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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Life Time Group Holdings, Inc. (LTH). Click either name above to swap in a different company.
Life Time Group Holdings, Inc. is the larger business by last-quarter revenue ($745.1M vs $455.0M, roughly 1.6× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 16.5%, a 15.2% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-64.6M). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% 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.
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
AMH vs LTH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $745.1M |
| Net Profit | $144.3M | $123.0M |
| Gross Margin | — | 49.1% |
| Operating Margin | — | 17.4% |
| Net Margin | 31.7% | 16.5% |
| Revenue YoY | 4.2% | 12.3% |
| Net Profit YoY | 0.3% | 231.0% |
| EPS (diluted) | $0.33 | $0.55 |
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 | $745.1M | ||
| Q3 25 | $478.5M | $782.6M | ||
| Q2 25 | $457.5M | $761.5M | ||
| Q1 25 | $459.3M | $706.0M | ||
| Q4 24 | $436.6M | $663.3M | ||
| Q3 24 | $445.1M | $693.2M | ||
| Q2 24 | $423.5M | $667.8M | ||
| Q1 24 | $423.6M | $596.7M |
| Q4 25 | $144.3M | $123.0M | ||
| Q3 25 | $116.8M | $102.4M | ||
| Q2 25 | $123.6M | $72.1M | ||
| Q1 25 | $128.7M | $76.1M | ||
| Q4 24 | $143.9M | $37.2M | ||
| Q3 24 | $87.6M | $41.4M | ||
| Q2 24 | $108.5M | $52.8M | ||
| Q1 24 | $128.1M | $24.9M |
| Q4 25 | — | 49.1% | ||
| Q3 25 | — | 47.1% | ||
| Q2 25 | — | 47.0% | ||
| Q1 25 | — | 47.5% | ||
| Q4 24 | — | 48.2% | ||
| Q3 24 | — | 46.5% | ||
| Q2 24 | — | 46.8% | ||
| Q1 24 | — | 46.1% |
| Q4 25 | — | 17.4% | ||
| Q3 25 | — | 17.3% | ||
| Q2 25 | — | 14.2% | ||
| Q1 25 | — | 15.2% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 15.7% | ||
| Q1 24 | — | 12.1% |
| Q4 25 | 31.7% | 16.5% | ||
| Q3 25 | 24.4% | 13.1% | ||
| Q2 25 | 27.0% | 9.5% | ||
| Q1 25 | 28.0% | 10.8% | ||
| Q4 24 | 33.0% | 5.6% | ||
| Q3 24 | 19.7% | 6.0% | ||
| Q2 24 | 25.6% | 7.9% | ||
| Q1 24 | 30.2% | 4.2% |
| Q4 25 | $0.33 | $0.55 | ||
| Q3 25 | $0.27 | $0.45 | ||
| Q2 25 | $0.28 | $0.32 | ||
| Q1 25 | $0.30 | $0.34 | ||
| Q4 24 | $0.33 | $0.17 | ||
| Q3 24 | $0.20 | $0.19 | ||
| Q2 24 | $0.25 | $0.26 | ||
| Q1 24 | $0.30 | $0.12 |
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 | $204.8M |
| Total DebtLower is stronger | $5.1B | $1.5B |
| Stockholders' EquityBook value | $7.0B | $3.1B |
| Total Assets | $13.2B | $8.0B |
| Debt / EquityLower = less leverage | 0.72× | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $204.8M | ||
| Q3 25 | $45.6M | $218.9M | ||
| Q2 25 | $323.3M | $175.5M | ||
| Q1 25 | $69.7M | $59.0M | ||
| Q4 24 | $199.4M | $10.9M | ||
| Q3 24 | $162.5M | $120.9M | ||
| Q2 24 | $718.4M | $34.5M | ||
| Q1 24 | $124.8M | $18.6M |
| Q4 25 | $5.1B | $1.5B | ||
| Q3 25 | $4.8B | $1.5B | ||
| Q2 25 | $5.2B | $1.5B | ||
| Q1 25 | $4.9B | $1.5B | ||
| Q4 24 | $5.0B | $1.5B | ||
| Q3 24 | $4.5B | $1.7B | ||
| Q2 24 | $5.0B | $1.8B | ||
| Q1 24 | $4.5B | $2.0B |
| Q4 25 | $7.0B | $3.1B | ||
| Q3 25 | $7.2B | $3.0B | ||
| Q2 25 | $7.2B | $2.9B | ||
| Q1 25 | $7.2B | $2.7B | ||
| Q4 24 | $7.2B | $2.6B | ||
| Q3 24 | $7.0B | $2.6B | ||
| Q2 24 | $7.0B | $2.4B | ||
| Q1 24 | $7.0B | $2.3B |
| Q4 25 | $13.2B | $8.0B | ||
| Q3 25 | $13.3B | $7.8B | ||
| Q2 25 | $13.6B | $7.6B | ||
| Q1 25 | $13.3B | $7.3B | ||
| Q4 24 | $13.4B | $7.2B | ||
| Q3 24 | $12.8B | $7.2B | ||
| Q2 24 | $13.3B | $7.1B | ||
| Q1 24 | $12.8B | $7.1B |
| Q4 25 | 0.72× | 0.48× | ||
| Q3 25 | 0.68× | 0.51× | ||
| Q2 25 | 0.72× | 0.53× | ||
| Q1 25 | 0.69× | 0.56× | ||
| Q4 24 | 0.70× | 0.59× | ||
| Q3 24 | 0.64× | 0.64× | ||
| Q2 24 | 0.71× | 0.78× | ||
| Q1 24 | 0.64× | 0.87× |
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 | $239.9M |
| Free Cash FlowOCF − Capex | $823.7M | $-64.6M |
| FCF MarginFCF / Revenue | 181.0% | -8.7% |
| Capex IntensityCapex / Revenue | 8.9% | 40.9% |
| Cash ConversionOCF / Net Profit | 5.99× | 1.95× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $-21.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $239.9M | ||
| Q3 25 | $223.3M | $251.1M | ||
| Q2 25 | $271.9M | $195.7M | ||
| Q1 25 | $223.4M | $183.9M | ||
| Q4 24 | $811.5M | $163.1M | ||
| Q3 24 | $233.6M | $151.1M | ||
| Q2 24 | $274.0M | $170.4M | ||
| Q1 24 | $201.8M | $90.4M |
| Q4 25 | $823.7M | $-64.6M | ||
| Q3 25 | $214.5M | $28.6M | ||
| Q2 25 | $257.7M | $-26.3M | ||
| Q1 25 | $215.9M | $41.4M | ||
| Q4 24 | $777.5M | $26.8M | ||
| Q3 24 | $225.3M | $64.0M | ||
| Q2 24 | $263.3M | $26.1M | ||
| Q1 24 | $191.0M | $-66.4M |
| Q4 25 | 181.0% | -8.7% | ||
| Q3 25 | 44.8% | 3.7% | ||
| Q2 25 | 56.3% | -3.5% | ||
| Q1 25 | 47.0% | 5.9% | ||
| Q4 24 | 178.1% | 4.0% | ||
| Q3 24 | 50.6% | 9.2% | ||
| Q2 24 | 62.2% | 3.9% | ||
| Q1 24 | 45.1% | -11.1% |
| Q4 25 | 8.9% | 40.9% | ||
| Q3 25 | 1.8% | 28.4% | ||
| Q2 25 | 3.1% | 29.2% | ||
| Q1 25 | 1.6% | 20.2% | ||
| Q4 24 | 7.8% | 20.6% | ||
| Q3 24 | 1.9% | 12.6% | ||
| Q2 24 | 2.5% | 21.6% | ||
| Q1 24 | 2.6% | 26.3% |
| Q4 25 | 5.99× | 1.95× | ||
| Q3 25 | 1.91× | 2.45× | ||
| Q2 25 | 2.20× | 2.71× | ||
| Q1 25 | 1.74× | 2.41× | ||
| Q4 24 | 5.64× | 4.39× | ||
| Q3 24 | 2.67× | 3.65× | ||
| Q2 24 | 2.52× | 3.23× | ||
| Q1 24 | 1.58× | 3.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
