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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Insulet Corporation (PODD). Click either name above to swap in a different company.
Insulet Corporation is the larger business by last-quarter revenue ($761.7M vs $455.0M, roughly 1.7× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 12.0%, a 19.7% gap on every dollar of revenue. On growth, Insulet Corporation posted the faster year-over-year revenue change (33.9% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $89.5M). Over the past eight quarters, Insulet Corporation's revenue compounded faster (24.9% 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.
An insulin pump is a medical device used for the administration of insulin in the treatment of diabetes mellitus, also known as continuous subcutaneous insulin therapy . The device configuration may vary depending on design. A traditional pump includes:the pump a disposable reservoir for insulin a disposable infusion set, including a cannula for subcutaneous insertion and a tubing system to connect the insulin reservoir to the cannula.
AMH vs PODD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $761.7M |
| Net Profit | $144.3M | $91.1M |
| Gross Margin | — | 69.5% |
| Operating Margin | — | 16.0% |
| Net Margin | 31.7% | 12.0% |
| Revenue YoY | 4.2% | 33.9% |
| Net Profit YoY | 0.3% | 157.3% |
| EPS (diluted) | $0.33 | $1.30 |
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 | — | $761.7M | ||
| Q4 25 | $455.0M | $783.7M | ||
| Q3 25 | $478.5M | $706.3M | ||
| Q2 25 | $457.5M | $649.1M | ||
| Q1 25 | $459.3M | $569.0M | ||
| Q4 24 | $436.6M | $597.5M | ||
| Q3 24 | $445.1M | $543.9M | ||
| Q2 24 | $423.5M | $488.5M |
| Q1 26 | — | $91.1M | ||
| Q4 25 | $144.3M | $101.6M | ||
| Q3 25 | $116.8M | $87.6M | ||
| Q2 25 | $123.6M | $22.5M | ||
| Q1 25 | $128.7M | $35.4M | ||
| Q4 24 | $143.9M | $100.7M | ||
| Q3 24 | $87.6M | $77.5M | ||
| Q2 24 | $108.5M | $188.6M |
| Q1 26 | — | 69.5% | ||
| Q4 25 | — | 72.6% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 69.7% | ||
| Q1 25 | — | 71.9% | ||
| Q4 24 | — | 72.1% | ||
| Q3 24 | — | 69.3% | ||
| Q2 24 | — | 67.7% |
| Q1 26 | — | 16.0% | ||
| Q4 25 | — | 18.7% | ||
| Q3 25 | — | 16.7% | ||
| Q2 25 | — | 18.7% | ||
| Q1 25 | — | 15.6% | ||
| Q4 24 | — | 18.3% | ||
| Q3 24 | — | 16.2% | ||
| Q2 24 | — | 11.2% |
| Q1 26 | — | 12.0% | ||
| Q4 25 | 31.7% | 13.0% | ||
| Q3 25 | 24.4% | 12.4% | ||
| Q2 25 | 27.0% | 3.5% | ||
| Q1 25 | 28.0% | 6.2% | ||
| Q4 24 | 33.0% | 16.9% | ||
| Q3 24 | 19.7% | 14.2% | ||
| Q2 24 | 25.6% | 38.6% |
| Q1 26 | — | $1.30 | ||
| Q4 25 | $0.33 | $1.42 | ||
| Q3 25 | $0.27 | $1.24 | ||
| Q2 25 | $0.28 | $0.32 | ||
| Q1 25 | $0.30 | $0.50 | ||
| Q4 24 | $0.33 | $1.38 | ||
| Q3 24 | $0.20 | $1.08 | ||
| Q2 24 | $0.25 | $2.59 |
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 | $480.4M |
| Total DebtLower is stronger | $5.1B | $18.6M |
| Stockholders' EquityBook value | $7.0B | $1.3B |
| Total Assets | $13.2B | $3.0B |
| Debt / EquityLower = less leverage | 0.72× | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $480.4M | ||
| Q4 25 | $108.5M | — | ||
| Q3 25 | $45.6M | — | ||
| Q2 25 | $323.3M | — | ||
| Q1 25 | $69.7M | — | ||
| Q4 24 | $199.4M | — | ||
| Q3 24 | $162.5M | — | ||
| Q2 24 | $718.4M | — |
| Q1 26 | — | $18.6M | ||
| Q4 25 | $5.1B | $930.8M | ||
| Q3 25 | $4.8B | $934.9M | ||
| Q2 25 | $5.2B | $939.0M | ||
| Q1 25 | $4.9B | $1.6B | ||
| Q4 24 | $5.0B | $1.3B | ||
| Q3 24 | $4.5B | $1.4B | ||
| Q2 24 | $5.0B | $1.4B |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $7.0B | $1.5B | ||
| Q3 25 | $7.2B | $1.4B | ||
| Q2 25 | $7.2B | $1.5B | ||
| Q1 25 | $7.2B | $1.3B | ||
| Q4 24 | $7.2B | $1.2B | ||
| Q3 24 | $7.0B | $1.1B | ||
| Q2 24 | $7.0B | $998.4M |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $13.2B | $3.2B | ||
| Q3 25 | $13.3B | $3.0B | ||
| Q2 25 | $13.6B | $3.5B | ||
| Q1 25 | $13.3B | $3.5B | ||
| Q4 24 | $13.4B | $3.1B | ||
| Q3 24 | $12.8B | $3.0B | ||
| Q2 24 | $13.3B | $2.9B |
| Q1 26 | — | 0.01× | ||
| Q4 25 | 0.72× | 0.61× | ||
| Q3 25 | 0.68× | 0.68× | ||
| Q2 25 | 0.72× | 0.64× | ||
| Q1 25 | 0.69× | 1.21× | ||
| Q4 24 | 0.70× | 1.07× | ||
| Q3 24 | 0.64× | 1.21× | ||
| Q2 24 | 0.71× | 1.36× |
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 | $113.8M |
| Free Cash FlowOCF − Capex | $823.7M | $89.5M |
| FCF MarginFCF / Revenue | 181.0% | 11.8% |
| Capex IntensityCapex / Revenue | 8.9% | 3.2% |
| Cash ConversionOCF / Net Profit | 5.99× | 1.25× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $415.7M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $113.8M | ||
| Q4 25 | $864.3M | $183.3M | ||
| Q3 25 | $223.3M | $125.7M | ||
| Q2 25 | $271.9M | $196.5M | ||
| Q1 25 | $223.4M | $63.8M | ||
| Q4 24 | $811.5M | $147.7M | ||
| Q3 24 | $233.6M | $98.5M | ||
| Q2 24 | $274.0M | $96.5M |
| Q1 26 | — | $89.5M | ||
| Q4 25 | $823.7M | $48.2M | ||
| Q3 25 | $214.5M | $100.1M | ||
| Q2 25 | $257.7M | $177.9M | ||
| Q1 25 | $215.9M | $51.5M | ||
| Q4 24 | $777.5M | $94.1M | ||
| Q3 24 | $225.3M | $71.8M | ||
| Q2 24 | $263.3M | $74.0M |
| Q1 26 | — | 11.8% | ||
| Q4 25 | 181.0% | 6.2% | ||
| Q3 25 | 44.8% | 14.2% | ||
| Q2 25 | 56.3% | 27.4% | ||
| Q1 25 | 47.0% | 9.1% | ||
| Q4 24 | 178.1% | 15.7% | ||
| Q3 24 | 50.6% | 13.2% | ||
| Q2 24 | 62.2% | 15.1% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | 8.9% | 17.2% | ||
| Q3 25 | 1.8% | 3.6% | ||
| Q2 25 | 3.1% | 2.9% | ||
| Q1 25 | 1.6% | 2.2% | ||
| Q4 24 | 7.8% | 9.0% | ||
| Q3 24 | 1.9% | 4.9% | ||
| Q2 24 | 2.5% | 4.6% |
| Q1 26 | — | 1.25× | ||
| Q4 25 | 5.99× | 1.80× | ||
| Q3 25 | 1.91× | 1.43× | ||
| Q2 25 | 2.20× | 8.73× | ||
| Q1 25 | 1.74× | 1.80× | ||
| Q4 24 | 5.64× | 1.47× | ||
| Q3 24 | 2.67× | 1.27× | ||
| Q2 24 | 2.52× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
PODD
| Omnipod | $515.6M | 68% |
| International Omnipod | $242.9M | 32% |
| Drug Delivery | $3.3M | 0% |
