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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Noble Corp plc (NE). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $455.0M, roughly 1.7× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 11.3%, a 20.4% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs -17.6%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $35.4M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% 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.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
AMH vs NE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $764.4M |
| Net Profit | $144.3M | $86.6M |
| Gross Margin | — | — |
| Operating Margin | — | 5.6% |
| Net Margin | 31.7% | 11.3% |
| Revenue YoY | 4.2% | -17.6% |
| Net Profit YoY | 0.3% | -10.4% |
| EPS (diluted) | $0.33 | $0.54 |
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 | $764.4M | ||
| Q3 25 | $478.5M | $798.0M | ||
| Q2 25 | $457.5M | $848.7M | ||
| Q1 25 | $459.3M | $874.5M | ||
| Q4 24 | $436.6M | $927.3M | ||
| Q3 24 | $445.1M | $800.5M | ||
| Q2 24 | $423.5M | $692.8M | ||
| Q1 24 | $423.6M | $637.1M |
| Q4 25 | $144.3M | $86.6M | ||
| Q3 25 | $116.8M | $-21.1M | ||
| Q2 25 | $123.6M | $42.9M | ||
| Q1 25 | $128.7M | $108.3M | ||
| Q4 24 | $143.9M | $96.6M | ||
| Q3 24 | $87.6M | $61.2M | ||
| Q2 24 | $108.5M | $195.0M | ||
| Q1 24 | $128.1M | $95.5M |
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | — | 15.9% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 18.4% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | — | 30.3% | ||
| Q1 24 | — | 16.9% |
| Q4 25 | 31.7% | 11.3% | ||
| Q3 25 | 24.4% | -2.6% | ||
| Q2 25 | 27.0% | 5.1% | ||
| Q1 25 | 28.0% | 12.4% | ||
| Q4 24 | 33.0% | 10.4% | ||
| Q3 24 | 19.7% | 7.6% | ||
| Q2 24 | 25.6% | 28.1% | ||
| Q1 24 | 30.2% | 15.0% |
| Q4 25 | $0.33 | $0.54 | ||
| Q3 25 | $0.27 | $-0.13 | ||
| Q2 25 | $0.28 | $0.27 | ||
| Q1 25 | $0.30 | $0.67 | ||
| Q4 24 | $0.33 | $0.56 | ||
| Q3 24 | $0.20 | $0.40 | ||
| Q2 24 | $0.25 | $1.34 | ||
| Q1 24 | $0.30 | $0.66 |
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 | $471.4M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $4.5B |
| Total Assets | $13.2B | $7.5B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $471.4M | ||
| Q3 25 | $45.6M | $477.9M | ||
| Q2 25 | $323.3M | $338.2M | ||
| Q1 25 | $69.7M | $303.8M | ||
| Q4 24 | $199.4M | $247.3M | ||
| Q3 24 | $162.5M | $391.9M | ||
| Q2 24 | $718.4M | $162.9M | ||
| Q1 24 | $124.8M | $212.5M |
| 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 24 | $4.5B | — |
| Q4 25 | $7.0B | $4.5B | ||
| Q3 25 | $7.2B | $4.5B | ||
| Q2 25 | $7.2B | $4.6B | ||
| Q1 25 | $7.2B | $4.7B | ||
| Q4 24 | $7.2B | $4.7B | ||
| Q3 24 | $7.0B | $4.7B | ||
| Q2 24 | $7.0B | $4.0B | ||
| Q1 24 | $7.0B | $3.9B |
| Q4 25 | $13.2B | $7.5B | ||
| Q3 25 | $13.3B | $7.6B | ||
| Q2 25 | $13.6B | $7.7B | ||
| Q1 25 | $13.3B | $7.9B | ||
| Q4 24 | $13.4B | $8.0B | ||
| Q3 24 | $12.8B | $8.0B | ||
| Q2 24 | $13.3B | $5.6B | ||
| Q1 24 | $12.8B | $5.4B |
| 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× | — | ||
| Q1 24 | 0.64× | — |
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 | $187.1M |
| Free Cash FlowOCF − Capex | $823.7M | $35.4M |
| FCF MarginFCF / Revenue | 181.0% | 4.6% |
| Capex IntensityCapex / Revenue | 8.9% | 19.9% |
| Cash ConversionOCF / Net Profit | 5.99× | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $187.1M | ||
| Q3 25 | $223.3M | $277.1M | ||
| Q2 25 | $271.9M | $216.4M | ||
| Q1 25 | $223.4M | $271.1M | ||
| Q4 24 | $811.5M | $136.2M | ||
| Q3 24 | $233.6M | $283.8M | ||
| Q2 24 | $274.0M | $106.8M | ||
| Q1 24 | $201.8M | $128.7M |
| Q4 25 | $823.7M | $35.4M | ||
| Q3 25 | $214.5M | $139.5M | ||
| Q2 25 | $257.7M | $99.8M | ||
| Q1 25 | $215.9M | $157.5M | ||
| Q4 24 | $777.5M | $-4.4M | ||
| Q3 24 | $225.3M | $156.8M | ||
| Q2 24 | $263.3M | $-34.3M | ||
| Q1 24 | $191.0M | $-37.9M |
| Q4 25 | 181.0% | 4.6% | ||
| Q3 25 | 44.8% | 17.5% | ||
| Q2 25 | 56.3% | 11.8% | ||
| Q1 25 | 47.0% | 18.0% | ||
| Q4 24 | 178.1% | -0.5% | ||
| Q3 24 | 50.6% | 19.6% | ||
| Q2 24 | 62.2% | -4.9% | ||
| Q1 24 | 45.1% | -6.0% |
| Q4 25 | 8.9% | 19.9% | ||
| Q3 25 | 1.8% | 17.3% | ||
| Q2 25 | 3.1% | 13.7% | ||
| Q1 25 | 1.6% | 13.0% | ||
| Q4 24 | 7.8% | 15.2% | ||
| Q3 24 | 1.9% | 15.9% | ||
| Q2 24 | 2.5% | 20.4% | ||
| Q1 24 | 2.6% | 26.2% |
| Q4 25 | 5.99× | 2.16× | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | 5.05× | ||
| Q1 25 | 1.74× | 2.50× | ||
| Q4 24 | 5.64× | 1.41× | ||
| Q3 24 | 2.67× | 4.64× | ||
| Q2 24 | 2.52× | 0.55× | ||
| Q1 24 | 1.58× | 1.35× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
