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Inferra AI / Company / AMH

American Homes 4 Rent

AMH · Real Estate

No earnings release for American Homes 4 Rent is held in this edition of the library, so no earnings line is shown.

Key results

Revenuequarter

2.8%

Highlights Rents and other single-family property revenues increased 2.8% year-over-year to $470.1 million for the second quarter of 2026.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

Net incomequarter

$113.6 million

Net income attributable to common shareholders totaled $113.6 million, or $0.31 per diluted share, for the second quarter of 2026, compared to $105.6 million, or $0.28 per diluted share, for the second quarter of 2025.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

Core Net operating incomequarter

2.7%

Core Net Operating Income ( Core NOI ) from Same-Home properties increased by 2.7% year-over-year for the second quarter of 2026.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

Second Quarter 2026 Financial Results Net income attributable to common shareholders totaled $113.6 million, or $0.31 per diluted share, for the second quarter of 2026, compared to $105.6 million, or $0.28 per diluted share, for the second quarter of 2025.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

Rents and other single-family property revenues increased 2.8% to $470.1 million for the second quarter of 2026, compared to $457.5 million for the second quarter of 2025.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

This growth was driven by a 2.7% increase in core revenues resulting primarily from higher rental rates and a 0.2% decrease in core property operating expenses.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

revenues increased 2.3% to $371.3 million for the second quarter of 2026, compared to $362.8 million for the second quarter of 2025, which was driven by a 2.6% increase in Average Monthly Realized Rent per property, partially offset by a 40 basis point decrease in Average Occupied Days Percentage.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

Net incomeytd

$241.4 million

Year-to-Date 2026 Financial Results Net income attributable to common shareholders totaled $241.4 million, or $0.66 per diluted share, for the six-month period ended June 30, 2026, compared to $215.5 million, or $0.58 per diluted share, for the six-month period ended June 30, 2025.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

AI analysis

Q2 2026 · reported Jul 30, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Diluted EPS · Q2 2026
$0.31
EX-99 · Jul 30, 2026
Net income · Q2 2026
$113.6M
EX-99 · Jul 30, 2026

Headline figures

MetricQ2 2026Prior qtrYear ago
Revenue2.8%——
Net income$113.6 million——
Core Net operating income2.7%——

EX-99 · Jul 30, 2026

Guidance · company-stated

Direction: Raised

Company outlook

“Raised Full Year 2026 Core FFO attributable to common share and unit holders guidance midpoint by $0.”

Company outlook

“As a result, we have raised our full-year Core FFO per share guidance by three cents to $1.”

Company outlook

“03 incremental Core FFO per share driven by Increased Same-Home portfolio Core NOI growth from modestly lower property tax expense outlook and strong cost control execution, Increased Non-Same-Home portfolio Core NOI growth from similar expense benefits as Same-Home portfolio as well as incremental Core NOI contribution from solid initial lease-up of AMH Development deliveries, and Increased benefit from better-than-expected disposition volumes and timing, as well as incremental share repurchases.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Repurchased and retired 4.1 million of our outstanding Class A common shares at a weighted-average price of $29.88 per share and a total price of $123.0 million in the second quarter of 2026.

On a per diluted share basis, the increase was further benefited by lower share counts as a result of our share repurchase activity.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

July 2026 leasing results remained strong with preliminary Same-Home Average Occupied Days Percentage of 96.1%, rate growth on new leases of 1.6% and rate growth on renewals of 3.3%

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Company outlook: “Raised Full Year 2026 Core FFO attributable to common share and unit holders guidance midpoint by $0.”

Company outlook: “As a result, we have raised our full-year Core FFO per share guidance by three cents to $1.”

Company outlook: “03 incremental Core FFO per share driven by Increased Same-Home portfolio Core NOI growth from modestly lower property tax expense outlook and strong cost control execution, Increased Non-Same-Home portfolio Core NOI growth from similar expense benefits as Same-Home portfolio as well as incremental Core NOI contribution from solid initial lease-up of AMH Development deliveries, and Increased benefit from better-than-expected disposition volumes and timing, as well as incremental share repurchases.”

Company outlook — Raised (“Raises”)
“1 News Release AMH Reports Second Quarter 2026 Financial and Operating Results Raises Full Year 2026 Guidance LAS VEGAS, July 30, 2026 AM H (NYSE AMH) (the Company ), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced its financial and operating results for the quarter ended June 30, 2026.”

Company outlook — Raised (“Raised”)
“Raised Full Year 2026 Core FFO attributable to common share and unit holders guidance midpoint by $0.”

Company outlook — Raised (“raised”)
“As a result, we have raised our full-year Core FFO per share guidance by three cents to $1.”

Company outlook — Raised (“Increased”)
“03 incremental Core FFO per share driven by Increased Same-Home portfolio Core NOI growth from modestly lower property tax expense outlook and strong cost control execution, Increased Non-Same-Home portfolio Core NOI growth from similar expense benefits as Same-Home portfolio as well as incremental Core NOI contribution from solid initial lease-up of AMH Development deliveries, and Increased benefit from better-than-expected disposition volumes and timing, as well as incremental share repurchases.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Repurchased and retired 4.1 million of our outstanding Class A common shares at a weighted-average price of $29.88 per share and a total price of $123.0 million in the second quarter of 2026.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

On a per diluted share basis, the increase was further benefited by lower share counts as a result of our share repurchase activity.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

On a per FFO share and unit basis, the increase was further benefited by lower share counts as a result of our share repurchase activity.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

Capital Activities, Balance Sheet and Liquidity During the second quarter of 2026, the Company repurchased and retired 4.1 million of its outstanding Class A common shares at a weighted-average price of $29.88 per share and a total price of $123.0 million.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

Changes to Full Year 2026 Guidance $0.03 incremental Core FFO per share driven by Increased Same-Home portfolio Core NOI growth from modestly lower property tax expense outlook and strong cost control execution, Increased Non-Same-Home portfolio Core NOI growth from similar expense benefits as Same-Home portfolio as well as incremental Core NOI contribution from solid initial lease-up of AMH Development deliveries, and Increased benefit from better-than-expected disposition volumes and timing, as well as incremental share repurchases.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

In addition, these metrics are not substitutes for net income or loss or net cash flows from operating activities, as defined by GAAP, as measures of our operating performance, liquidity or ability to pay dividends.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

Strategy & priorities

We re an internally managed Maryland real estate investment trust (REIT) focused on developing, renovating, leasing and managing homes as rental properties.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

Morgan Asset Management focused on constructing and operating newly built rental homes during the first quarter of 2020 ( J.

SEC original ↗American Homes 4 Rent — 10-Q Quarterly report10-QJul 31, 2026

Risks & headwinds

These forward-looking statements relate to beliefs, expectations or intentions and similar statements concerning matters that are not of historical fact and are generally accompanied by words such as estimate, project, predict, believe, expect, anticipate, intend, potential, plan, goal, outlook, guidance or other words that convey the uncertainty of future events or outcomes.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

While the Company s management considers these expectations and assumptions to be reasonable, they are inherently subject to significant business, economic, competitive, regulatory and other risks, contingencies and uncertainties, most of which are difficult to predict and many of which are beyond the Company s control and could cause actual results to differ materially from any future results, performance or achievements expressed or implied by these forward-looking statements.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

For a further description of the risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of the Company in general, see the Risk Factors disclosed in the Company s Annual Report on Form 10-K for the year ended December 31, 2025 and in the Company s subsequent filings with the SEC.

SEC original ↗American Homes 4 Rent — Earnings release (8-K exhibit)EX-99Jul 30, 2026

Legal Proceedings 48 Item 1A.

SEC original ↗American Homes 4 Rent — 10-Q Quarterly report10-QJul 31, 2026

These forward-looking statements may relate to beliefs, expectations or intentions and similar statements concerning matters that are not of historical fact and are generally accompanied by words such as estimate, project, predict, believe, expect, anticipate, intend, potential, plan, goal, outlook, guidance or other words that convey the uncertainty of future events or outcomes.

SEC original ↗American Homes 4 Rent — 10-Q Quarterly report10-QJul 31, 2026

While our management considers these expectations and assumptions to be reasonable, they are inherently subject to significant business, economic, competitive, regulatory and other risks, contingencies and uncertainties, most of which are difficult to predict and many of which are beyond our control and could cause actual results to differ materially from any future results, performance or achievements expressed or implied by these forward-looking statements.

SEC original ↗American Homes 4 Rent — 10-Q Quarterly report10-QJul 31, 2026

Documents

Earnings deck slides

0 decks with slide view

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

American Homes 4 Rent — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

KE Holdings (BEKE) Real EstateInvitation Homes (INVH) Real EstateEquinix (EQIX) Real EstateAlexandria Real Estate Equities (ARE) Real EstateIron Mountain (IRM) Real EstateVici Properties (VICI) Real EstateMid-America Apartment Communities (MAA) Real EstateVivmark Residential (VMRK) Real Estate

Filings

30 documents

Earnings releases

4 documents

Presentations

13 documents

Transcripts

0 documents

No transcripts for American Homes 4 Rent are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention American Homes 4 Rent by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.