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Side-by-side financial comparison of American Homes 4 Rent (AMH) and Vontier Corp (VNT). Click either name above to swap in a different company.
Vontier Corp is the larger business by last-quarter revenue ($808.5M vs $455.0M, roughly 1.8× American Homes 4 Rent). American Homes 4 Rent runs the higher net margin — 31.7% vs 15.3%, a 16.4% gap on every dollar of revenue. On growth, American Homes 4 Rent posted the faster year-over-year revenue change (4.2% vs 4.1%). American Homes 4 Rent produced more free cash flow last quarter ($823.7M vs $174.8M). Over the past eight quarters, American Homes 4 Rent's revenue compounded faster (3.6% CAGR vs 3.4%).
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.
Vontier Corporation is an industrial manufacturing company headquartered in Raleigh, North Carolina. It owns the brands Gilbarco Veeder-Root, Matco Tools and Teletrac Navman, including subsidiaries Hennessy Industries, Gasboy, and Global Traffic Technologies (GTT).
AMH vs VNT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $455.0M | $808.5M |
| Net Profit | $144.3M | $123.5M |
| Gross Margin | — | — |
| Operating Margin | — | 18.9% |
| Net Margin | 31.7% | 15.3% |
| Revenue YoY | 4.2% | 4.1% |
| Net Profit YoY | 0.3% | 0.0% |
| EPS (diluted) | $0.33 | $0.85 |
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 | $808.5M | ||
| Q3 25 | $478.5M | $752.5M | ||
| Q2 25 | $457.5M | $773.5M | ||
| Q1 25 | $459.3M | $741.1M | ||
| Q4 24 | $436.6M | $776.8M | ||
| Q3 24 | $445.1M | $750.0M | ||
| Q2 24 | $423.5M | $696.4M | ||
| Q1 24 | $423.6M | $755.8M |
| Q4 25 | $144.3M | $123.5M | ||
| Q3 25 | $116.8M | $102.8M | ||
| Q2 25 | $123.6M | $91.9M | ||
| Q1 25 | $128.7M | $87.9M | ||
| Q4 24 | $143.9M | $123.5M | ||
| Q3 24 | $87.6M | $91.8M | ||
| Q2 24 | $108.5M | $70.1M | ||
| Q1 24 | $128.1M | $136.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | 47.3% | ||
| Q2 25 | — | 47.9% | ||
| Q1 25 | — | 47.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 47.2% | ||
| Q2 24 | — | 48.2% | ||
| Q1 24 | — | 49.2% |
| Q4 25 | — | 18.9% | ||
| Q3 25 | — | 18.9% | ||
| Q2 25 | — | 17.6% | ||
| Q1 25 | — | 17.6% | ||
| Q4 24 | — | 19.2% | ||
| Q3 24 | — | 17.5% | ||
| Q2 24 | — | 16.4% | ||
| Q1 24 | — | 18.8% |
| Q4 25 | 31.7% | 15.3% | ||
| Q3 25 | 24.4% | 13.7% | ||
| Q2 25 | 27.0% | 11.9% | ||
| Q1 25 | 28.0% | 11.9% | ||
| Q4 24 | 33.0% | 15.9% | ||
| Q3 24 | 19.7% | 12.2% | ||
| Q2 24 | 25.6% | 10.1% | ||
| Q1 24 | 30.2% | 18.1% |
| Q4 25 | $0.33 | $0.85 | ||
| Q3 25 | $0.27 | $0.70 | ||
| Q2 25 | $0.28 | $0.62 | ||
| Q1 25 | $0.30 | $0.59 | ||
| Q4 24 | $0.33 | $0.82 | ||
| Q3 24 | $0.20 | $0.60 | ||
| Q2 24 | $0.25 | $0.45 | ||
| Q1 24 | $0.30 | $0.88 |
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 | $492.2M |
| Total DebtLower is stronger | $5.1B | — |
| Stockholders' EquityBook value | $7.0B | $1.2B |
| Total Assets | $13.2B | $4.4B |
| Debt / EquityLower = less leverage | 0.72× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.5M | $492.2M | ||
| Q3 25 | $45.6M | $433.8M | ||
| Q2 25 | $323.3M | $364.2M | ||
| Q1 25 | $69.7M | $333.6M | ||
| Q4 24 | $199.4M | $356.4M | ||
| Q3 24 | $162.5M | $330.9M | ||
| Q2 24 | $718.4M | $331.3M | ||
| Q1 24 | $124.8M | $406.0M |
| 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 | $1.2B | ||
| Q3 25 | $7.2B | $1.2B | ||
| Q2 25 | $7.2B | $1.2B | ||
| Q1 25 | $7.2B | $1.1B | ||
| Q4 24 | $7.2B | $1.1B | ||
| Q3 24 | $7.0B | $1.0B | ||
| Q2 24 | $7.0B | $1.0B | ||
| Q1 24 | $7.0B | $984.9M |
| Q4 25 | $13.2B | $4.4B | ||
| Q3 25 | $13.3B | $4.4B | ||
| Q2 25 | $13.6B | $4.4B | ||
| Q1 25 | $13.3B | $4.3B | ||
| Q4 24 | $13.4B | $4.3B | ||
| Q3 24 | $12.8B | $4.3B | ||
| Q2 24 | $13.3B | $4.2B | ||
| Q1 24 | $12.8B | $4.3B |
| 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 | $190.1M |
| Free Cash FlowOCF − Capex | $823.7M | $174.8M |
| FCF MarginFCF / Revenue | 181.0% | 21.6% |
| Capex IntensityCapex / Revenue | 8.9% | 1.9% |
| Cash ConversionOCF / Net Profit | 5.99× | 1.54× |
| TTM Free Cash FlowTrailing 4 quarters | $1.5B | $441.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $864.3M | $190.1M | ||
| Q3 25 | $223.3M | $110.5M | ||
| Q2 25 | $271.9M | $100.0M | ||
| Q1 25 | $223.4M | $110.4M | ||
| Q4 24 | $811.5M | $168.1M | ||
| Q3 24 | $233.6M | $121.8M | ||
| Q2 24 | $274.0M | $46.1M | ||
| Q1 24 | $201.8M | $91.5M |
| Q4 25 | $823.7M | $174.8M | ||
| Q3 25 | $214.5M | $90.3M | ||
| Q2 25 | $257.7M | $83.3M | ||
| Q1 25 | $215.9M | $92.7M | ||
| Q4 24 | $777.5M | $148.0M | ||
| Q3 24 | $225.3M | $103.2M | ||
| Q2 24 | $263.3M | $22.3M | ||
| Q1 24 | $191.0M | $71.3M |
| Q4 25 | 181.0% | 21.6% | ||
| Q3 25 | 44.8% | 12.0% | ||
| Q2 25 | 56.3% | 10.8% | ||
| Q1 25 | 47.0% | 12.5% | ||
| Q4 24 | 178.1% | 19.1% | ||
| Q3 24 | 50.6% | 13.8% | ||
| Q2 24 | 62.2% | 3.2% | ||
| Q1 24 | 45.1% | 9.4% |
| Q4 25 | 8.9% | 1.9% | ||
| Q3 25 | 1.8% | 2.7% | ||
| Q2 25 | 3.1% | 2.2% | ||
| Q1 25 | 1.6% | 2.4% | ||
| Q4 24 | 7.8% | 2.6% | ||
| Q3 24 | 1.9% | 2.5% | ||
| Q2 24 | 2.5% | 3.4% | ||
| Q1 24 | 2.6% | 2.7% |
| Q4 25 | 5.99× | 1.54× | ||
| Q3 25 | 1.91× | 1.07× | ||
| Q2 25 | 2.20× | 1.09× | ||
| Q1 25 | 1.74× | 1.26× | ||
| Q4 24 | 5.64× | 1.36× | ||
| Q3 24 | 2.67× | 1.33× | ||
| Q2 24 | 2.52× | 0.66× | ||
| Q1 24 | 1.58× | 0.67× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMH
Segment breakdown not available.
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |
