vs
Side-by-side financial comparison of American Homes 4 Rent (AMH) and Kimco Realty (KIM). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $455.0M, roughly 1.2× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 29.8%, a 1.9% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs 4.0%). Over the past eight quarters, Kimco Realty's revenue compounded faster (5.6% 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.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
AMH vs KIM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $558.0M |
| Net Profit | $144.3M | $166.3M |
| Gross Margin | — | — |
| Operating Margin | — | 37.2% |
| Net Margin | 31.7% | 29.8% |
| Revenue YoY | 4.2% | 4.0% |
| Net Profit YoY | 0.3% | 23.7% |
| EPS (diluted) | $0.33 | $0.46 |
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 | — | $558.0M | ||
| Q4 25 | $455.0M | $542.5M | ||
| Q3 25 | $478.5M | $535.9M | ||
| Q2 25 | $457.5M | $525.2M | ||
| Q1 25 | $459.3M | $536.6M | ||
| Q4 24 | $436.6M | $525.4M | ||
| Q3 24 | $445.1M | $507.6M | ||
| Q2 24 | $423.5M | $500.2M |
| Q1 26 | — | $166.3M | ||
| Q4 25 | $144.3M | $151.2M | ||
| Q3 25 | $116.8M | $137.8M | ||
| Q2 25 | $123.6M | $163.0M | ||
| Q1 25 | $128.7M | $132.8M | ||
| Q4 24 | $143.9M | $166.0M | ||
| Q3 24 | $87.6M | $136.0M | ||
| Q2 24 | $108.5M | $119.7M |
| Q1 26 | — | 37.2% | ||
| Q4 25 | — | 36.4% | ||
| Q3 25 | — | 34.9% | ||
| Q2 25 | — | 39.2% | ||
| Q1 25 | — | 33.6% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 33.7% | ||
| Q2 24 | — | 32.1% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 31.7% | 27.9% | ||
| Q3 25 | 24.4% | 25.7% | ||
| Q2 25 | 27.0% | 31.0% | ||
| Q1 25 | 28.0% | 24.8% | ||
| Q4 24 | 33.0% | 31.6% | ||
| Q3 24 | 19.7% | 26.8% | ||
| Q2 24 | 25.6% | 23.9% |
| Q1 26 | — | $0.46 | ||
| Q4 25 | $0.33 | — | ||
| Q3 25 | $0.27 | — | ||
| Q2 25 | $0.28 | — | ||
| Q1 25 | $0.30 | — | ||
| Q4 24 | $0.33 | — | ||
| Q3 24 | $0.20 | — | ||
| Q2 24 | $0.25 | — |
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 | — |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $10.4B |
| Total Assets | $13.2B | $19.6B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $108.5M | $211.6M | ||
| Q3 25 | $45.6M | $159.3M | ||
| Q2 25 | $323.3M | $226.6M | ||
| Q1 25 | $69.7M | $131.3M | ||
| Q4 24 | $199.4M | $688.6M | ||
| Q3 24 | $162.5M | $789.0M | ||
| Q2 24 | $718.4M | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | $7.7B | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $8.0B | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — |
| Q1 26 | — | $10.4B | ||
| Q4 25 | $7.0B | $10.4B | ||
| Q3 25 | $7.2B | $10.5B | ||
| Q2 25 | $7.2B | $10.5B | ||
| Q1 25 | $7.2B | $10.6B | ||
| Q4 24 | $7.2B | $10.7B | ||
| Q3 24 | $7.0B | $10.5B | ||
| Q2 24 | $7.0B | $10.6B |
| Q1 26 | — | $19.6B | ||
| Q4 25 | $13.2B | $19.7B | ||
| Q3 25 | $13.3B | $19.9B | ||
| Q2 25 | $13.6B | $19.8B | ||
| Q1 25 | $13.3B | $19.7B | ||
| Q4 24 | $13.4B | $20.3B | ||
| Q3 24 | $12.8B | $20.1B | ||
| Q2 24 | $13.3B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.72× | 0.74× | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | 0.75× | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.71× | — |
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 | — |
| FCF MarginFCF / Revenue | 181.0% | — |
| Capex IntensityCapex / Revenue | 8.9% | — |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $864.3M | $258.4M | ||
| Q3 25 | $223.3M | $332.4M | ||
| Q2 25 | $271.9M | $305.4M | ||
| Q1 25 | $223.4M | $223.8M | ||
| Q4 24 | $811.5M | $239.5M | ||
| Q3 24 | $233.6M | $295.9M | ||
| Q2 24 | $274.0M | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | $823.7M | — | ||
| Q3 25 | $214.5M | — | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $215.9M | $205.4M | ||
| Q4 24 | $777.5M | — | ||
| Q3 24 | $225.3M | — | ||
| Q2 24 | $263.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | 181.0% | — | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 56.3% | — | ||
| Q1 25 | 47.0% | 38.3% | ||
| Q4 24 | 178.1% | — | ||
| Q3 24 | 50.6% | — | ||
| Q2 24 | 62.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | 0.0% | ||
| Q3 25 | 1.8% | 0.0% | ||
| Q2 25 | 3.1% | 0.0% | ||
| Q1 25 | 1.6% | 3.4% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 1.9% | — | ||
| Q2 24 | 2.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | 1.71× | ||
| Q3 25 | 1.91× | 2.41× | ||
| Q2 25 | 2.20× | 1.87× | ||
| Q1 25 | 1.74× | 1.69× | ||
| Q4 24 | 5.64× | 1.44× | ||
| Q3 24 | 2.67× | 2.18× | ||
| Q2 24 | 2.52× | 2.46× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
