tiprankstipranks
Trending News
More News >
American Homes (AMH)
NYSE:AMH
US Market
Advertisement

American Homes (AMH) Earnings Dates, Call Summary & Reports

Compare
402 Followers

Earnings Data

Report Date
Feb 19, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.2
Last Year’s EPS
0.33
Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected strong financial performance, with notable growth in Core FFO and successful property tax appeals. However, challenges include tapering leasing activity and modest new lease spreads, alongside wide bid-ask spreads impacting acquisitions.
Company Guidance
During the American Homes 4 Rent third quarter 2025 earnings call, several key metrics highlighted the company's strong performance and positive outlook. The company reported a 6.2% year-over-year growth in Core FFO per share, leading to an increased guidance midpoint of $1.87, representing a 5.6% growth. Same-Home core revenue grew by 3.8%, with an average occupancy of 95.9% and rental rate spreads of 2.5% for new leases, 4% for renewals, and a blended rate of 3.6%. Operating expenses were effectively managed, with Same-Home core operating expense growth held to 2.4%, resulting in a Same-Home Core NOI growth of 4.6%. The team successfully controlled property tax growth to the high 2% range for the year. The development program delivered 651 homes in the quarter, contributing to a net income attributable to common shareholders of $99.7 million, or $0.27 per diluted share. With a fully unencumbered balance sheet, AMH maintains a strong position to capitalize on market opportunities moving into 2026.
Core FFO Per Share Growth
Core FFO per share increased by 6.2% in Q3 2025, leading to an updated full-year guidance midpoint of $1.87, representing growth of 5.6%.
Same-Home Core Revenue Growth
Achieved Same-Home core revenue growth of 3.8% in Q3 2025, driven by strong occupancy and rental rate spreads.
Successful Property Tax Appeal
Achieved favorable property tax outcomes, resulting in expected full-year 2025 property tax growth in the high 2% area.
Portfolio Optimization and Capital Management
Successfully sold nearly 1,200 homes year-to-date and delivered 651 homes in Q3 2025, funded by internally generated cash and recycled capital.
100% Unencumbered Balance Sheet
Paid off final securitization, achieving a fully unencumbered balance sheet with no debt maturities until 2028.

American Homes (AMH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

AMH Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 19, 2026
2025 (Q4)
0.20 / -
0.33
Oct 29, 2025
2025 (Q3)
0.19 / 0.27
0.235.00% (+0.07)
Jul 31, 2025
2025 (Q2)
0.17 / 0.28
0.2512.00% (+0.03)
May 01, 2025
2025 (Q1)
0.15 / 0.30
0.30.00% (0.00)
Feb 20, 2025
2024 (Q4)
0.16 / 0.33
0.2157.14% (+0.12)
Oct 29, 2024
2024 (Q3)
0.14 / 0.20
0.20.00% (0.00)
Aug 01, 2024
2024 (Q2)
0.14 / 0.25
0.27-7.41% (-0.02)
May 02, 2024
2024 (Q1)
0.15 / 0.30
0.32-6.25% (-0.02)
Feb 22, 2024
2023 (Q4)
0.14 / 0.21
0.25-16.00% (-0.04)
Nov 02, 2023
2023 (Q3)
0.12 / 0.20
0.1442.86% (+0.06)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

AMH Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$31.87$32.09+0.69%
Jul 31, 2025
$34.38$34.88+1.45%
May 01, 2025
$37.25$38.64+3.73%
Feb 20, 2025
$34.80$34.25-1.58%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does American Homes (AMH) report earnings?
American Homes (AMH) is schdueled to report earning on Feb 19, 2026, After Close (Confirmed).
    What is American Homes (AMH) earnings time?
    American Homes (AMH) earnings time is at Feb 19, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is AMH EPS forecast?
          AMH EPS forecast for the fiscal quarter 2025 (Q4) is 0.2.
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis