For the quarter ended December 2025, American Homes 4 Rent (AMH) reported revenue of $454.99 million, up 4.2% over the same period last year. EPS came in at $0.47, compared to $0.33 in the year-ago quarter.
The reported revenue represents a surprise of -1.59% over the Zacks Consensus Estimate of $462.36 million. With the consensus EPS estimate being $0.47, the EPS surprise was +0.56%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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- Same-Home core revenues: $351.61 million versus the four-analyst average estimate of $358.48 million. The reported number represents a year-over-year change of +5.1%.
- Revenues- Tenant charge-backs: $52.06 million compared to the $51.2 million average estimate based on four analysts. The reported number represents a change of +6% year over year.
- Revenues- Core revenues: $402.93 million versus $407.79 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4% change.
- Revenues- Non-Same-Home core revenues: $51.32 million versus $49.31 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -2.8% change.
- Net Earnings Per Share (Diluted): $0.33 versus $0.17 estimated by four analysts on average.
View all Key Company Metrics for American Homes 4 Rent here>>>
Shares of American Homes 4 Rent have returned -1.8% over the past month versus the Zacks S&P 500 composite's -0.8% 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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