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Side-by-side financial comparison of American Homes 4 Rent (AMH) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $455.0M, roughly 1.7× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 2.2%, a 29.6% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs 2.5%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $28.9M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs 0.9%).
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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
AMH vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $766.5M |
| Net Profit | $144.3M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | — | 2.3% |
| Net Margin | 31.7% | 2.2% |
| Revenue YoY | 4.2% | 2.5% |
| Net Profit YoY | 0.3% | -3.3% |
| EPS (diluted) | $0.33 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $478.5M | $739.6M | ||
| Q2 25 | $457.5M | $812.9M | ||
| Q1 25 | $459.3M | $704.8M | ||
| Q4 24 | $436.6M | $747.5M | ||
| Q3 24 | $445.1M | $775.6M | ||
| Q2 24 | $423.5M | $746.1M | ||
| Q1 24 | $423.6M | $752.6M |
| Q4 25 | $144.3M | $16.5M | ||
| Q3 25 | $116.8M | $19.9M | ||
| Q2 25 | $123.6M | $20.1M | ||
| Q1 25 | $128.7M | $17.4M | ||
| Q4 24 | $143.9M | $17.1M | ||
| Q3 24 | $87.6M | $17.0M | ||
| Q2 24 | $108.5M | $16.1M | ||
| Q1 24 | $128.1M | $12.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% | ||
| Q1 24 | — | 12.6% |
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 3.5% | ||
| Q2 25 | — | 3.3% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 2.9% | ||
| Q1 24 | — | 2.3% |
| Q4 25 | 31.7% | 2.2% | ||
| Q3 25 | 24.4% | 2.7% | ||
| Q2 25 | 27.0% | 2.5% | ||
| Q1 25 | 28.0% | 2.5% | ||
| Q4 24 | 33.0% | 2.3% | ||
| Q3 24 | 19.7% | 2.2% | ||
| Q2 24 | 25.6% | 2.2% | ||
| Q1 24 | 30.2% | 1.7% |
| Q4 25 | $0.33 | $0.75 | ||
| Q3 25 | $0.27 | $0.89 | ||
| Q2 25 | $0.28 | $0.87 | ||
| Q1 25 | $0.30 | $0.74 | ||
| Q4 24 | $0.33 | $0.70 | ||
| Q3 24 | $0.20 | $0.69 | ||
| Q2 24 | $0.25 | $0.66 | ||
| Q1 24 | $0.30 | $0.50 |
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 | $83.5M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $910.9M |
| Total Assets | $13.2B | $1.7B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $83.5M | ||
| Q3 25 | $45.6M | $124.9M | ||
| Q2 25 | $323.3M | $126.2M | ||
| Q1 25 | $69.7M | $146.3M | ||
| Q4 24 | $199.4M | $110.5M | ||
| Q3 24 | $162.5M | $145.0M | ||
| Q2 24 | $718.4M | $185.5M | ||
| Q1 24 | $124.8M | $159.1M |
| 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 | $910.9M | ||
| Q3 25 | $7.2B | $914.0M | ||
| Q2 25 | $7.2B | $906.4M | ||
| Q1 25 | $7.2B | $901.7M | ||
| Q4 24 | $7.2B | $900.7M | ||
| Q3 24 | $7.0B | $920.9M | ||
| Q2 24 | $7.0B | $924.3M | ||
| Q1 24 | $7.0B | $944.1M |
| Q4 25 | $13.2B | $1.7B | ||
| Q3 25 | $13.3B | $1.7B | ||
| Q2 25 | $13.6B | $1.8B | ||
| Q1 25 | $13.3B | $1.7B | ||
| Q4 24 | $13.4B | $1.7B | ||
| Q3 24 | $12.8B | $1.8B | ||
| Q2 24 | $13.3B | $1.8B | ||
| Q1 24 | $12.8B | $1.8B |
| 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 | $30.8M |
| Free Cash FlowOCF − Capex | $823.7M | $28.9M |
| FCF MarginFCF / Revenue | 181.0% | 3.8% |
| Capex IntensityCapex / Revenue | 8.9% | 0.3% |
| Cash ConversionOCF / Net Profit | 5.99× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $30.8M | ||
| Q3 25 | $223.3M | $23.2M | ||
| Q2 25 | $271.9M | — | ||
| Q1 25 | $223.4M | $66.1M | ||
| Q4 24 | $811.5M | $-6.2M | ||
| Q3 24 | $233.6M | $44.8M | ||
| Q2 24 | $274.0M | — | ||
| Q1 24 | $201.8M | $160.2M |
| Q4 25 | $823.7M | $28.9M | ||
| Q3 25 | $214.5M | $20.8M | ||
| Q2 25 | $257.7M | — | ||
| Q1 25 | $215.9M | $64.6M | ||
| Q4 24 | $777.5M | $-8.2M | ||
| Q3 24 | $225.3M | $42.5M | ||
| Q2 24 | $263.3M | — | ||
| Q1 24 | $191.0M | $157.7M |
| Q4 25 | 181.0% | 3.8% | ||
| Q3 25 | 44.8% | 2.8% | ||
| Q2 25 | 56.3% | — | ||
| Q1 25 | 47.0% | 9.2% | ||
| Q4 24 | 178.1% | -1.1% | ||
| Q3 24 | 50.6% | 5.5% | ||
| Q2 24 | 62.2% | — | ||
| Q1 24 | 45.1% | 21.0% |
| Q4 25 | 8.9% | 0.3% | ||
| Q3 25 | 1.8% | 0.3% | ||
| Q2 25 | 3.1% | 0.3% | ||
| Q1 25 | 1.6% | 0.2% | ||
| Q4 24 | 7.8% | 0.3% | ||
| Q3 24 | 1.9% | 0.3% | ||
| Q2 24 | 2.5% | 0.2% | ||
| Q1 24 | 2.6% | 0.3% |
| Q4 25 | 5.99× | 1.87× | ||
| Q3 25 | 1.91× | 1.17× | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | 3.79× | ||
| Q4 24 | 5.64× | -0.36× | ||
| Q3 24 | 2.67× | 2.64× | ||
| Q2 24 | 2.52× | — | ||
| Q1 24 | 1.58× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
