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Side-by-side financial comparison of American Homes 4 Rent (AMH) and MODINE MANUFACTURING CO (MOD). Click either name above to swap in a different company.
MODINE MANUFACTURING CO is the larger business by last-quarter revenue ($805.0M vs $455.0M, roughly 1.8× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs -5.9%, a 37.6% gap on every dollar of revenue. On growth, MODINE MANUFACTURING CO posted the faster year-over-year revenue change (30.5% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-17.1M). Over the past eight quarters, MODINE MANUFACTURING CO's revenue compounded faster (15.5% 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.
Modine Manufacturing is a thermal management company established in 1916 in the United States. The company started as Modine Manufacturing Company by Arthur B Modine who patented the Spirex radiator for tractors. The Modine company manufactured the Turbotube radiator for Ford Model T cars. The company built the world's first vehicular wind tunnel in Racine, Wisconsin in 1941. During WWII, Modine manufactured aftercoolers for the P-51 Mustang fighter plane. After WWII, Modine introduced the Ai...
AMH vs MOD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $805.0M |
| Net Profit | $144.3M | $-47.4M |
| Gross Margin | — | 23.1% |
| Operating Margin | — | 11.1% |
| Net Margin | 31.7% | -5.9% |
| Revenue YoY | 4.2% | 30.5% |
| Net Profit YoY | 0.3% | -215.6% |
| EPS (diluted) | $0.33 | $-0.90 |
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 | $805.0M | ||
| Q3 25 | $478.5M | $738.9M | ||
| Q2 25 | $457.5M | $682.8M | ||
| Q1 25 | $459.3M | $647.2M | ||
| Q4 24 | $436.6M | $616.8M | ||
| Q3 24 | $445.1M | $658.0M | ||
| Q2 24 | $423.5M | $661.5M | ||
| Q1 24 | $423.6M | $603.5M |
| Q4 25 | $144.3M | $-47.4M | ||
| Q3 25 | $116.8M | $44.4M | ||
| Q2 25 | $123.6M | $51.2M | ||
| Q1 25 | $128.7M | $49.6M | ||
| Q4 24 | $143.9M | $41.0M | ||
| Q3 24 | $87.6M | $46.1M | ||
| Q2 24 | $108.5M | $47.3M | ||
| Q1 24 | $128.1M | $25.8M |
| Q4 25 | — | 23.1% | ||
| Q3 25 | — | 22.3% | ||
| Q2 25 | — | 24.2% | ||
| Q1 25 | — | 25.6% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | — | 24.6% | ||
| Q1 24 | — | 22.4% |
| Q4 25 | — | 11.1% | ||
| Q3 25 | — | 9.9% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 11.5% | ||
| Q4 24 | — | 9.6% | ||
| Q3 24 | — | 11.4% | ||
| Q2 24 | — | 11.2% | ||
| Q1 24 | — | 7.8% |
| Q4 25 | 31.7% | -5.9% | ||
| Q3 25 | 24.4% | 6.0% | ||
| Q2 25 | 27.0% | 7.5% | ||
| Q1 25 | 28.0% | 7.7% | ||
| Q4 24 | 33.0% | 6.6% | ||
| Q3 24 | 19.7% | 7.0% | ||
| Q2 24 | 25.6% | 7.2% | ||
| Q1 24 | 30.2% | 4.3% |
| Q4 25 | $0.33 | $-0.90 | ||
| Q3 25 | $0.27 | $0.83 | ||
| Q2 25 | $0.28 | $0.95 | ||
| Q1 25 | $0.30 | $0.92 | ||
| Q4 24 | $0.33 | $0.76 | ||
| Q3 24 | $0.20 | $0.86 | ||
| Q2 24 | $0.25 | $0.88 | ||
| Q1 24 | $0.30 | $0.48 |
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 | $98.7M |
| Total DebtLower is stronger | $5.1B | $570.7M |
| Stockholders' EquityBook value | $7.0B | $1.1B |
| Total Assets | $13.2B | $2.5B |
| Debt / EquityLower = less leverage | 0.72× | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $98.7M | ||
| Q3 25 | $45.6M | $83.8M | ||
| Q2 25 | $323.3M | $124.5M | ||
| Q1 25 | $69.7M | $71.6M | ||
| Q4 24 | $199.4M | $83.8M | ||
| Q3 24 | $162.5M | $78.6M | ||
| Q2 24 | $718.4M | $72.9M | ||
| Q1 24 | $124.8M | $60.1M |
| Q4 25 | $5.1B | $570.7M | ||
| Q3 25 | $4.8B | $525.8M | ||
| Q2 25 | $5.2B | $482.1M | ||
| Q1 25 | $4.9B | $296.7M | ||
| Q4 24 | $5.0B | $330.0M | ||
| Q3 24 | $4.5B | $359.1M | ||
| Q2 24 | $5.0B | $405.7M | ||
| Q1 24 | $4.5B | $399.9M |
| Q4 25 | $7.0B | $1.1B | ||
| Q3 25 | $7.2B | $1.1B | ||
| Q2 25 | $7.2B | $1.0B | ||
| Q1 25 | $7.2B | $910.2M | ||
| Q4 24 | $7.2B | $855.1M | ||
| Q3 24 | $7.0B | $858.8M | ||
| Q2 24 | $7.0B | $788.4M | ||
| Q1 24 | $7.0B | $747.6M |
| Q4 25 | $13.2B | $2.5B | ||
| Q3 25 | $13.3B | $2.4B | ||
| Q2 25 | $13.6B | $2.2B | ||
| Q1 25 | $13.3B | $1.9B | ||
| Q4 24 | $13.4B | $1.8B | ||
| Q3 24 | $12.8B | $1.9B | ||
| Q2 24 | $13.3B | $1.9B | ||
| Q1 24 | $12.8B | $1.9B |
| Q4 25 | 0.72× | 0.51× | ||
| Q3 25 | 0.68× | 0.50× | ||
| Q2 25 | 0.72× | 0.48× | ||
| Q1 25 | 0.69× | 0.33× | ||
| Q4 24 | 0.70× | 0.39× | ||
| Q3 24 | 0.64× | 0.42× | ||
| Q2 24 | 0.71× | 0.51× | ||
| Q1 24 | 0.64× | 0.53× |
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 | $24.7M |
| Free Cash FlowOCF − Capex | $823.7M | $-17.1M |
| FCF MarginFCF / Revenue | 181.0% | -2.1% |
| Capex IntensityCapex / Revenue | 8.9% | 5.2% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $-20.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $24.7M | ||
| Q3 25 | $223.3M | $1.4M | ||
| Q2 25 | $271.9M | $27.7M | ||
| Q1 25 | $223.4M | $54.8M | ||
| Q4 24 | $811.5M | $60.7M | ||
| Q3 24 | $233.6M | $57.3M | ||
| Q2 24 | $274.0M | $40.5M | ||
| Q1 24 | $201.8M | $39.6M |
| Q4 25 | $823.7M | $-17.1M | ||
| Q3 25 | $214.5M | $-30.5M | ||
| Q2 25 | $257.7M | $200.0K | ||
| Q1 25 | $215.9M | $27.1M | ||
| Q4 24 | $777.5M | $44.7M | ||
| Q3 24 | $225.3M | $43.8M | ||
| Q2 24 | $263.3M | $13.7M | ||
| Q1 24 | $191.0M | $-4.3M |
| Q4 25 | 181.0% | -2.1% | ||
| Q3 25 | 44.8% | -4.1% | ||
| Q2 25 | 56.3% | 0.0% | ||
| Q1 25 | 47.0% | 4.2% | ||
| Q4 24 | 178.1% | 7.2% | ||
| Q3 24 | 50.6% | 6.7% | ||
| Q2 24 | 62.2% | 2.1% | ||
| Q1 24 | 45.1% | -0.7% |
| Q4 25 | 8.9% | 5.2% | ||
| Q3 25 | 1.8% | 4.3% | ||
| Q2 25 | 3.1% | 4.0% | ||
| Q1 25 | 1.6% | 4.3% | ||
| Q4 24 | 7.8% | 2.6% | ||
| Q3 24 | 1.9% | 2.1% | ||
| Q2 24 | 2.5% | 4.1% | ||
| Q1 24 | 2.6% | 7.3% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | 0.03× | ||
| Q2 25 | 2.20× | 0.54× | ||
| Q1 25 | 1.74× | 1.10× | ||
| Q4 24 | 5.64× | 1.48× | ||
| Q3 24 | 2.67× | 1.24× | ||
| Q2 24 | 2.52× | 0.86× | ||
| Q1 24 | 1.58× | 1.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
