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Side-by-side financial comparison of American Homes 4 Rent (AMH) and OMEGA HEALTHCARE INVESTORS INC (OHI). 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 $319.2M, roughly 1.4× OMEGA HEALTHCARE INVESTORS INC). OMEGA HEALTHCARE INVESTORS INC runs the higher net margin — 51.6% vs 31.7%, a 19.9% gap on every dollar of revenue. On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (14.3% vs 4.2%). OMEGA HEALTHCARE INVESTORS INC produced more free cash flow last quarter ($203.9M vs $135.5M). Over the past eight quarters, OMEGA HEALTHCARE INVESTORS INC's revenue compounded faster (14.5% 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.
Omega Healthcare Investors Inc is a specialized real estate investment trust that owns, leases and manages healthcare-related real estate assets, mainly including skilled nursing facilities, senior housing and long-term care facilities across the U.S. and UK. It partners with healthcare operators to provide stable real estate support for quality patient care delivery.
AMH vs OHI — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $319.2M |
| Net Profit | $144.3M | $164.8M |
| Gross Margin | — | — |
| Operating Margin | — | 53.7% |
| Net Margin | 31.7% | 51.6% |
| Revenue YoY | 4.2% | 14.3% |
| Net Profit YoY | 0.3% | 45.4% |
| EPS (diluted) | $0.33 | $0.56 |
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 | $319.2M | ||
| Q3 25 | $478.5M | $311.6M | ||
| Q2 25 | $457.5M | $282.5M | ||
| Q1 25 | $459.3M | $276.8M | ||
| Q4 24 | $436.6M | $279.3M | ||
| Q3 24 | $445.1M | $276.0M | ||
| Q2 24 | $423.5M | $252.7M | ||
| Q1 24 | $423.6M | $243.3M |
| Q4 25 | $144.3M | $164.8M | ||
| Q3 25 | $116.8M | $179.7M | ||
| Q2 25 | $123.6M | $136.6M | ||
| Q1 25 | $128.7M | $109.0M | ||
| Q4 24 | $143.9M | $113.3M | ||
| Q3 24 | $87.6M | $111.8M | ||
| Q2 24 | $108.5M | $113.9M | ||
| Q1 24 | $128.1M | $67.4M |
| Q4 25 | — | 53.7% | ||
| Q3 25 | — | 61.4% | ||
| Q2 25 | — | 52.1% | ||
| Q1 25 | — | 41.4% | ||
| Q4 24 | — | 42.5% | ||
| Q3 24 | — | 40.3% | ||
| Q2 24 | — | 47.1% | ||
| Q1 24 | — | 29.5% |
| Q4 25 | 31.7% | 51.6% | ||
| Q3 25 | 24.4% | 57.7% | ||
| Q2 25 | 27.0% | 48.4% | ||
| Q1 25 | 28.0% | 39.4% | ||
| Q4 24 | 33.0% | 40.6% | ||
| Q3 24 | 19.7% | 40.5% | ||
| Q2 24 | 25.6% | 45.1% | ||
| Q1 24 | 30.2% | 27.7% |
| Q4 25 | $0.33 | $0.56 | ||
| Q3 25 | $0.27 | $0.59 | ||
| Q2 25 | $0.28 | $0.46 | ||
| Q1 25 | $0.30 | $0.33 | ||
| Q4 24 | $0.33 | $0.41 | ||
| Q3 24 | $0.20 | $0.42 | ||
| Q2 24 | $0.25 | $0.45 | ||
| Q1 24 | $0.30 | $0.27 |
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 | $27.0M |
| Total DebtLower is stronger | $5.1B | $4.3B |
| Stockholders' EquityBook value | $7.0B | $5.2B |
| Total Assets | $13.2B | $10.0B |
| Debt / EquityLower = less leverage | 0.72× | 0.82× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $27.0M | ||
| Q3 25 | $45.6M | $737.2M | ||
| Q2 25 | $323.3M | $734.2M | ||
| Q1 25 | $69.7M | $368.0M | ||
| Q4 24 | $199.4M | $518.3M | ||
| Q3 24 | $162.5M | $342.4M | ||
| Q2 24 | $718.4M | $35.2M | ||
| Q1 24 | $124.8M | $361.8M |
| Q4 25 | $5.1B | $4.3B | ||
| Q3 25 | $4.8B | $5.0B | ||
| Q2 25 | $5.2B | $5.0B | ||
| Q1 25 | $4.9B | $4.4B | ||
| Q4 24 | $5.0B | $4.8B | ||
| Q3 24 | $4.5B | $4.9B | ||
| Q2 24 | $5.0B | $4.7B | ||
| Q1 24 | $4.5B | $5.0B |
| Q4 25 | $7.0B | $5.2B | ||
| Q3 25 | $7.2B | $5.0B | ||
| Q2 25 | $7.2B | $5.0B | ||
| Q1 25 | $7.2B | $4.7B | ||
| Q4 24 | $7.2B | $4.5B | ||
| Q3 24 | $7.0B | $4.2B | ||
| Q2 24 | $7.0B | $3.7B | ||
| Q1 24 | $7.0B | $3.5B |
| Q4 25 | $13.2B | $10.0B | ||
| Q3 25 | $13.3B | $10.6B | ||
| Q2 25 | $13.6B | $10.5B | ||
| Q1 25 | $13.3B | $9.7B | ||
| Q4 24 | $13.4B | $9.9B | ||
| Q3 24 | $12.8B | $9.6B | ||
| Q2 24 | $13.3B | $8.8B | ||
| Q1 24 | $12.8B | $9.0B |
| Q4 25 | 0.72× | 0.82× | ||
| Q3 25 | 0.68× | 0.99× | ||
| Q2 25 | 0.72× | 1.00× | ||
| Q1 25 | 0.69× | 0.94× | ||
| Q4 24 | 0.70× | 1.07× | ||
| Q3 24 | 0.64× | 1.15× | ||
| Q2 24 | 0.71× | 1.26× | ||
| Q1 24 | 0.64× | 1.43× |
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 | $145.8M | $230.6M |
| Free Cash FlowOCF − Capex | $135.5M | $203.9M |
| FCF MarginFCF / Revenue | 29.8% | 63.9% |
| Capex IntensityCapex / Revenue | 2.3% | 8.4% |
| Cash ConversionOCF / Net Profit | 1.01× | 1.40× |
| TTM Free Cash FlowTrailing 4 quarters | $823.7M | $797.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $145.8M | $230.6M | ||
| Q3 25 | $223.3M | $226.7M | ||
| Q2 25 | $271.9M | $239.3M | ||
| Q1 25 | $223.4M | $182.0M | ||
| Q4 24 | $102.2M | $229.0M | ||
| Q3 24 | $233.6M | $184.9M | ||
| Q2 24 | $274.0M | $184.1M | ||
| Q1 24 | $201.8M | $151.5M |
| Q4 25 | $135.5M | $203.9M | ||
| Q3 25 | $214.5M | $205.5M | ||
| Q2 25 | $257.7M | $226.5M | ||
| Q1 25 | $215.9M | $161.8M | ||
| Q4 24 | $97.9M | $213.5M | ||
| Q3 24 | $225.3M | $176.6M | ||
| Q2 24 | $263.3M | $177.0M | ||
| Q1 24 | $191.0M | $144.5M |
| Q4 25 | 29.8% | 63.9% | ||
| Q3 25 | 44.8% | 65.9% | ||
| Q2 25 | 56.3% | 80.2% | ||
| Q1 25 | 47.0% | 58.4% | ||
| Q4 24 | 22.4% | 76.4% | ||
| Q3 24 | 50.6% | 64.0% | ||
| Q2 24 | 62.2% | 70.0% | ||
| Q1 24 | 45.1% | 59.4% |
| Q4 25 | 2.3% | 8.4% | ||
| Q3 25 | 1.8% | 6.8% | ||
| Q2 25 | 3.1% | 4.5% | ||
| Q1 25 | 1.6% | 7.3% | ||
| Q4 24 | 1.0% | 5.5% | ||
| Q3 24 | 1.9% | 3.0% | ||
| Q2 24 | 2.5% | 2.8% | ||
| Q1 24 | 2.6% | 2.9% |
| Q4 25 | 1.01× | 1.40× | ||
| Q3 25 | 1.91× | 1.26× | ||
| Q2 25 | 2.20× | 1.75× | ||
| Q1 25 | 1.74× | 1.67× | ||
| Q4 24 | 0.71× | 2.02× | ||
| Q3 24 | 2.67× | 1.65× | ||
| Q2 24 | 2.52× | 1.62× | ||
| Q1 24 | 1.58× | 2.25× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
