American Homes 4 Rent (AMH · NYSE)
AMH · MARKET VIEW
Market view · as of Jul 27, 2026
Revenue (TTM)
$1.86B
+2.8% YoY
Gross margin
56.4%
EPS (latest q)
$0.36
vs $0.15 est · beat
52-wk position
81.0%
-4.2% vs 52w high · +0.2% 1mo
Price (last ~year)
American Homes 4 Rent (AMH) has exceeded earnings estimates for four consecutive quarters, most recently reporting $0.36 per share against a $0.15 estimate for the period ending March 31, 2026. The residential REIT generated $179.8 million in free cash flow during that quarter, supporting a 17.9% year-over-year increase in earnings despite a 2.8% rise in revenue. Amid these results, the company recently renewed a $1.0 billion equity offering program and registered 55.57 million Class A shares for resale by current securityholders.
Valuation
- Market cap
- $13.68B
- P/E
- 27.13
- PEG
- 29.82
- P/B
- 1.733
- P/S
- 6.62
- EV/EBITDA
- 13.91
- Beta
- 0.809
- Analyst target
- $36.36
Quality & returns
- Gross margin
- 56.4%
- Operating margin
- 25.1%
- Profit margin
- 25.3%
- ROE
- 6.9%
- ROA
- 2.2%
Price movement
- Last
- $33.37
- 1-month
- +0.2%
- 3-month
- +7.1%
- RSI (14)
- 46
- vs SMA200
- +7.8%
- 52-wk position
- 81.0% -4.2% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-03-31 | $472.0M | $118.3M | $131.3M | $337.4M |
| 2025-12-31 | $459.3M | $115.9M | $127.3M | $315.3M |
| 2025-09-30 | $478.5M | $116.3M | $102.9M | $291.7M |
| 2025-06-30 | $457.5M | $116.1M | $109.0M | $296.9M |
Recent news
- Neutral AMH Announces Dates of Second Quarter 2026 Earnings Release and Conference Call · 2026-07-11
- Neutral Enterprise value to EBIT forward of American Homes 4 Rent Class A – LSE:0HEJ · 2026-07-05
- Neutral Price to earnings forward of American Homes 4 Rent Class A – BMV:AMH · 2026-06-26
- Neutral Price to sales forward of American Homes 4 Rent Class A – BMV:AMH · 2026-06-25
- Somewhat-Bullish American Homes 4 Rent Renews Equity Offering Program · 2026-06-14
- Neutral American Homes 4 Rent (AMH-PG) registers 55.57M Class A shares for resale · 2026-06-13
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)