AMH
American Homes 4 Rent
Overview
American Homes 4 Rent operates a real estate investment trust that develops, renovates, leases, and manages single-family rental homes. As of December 31, 2025, the company owned approximately 61,500 properties across 24 states, with an additional 3,800 properties held in joint ventures.
American Homes 4 Rent is a Real Estate company operating in REIT - Residential with a $12.97B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 29, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0719 Q&A exchanges
- Q4 FY2025Earnings2026-02-2019 Q&A exchanges
- Q3 FY2025Earnings2025-10-3013 Q&A exchanges
- Q2 FY2025Earnings2025-08-0129 Q&A exchanges
- Q1 FY2025Earnings2025-05-0233 Q&A exchanges
- Q4 FY2024Earnings2025-02-213 Q&A exchanges
- Q3 FY2024Earnings2024-10-3036 Q&A exchanges
- Q2 FY2024Earnings2024-08-0224 Q&A exchanges
- Q1 FY2024Earnings2024-05-0321 Q&A exchanges
- Q4 FY2023Earnings2024-02-2329 Q&A exchanges
- Q3 FY2023Earnings2023-11-0331 Q&A exchanges
- Q2 FY2023Earnings2023-07-2829 Q&A exchanges
- Q1 FY2023Earnings2023-05-0532 Q&A exchanges
- Q4 FY2022Earnings2023-02-2432 Q&A exchanges
- Q3 FY2022Earnings2022-11-0435 Q&A exchanges
- Q2 FY2022Earnings2022-08-0535 Q&A exchanges
- Q1 FY2022Earnings2022-05-0659 Q&A exchanges
- Q4 FY2021Earnings2022-02-2542 Q&A exchanges
- Q3 FY2021Earnings2021-11-0536 Q&A exchanges
- Q2 FY2021Earnings2021-08-0636 Q&A exchanges
- Q1 FY2021Earnings2021-05-0735 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-29EPS— vs $0.15—Rev— vs ——EODHD
- Q1 FY20262026-04-29EPS$0.36 vs $0.22+64.1%Rev$472.0M vs ——EODHD
- Q4 FY20252026-02-18EPS$0.34 vs $0.20+74.5%Rev$459.3M vs ——EODHD
- Q3 FY20252025-10-28EPS$0.27 vs $0.19+42.1%Rev$478.5M vs ——EODHD
- Q2 FY20252025-07-29EPS$0.29 vs $0.17+74.9%Rev$457.5M vs ——EODHD
- Q1 FY20252025-04-29EPS$0.31 vs $0.17+78.3%Rev$459.3M vs ——EODHD
- Q4 FY20242025-02-19EPS$0.36 vs $0.15+100.0%Rev$436.6M vs ——EODHD
- Q3 FY20242024-10-28EPS$0.20 vs $0.13+53.8%Rev$445.1M vs ——EODHD
- Q2 FY20242024-07-31EPS$0.25 vs $0.13+92.3%Rev$423.5M vs ——EODHD
- Q1 FY20242024-05-01EPS$0.30 vs $0.14+100.0%Rev$423.6M vs ——EODHD
- Q4 FY20232024-02-21EPS$0.21 vs $0.13+61.5%Rev$408.7M vs ——EODHD
- Q3 FY20232023-11-01EPS$0.20 vs $0.11+81.8%Rev$421.7M vs ——EODHD
- Q2 FY20232023-07-26EPS$0.27 vs $0.10+100.0%Rev$395.5M vs ——EODHD
- Q1 FY20232023-05-03EPS$0.32 vs $0.11+100.0%Rev$397.7M vs ——EODHD
- Q4 FY20222023-02-22EPS$0.25 vs $0.12+100.0%Rev$380.9M vs ——EODHD
- Q3 FY20222022-11-02EPS$0.14 vs $0.12+16.7%Rev$391.6M vs ——EODHD
- Q2 FY20222022-08-03EPS$0.16 vs $0.11+45.5%Rev$361.9M vs ——EODHD
- Q1 FY20222022-05-04EPS$0.16 vs $0.11+45.5%Rev$356.1M vs ——EODHD
- Q4 FY20212022-02-23EPS$0.14 vs $0.11+27.3%Rev$338.1M vs ——EODHD
- Q3 FY20212021-11-03EPS$0.11 vs $0.07+57.1%Rev$339.6M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-29 | — | $0.15 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-29 | $0.36 | $0.22 | +64.1% | $472.0M | — | — | EODHD |
| Q4 FY2025 | 2026-02-18 | $0.34 | $0.20 | +74.5% | $459.3M | — | — | EODHD |
| Q3 FY2025 | 2025-10-28 | $0.27 | $0.19 | +42.1% | $478.5M | — | — | EODHD |
| Q2 FY2025 | 2025-07-29 | $0.29 | $0.17 | +74.9% | $457.5M | — | — | EODHD |
| Q1 FY2025 | 2025-04-29 | $0.31 | $0.17 | +78.3% | $459.3M | — | — | EODHD |
| Q4 FY2024 | 2025-02-19 | $0.36 | $0.15 | +100.0% | $436.6M | — | — | EODHD |
| Q3 FY2024 | 2024-10-28 | $0.20 | $0.13 | +53.8% | $445.1M | — | — | EODHD |
| Q2 FY2024 | 2024-07-31 | $0.25 | $0.13 | +92.3% | $423.5M | — | — | EODHD |
| Q1 FY2024 | 2024-05-01 | $0.30 | $0.14 | +100.0% | $423.6M | — | — | EODHD |
| Q4 FY2023 | 2024-02-21 | $0.21 | $0.13 | +61.5% | $408.7M | — | — | EODHD |
| Q3 FY2023 | 2023-11-01 | $0.20 | $0.11 | +81.8% | $421.7M | — | — | EODHD |
| Q2 FY2023 | 2023-07-26 | $0.27 | $0.10 | +100.0% | $395.5M | — | — | EODHD |
| Q1 FY2023 | 2023-05-03 | $0.32 | $0.11 | +100.0% | $397.7M | — | — | EODHD |
| Q4 FY2022 | 2023-02-22 | $0.25 | $0.12 | +100.0% | $380.9M | — | — | EODHD |
| Q3 FY2022 | 2022-11-02 | $0.14 | $0.12 | +16.7% | $391.6M | — | — | EODHD |
| Q2 FY2022 | 2022-08-03 | $0.16 | $0.11 | +45.5% | $361.9M | — | — | EODHD |
| Q1 FY2022 | 2022-05-04 | $0.16 | $0.11 | +45.5% | $356.1M | — | — | EODHD |
| Q4 FY2021 | 2022-02-23 | $0.14 | $0.11 | +27.3% | $338.1M | — | — | EODHD |
| Q3 FY2021 | 2021-11-03 | $0.11 | $0.07 | +57.1% | $339.6M | — | — | EODHD |
Source: EODHD. AMH reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks AMH's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 7/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 3 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.90 | $0.91 | -0.6% | +2.5% | +1.9% |
| Q4 FY2026 | $0.85 | $0.95 | -10.7% | +5.5% | +3.8% |
| Q3 FY2026 | $0.93 | $0.92 | +1.0% | -1.2% | -2.0% |
| Q2 FY2026 | $0.77 | $0.86 | -9.9% | -0.8% | -0.4% |
| Q1 FY2025 | $0.94 | $1.02 | -8.3% | +4.8% | +2.7% |
| Q4 FY2025 | $0.86 | $0.85 | +1.0% | -2.5% | -0.1% |
| Q3 FY2025 | $0.92 | $0.99 | -7.1% | +5.9% | +5.2% |
| Q2 FY2025 | $1.10 | $1.08 | +2.3% | +2.4% | +3.0% |
| Q1 FY2024 | $0.94 | $0.95 | -1.2% | +5.6% | +2.9% |
| Q4 FY2024 | $0.95 | $0.99 | -3.8% | -1.6% | -3.3% |
Guidance change history
Sample- Q1 FY2026Maintained2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Maintained2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Maintained2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Maintained2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Bryan E SmithCEO5 mo21 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Christopher LauCFO1 yr 4 mo21 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
- Sara H Vogt-lowellCAO & CLO1 yr 1 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 3/4 beats (75%) • last guidance cut Q3 FY2026
- Brian ReitzChief Accounting Officer1 yr 4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last call held guidance Q2 FY2026
Peers
Other companies in Real Estate
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for AMH.
$ curl https://api.spokenalpha.com/v1/companies/AMHFAQ
Frequently asked about AMH
Where can I find American Homes 4 Rent's (AMH) earnings call transcripts?
Spoken Alpha indexes AMH's earnings call transcripts at https://spokenalpha.com/companies/AMH. Each call links to attributed speakers and parsed analyst Q&A. American Homes 4 Rent's own investor relations page is at https://investors.amh.com/home/.
When was American Homes 4 Rent's most recent earnings call?
American Homes 4 Rent (AMH) held its most recent earnings call on 2026-05-07, covering fiscal Q1 2026.
What sector is AMH in?
American Homes 4 Rent (AMH) operates in the Real Estate sector (REIT - Residential industry).