For the quarter ended September 2025, American Homes 4 Rent (AMH) reported revenue of $478.46 million, up 7.5% over the same period last year. EPS came in at $0.47, compared to $0.20 in the year-ago quarter.
The reported revenue represents a surprise of +0.73% over the Zacks Consensus Estimate of $474.98 million. With the consensus EPS estimate being $0.46, the EPS surprise was +2.17%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how American Homes 4 Rent performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Core revenues: $405.62 million versus the four-analyst average estimate of $409.34 million. The reported number represents a year-over-year change of +7.5%.
- Revenues- Non-Same-Home core revenues: $47.8 million versus the four-analyst average estimate of $45.95 million. The reported number represents a year-over-year change of +14.3%.
- Revenues- Tenant charge-backs: $72.84 million versus the four-analyst average estimate of $65.34 million. The reported number represents a year-over-year change of +7.7%.
- Revenues- Same-Home core revenues: $357.83 million versus $363.39 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +6.6% change.
- Net Earnings Per Share (Diluted): $0.27 versus the four-analyst average estimate of $0.16.
View all Key Company Metrics for American Homes 4 Rent here>>>
Shares of American Homes 4 Rent have returned -1.9% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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American Homes 4 Rent (AMH): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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