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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Magnera Corp (MAGN). Click either name above to swap in a different company.
Magnera Corp is the larger business by last-quarter revenue ($792.0M vs $455.0M, roughly 1.7× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs -4.3%, a 36.0% gap on every dollar of revenue. On growth, Magnera Corp posted the faster year-over-year revenue change (12.8% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-13.0M). Over the past eight quarters, Magnera Corp's revenue compounded faster (54.9% 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.
AMH vs MAGN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $792.0M |
| Net Profit | $144.3M | $-34.0M |
| Gross Margin | — | 12.2% |
| Operating Margin | — | 1.8% |
| Net Margin | 31.7% | -4.3% |
| Revenue YoY | 4.2% | 12.8% |
| Net Profit YoY | 0.3% | 43.3% |
| EPS (diluted) | $0.33 | $-0.95 |
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 | $792.0M | ||
| Q3 25 | $478.5M | — | ||
| Q2 25 | $457.5M | $839.0M | ||
| Q1 25 | $459.3M | $824.0M | ||
| Q4 24 | $436.6M | $702.0M | ||
| Q3 24 | $445.1M | $332.1M | ||
| Q2 24 | $423.5M | $556.0M | ||
| Q1 24 | $423.6M | $558.0M |
| Q4 25 | $144.3M | $-34.0M | ||
| Q3 25 | $116.8M | — | ||
| Q2 25 | $123.6M | $-18.0M | ||
| Q1 25 | $128.7M | $-41.0M | ||
| Q4 24 | $143.9M | $-60.0M | ||
| Q3 24 | $87.6M | $-15.2M | ||
| Q2 24 | $108.5M | $19.0M | ||
| Q1 24 | $128.1M | $14.0M |
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 10.7% | ||
| Q1 25 | — | 10.7% | ||
| Q4 24 | — | 10.1% | ||
| Q3 24 | — | 10.7% | ||
| Q2 24 | — | 6.6% | ||
| Q1 24 | — | 6.2% |
| Q4 25 | — | 1.8% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 1.5% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | -3.1% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 3.1% | ||
| Q1 24 | — | 3.8% |
| Q4 25 | 31.7% | -4.3% | ||
| Q3 25 | 24.4% | — | ||
| Q2 25 | 27.0% | -2.1% | ||
| Q1 25 | 28.0% | -5.0% | ||
| Q4 24 | 33.0% | -8.5% | ||
| Q3 24 | 19.7% | -4.6% | ||
| Q2 24 | 25.6% | 3.4% | ||
| Q1 24 | 30.2% | 2.5% |
| Q4 25 | $0.33 | $-0.95 | ||
| Q3 25 | $0.27 | — | ||
| Q2 25 | $0.28 | $-0.51 | ||
| Q1 25 | $0.30 | $-1.15 | ||
| Q4 24 | $0.33 | $-1.69 | ||
| Q3 24 | $0.20 | $-0.33 | ||
| Q2 24 | $0.25 | $0.60 | ||
| Q1 24 | $0.30 | $0.44 |
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 | $264.0M |
| Total DebtLower is stronger | $5.1B | $1.9B |
| Stockholders' EquityBook value | $7.0B | $1.0B |
| Total Assets | $13.2B | $3.9B |
| Debt / EquityLower = less leverage | 0.72× | 1.86× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $264.0M | ||
| Q3 25 | $45.6M | — | ||
| Q2 25 | $323.3M | $276.0M | ||
| Q1 25 | $69.7M | $282.0M | ||
| Q4 24 | $199.4M | $215.0M | ||
| Q3 24 | $162.5M | $230.0M | ||
| Q2 24 | $718.4M | $33.9M | ||
| Q1 24 | $124.8M | $30.2M |
| Q4 25 | $5.1B | $1.9B | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | $2.0B | ||
| Q1 25 | $4.9B | $2.0B | ||
| Q4 24 | $5.0B | $2.0B | ||
| Q3 24 | $4.5B | $2.0B | ||
| Q2 24 | $5.0B | $877.4M | ||
| Q1 24 | $4.5B | $884.7M |
| Q4 25 | $7.0B | $1.0B | ||
| Q3 25 | $7.2B | — | ||
| Q2 25 | $7.2B | $1.1B | ||
| Q1 25 | $7.2B | $1.1B | ||
| Q4 24 | $7.2B | $1.1B | ||
| Q3 24 | $7.0B | $2.1B | ||
| Q2 24 | $7.0B | $2.4B | ||
| Q1 24 | $7.0B | $2.4B |
| Q4 25 | $13.2B | $3.9B | ||
| Q3 25 | $13.3B | — | ||
| Q2 25 | $13.6B | $4.1B | ||
| Q1 25 | $13.3B | $4.1B | ||
| Q4 24 | $13.4B | $4.0B | ||
| Q3 24 | $12.8B | $2.8B | ||
| Q2 24 | $13.3B | $1.5B | ||
| Q1 24 | $12.8B | $1.5B |
| Q4 25 | 0.72× | 1.86× | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | 1.77× | ||
| Q1 25 | 0.69× | 1.83× | ||
| Q4 24 | 0.70× | 1.80× | ||
| Q3 24 | 0.64× | 0.91× | ||
| Q2 24 | 0.71× | 0.37× | ||
| Q1 24 | 0.64× | 0.36× |
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 | $2.0M |
| Free Cash FlowOCF − Capex | $823.7M | $-13.0M |
| FCF MarginFCF / Revenue | 181.0% | -1.6% |
| Capex IntensityCapex / Revenue | 8.9% | 1.9% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $2.0M | ||
| Q3 25 | $223.3M | — | ||
| Q2 25 | $271.9M | $0 | ||
| Q1 25 | $223.4M | $65.0M | ||
| Q4 24 | $811.5M | $-58.0M | ||
| Q3 24 | $233.6M | $12.2M | ||
| Q2 24 | $274.0M | $38.0M | ||
| Q1 24 | $201.8M | $20.0M |
| Q4 25 | $823.7M | $-13.0M | ||
| Q3 25 | $214.5M | — | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $215.9M | $42.0M | ||
| Q4 24 | $777.5M | $-74.0M | ||
| Q3 24 | $225.3M | $3.6M | ||
| Q2 24 | $263.3M | $23.0M | ||
| Q1 24 | $191.0M | $12.5M |
| Q4 25 | 181.0% | -1.6% | ||
| Q3 25 | 44.8% | — | ||
| Q2 25 | 56.3% | — | ||
| Q1 25 | 47.0% | 5.1% | ||
| Q4 24 | 178.1% | -10.5% | ||
| Q3 24 | 50.6% | 1.1% | ||
| Q2 24 | 62.2% | 4.1% | ||
| Q1 24 | 45.1% | 2.2% |
| Q4 25 | 8.9% | 1.9% | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 3.1% | 1.5% | ||
| Q1 25 | 1.6% | 2.8% | ||
| Q4 24 | 7.8% | 2.3% | ||
| Q3 24 | 1.9% | 2.6% | ||
| Q2 24 | 2.5% | 2.7% | ||
| Q1 24 | 2.6% | 1.3% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | 2.00× | ||
| Q1 24 | 1.58× | 1.43× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
MAGN
| Other | $451.0M | 57% |
| United States And Canada | $341.0M | 43% |
