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Side-by-side financial comparison of American Homes 4 Rent (AMH) and New Fortress Energy Inc. (NFE). Click either name above to swap in a different company.
American Homes 4 Rent is the larger business by last-quarter revenue ($455.0M vs $326.2M, roughly 1.4× New Fortress Energy Inc.). American Homes 4 Rent runs the higher net margin — 31.7% vs -259.7%, a 291.4% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs -7.0%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-134.8M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -26.8%).
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.
New Fortress Energy Inc. is a global energy infrastructure firm developing, owning and operating LNG import/export terminals, natural gas supply networks and low-carbon projects. It serves utility, industrial and public sector clients across the Americas and Caribbean, delivering affordable, lower-emission energy resources.
AMH vs NFE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $326.2M |
| Net Profit | $144.3M | $-847.1M |
| Gross Margin | — | 35.5% |
| Operating Margin | — | -193.0% |
| Net Margin | 31.7% | -259.7% |
| Revenue YoY | 4.2% | -7.0% |
| Net Profit YoY | 0.3% | -277.4% |
| EPS (diluted) | $0.33 | $-3.03 |
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 | $326.2M | ||
| Q3 25 | $478.5M | $240.3M | ||
| Q2 25 | $457.5M | $228.1M | ||
| Q1 25 | $459.3M | $384.9M | ||
| Q4 24 | $436.6M | $350.7M | ||
| Q3 24 | $445.1M | $446.0M | ||
| Q2 24 | $423.5M | $291.2M | ||
| Q1 24 | $423.6M | $609.5M |
| Q4 25 | $144.3M | $-847.1M | ||
| Q3 25 | $116.8M | $-263.0M | ||
| Q2 25 | $123.6M | $-546.5M | ||
| Q1 25 | $128.7M | $-175.4M | ||
| Q4 24 | $143.9M | $-224.4M | ||
| Q3 24 | $87.6M | $9.3M | ||
| Q2 24 | $108.5M | $-88.9M | ||
| Q1 24 | $128.1M | $54.1M |
| Q4 25 | — | 35.5% | ||
| Q3 25 | — | 18.1% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 21.4% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 27.1% | ||
| Q2 24 | — | 23.8% | ||
| Q1 24 | — | 62.4% |
| Q4 25 | — | -193.0% | ||
| Q3 25 | — | -37.4% | ||
| Q2 25 | — | -170.3% | ||
| Q1 25 | — | -3.3% | ||
| Q4 24 | — | 65.0% | ||
| Q3 24 | — | 17.8% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 30.4% |
| Q4 25 | 31.7% | -259.7% | ||
| Q3 25 | 24.4% | -109.4% | ||
| Q2 25 | 27.0% | -239.6% | ||
| Q1 25 | 28.0% | -45.6% | ||
| Q4 24 | 33.0% | -64.0% | ||
| Q3 24 | 19.7% | 2.1% | ||
| Q2 24 | 25.6% | -30.5% | ||
| Q1 24 | 30.2% | 8.9% |
| Q4 25 | $0.33 | $-3.03 | ||
| Q3 25 | $0.27 | $-0.96 | ||
| Q2 25 | $0.28 | $-1.99 | ||
| Q1 25 | $0.30 | $-0.65 | ||
| Q4 24 | $0.33 | $-1.10 | ||
| Q3 24 | $0.20 | $0.03 | ||
| Q2 24 | $0.25 | $-0.42 | ||
| Q1 24 | $0.30 | $0.23 |
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 | $226.5M |
| Total DebtLower is stronger | $5.1B | $8.2B |
| Stockholders' EquityBook value | $7.0B | $182.6M |
| Total Assets | $13.2B | $10.6B |
| Debt / EquityLower = less leverage | 0.72× | 44.78× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $226.5M | ||
| Q3 25 | $45.6M | $145.2M | ||
| Q2 25 | $323.3M | $551.1M | ||
| Q1 25 | $69.7M | $447.9M | ||
| Q4 24 | $199.4M | $492.9M | ||
| Q3 24 | $162.5M | $90.8M | ||
| Q2 24 | $718.4M | $133.0M | ||
| Q1 24 | $124.8M | $143.5M |
| Q4 25 | $5.1B | $8.2B | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $8.9B | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
| Q4 25 | $7.0B | $182.6M | ||
| Q3 25 | $7.2B | $1.1B | ||
| Q2 25 | $7.2B | $1.3B | ||
| Q1 25 | $7.2B | $1.8B | ||
| Q4 24 | $7.2B | $1.9B | ||
| Q3 24 | $7.0B | $1.6B | ||
| Q2 24 | $7.0B | $1.6B | ||
| Q1 24 | $7.0B | $1.7B |
| Q4 25 | $13.2B | $10.6B | ||
| Q3 25 | $13.3B | $12.0B | ||
| Q2 25 | $13.6B | $12.0B | ||
| Q1 25 | $13.3B | $13.1B | ||
| Q4 24 | $13.4B | $12.9B | ||
| Q3 24 | $12.8B | $12.0B | ||
| Q2 24 | $13.3B | $11.4B | ||
| Q1 24 | $12.8B | $10.9B |
| Q4 25 | 0.72× | 44.78× | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | 4.74× | ||
| 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 | $-76.2M |
| Free Cash FlowOCF − Capex | $823.7M | $-134.8M |
| FCF MarginFCF / Revenue | 181.0% | -41.3% |
| Capex IntensityCapex / Revenue | 8.9% | 18.0% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $-1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $-76.2M | ||
| Q3 25 | $223.3M | $-171.0M | ||
| Q2 25 | $271.9M | $-329.0M | ||
| Q1 25 | $223.4M | $-7.2M | ||
| Q4 24 | $811.5M | $445.3M | ||
| Q3 24 | $233.6M | $-20.0M | ||
| Q2 24 | $274.0M | $113.9M | ||
| Q1 24 | $201.8M | $63.0M |
| Q4 25 | $823.7M | $-134.8M | ||
| Q3 25 | $214.5M | $-231.6M | ||
| Q2 25 | $257.7M | $-726.7M | ||
| Q1 25 | $215.9M | $-262.3M | ||
| Q4 24 | $777.5M | $-210.3M | ||
| Q3 24 | $225.3M | $-367.0M | ||
| Q2 24 | $263.3M | $-493.2M | ||
| Q1 24 | $191.0M | $-457.9M |
| Q4 25 | 181.0% | -41.3% | ||
| Q3 25 | 44.8% | -96.4% | ||
| Q2 25 | 56.3% | -318.6% | ||
| Q1 25 | 47.0% | -68.2% | ||
| Q4 24 | 178.1% | -60.0% | ||
| Q3 24 | 50.6% | -82.3% | ||
| Q2 24 | 62.2% | -169.3% | ||
| Q1 24 | 45.1% | -75.1% |
| Q4 25 | 8.9% | 18.0% | ||
| Q3 25 | 1.8% | 25.2% | ||
| Q2 25 | 3.1% | 174.4% | ||
| Q1 25 | 1.6% | 66.3% | ||
| Q4 24 | 7.8% | 187.0% | ||
| Q3 24 | 1.9% | 77.8% | ||
| Q2 24 | 2.5% | 208.4% | ||
| Q1 24 | 2.6% | 85.5% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | -2.15× | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | 1.16× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
