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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Simpson Manufacturing Co., Inc. is the larger business by last-quarter revenue ($588.0M vs $455.0M, roughly 1.3× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 15.0%, a 16.7% gap on every dollar of revenue. On growth, Simpson Manufacturing Co., Inc. posted the faster year-over-year revenue change (9.1% vs 4.2%). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -0.8%).
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.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
AMH vs SSD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $588.0M |
| Net Profit | $144.3M | $88.2M |
| Gross Margin | — | 45.2% |
| Operating Margin | — | 19.5% |
| Net Margin | 31.7% | 15.0% |
| Revenue YoY | 4.2% | 9.1% |
| Net Profit YoY | 0.3% | 13.3% |
| 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.
| Q1 26 | — | $588.0M | ||
| Q4 25 | $455.0M | $539.3M | ||
| Q3 25 | $478.5M | $623.5M | ||
| Q2 25 | $457.5M | $631.1M | ||
| Q1 25 | $459.3M | $538.9M | ||
| Q4 24 | $436.6M | $517.4M | ||
| Q3 24 | $445.1M | $587.2M | ||
| Q2 24 | $423.5M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $144.3M | $56.2M | ||
| Q3 25 | $116.8M | $107.4M | ||
| Q2 25 | $123.6M | $103.5M | ||
| Q1 25 | $128.7M | $77.9M | ||
| Q4 24 | $143.9M | $55.4M | ||
| Q3 24 | $87.6M | $93.5M | ||
| Q2 24 | $108.5M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | — | 43.4% | ||
| Q3 25 | — | 46.4% | ||
| Q2 25 | — | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | — | 46.8% | ||
| Q2 24 | — | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | — | 13.9% | ||
| Q3 25 | — | 22.6% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 19.0% | ||
| Q4 24 | — | 14.8% | ||
| Q3 24 | — | 21.3% | ||
| Q2 24 | — | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | 31.7% | 10.4% | ||
| Q3 25 | 24.4% | 17.2% | ||
| Q2 25 | 27.0% | 16.4% | ||
| Q1 25 | 28.0% | 14.5% | ||
| Q4 24 | 33.0% | 10.7% | ||
| Q3 24 | 19.7% | 15.9% | ||
| Q2 24 | 25.6% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.33 | $1.34 | ||
| Q3 25 | $0.27 | $2.58 | ||
| Q2 25 | $0.28 | $2.47 | ||
| Q1 25 | $0.30 | $1.85 | ||
| Q4 24 | $0.33 | $1.31 | ||
| Q3 24 | $0.20 | $2.21 | ||
| Q2 24 | $0.25 | $2.31 |
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 | $341.0M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $2.1B |
| Total Assets | $13.2B | $3.0B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $341.0M | ||
| Q4 25 | $108.5M | $384.1M | ||
| Q3 25 | $45.6M | $297.3M | ||
| Q2 25 | $323.3M | $190.4M | ||
| Q1 25 | $69.7M | $150.3M | ||
| Q4 24 | $199.4M | $239.4M | ||
| Q3 24 | $162.5M | $339.4M | ||
| Q2 24 | $718.4M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | $5.1B | $300.0M | ||
| Q3 25 | $4.8B | $371.3M | ||
| Q2 25 | $5.2B | $376.9M | ||
| Q1 25 | $4.9B | $382.5M | ||
| Q4 24 | $5.0B | $388.1M | ||
| Q3 24 | $4.5B | $393.8M | ||
| Q2 24 | $5.0B | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $7.0B | $2.0B | ||
| Q3 25 | $7.2B | $2.0B | ||
| Q2 25 | $7.2B | $1.9B | ||
| Q1 25 | $7.2B | $1.9B | ||
| Q4 24 | $7.2B | $1.8B | ||
| Q3 24 | $7.0B | $1.9B | ||
| Q2 24 | $7.0B | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $13.2B | $3.1B | ||
| Q3 25 | $13.3B | $3.0B | ||
| Q2 25 | $13.6B | $3.0B | ||
| Q1 25 | $13.3B | $2.8B | ||
| Q4 24 | $13.4B | $2.7B | ||
| Q3 24 | $12.8B | $2.9B | ||
| Q2 24 | $13.3B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.72× | 0.15× | ||
| Q3 25 | 0.68× | 0.19× | ||
| Q2 25 | 0.72× | 0.20× | ||
| Q1 25 | 0.69× | 0.21× | ||
| Q4 24 | 0.70× | 0.21× | ||
| Q3 24 | 0.64× | 0.21× | ||
| Q2 24 | 0.71× | 0.23× |
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 | — |
| Free Cash FlowOCF − Capex | $823.7M | — |
| FCF MarginFCF / Revenue | 181.0% | — |
| Capex IntensityCapex / Revenue | 8.9% | — |
| Cash ConversionOCF / Net Profit | 5.99× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $864.3M | $155.7M | ||
| Q3 25 | $223.3M | $170.2M | ||
| Q2 25 | $271.9M | $125.2M | ||
| Q1 25 | $223.4M | $7.6M | ||
| Q4 24 | $811.5M | $115.8M | ||
| Q3 24 | $233.6M | $103.3M | ||
| Q2 24 | $274.0M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $823.7M | $119.0M | ||
| Q3 25 | $214.5M | $133.9M | ||
| Q2 25 | $257.7M | $87.3M | ||
| Q1 25 | $215.9M | $-42.6M | ||
| Q4 24 | $777.5M | $60.3M | ||
| Q3 24 | $225.3M | $58.1M | ||
| Q2 24 | $263.3M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | 181.0% | 22.1% | ||
| Q3 25 | 44.8% | 21.5% | ||
| Q2 25 | 56.3% | 13.8% | ||
| Q1 25 | 47.0% | -7.9% | ||
| Q4 24 | 178.1% | 11.7% | ||
| Q3 24 | 50.6% | 9.9% | ||
| Q2 24 | 62.2% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 8.9% | 6.8% | ||
| Q3 25 | 1.8% | 5.8% | ||
| Q2 25 | 3.1% | 6.0% | ||
| Q1 25 | 1.6% | 9.3% | ||
| Q4 24 | 7.8% | 10.7% | ||
| Q3 24 | 1.9% | 7.7% | ||
| Q2 24 | 2.5% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 5.99× | 2.77× | ||
| Q3 25 | 1.91× | 1.58× | ||
| Q2 25 | 2.20× | 1.21× | ||
| Q1 25 | 1.74× | 0.10× | ||
| Q4 24 | 5.64× | 2.09× | ||
| Q3 24 | 2.67× | 1.10× | ||
| Q2 24 | 2.52× | 1.14× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
