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Side-by-side financial comparison of American Homes 4 Rent (AMH) and OSI SYSTEMS INC (OSIS). Click either name above to swap in a different company.

OSI SYSTEMS INC is the larger business by last-quarter revenue ($464.1M vs $455.0M, roughly 1.0× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 8.3%, a 23.4% gap on every dollar of revenue. On growth, OSI SYSTEMS INC posted the faster year-over-year revenue change (10.5% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $55.5M). Over the past eight quarters, OSI SYSTEMS INC's revenue compounded faster (7.0% CAGR vs 3.6%).

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.

OSI Systems, Inc. is an American company based in California that develops and markets security and inspection systems such as airport security X-ray machines and metal detectors, medical monitoring and anesthesia systems, and optoelectronic devices. As of June 2010, the company employs approximately 3,180 personnel globally and includes subsidiary companies Spacelabs Healthcare, Rapiscan Systems and OSI Optoelectronics.

AMH vs OSIS — Head-to-Head

Bigger by revenue
OSIS
OSIS
1.0× larger
OSIS
$464.1M
$455.0M
AMH
Growing faster (revenue YoY)
OSIS
OSIS
+6.3% gap
OSIS
10.5%
4.2%
AMH
Higher net margin
AMH
AMH
23.4% more per $
AMH
31.7%
8.3%
OSIS
More free cash flow
AMH
AMH
$768.2M more FCF
AMH
$823.7M
$55.5M
OSIS
Faster 2-yr revenue CAGR
OSIS
OSIS
Annualised
OSIS
7.0%
3.6%
AMH

Income Statement — Q4 FY2025 vs Q2 FY2026

Metric
AMH
AMH
OSIS
OSIS
Revenue
$455.0M
$464.1M
Net Profit
$144.3M
$38.7M
Gross Margin
32.7%
Operating Margin
12.7%
Net Margin
31.7%
8.3%
Revenue YoY
4.2%
10.5%
Net Profit YoY
0.3%
2.3%
EPS (diluted)
$0.33
$2.22

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.

Revenue
AMH
AMH
OSIS
OSIS
Q4 25
$455.0M
$464.1M
Q3 25
$478.5M
$384.6M
Q2 25
$457.5M
$505.0M
Q1 25
$459.3M
$444.4M
Q4 24
$436.6M
$419.8M
Q3 24
$445.1M
$344.0M
Q2 24
$423.5M
$480.9M
Q1 24
$423.6M
$405.4M
Net Profit
AMH
AMH
OSIS
OSIS
Q4 25
$144.3M
$38.7M
Q3 25
$116.8M
$20.6M
Q2 25
$123.6M
$52.7M
Q1 25
$128.7M
$41.1M
Q4 24
$143.9M
$37.8M
Q3 24
$87.6M
$17.9M
Q2 24
$108.5M
$44.7M
Q1 24
$128.1M
$34.0M
Gross Margin
AMH
AMH
OSIS
OSIS
Q4 25
32.7%
Q3 25
32.0%
Q2 25
33.3%
Q1 25
33.8%
Q4 24
35.1%
Q3 24
35.3%
Q2 24
32.1%
Q1 24
33.6%
Operating Margin
AMH
AMH
OSIS
OSIS
Q4 25
12.7%
Q3 25
8.6%
Q2 25
14.5%
Q1 25
12.7%
Q4 24
13.8%
Q3 24
8.8%
Q2 24
13.1%
Q1 24
12.7%
Net Margin
AMH
AMH
OSIS
OSIS
Q4 25
31.7%
8.3%
Q3 25
24.4%
5.3%
Q2 25
27.0%
10.4%
Q1 25
28.0%
9.3%
Q4 24
33.0%
9.0%
Q3 24
19.7%
5.2%
Q2 24
25.6%
9.3%
Q1 24
30.2%
8.4%
EPS (diluted)
AMH
AMH
OSIS
OSIS
Q4 25
$0.33
$2.22
Q3 25
$0.27
$1.18
Q2 25
$0.28
$3.04
Q1 25
$0.30
$2.40
Q4 24
$0.33
$2.22
Q3 24
$0.20
$1.05
Q2 24
$0.25
$2.57
Q1 24
$0.30
$1.95

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AMH
AMH
OSIS
OSIS
Cash + ST InvestmentsLiquidity on hand
$108.5M
$336.7M
Total DebtLower is stronger
$5.1B
$1.0B
Stockholders' EquityBook value
$7.0B
$845.5M
Total Assets
$13.2B
$2.5B
Debt / EquityLower = less leverage
0.72×
1.19×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AMH
AMH
OSIS
OSIS
Q4 25
$108.5M
$336.7M
Q3 25
$45.6M
$124.4M
Q2 25
$323.3M
$106.4M
Q1 25
$69.7M
$95.8M
Q4 24
$199.4M
$101.6M
Q3 24
$162.5M
$85.1M
Q2 24
$718.4M
$95.4M
Q1 24
$124.8M
$101.4M
Total Debt
AMH
AMH
OSIS
OSIS
Q4 25
$5.1B
$1.0B
Q3 25
$4.8B
$442.2M
Q2 25
$5.2B
$471.6M
Q1 25
$4.9B
$473.2M
Q4 24
$5.0B
$474.8M
Q3 24
$4.5B
$476.3M
Q2 24
$5.0B
$137.6M
Q1 24
$4.5B
Stockholders' Equity
AMH
AMH
OSIS
OSIS
Q4 25
$7.0B
$845.5M
Q3 25
$7.2B
$946.0M
Q2 25
$7.2B
$951.1M
Q1 25
$7.2B
$879.3M
Q4 24
$7.2B
$825.8M
Q3 24
$7.0B
$786.5M
Q2 24
$7.0B
$863.5M
Q1 24
$7.0B
$813.4M
Total Assets
AMH
AMH
OSIS
OSIS
Q4 25
$13.2B
$2.5B
Q3 25
$13.3B
$2.3B
Q2 25
$13.6B
$2.2B
Q1 25
$13.3B
$2.1B
Q4 24
$13.4B
$2.1B
Q3 24
$12.8B
$2.1B
Q2 24
$13.3B
$1.9B
Q1 24
$12.8B
$1.8B
Debt / Equity
AMH
AMH
OSIS
OSIS
Q4 25
0.72×
1.19×
Q3 25
0.68×
0.47×
Q2 25
0.72×
0.50×
Q1 25
0.69×
0.54×
Q4 24
0.70×
0.57×
Q3 24
0.64×
0.61×
Q2 24
0.71×
0.16×
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
AMH
AMH
OSIS
OSIS
Operating Cash FlowLast quarter
$864.3M
$62.2M
Free Cash FlowOCF − Capex
$823.7M
$55.5M
FCF MarginFCF / Revenue
181.0%
12.0%
Capex IntensityCapex / Revenue
8.9%
1.4%
Cash ConversionOCF / Net Profit
5.99×
1.61×
TTM Free Cash FlowTrailing 4 quarters
$1.5B
$137.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AMH
AMH
OSIS
OSIS
Q4 25
$864.3M
$62.2M
Q3 25
$223.3M
$17.1M
Q2 25
$271.9M
$562.0K
Q1 25
$223.4M
$81.6M
Q4 24
$811.5M
$52.5M
Q3 24
$233.6M
$-37.2M
Q2 24
$274.0M
$-29.0M
Q1 24
$201.8M
$-52.1M
Free Cash Flow
AMH
AMH
OSIS
OSIS
Q4 25
$823.7M
$55.5M
Q3 25
$214.5M
$10.1M
Q2 25
$257.7M
$-5.6M
Q1 25
$215.9M
$77.1M
Q4 24
$777.5M
$47.1M
Q3 24
$225.3M
$-44.9M
Q2 24
$263.3M
$-37.5M
Q1 24
$191.0M
$-57.0M
FCF Margin
AMH
AMH
OSIS
OSIS
Q4 25
181.0%
12.0%
Q3 25
44.8%
2.6%
Q2 25
56.3%
-1.1%
Q1 25
47.0%
17.4%
Q4 24
178.1%
11.2%
Q3 24
50.6%
-13.0%
Q2 24
62.2%
-7.8%
Q1 24
45.1%
-14.1%
Capex Intensity
AMH
AMH
OSIS
OSIS
Q4 25
8.9%
1.4%
Q3 25
1.8%
1.8%
Q2 25
3.1%
1.2%
Q1 25
1.6%
1.0%
Q4 24
7.8%
1.3%
Q3 24
1.9%
2.2%
Q2 24
2.5%
1.8%
Q1 24
2.6%
1.2%
Cash Conversion
AMH
AMH
OSIS
OSIS
Q4 25
5.99×
1.61×
Q3 25
1.91×
0.83×
Q2 25
2.20×
0.01×
Q1 25
1.74×
1.98×
Q4 24
5.64×
1.39×
Q3 24
2.67×
-2.07×
Q2 24
2.52×
-0.65×
Q1 24
1.58×
-1.53×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AMH
AMH

Segment breakdown not available.

OSIS
OSIS

Security Division$334.7M72%
Optoelectronics And Manufacturing Division$92.8M20%
Healthcare Division$36.5M8%

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