The earnings call reflects a strong start to 2025 with significant growth in key financial metrics, recognition as a leading home builder, and successful revenue optimization strategies. However, challenges such as increased turnover due to strategic initiatives and potential cost impacts from tariffs present areas to monitor.

Company Guidance -

Q2 2025

During the AMH First Quarter 2025 Earnings Conference Call, CEO Bryan Smith highlighted several key metrics and strategic initiatives that demonstrate the company's strong performance and future prospects. AMH reported a core FFO per share of $0.46 for the first quarter, marking a 6.6% increase compared to the same period last year. The company's same-home average occupied days strengthened to 95.9%, with rental rate spreads for new, renewal, and blended leases at 1.4%, 4.5%, and 3.6%, respectively. This drove a same-home core revenue growth of 4.3% and core NOI growth of 4.4% for the quarter. AMH successfully increased occupancy by 50 basis points and maintained a resident retention rate exceeding 70%. Additionally, the company was recognized as the 37th largest home builder by Builder Magazine and achieved a national Google score of 4.7 out of 5 stars. CFO Chris Lau noted a net income attributable to common shareholders of $110 million, or $0.30 per diluted share, and emphasized the company's strong balance sheet with a net debt to adjusted EBITDA ratio of 5.3 times. Despite market uncertainties, AMH maintained its 2025 guidance, citing strong sector fundamentals and a proven business model.

Strong Start to 2025

AMH reported $0.46 of core FFO per share for the first quarter, representing a 6.6% growth over the same period last year. This was driven by the acceleration of top-line metrics each month since the start of the year.

Recognition as a Leading Home Builder

AMH was recognized as the 37th largest home builder in the country by Builder Magazine, up from 39th last year.

High Resident Retention and Demand

AMH's resident retention remains above 70%, and demand for high-quality, well-located homes remains strong, as evidenced by a national Google score of 4.7 out of 5 stars.

Successful Revenue Optimization

AMH successfully began aligning lease expirations with peak leasing season demand and grew occupancy by 50 basis points.

S&P Global Credit Rating Improvement

S&P Global revised AMH's credit rating to a Positive Outlook, highlighting the company's prudent balance sheet management.

American Homes (DE:A4XA) 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

Daily Earnings Calendar >

DE:A4XA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2025	2025 (Q2)	0.14 / -	0.212	―	―	―
May 01, 2025	2025 (Q1)	0.13 / 0.25	0.254	0.00% (0.00)	―
Feb 20, 2025	2024 (Q4)	0.14 / 0.28	0.178	57.14% (+0.10)	―
Oct 29, 2024	2024 (Q3)	0.12 / 0.17	0.17	0.00% (0.00)	―
Aug 01, 2024	2024 (Q2)	0.12 / 0.21	0.229	-7.41% (-0.02)	―
May 02, 2024	2024 (Q1)	0.13 / 0.25	0.271	-6.25% (-0.02)	―
Feb 22, 2024	2023 (Q4)	0.11 / 0.18	0.212	-16.00% (-0.03)	―
Nov 02, 2023	2023 (Q3)	0.10 / 0.17	0.119	42.86% (+0.05)	―
Jul 27, 2023	2023 (Q2)	0.09 / 0.23	0.136	68.75% (+0.09)	―
May 04, 2023	2023 (Q1)	0.09 / 0.27	0.136	100.00% (+0.14)	―

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

DE:A4XA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 20, 2025	€33.23	€33.03	-0.59%
Oct 29, 2024	€33.98	€33.00	-2.87%
Aug 01, 2024	€32.98	€32.01	-2.94%
May 02, 2024	€31.39	€31.77	+1.23%

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 4 Rent (DE:A4XA) report earnings?

American Homes 4 Rent (DE:A4XA) is schdueled to report earning on Jul 31, 2025, After Close (Confirmed).

What is American Homes 4 Rent (DE:A4XA) earnings time?

American Homes 4 Rent (DE:A4XA) earnings time is at Jul 31, 2025, 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 the P/E ratio of American Homes 4 Rent stock?

The P/E ratio of American Homes is N/A.

What is DE:A4XA EPS forecast?

DE:A4XA EPS forecast for the fiscal quarter 2025 (Q2) is 0.14.

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