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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
Mobileye Global Inc. is the larger business by last-quarter revenue ($558.0M vs $455.0M, roughly 1.2× American Homes 4 Rent). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 4.2%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (12.7% 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.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
AMH vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $558.0M |
| Net Profit | $144.3M | — |
| Gross Margin | — | 49.3% |
| Operating Margin | — | -647.5% |
| Net Margin | 31.7% | — |
| Revenue YoY | 4.2% | 27.4% |
| Net Profit YoY | 0.3% | — |
| EPS (diluted) | $0.33 | — |
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 | $446.0M | ||
| Q3 25 | $478.5M | $504.0M | ||
| Q2 25 | $457.5M | $506.0M | ||
| Q1 25 | $459.3M | $438.0M | ||
| Q4 24 | $436.6M | $490.0M | ||
| Q3 24 | $445.1M | $486.0M | ||
| Q2 24 | $423.5M | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $144.3M | $-127.0M | ||
| Q3 25 | $116.8M | $-96.0M | ||
| Q2 25 | $123.6M | $-67.0M | ||
| Q1 25 | $128.7M | $-102.0M | ||
| Q4 24 | $143.9M | $-71.0M | ||
| Q3 24 | $87.6M | $-2.7B | ||
| Q2 24 | $108.5M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | — | 45.3% | ||
| Q3 25 | — | 48.2% | ||
| Q2 25 | — | 49.8% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | 49.2% | ||
| Q3 24 | — | 48.8% | ||
| Q2 24 | — | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | — | -31.4% | ||
| Q3 25 | — | -21.6% | ||
| Q2 25 | — | -14.6% | ||
| Q1 25 | — | -26.7% | ||
| Q4 24 | — | -17.6% | ||
| Q3 24 | — | -577.6% | ||
| Q2 24 | — | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 31.7% | -28.5% | ||
| Q3 25 | 24.4% | -19.0% | ||
| Q2 25 | 27.0% | -13.2% | ||
| Q1 25 | 28.0% | -23.3% | ||
| Q4 24 | 33.0% | -14.5% | ||
| Q3 24 | 19.7% | -558.6% | ||
| Q2 24 | 25.6% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.33 | $-0.15 | ||
| Q3 25 | $0.27 | $-0.12 | ||
| Q2 25 | $0.28 | $-0.08 | ||
| Q1 25 | $0.30 | $-0.13 | ||
| Q4 24 | $0.33 | $-0.09 | ||
| Q3 24 | $0.20 | $-3.35 | ||
| Q2 24 | $0.25 | $-0.11 |
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 | $1.2B |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $8.2B |
| Total Assets | $13.2B | $8.7B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $108.5M | $1.8B | ||
| Q3 25 | $45.6M | $1.7B | ||
| Q2 25 | $323.3M | $1.7B | ||
| Q1 25 | $69.7M | $1.5B | ||
| Q4 24 | $199.4M | $1.4B | ||
| Q3 24 | $162.5M | $1.3B | ||
| Q2 24 | $718.4M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $7.0B | $11.9B | ||
| Q3 25 | $7.2B | $11.9B | ||
| Q2 25 | $7.2B | $12.1B | ||
| Q1 25 | $7.2B | $12.0B | ||
| Q4 24 | $7.2B | $12.1B | ||
| Q3 24 | $7.0B | $12.1B | ||
| Q2 24 | $7.0B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $13.2B | $12.5B | ||
| Q3 25 | $13.3B | $12.5B | ||
| Q2 25 | $13.6B | $12.6B | ||
| Q1 25 | $13.3B | $12.5B | ||
| Q4 24 | $13.4B | $12.6B | ||
| Q3 24 | $12.8B | $12.6B | ||
| Q2 24 | $13.3B | $15.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | — | ||
| 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 | $75.0M |
| 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 | — | $75.0M | ||
| Q4 25 | $864.3M | $113.0M | ||
| Q3 25 | $223.3M | $167.0M | ||
| Q2 25 | $271.9M | $213.0M | ||
| Q1 25 | $223.4M | $109.0M | ||
| Q4 24 | $811.5M | $204.0M | ||
| Q3 24 | $233.6M | $126.0M | ||
| Q2 24 | $274.0M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $823.7M | $86.0M | ||
| Q3 25 | $214.5M | $143.0M | ||
| Q2 25 | $257.7M | $199.0M | ||
| Q1 25 | $215.9M | $95.0M | ||
| Q4 24 | $777.5M | $191.0M | ||
| Q3 24 | $225.3M | $104.0M | ||
| Q2 24 | $263.3M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 181.0% | 19.3% | ||
| Q3 25 | 44.8% | 28.4% | ||
| Q2 25 | 56.3% | 39.3% | ||
| Q1 25 | 47.0% | 21.7% | ||
| Q4 24 | 178.1% | 39.0% | ||
| Q3 24 | 50.6% | 21.4% | ||
| Q2 24 | 62.2% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | 6.1% | ||
| Q3 25 | 1.8% | 4.8% | ||
| Q2 25 | 3.1% | 2.8% | ||
| Q1 25 | 1.6% | 3.2% | ||
| Q4 24 | 7.8% | 2.7% | ||
| Q3 24 | 1.9% | 4.5% | ||
| Q2 24 | 2.5% | 5.5% |
| Q1 26 | — | — | ||
| 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× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
