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Side-by-side financial comparison of American Homes 4 Rent (AMH) and OCEANEERING INTERNATIONAL INC (OII). Click either name above to swap in a different company.
OCEANEERING INTERNATIONAL INC is the larger business by last-quarter revenue ($692.4M vs $455.0M, roughly 1.5× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 5.2%, a 26.5% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs 3.6%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $-76.5M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs 1.8%).
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.
Oceaneering International, Inc. is a subsea engineering and applied technology company based in Houston, Texas, U.S. that provides engineered services and hardware to customers who operate in marine, space, and other environments.
AMH vs OII — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $692.4M |
| Net Profit | $144.3M | $36.1M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 31.7% | 5.2% |
| Revenue YoY | 4.2% | 3.6% |
| Net Profit YoY | 0.3% | -28.3% |
| EPS (diluted) | $0.33 | $0.36 |
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 | — | $692.4M | ||
| Q4 25 | $455.0M | $668.6M | ||
| Q3 25 | $478.5M | $742.9M | ||
| Q2 25 | $457.5M | $698.2M | ||
| Q1 25 | $459.3M | $674.5M | ||
| Q4 24 | $436.6M | $713.5M | ||
| Q3 24 | $445.1M | $679.8M | ||
| Q2 24 | $423.5M | $668.8M |
| Q1 26 | — | $36.1M | ||
| Q4 25 | $144.3M | $177.7M | ||
| Q3 25 | $116.8M | $71.3M | ||
| Q2 25 | $123.6M | $54.4M | ||
| Q1 25 | $128.7M | $50.4M | ||
| Q4 24 | $143.9M | $56.1M | ||
| Q3 24 | $87.6M | $41.2M | ||
| Q2 24 | $108.5M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | 19.8% | ||
| Q3 25 | — | 20.6% | ||
| Q2 25 | — | 21.3% | ||
| Q1 25 | — | 20.0% | ||
| Q4 24 | — | 19.9% | ||
| Q3 24 | — | 19.3% | ||
| Q2 24 | — | 18.0% |
| Q1 26 | — | — | ||
| Q4 25 | — | 9.8% | ||
| Q3 25 | — | 11.6% | ||
| Q2 25 | — | 11.3% | ||
| Q1 25 | — | 10.9% | ||
| Q4 24 | — | 10.9% | ||
| Q3 24 | — | 10.5% | ||
| Q2 24 | — | 9.0% |
| Q1 26 | — | 5.2% | ||
| Q4 25 | 31.7% | 26.6% | ||
| Q3 25 | 24.4% | 9.6% | ||
| Q2 25 | 27.0% | 7.8% | ||
| Q1 25 | 28.0% | 7.5% | ||
| Q4 24 | 33.0% | 7.9% | ||
| Q3 24 | 19.7% | 6.1% | ||
| Q2 24 | 25.6% | 5.2% |
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.33 | $1.75 | ||
| Q3 25 | $0.27 | $0.71 | ||
| Q2 25 | $0.28 | $0.54 | ||
| Q1 25 | $0.30 | $0.49 | ||
| Q4 24 | $0.33 | $0.55 | ||
| Q3 24 | $0.20 | $0.40 | ||
| Q2 24 | $0.25 | $0.34 |
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 | — |
| Total DebtLower is stronger | $5.1B | $488.8M |
| Stockholders' EquityBook value | $7.0B | $1.1B |
| Total Assets | $13.2B | $2.6B |
| Debt / EquityLower = less leverage | 0.72× | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $108.5M | $695.9M | ||
| Q3 25 | $45.6M | $7.0M | ||
| Q2 25 | $323.3M | $7.0M | ||
| Q1 25 | $69.7M | $7.0M | ||
| Q4 24 | $199.4M | $504.5M | ||
| Q3 24 | $162.5M | — | ||
| Q2 24 | $718.4M | — |
| Q1 26 | — | $488.8M | ||
| Q4 25 | $5.1B | $487.4M | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | $482.0M | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $7.0B | $1.1B | ||
| Q3 25 | $7.2B | $907.7M | ||
| Q2 25 | $7.2B | $842.1M | ||
| Q1 25 | $7.2B | $773.1M | ||
| Q4 24 | $7.2B | $714.3M | ||
| Q3 24 | $7.0B | $698.0M | ||
| Q2 24 | $7.0B | $651.0M |
| Q1 26 | — | $2.6B | ||
| Q4 25 | $13.2B | $2.7B | ||
| Q3 25 | $13.3B | $2.5B | ||
| Q2 25 | $13.6B | $2.3B | ||
| Q1 25 | $13.3B | $2.3B | ||
| Q4 24 | $13.4B | $2.3B | ||
| Q3 24 | $12.8B | $2.4B | ||
| Q2 24 | $13.3B | $2.3B |
| Q1 26 | — | 0.44× | ||
| Q4 25 | 0.72× | 0.46× | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | 0.67× | ||
| 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 | — |
| Free Cash FlowOCF − Capex | $823.7M | $-76.5M |
| FCF MarginFCF / Revenue | 181.0% | -11.1% |
| Capex IntensityCapex / Revenue | 8.9% | 2.5% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $238.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $864.3M | $221.1M | ||
| Q3 25 | $223.3M | $101.3M | ||
| Q2 25 | $271.9M | $77.2M | ||
| Q1 25 | $223.4M | $-80.7M | ||
| Q4 24 | $811.5M | $128.4M | ||
| Q3 24 | $233.6M | $91.9M | ||
| Q2 24 | $274.0M | $52.6M |
| Q1 26 | — | $-76.5M | ||
| Q4 25 | $823.7M | $190.7M | ||
| Q3 25 | $214.5M | $77.0M | ||
| Q2 25 | $257.7M | $46.9M | ||
| Q1 25 | $215.9M | $-106.8M | ||
| Q4 24 | $777.5M | $94.5M | ||
| Q3 24 | $225.3M | $67.0M | ||
| Q2 24 | $263.3M | $29.8M |
| Q1 26 | — | -11.1% | ||
| Q4 25 | 181.0% | 28.5% | ||
| Q3 25 | 44.8% | 10.4% | ||
| Q2 25 | 56.3% | 6.7% | ||
| Q1 25 | 47.0% | -15.8% | ||
| Q4 24 | 178.1% | 13.2% | ||
| Q3 24 | 50.6% | 9.9% | ||
| Q2 24 | 62.2% | 4.5% |
| Q1 26 | — | 2.5% | ||
| Q4 25 | 8.9% | 4.6% | ||
| Q3 25 | 1.8% | 3.3% | ||
| Q2 25 | 3.1% | 4.3% | ||
| Q1 25 | 1.6% | 3.9% | ||
| Q4 24 | 7.8% | 4.7% | ||
| Q3 24 | 1.9% | 3.7% | ||
| Q2 24 | 2.5% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | 1.24× | ||
| Q3 25 | 1.91× | 1.42× | ||
| Q2 25 | 2.20× | 1.42× | ||
| Q1 25 | 1.74× | -1.60× | ||
| Q4 24 | 5.64× | 2.29× | ||
| Q3 24 | 2.67× | 2.23× | ||
| Q2 24 | 2.52× | 1.50× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
