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Side-by-side financial comparison of American Homes 4 Rent (AMH) and TRINITY INDUSTRIES INC (TRN). Click either name above to swap in a different company.
TRINITY INDUSTRIES INC is the larger business by last-quarter revenue ($611.2M vs $455.0M, roughly 1.3× American Homes 4 Rent). TRINITY INDUSTRIES INC runs the higher net margin — 31.8% vs 31.7%, a 0.1% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs -2.9%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $158.6M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs -13.1%).
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.
Trinity Industries Inc. is an American industrial corporation that owns a variety of businesses which provide products and services to the industrial, energy, transportation and construction sectors.
AMH vs TRN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $611.2M |
| Net Profit | $144.3M | $194.2M |
| Gross Margin | — | 25.5% |
| Operating Margin | — | 54.9% |
| Net Margin | 31.7% | 31.8% |
| Revenue YoY | 4.2% | -2.9% |
| Net Profit YoY | 0.3% | 413.8% |
| EPS (diluted) | $0.33 | $2.25 |
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 | $611.2M | ||
| Q3 25 | $478.5M | $454.1M | ||
| Q2 25 | $457.5M | $506.2M | ||
| Q1 25 | $459.3M | $585.4M | ||
| Q4 24 | $436.6M | $629.4M | ||
| Q3 24 | $445.1M | $798.8M | ||
| Q2 24 | $423.5M | $841.4M | ||
| Q1 24 | $423.6M | $809.6M |
| Q4 25 | $144.3M | $194.2M | ||
| Q3 25 | $116.8M | $30.3M | ||
| Q2 25 | $123.6M | $14.1M | ||
| Q1 25 | $128.7M | $22.1M | ||
| Q4 24 | $143.9M | $37.8M | ||
| Q3 24 | $87.6M | $31.4M | ||
| Q2 24 | $108.5M | $54.4M | ||
| Q1 24 | $128.1M | $23.7M |
| Q4 25 | — | 25.5% | ||
| Q3 25 | — | 31.1% | ||
| Q2 25 | — | 26.4% | ||
| Q1 25 | — | 24.3% | ||
| Q4 24 | — | 24.6% | ||
| Q3 24 | — | 21.2% | ||
| Q2 24 | — | 21.3% | ||
| Q1 24 | — | 20.3% |
| Q4 25 | — | 54.9% | ||
| Q3 25 | — | 26.1% | ||
| Q2 25 | — | 18.8% | ||
| Q1 25 | — | 17.0% | ||
| Q4 24 | — | 17.8% | ||
| Q3 24 | — | 15.3% | ||
| Q2 24 | — | 16.9% | ||
| Q1 24 | — | 14.2% |
| Q4 25 | 31.7% | 31.8% | ||
| Q3 25 | 24.4% | 6.7% | ||
| Q2 25 | 27.0% | 2.8% | ||
| Q1 25 | 28.0% | 3.8% | ||
| Q4 24 | 33.0% | 6.0% | ||
| Q3 24 | 19.7% | 3.9% | ||
| Q2 24 | 25.6% | 6.5% | ||
| Q1 24 | 30.2% | 2.9% |
| Q4 25 | $0.33 | $2.25 | ||
| Q3 25 | $0.27 | $0.37 | ||
| Q2 25 | $0.28 | $0.17 | ||
| Q1 25 | $0.30 | $0.26 | ||
| Q4 24 | $0.33 | $0.34 | ||
| Q3 24 | $0.20 | $0.37 | ||
| Q2 24 | $0.25 | $0.65 | ||
| Q1 24 | $0.30 | $0.28 |
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 | $201.3M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $1.1B |
| Total Assets | $13.2B | $8.4B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $201.3M | ||
| Q3 25 | $45.6M | $66.3M | ||
| Q2 25 | $323.3M | $147.7M | ||
| Q1 25 | $69.7M | $94.9M | ||
| Q4 24 | $199.4M | $228.2M | ||
| Q3 24 | $162.5M | $222.4M | ||
| Q2 24 | $718.4M | $257.1M | ||
| Q1 24 | $124.8M | $118.8M |
| 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 | $1.1B | ||
| Q3 25 | $7.2B | $1.0B | ||
| Q2 25 | $7.2B | $1.0B | ||
| Q1 25 | $7.2B | $1.1B | ||
| Q4 24 | $7.2B | $1.1B | ||
| Q3 24 | $7.0B | $1.1B | ||
| Q2 24 | $7.0B | $1.1B | ||
| Q1 24 | $7.0B | $1.0B |
| Q4 25 | $13.2B | $8.4B | ||
| Q3 25 | $13.3B | $8.9B | ||
| Q2 25 | $13.6B | $8.8B | ||
| Q1 25 | $13.3B | $8.7B | ||
| Q4 24 | $13.4B | $8.8B | ||
| Q3 24 | $12.8B | $8.8B | ||
| Q2 24 | $13.3B | $9.0B | ||
| Q1 24 | $12.8B | $9.1B |
| 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 | $177.4M |
| Free Cash FlowOCF − Capex | $823.7M | $158.6M |
| FCF MarginFCF / Revenue | 181.0% | 25.9% |
| Capex IntensityCapex / Revenue | 8.9% | 3.1% |
| Cash ConversionOCF / Net Profit | 5.99× | 0.91× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $314.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $177.4M | ||
| Q3 25 | $223.3M | $44.2M | ||
| Q2 25 | $271.9M | $61.6M | ||
| Q1 25 | $223.4M | $76.5M | ||
| Q4 24 | $811.5M | $201.6M | ||
| Q3 24 | $233.6M | $78.5M | ||
| Q2 24 | $274.0M | $241.5M | ||
| Q1 24 | $201.8M | $52.2M |
| Q4 25 | $823.7M | $158.6M | ||
| Q3 25 | $214.5M | $35.3M | ||
| Q2 25 | $257.7M | $52.9M | ||
| Q1 25 | $215.9M | $67.3M | ||
| Q4 24 | $777.5M | $180.1M | ||
| Q3 24 | $225.3M | $62.1M | ||
| Q2 24 | $263.3M | $230.2M | ||
| Q1 24 | $191.0M | $47.6M |
| Q4 25 | 181.0% | 25.9% | ||
| Q3 25 | 44.8% | 7.8% | ||
| Q2 25 | 56.3% | 10.5% | ||
| Q1 25 | 47.0% | 11.5% | ||
| Q4 24 | 178.1% | 28.6% | ||
| Q3 24 | 50.6% | 7.8% | ||
| Q2 24 | 62.2% | 27.4% | ||
| Q1 24 | 45.1% | 5.9% |
| Q4 25 | 8.9% | 3.1% | ||
| Q3 25 | 1.8% | 2.0% | ||
| Q2 25 | 3.1% | 1.7% | ||
| Q1 25 | 1.6% | 1.6% | ||
| Q4 24 | 7.8% | 3.4% | ||
| Q3 24 | 1.9% | 2.1% | ||
| Q2 24 | 2.5% | 1.3% | ||
| Q1 24 | 2.6% | 0.6% |
| Q4 25 | 5.99× | 0.91× | ||
| Q3 25 | 1.91× | 1.46× | ||
| Q2 25 | 2.20× | 4.37× | ||
| Q1 25 | 1.74× | 3.46× | ||
| Q4 24 | 5.64× | 5.33× | ||
| Q3 24 | 2.67× | 2.50× | ||
| Q2 24 | 2.52× | 4.44× | ||
| Q1 24 | 1.58× | 2.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
TRN
| Manufacturing | $296.5M | 49% |
| Leasing And Management | $234.8M | 38% |
| Maintenance Services Domain | $69.8M | 11% |
| Digital Logistics Services | $11.2M | 2% |
