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Side-by-side financial comparison of American Homes 4 Rent (AMH) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
RBC Bearings INC is the larger business by last-quarter revenue ($461.6M vs $455.0M, roughly 1.0× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 14.6%, a 17.1% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $99.1M). Over the past eight quarters, RBC Bearings INC's revenue compounded faster (5.6% 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.
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
AMH vs RBC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $461.6M |
| Net Profit | $144.3M | $67.4M |
| Gross Margin | — | 44.3% |
| Operating Margin | — | 22.3% |
| Net Margin | 31.7% | 14.6% |
| Revenue YoY | 4.2% | 17.0% |
| Net Profit YoY | 0.3% | 16.4% |
| EPS (diluted) | $0.33 | $2.13 |
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 | $461.6M | ||
| Q3 25 | $478.5M | $455.3M | ||
| Q2 25 | $457.5M | $436.0M | ||
| Q1 25 | $459.3M | $437.7M | ||
| Q4 24 | $436.6M | $394.4M | ||
| Q3 24 | $445.1M | $397.9M | ||
| Q2 24 | $423.5M | $406.3M | ||
| Q1 24 | $423.6M | $413.7M |
| Q4 25 | $144.3M | $67.4M | ||
| Q3 25 | $116.8M | $60.0M | ||
| Q2 25 | $123.6M | $68.5M | ||
| Q1 25 | $128.7M | $72.7M | ||
| Q4 24 | $143.9M | $57.9M | ||
| Q3 24 | $87.6M | $54.2M | ||
| Q2 24 | $108.5M | $61.4M | ||
| Q1 24 | $128.1M | — |
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% | ||
| Q1 24 | — | 43.1% |
| Q4 25 | — | 22.3% | ||
| Q3 25 | — | 21.5% | ||
| Q2 25 | — | 23.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 21.6% | ||
| Q2 24 | — | 24.0% | ||
| Q1 24 | — | 22.8% |
| Q4 25 | 31.7% | 14.6% | ||
| Q3 25 | 24.4% | 13.2% | ||
| Q2 25 | 27.0% | 15.7% | ||
| Q1 25 | 28.0% | 16.6% | ||
| Q4 24 | 33.0% | 14.7% | ||
| Q3 24 | 19.7% | 13.6% | ||
| Q2 24 | 25.6% | 15.1% | ||
| Q1 24 | 30.2% | — |
| Q4 25 | $0.33 | $2.13 | ||
| Q3 25 | $0.27 | $1.90 | ||
| Q2 25 | $0.28 | $2.17 | ||
| Q1 25 | $0.30 | $2.33 | ||
| Q4 24 | $0.33 | $1.82 | ||
| Q3 24 | $0.20 | $1.65 | ||
| Q2 24 | $0.25 | $1.90 | ||
| Q1 24 | $0.30 | $1.92 |
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 | $107.6M |
| Total DebtLower is stronger | $5.1B | $990.2M |
| Stockholders' EquityBook value | $7.0B | $3.3B |
| Total Assets | $13.2B | $5.1B |
| Debt / EquityLower = less leverage | 0.72× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $107.6M | ||
| Q3 25 | $45.6M | $91.2M | ||
| Q2 25 | $323.3M | $132.9M | ||
| Q1 25 | $69.7M | $36.8M | ||
| Q4 24 | $199.4M | — | ||
| Q3 24 | $162.5M | — | ||
| Q2 24 | $718.4M | $76.8M | ||
| Q1 24 | $124.8M | $63.5M |
| Q4 25 | $5.1B | $990.2M | ||
| Q3 25 | $4.8B | $1.1B | ||
| Q2 25 | $5.2B | $915.6M | ||
| Q1 25 | $4.9B | $920.1M | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | $1.2B |
| Q4 25 | $7.0B | $3.3B | ||
| Q3 25 | $7.2B | $3.2B | ||
| Q2 25 | $7.2B | $3.1B | ||
| Q1 25 | $7.2B | $3.0B | ||
| Q4 24 | $7.2B | $2.9B | ||
| Q3 24 | $7.0B | $2.9B | ||
| Q2 24 | $7.0B | $2.8B | ||
| Q1 24 | $7.0B | $2.8B |
| Q4 25 | $13.2B | $5.1B | ||
| Q3 25 | $13.3B | $5.1B | ||
| Q2 25 | $13.6B | $4.8B | ||
| Q1 25 | $13.3B | $4.7B | ||
| Q4 24 | $13.4B | $4.7B | ||
| Q3 24 | $12.8B | $4.7B | ||
| Q2 24 | $13.3B | $4.7B | ||
| Q1 24 | $12.8B | $4.7B |
| Q4 25 | 0.72× | 0.30× | ||
| Q3 25 | 0.68× | 0.34× | ||
| Q2 25 | 0.72× | 0.29× | ||
| Q1 25 | 0.69× | 0.30× | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.64× | 0.43× |
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 | $864.3M | $122.1M |
| Free Cash FlowOCF − Capex | $823.7M | $99.1M |
| FCF MarginFCF / Revenue | 181.0% | 21.5% |
| Capex IntensityCapex / Revenue | 8.9% | 5.0% |
| Cash ConversionOCF / Net Profit | 5.99× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $122.1M | ||
| Q3 25 | $223.3M | $88.4M | ||
| Q2 25 | $271.9M | $120.0M | ||
| Q1 25 | $223.4M | — | ||
| Q4 24 | $811.5M | $84.0M | ||
| Q3 24 | $233.6M | — | ||
| Q2 24 | $274.0M | $97.4M | ||
| Q1 24 | $201.8M | — |
| Q4 25 | $823.7M | $99.1M | ||
| Q3 25 | $214.5M | $71.7M | ||
| Q2 25 | $257.7M | $104.3M | ||
| Q1 25 | $215.9M | — | ||
| Q4 24 | $777.5M | $73.6M | ||
| Q3 24 | $225.3M | — | ||
| Q2 24 | $263.3M | $88.4M | ||
| Q1 24 | $191.0M | — |
| Q4 25 | 181.0% | 21.5% | ||
| Q3 25 | 44.8% | 15.7% | ||
| Q2 25 | 56.3% | 23.9% | ||
| Q1 25 | 47.0% | — | ||
| Q4 24 | 178.1% | 18.7% | ||
| Q3 24 | 50.6% | — | ||
| Q2 24 | 62.2% | 21.8% | ||
| Q1 24 | 45.1% | — |
| Q4 25 | 8.9% | 5.0% | ||
| Q3 25 | 1.8% | 3.7% | ||
| Q2 25 | 3.1% | 3.6% | ||
| Q1 25 | 1.6% | 3.2% | ||
| Q4 24 | 7.8% | 2.6% | ||
| Q3 24 | 1.9% | 4.1% | ||
| Q2 24 | 2.5% | 2.2% | ||
| Q1 24 | 2.6% | — |
| Q4 25 | 5.99× | 1.81× | ||
| Q3 25 | 1.91× | 1.47× | ||
| Q2 25 | 2.20× | 1.75× | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | 1.45× | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | 1.59× | ||
| Q1 24 | 1.58× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
