AMH
American Homes 4 Rent31.40
-0.01-0.03%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
13.27BP/E (TTM)
26.61Basic EPS (TTM)
1.18Dividend Yield
0.04%Recent Filings
8-K
8-K
AMH lifts Q3 earnings, guidance
American Homes 4 Rent reported Q3 2025 results with rents up 7.5% to $478.5 million and Core NOI rising 9.2% to $264.3 million, fueled by a larger occupied portfolio and rental rate hikes, yet expenses climbed 4.4%. Core FFO per share hit $0.47, up 6.2%, after paying off $426.1 million in debt for a fully unencumbered balance sheet. Raised full-year Core FFO guidance to $1.86-$1.88. Debt payoff boosts flexibility.
8-K
AMH reaffirms strong 2025 guidance
American Homes 4 Rent released its September 2025 investor highlights, reaffirming 2025 guidance with Core FFO per share at $1.86, up 5.1% year-over-year, fueled by 2,200-2,400 development deliveries and $0.9B in capital investments. Same-home operations show healthy 96.0% August occupancy and 3.8% blended rent spreads, anchored by strong renewals, while the balance sheet stays investment-grade with 5.2x net debt leverage and plans to unencumber via Q3 securitization payoff. This positions AMH for sustained growth amid SFR demand tailwinds. Risks include economic uncertainties affecting rents.
10-Q
Q2 FY2025 results
American Homes 4 Rent posted solid Q2 FY2025 results, with rents and other revenues climbing 8.0% y/y to $457.5M, fueled by a bigger occupied portfolio and firmer rental rates, while core NOI margins held steady at 65.2%. Diluted EPS held flat at $0.28, matching y/y figures amid steady shares outstanding, but net income rose 13.8% to $123.6M on stronger property sales gains. Operating cash flow strengthened 4.1% y/y to $495.3M for the half-year, supporting $323.3M in cash and full $1.25B revolver availability, though total debt edged up to $5.2B after issuing $650M in 4.95% notes due 2030. No non-GAAP metrics disclosed in the 10-Q. Portfolio spans 24 states with 95.7% occupancy. Competition from traditional homeownership remains a key risk.
8-K
AMH boosts Q2 earnings, raises guidance
American Homes 4 Rent posted Q2 rents up 8.0% to $457.5 million, with net income climbing to $105.6 million or $0.28 per share, fueled by a bigger occupied portfolio and stronger rates. Core NOI from same-home properties rose 4.1%, occupancy hit 96.3%, and the company delivered 636 new homes while issuing $650 million in 4.95% notes due 2030. It lifted full-year Core FFO guidance midpoint by $0.03 to $1.86, signaling 5.1% growth amid solid leasing. Strong execution bolsters portfolio stability, yet rising turnover costs linger.
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