American Homes 4 Rent (AMH) Earnings Call Analysis

NYSE · Real Estate · REIT - Residential

Earnings Reports

• AMH (AMH) Q2 2026: Core FFO Guidance Rises 3 Cents as Dispositions Top $380M
  July 31, 2026
• AMH (AMH) Q1 2026: $200M Asset Dispositions and 3% Buyback Fuel Portfolio Shift
  May 07, 2026
• AMH (AMH) Q4 2025: Development Deliveries Drop to 1,900 as Supply Pressures Shape 2026 Strategy
  February 24, 2026
• AMH (AMH) Q3 2025: Core FFO Jumps 6.2% as Lease Optimization and Cost Controls Expand Margins
  October 30, 2025
• AMH (AMH) Q2 2025: Lease Expiration Shift Cuts Seasonal Deceleration by 75%
  August 05, 2025
• AMH (AMH) Q2 2025: Lease Expiration Program Cuts Seasonal Deceleration by 75%, Unlocking Revenue Visibility
  August 05, 2025
• AMH (AMH) Q3 2024: $480M Portfolio Buy Adds 1,700 Homes, Reinforcing Scale-Driven Yield Strategy
  October 30, 2024
• AMH (AMH) Q2 2024: Core FFO Grows 8.5% as Development Pipeline Unlocks 11,000-Lot Expansion
  August 02, 2024
• AMH Q1 2024: Dispositions Unlock $145M as Development Yields Hold Near 6%
  May 03, 2024
• AMH (AMH) Q4 2023: Development Deliveries Hit 2,317 as Acquisition Pause Shifts Capital Strategy
  February 23, 2024

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