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Side-by-side financial comparison of American Homes 4 Rent (AMH) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). 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 $335.4M, roughly 1.4× SOLAREDGE TECHNOLOGIES, INC.). American Homes 4 Rent runs the higher net margin — 31.7% vs -39.4%, a 71.1% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 4.2%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $43.3M). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% 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.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
AMH vs SEDG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $335.4M |
| Net Profit | $144.3M | $-132.1M |
| Gross Margin | — | 22.2% |
| Operating Margin | — | -14.4% |
| Net Margin | 31.7% | -39.4% |
| Revenue YoY | 4.2% | 70.9% |
| Net Profit YoY | 0.3% | 54.0% |
| EPS (diluted) | $0.33 | $-2.21 |
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 | $335.4M | ||
| Q3 25 | $478.5M | $340.2M | ||
| Q2 25 | $457.5M | $289.4M | ||
| Q1 25 | $459.3M | $219.5M | ||
| Q4 24 | $436.6M | $196.2M | ||
| Q3 24 | $445.1M | $235.4M | ||
| Q2 24 | $423.5M | $265.4M | ||
| Q1 24 | $423.6M | $204.4M |
| Q4 25 | $144.3M | $-132.1M | ||
| Q3 25 | $116.8M | $-50.1M | ||
| Q2 25 | $123.6M | $-124.7M | ||
| Q1 25 | $128.7M | $-98.5M | ||
| Q4 24 | $143.9M | $-287.4M | ||
| Q3 24 | $87.6M | $-1.2B | ||
| Q2 24 | $108.5M | $-130.8M | ||
| Q1 24 | $128.1M | $-157.3M |
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 21.2% | ||
| Q2 25 | — | 11.1% | ||
| Q1 25 | — | 8.0% | ||
| Q4 24 | — | -57.2% | ||
| Q3 24 | — | -309.1% | ||
| Q2 24 | — | -4.1% | ||
| Q1 24 | — | -12.8% |
| Q4 25 | — | -14.4% | ||
| Q3 25 | — | -10.3% | ||
| Q2 25 | — | -39.9% | ||
| Q1 25 | — | -46.8% | ||
| Q4 24 | — | -134.4% | ||
| Q3 24 | — | -471.8% | ||
| Q2 24 | — | -60.4% | ||
| Q1 24 | — | -85.0% |
| Q4 25 | 31.7% | -39.4% | ||
| Q3 25 | 24.4% | -14.7% | ||
| Q2 25 | 27.0% | -43.1% | ||
| Q1 25 | 28.0% | -44.9% | ||
| Q4 24 | 33.0% | -146.5% | ||
| Q3 24 | 19.7% | -522.8% | ||
| Q2 24 | 25.6% | -49.3% | ||
| Q1 24 | 30.2% | -77.0% |
| Q4 25 | $0.33 | $-2.21 | ||
| Q3 25 | $0.27 | $-0.84 | ||
| Q2 25 | $0.28 | $-2.13 | ||
| Q1 25 | $0.30 | $-1.70 | ||
| Q4 24 | $0.33 | $-5.00 | ||
| Q3 24 | $0.20 | $-21.58 | ||
| Q2 24 | $0.25 | $-2.31 | ||
| Q1 24 | $0.30 | $-2.75 |
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 | $493.2M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $427.5M |
| Total Assets | $13.2B | $2.2B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $493.2M | ||
| Q3 25 | $45.6M | $498.6M | ||
| Q2 25 | $323.3M | $758.0M | ||
| Q1 25 | $69.7M | $651.6M | ||
| Q4 24 | $199.4M | $585.9M | ||
| Q3 24 | $162.5M | $678.8M | ||
| Q2 24 | $718.4M | $689.8M | ||
| Q1 24 | $124.8M | $680.6M |
| 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 | $427.5M | ||
| Q3 25 | $7.2B | $479.8M | ||
| Q2 25 | $7.2B | $513.2M | ||
| Q1 25 | $7.2B | $594.2M | ||
| Q4 24 | $7.2B | $658.3M | ||
| Q3 24 | $7.0B | $930.9M | ||
| Q2 24 | $7.0B | $2.1B | ||
| Q1 24 | $7.0B | $2.2B |
| Q4 25 | $13.2B | $2.2B | ||
| Q3 25 | $13.3B | $2.2B | ||
| Q2 25 | $13.6B | $2.5B | ||
| Q1 25 | $13.3B | $2.5B | ||
| Q4 24 | $13.4B | $2.6B | ||
| Q3 24 | $12.8B | $2.8B | ||
| Q2 24 | $13.3B | $3.9B | ||
| Q1 24 | $12.8B | $4.2B |
| 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 | $52.6M |
| Free Cash FlowOCF − Capex | $823.7M | $43.3M |
| FCF MarginFCF / Revenue | 181.0% | 12.9% |
| Capex IntensityCapex / Revenue | 8.9% | 2.8% |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $52.6M | ||
| Q3 25 | $223.3M | $25.6M | ||
| Q2 25 | $271.9M | $-7.8M | ||
| Q1 25 | $223.4M | $33.8M | ||
| Q4 24 | $811.5M | $37.8M | ||
| Q3 24 | $233.6M | $-89.3M | ||
| Q2 24 | $274.0M | $-44.8M | ||
| Q1 24 | $201.8M | $-217.0M |
| Q4 25 | $823.7M | $43.3M | ||
| Q3 25 | $214.5M | $22.8M | ||
| Q2 25 | $257.7M | $-9.1M | ||
| Q1 25 | $215.9M | $23.7M | ||
| Q4 24 | $777.5M | $25.5M | ||
| Q3 24 | $225.3M | $-136.7M | ||
| Q2 24 | $263.3M | $-67.0M | ||
| Q1 24 | $191.0M | $-243.4M |
| Q4 25 | 181.0% | 12.9% | ||
| Q3 25 | 44.8% | 6.7% | ||
| Q2 25 | 56.3% | -3.1% | ||
| Q1 25 | 47.0% | 10.8% | ||
| Q4 24 | 178.1% | 13.0% | ||
| Q3 24 | 50.6% | -58.1% | ||
| Q2 24 | 62.2% | -25.2% | ||
| Q1 24 | 45.1% | -119.1% |
| Q4 25 | 8.9% | 2.8% | ||
| Q3 25 | 1.8% | 0.8% | ||
| Q2 25 | 3.1% | 0.4% | ||
| Q1 25 | 1.6% | 4.6% | ||
| Q4 24 | 7.8% | 6.2% | ||
| Q3 24 | 1.9% | 20.1% | ||
| Q2 24 | 2.5% | 8.4% | ||
| Q1 24 | 2.6% | 12.9% |
| Q4 25 | 5.99× | — | ||
| Q3 25 | 1.91× | — | ||
| Q2 25 | 2.20× | — | ||
| Q1 25 | 1.74× | — | ||
| Q4 24 | 5.64× | — | ||
| Q3 24 | 2.67× | — | ||
| Q2 24 | 2.52× | — | ||
| 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.
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
