.
AMH vs IEX — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $398.4M |
| Net Profit | $144.3M | $120.0M |
| Gross Margin | — | 99.9% |
| Operating Margin | — | 43.3% |
| Net Margin | 31.7% | 30.1% |
| Revenue YoY | 4.2% | 16.7% |
| Net Profit YoY | 0.3% | 25.7% |
| EPS (diluted) | $0.33 | $1.61 |
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.
| Q2 26 | — | $398.4M | ||
| Q1 26 | — | $407.7M | ||
| Q4 25 | $455.0M | $899.1M | ||
| Q3 25 | $478.5M | $878.7M | ||
| Q2 25 | $457.5M | $865.4M | ||
| Q1 25 | $459.3M | $814.3M | ||
| Q4 24 | $436.6M | $862.9M | ||
| Q3 24 | $445.1M | $798.2M |
| Q2 26 | — | $120.0M | ||
| Q1 26 | — | $128.3M | ||
| Q4 25 | $144.3M | $128.3M | ||
| Q3 25 | $116.8M | $127.8M | ||
| Q2 25 | $123.6M | $131.6M | ||
| Q1 25 | $128.7M | $95.5M | ||
| Q4 24 | $143.9M | $123.2M | ||
| Q3 24 | $87.6M | $119.1M |
| Q2 26 | — | 99.9% | ||
| Q1 26 | — | 94.9% | ||
| Q4 25 | — | 43.1% | ||
| Q3 25 | — | 44.5% | ||
| Q2 25 | — | 45.3% | ||
| Q1 25 | — | 45.3% | ||
| Q4 24 | — | 42.5% | ||
| Q3 24 | — | 44.3% |
| Q2 26 | — | 43.3% | ||
| Q1 26 | — | 45.0% | ||
| Q4 25 | — | 20.4% | ||
| Q3 25 | — | 21.1% | ||
| Q2 25 | — | 21.7% | ||
| Q1 25 | — | 17.4% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 21.0% |
| Q2 26 | — | 30.1% | ||
| Q1 26 | — | 31.5% | ||
| Q4 25 | 31.7% | 14.3% | ||
| Q3 25 | 24.4% | 14.5% | ||
| Q2 25 | 27.0% | 15.2% | ||
| Q1 25 | 28.0% | 11.7% | ||
| Q4 24 | 33.0% | 14.3% | ||
| Q3 24 | 19.7% | 14.9% |
| Q2 26 | — | $1.61 | ||
| Q1 26 | — | $1.71 | ||
| Q4 25 | $0.33 | $1.71 | ||
| Q3 25 | $0.27 | $1.70 | ||
| Q2 25 | $0.28 | $1.74 | ||
| Q1 25 | $0.30 | $1.26 | ||
| Q4 24 | $0.33 | $1.61 | ||
| Q3 24 | $0.20 | $1.57 |
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 | $586.2M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $4.0B |
| Total Assets | $13.2B | $6.9B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | $586.2M | ||
| Q1 26 | — | $580.0M | ||
| Q4 25 | $108.5M | $580.0M | ||
| Q3 25 | $45.6M | $593.8M | ||
| Q2 25 | $323.3M | $568.2M | ||
| Q1 25 | $69.7M | $594.1M | ||
| Q4 24 | $199.4M | $620.8M | ||
| Q3 24 | $162.5M | $633.2M |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | $1.8B | ||
| Q3 25 | $4.8B | $1.9B | ||
| Q2 25 | $5.2B | $1.9B | ||
| Q1 25 | $4.9B | $2.0B | ||
| Q4 24 | $5.0B | $2.0B | ||
| Q3 24 | $4.5B | $2.1B |
| Q2 26 | — | $4.0B | ||
| Q1 26 | — | $4.0B | ||
| Q4 25 | $7.0B | $4.0B | ||
| Q3 25 | $7.2B | $4.0B | ||
| Q2 25 | $7.2B | $4.0B | ||
| Q1 25 | $7.2B | $3.9B | ||
| Q4 24 | $7.2B | $3.8B | ||
| Q3 24 | $7.0B | $3.8B |
| Q2 26 | — | $6.9B | ||
| Q1 26 | — | $6.9B | ||
| Q4 25 | $13.2B | $6.9B | ||
| Q3 25 | $13.3B | $7.0B | ||
| Q2 25 | $13.6B | $6.9B | ||
| Q1 25 | $13.3B | $6.8B | ||
| Q4 24 | $13.4B | $6.7B | ||
| Q3 24 | $12.8B | $7.0B |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 0.72× | 0.45× | ||
| Q3 25 | 0.68× | 0.48× | ||
| Q2 25 | 0.72× | 0.46× | ||
| Q1 25 | 0.69× | 0.50× | ||
| Q4 24 | 0.70× | 0.52× | ||
| Q3 24 | 0.64× | 0.55× |
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 | $86.0M |
| FCF MarginFCF / Revenue | 181.0% | 21.6% |
| Capex IntensityCapex / Revenue | 8.9% | 4.4% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $654.3M |
8-quarter trend — quarters aligned by calendar period.
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $864.3M | $209.5M | ||
| Q3 25 | $223.3M | $203.5M | ||
| Q2 25 | $271.9M | $161.7M | ||
| Q1 25 | $223.4M | $105.7M | ||
| Q4 24 | $811.5M | $172.6M | ||
| Q3 24 | $233.6M | $205.3M |
| Q2 26 | — | $86.0M | ||
| Q1 26 | — | $189.8M | ||
| Q4 25 | $823.7M | $189.8M | ||
| Q3 25 | $214.5M | $188.7M | ||
| Q2 25 | $257.7M | $146.9M | ||
| Q1 25 | $215.9M | $91.4M | ||
| Q4 24 | $777.5M | $157.1M | ||
| Q3 24 | $225.3M | $191.6M |
| Q2 26 | — | 21.6% | ||
| Q1 26 | — | 46.6% | ||
| Q4 25 | 181.0% | 21.1% | ||
| Q3 25 | 44.8% | 21.5% | ||
| Q2 25 | 56.3% | 17.0% | ||
| Q1 25 | 47.0% | 11.2% | ||
| Q4 24 | 178.1% | 18.2% | ||
| Q3 24 | 50.6% | 24.0% |
| Q2 26 | — | 4.4% | ||
| Q1 26 | — | 15.6% | ||
| Q4 25 | 8.9% | 2.2% | ||
| Q3 25 | 1.8% | 1.7% | ||
| Q2 25 | 3.1% | 1.7% | ||
| Q1 25 | 1.6% | 1.8% | ||
| Q4 24 | 7.8% | 1.8% | ||
| Q3 24 | 1.9% | 1.7% |
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | 1.63× | ||
| Q3 25 | 1.91× | 1.59× | ||
| Q2 25 | 2.20× | 1.23× | ||
| Q1 25 | 1.74× | 1.11× | ||
| Q4 24 | 5.64× | 1.40× | ||
| Q3 24 | 2.67× | 1.72× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
