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Side-by-side financial comparison of American Homes 4 Rent (AMH) and ONESPAWORLD HOLDINGS Ltd (OSW). 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 $242.1M, roughly 1.9× ONESPAWORLD HOLDINGS Ltd). American Homes 4 Rent runs the higher net margin — 31.7% vs 5.0%, a 26.7% gap on every dollar of revenue. On growth, ONESPAWORLD HOLDINGS Ltd posted the faster year-over-year revenue change (11.5% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $14.9M). Over the past eight quarters, ONESPAWORLD HOLDINGS Ltd's revenue compounded faster (7.1% 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.
AMH vs OSW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $242.1M |
| Net Profit | $144.3M | $12.1M |
| Gross Margin | — | — |
| Operating Margin | — | 6.8% |
| Net Margin | 31.7% | 5.0% |
| Revenue YoY | 4.2% | 11.5% |
| Net Profit YoY | 0.3% | -16.2% |
| EPS (diluted) | $0.33 | $0.12 |
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 | $242.1M | ||
| Q3 25 | $478.5M | $258.5M | ||
| Q2 25 | $457.5M | $240.7M | ||
| Q1 25 | $459.3M | $219.6M | ||
| Q4 24 | $436.6M | $217.2M | ||
| Q3 24 | $445.1M | $241.7M | ||
| Q2 24 | $423.5M | $224.9M | ||
| Q1 24 | $423.6M | $211.2M |
| Q4 25 | $144.3M | $12.1M | ||
| Q3 25 | $116.8M | $24.3M | ||
| Q2 25 | $123.6M | $19.9M | ||
| Q1 25 | $128.7M | $15.3M | ||
| Q4 24 | $143.9M | $14.4M | ||
| Q3 24 | $87.6M | $21.6M | ||
| Q2 24 | $108.5M | $15.8M | ||
| Q1 24 | $128.1M | $21.2M |
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 10.2% | ||
| Q2 25 | — | 9.2% | ||
| Q1 25 | — | 7.7% | ||
| Q4 24 | — | 7.9% | ||
| Q3 24 | — | 10.3% | ||
| Q2 24 | — | 8.4% | ||
| Q1 24 | — | 8.0% |
| Q4 25 | 31.7% | 5.0% | ||
| Q3 25 | 24.4% | 9.4% | ||
| Q2 25 | 27.0% | 8.3% | ||
| Q1 25 | 28.0% | 7.0% | ||
| Q4 24 | 33.0% | 6.6% | ||
| Q3 24 | 19.7% | 8.9% | ||
| Q2 24 | 25.6% | 7.0% | ||
| Q1 24 | 30.2% | 10.0% |
| Q4 25 | $0.33 | $0.12 | ||
| Q3 25 | $0.27 | $0.23 | ||
| Q2 25 | $0.28 | $0.19 | ||
| Q1 25 | $0.30 | $0.15 | ||
| Q4 24 | $0.33 | $0.13 | ||
| Q3 24 | $0.20 | $0.20 | ||
| Q2 24 | $0.25 | $0.15 | ||
| Q1 24 | $0.30 | $0.21 |
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 | $16.3M |
| Total DebtLower is stronger | $5.1B | $84.0M |
| Stockholders' EquityBook value | $7.0B | $542.6M |
| Total Assets | $13.2B | $707.1M |
| Debt / EquityLower = less leverage | 0.72× | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $16.3M | ||
| Q3 25 | $45.6M | $29.6M | ||
| Q2 25 | $323.3M | $35.0M | ||
| Q1 25 | $69.7M | $22.6M | ||
| Q4 24 | $199.4M | $57.4M | ||
| Q3 24 | $162.5M | $48.8M | ||
| Q2 24 | $718.4M | $62.5M | ||
| Q1 24 | $124.8M | $65.4M |
| Q4 25 | $5.1B | $84.0M | ||
| Q3 25 | $4.8B | $85.2M | ||
| Q2 25 | $5.2B | $96.2M | ||
| Q1 25 | $4.9B | $97.4M | ||
| Q4 24 | $5.0B | $98.6M | ||
| Q3 24 | $4.5B | $98.7M | ||
| Q2 24 | $5.0B | $123.8M | ||
| Q1 24 | $4.5B | $138.6M |
| Q4 25 | $7.0B | $542.6M | ||
| Q3 25 | $7.2B | $552.8M | ||
| Q2 25 | $7.2B | $548.3M | ||
| Q1 25 | $7.2B | $530.6M | ||
| Q4 24 | $7.2B | $554.5M | ||
| Q3 24 | $7.0B | $540.1M | ||
| Q2 24 | $7.0B | $532.7M | ||
| Q1 24 | $7.0B | $515.5M |
| Q4 25 | $13.2B | $707.1M | ||
| Q3 25 | $13.3B | $732.6M | ||
| Q2 25 | $13.6B | $731.8M | ||
| Q1 25 | $13.3B | $708.7M | ||
| Q4 24 | $13.4B | $746.4M | ||
| Q3 24 | $12.8B | $734.0M | ||
| Q2 24 | $13.3B | $756.8M | ||
| Q1 24 | $12.8B | $763.6M |
| Q4 25 | 0.72× | 0.15× | ||
| Q3 25 | 0.68× | 0.15× | ||
| Q2 25 | 0.72× | 0.18× | ||
| Q1 25 | 0.69× | 0.18× | ||
| Q4 24 | 0.70× | 0.18× | ||
| Q3 24 | 0.64× | 0.18× | ||
| Q2 24 | 0.71× | 0.23× | ||
| Q1 24 | 0.64× | 0.27× |
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 | $20.0M |
| Free Cash FlowOCF − Capex | $823.7M | $14.9M |
| FCF MarginFCF / Revenue | 181.0% | 6.2% |
| Capex IntensityCapex / Revenue | 8.9% | 2.1% |
| Cash ConversionOCF / Net Profit | 5.99× | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $68.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $20.0M | ||
| Q3 25 | $223.3M | $33.2M | ||
| Q2 25 | $271.9M | $20.3M | ||
| Q1 25 | $223.4M | $10.1M | ||
| Q4 24 | $811.5M | $16.6M | ||
| Q3 24 | $233.6M | $28.6M | ||
| Q2 24 | $274.0M | $18.7M | ||
| Q1 24 | $201.8M | $15.0M |
| Q4 25 | $823.7M | $14.9M | ||
| Q3 25 | $214.5M | $27.6M | ||
| Q2 25 | $257.7M | $17.6M | ||
| Q1 25 | $215.9M | $8.4M | ||
| Q4 24 | $777.5M | $13.2M | ||
| Q3 24 | $225.3M | $27.5M | ||
| Q2 24 | $263.3M | $17.6M | ||
| Q1 24 | $191.0M | $13.7M |
| Q4 25 | 181.0% | 6.2% | ||
| Q3 25 | 44.8% | 10.7% | ||
| Q2 25 | 56.3% | 7.3% | ||
| Q1 25 | 47.0% | 3.8% | ||
| Q4 24 | 178.1% | 6.1% | ||
| Q3 24 | 50.6% | 11.4% | ||
| Q2 24 | 62.2% | 7.8% | ||
| Q1 24 | 45.1% | 6.5% |
| Q4 25 | 8.9% | 2.1% | ||
| Q3 25 | 1.8% | 2.2% | ||
| Q2 25 | 3.1% | 1.1% | ||
| Q1 25 | 1.6% | 0.8% | ||
| Q4 24 | 7.8% | 1.5% | ||
| Q3 24 | 1.9% | 0.5% | ||
| Q2 24 | 2.5% | 0.5% | ||
| Q1 24 | 2.6% | 0.6% |
| Q4 25 | 5.99× | 1.65× | ||
| Q3 25 | 1.91× | 1.36× | ||
| Q2 25 | 2.20× | 1.02× | ||
| Q1 25 | 1.74× | 0.66× | ||
| Q4 24 | 5.64× | 1.15× | ||
| Q3 24 | 2.67× | 1.33× | ||
| Q2 24 | 2.52× | 1.19× | ||
| Q1 24 | 1.58× | 0.71× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
