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Side-by-side financial comparison of American Homes 4 Rent (AMH) and RADIANT LOGISTICS, INC (RLGT). 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 $232.1M, roughly 2.0× RADIANT LOGISTICS, INC). American Homes 4 Rent runs the higher net margin — 31.7% vs 2.3%, a 29.4% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs -12.3%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $11.6M). Over the past eight quarters, RADIANT LOGISTICS, INC's revenue compounded faster (12.1% 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.
Radiant Logistics, Inc. is a leading third-party logistics provider offering end-to-end supply chain solutions, domestic and international freight forwarding, warehousing, and last-mile delivery services. It primarily serves North American markets, with key client segments including retail, manufacturing, e-commerce, and industrial sectors, helping businesses optimize logistics workflows and cut operational costs.
AMH vs RLGT — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $232.1M |
| Net Profit | $144.3M | $5.3M |
| Gross Margin | — | — |
| Operating Margin | — | 3.2% |
| Net Margin | 31.7% | 2.3% |
| Revenue YoY | 4.2% | -12.3% |
| Net Profit YoY | 0.3% | -18.0% |
| EPS (diluted) | $0.33 | $0.11 |
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 | $232.1M | ||
| Q3 25 | $478.5M | $226.7M | ||
| Q2 25 | $457.5M | $220.6M | ||
| Q1 25 | $459.3M | $214.0M | ||
| Q4 24 | $436.6M | $264.5M | ||
| Q3 24 | $445.1M | $203.6M | ||
| Q2 24 | $423.5M | $206.0M | ||
| Q1 24 | $423.6M | $184.6M |
| Q4 25 | $144.3M | $5.3M | ||
| Q3 25 | $116.8M | $1.3M | ||
| Q2 25 | $123.6M | $4.9M | ||
| Q1 25 | $128.7M | $2.5M | ||
| Q4 24 | $143.9M | $6.5M | ||
| Q3 24 | $87.6M | $3.4M | ||
| Q2 24 | $108.5M | $4.8M | ||
| Q1 24 | $128.1M | $-703.0K |
| Q4 25 | — | 3.2% | ||
| Q3 25 | — | 0.9% | ||
| Q2 25 | — | 2.4% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.9% | ||
| Q2 24 | — | 2.4% | ||
| Q1 24 | — | -0.5% |
| Q4 25 | 31.7% | 2.3% | ||
| Q3 25 | 24.4% | 0.6% | ||
| Q2 25 | 27.0% | 2.2% | ||
| Q1 25 | 28.0% | 1.2% | ||
| Q4 24 | 33.0% | 2.4% | ||
| Q3 24 | 19.7% | 1.7% | ||
| Q2 24 | 25.6% | 2.3% | ||
| Q1 24 | 30.2% | -0.4% |
| Q4 25 | $0.33 | $0.11 | ||
| Q3 25 | $0.27 | $0.03 | ||
| Q2 25 | $0.28 | $0.10 | ||
| Q1 25 | $0.30 | $0.05 | ||
| Q4 24 | $0.33 | $0.13 | ||
| Q3 24 | $0.20 | $0.07 | ||
| Q2 24 | $0.25 | $0.11 | ||
| Q1 24 | $0.30 | $-0.02 |
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 | $31.9M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $229.8M |
| Total Assets | $13.2B | $439.4M |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $31.9M | ||
| Q3 25 | $45.6M | $28.1M | ||
| Q2 25 | $323.3M | $22.9M | ||
| Q1 25 | $69.7M | $19.0M | ||
| Q4 24 | $199.4M | $19.9M | ||
| Q3 24 | $162.5M | $10.4M | ||
| Q2 24 | $718.4M | $24.9M | ||
| Q1 24 | $124.8M | $31.2M |
| Q4 25 | $5.1B | — | ||
| Q3 25 | $4.8B | — | ||
| Q2 25 | $5.2B | — | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $5.0B | — | ||
| Q3 24 | $4.5B | — | ||
| Q2 24 | $5.0B | — | ||
| Q1 24 | $4.5B | — |
| Q4 25 | $7.0B | $229.8M | ||
| Q3 25 | $7.2B | $225.7M | ||
| Q2 25 | $7.2B | $226.0M | ||
| Q1 25 | $7.2B | $218.2M | ||
| Q4 24 | $7.2B | $214.4M | ||
| Q3 24 | $7.0B | $212.4M | ||
| Q2 24 | $7.0B | $209.4M | ||
| Q1 24 | $7.0B | $206.0M |
| Q4 25 | $13.2B | $439.4M | ||
| Q3 25 | $13.3B | $445.3M | ||
| Q2 25 | $13.6B | $426.8M | ||
| Q1 25 | $13.3B | $414.5M | ||
| Q4 24 | $13.4B | $386.8M | ||
| Q3 24 | $12.8B | $375.3M | ||
| Q2 24 | $13.3B | $371.2M | ||
| Q1 24 | $12.8B | $364.0M |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.68× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.69× | — | ||
| Q4 24 | 0.70× | — | ||
| Q3 24 | 0.64× | — | ||
| Q2 24 | 0.71× | — | ||
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $864.3M | $12.4M |
| Free Cash FlowOCF − Capex | $823.7M | $11.6M |
| FCF MarginFCF / Revenue | 181.0% | 5.0% |
| Capex IntensityCapex / Revenue | 8.9% | 0.3% |
| Cash ConversionOCF / Net Profit | 5.99× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $8.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $12.4M | ||
| Q3 25 | $223.3M | $2.5M | ||
| Q2 25 | $271.9M | $3.1M | ||
| Q1 25 | $223.4M | $-5.7M | ||
| Q4 24 | $811.5M | $15.7M | ||
| Q3 24 | $233.6M | $205.0K | ||
| Q2 24 | $274.0M | $1.3M | ||
| Q1 24 | $201.8M | $3.9M |
| Q4 25 | $823.7M | $11.6M | ||
| Q3 25 | $214.5M | $977.0K | ||
| Q2 25 | $257.7M | $2.2M | ||
| Q1 25 | $215.9M | $-6.4M | ||
| Q4 24 | $777.5M | $14.1M | ||
| Q3 24 | $225.3M | $-1.9M | ||
| Q2 24 | $263.3M | $-185.0K | ||
| Q1 24 | $191.0M | $1.8M |
| Q4 25 | 181.0% | 5.0% | ||
| Q3 25 | 44.8% | 0.4% | ||
| Q2 25 | 56.3% | 1.0% | ||
| Q1 25 | 47.0% | -3.0% | ||
| Q4 24 | 178.1% | 5.3% | ||
| Q3 24 | 50.6% | -0.9% | ||
| Q2 24 | 62.2% | -0.1% | ||
| Q1 24 | 45.1% | 1.0% |
| Q4 25 | 8.9% | 0.3% | ||
| Q3 25 | 1.8% | 0.7% | ||
| Q2 25 | 3.1% | 0.4% | ||
| Q1 25 | 1.6% | 0.3% | ||
| Q4 24 | 7.8% | 0.6% | ||
| Q3 24 | 1.9% | 1.0% | ||
| Q2 24 | 2.5% | 0.7% | ||
| Q1 24 | 2.6% | 1.2% |
| Q4 25 | 5.99× | 2.33× | ||
| Q3 25 | 1.91× | 1.90× | ||
| Q2 25 | 2.20× | 0.63× | ||
| Q1 25 | 1.74× | -2.26× | ||
| Q4 24 | 5.64× | 2.43× | ||
| Q3 24 | 2.67× | 0.06× | ||
| Q2 24 | 2.52× | 0.26× | ||
| 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.
RLGT
| Transferred Over Time | $201.2M | 87% |
| Other | $25.0M | 11% |
| Value Added Services | $4.2M | 2% |
| Transferred At Point In Time | $1.8M | 1% |
