)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
American Homes 4 Rent (AMH) investor relations material
American Homes 4 Rent BofA Securities 2025 Global Real Estate Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BofA Securities 2025 Global Real Estate Conference summary10 Sep, 2025
Industry outlook and demand trends
Single-family rental sector benefits from strong long-term fundamentals, driven by millennial demand and affordability challenges.
Portfolio diversification across U.S. markets supports resilience, with Midwest, Seattle, Salt Lake City, Carolinas, and Florida showing strong performance.
Markets like Austin, San Antonio, and Phoenix face supply pressures, but long-term fundamentals remain positive.
Demand is balanced by strong renewals, with new lease moderation less pronounced than in previous years.
Differentiation comes from focus on single-family detached homes and capital allocation strategy.
Operational performance and portfolio management
August quarter-to-date same-home occupancy was 96%, with blended spreads in the high 3% range.
Lease expirations have been shifted to earlier in the year, optimizing for peak leasing season and reducing back-half occupancy moderation.
Earn-in for 2026 expected just below 2%, similar to prior years.
Bad debt remains low, with collections tracking better than expectations; resident profile remains strong with high incomes and stable credit.
Portfolio acquisitions are limited, with a gap between seller and buyer expectations; focus remains on internal development and selective opportunities.
Development, capital allocation, and financial strategy
On track to deliver over 2,200 new homes in 2024, with development yields improving to mid-5% and potential for 6%+ on finished lot deals.
Vertical construction costs remain flat or slightly down, absorbing tariff impacts through optimization and labor availability.
Development program is self-funded through retained cash flow, dispositions, and modest incremental leverage, with no need for new equity.
Portfolio acquisitions can be value-accretive, with operational improvements driving yields from low-5% to high-5% or near 6%.
Final securitization payoff will leave the balance sheet 100% unencumbered, freeing up 18,000 homes for asset management and disposition.
Finished lot deals: What yields are expected?
Insurance cost trends and captive strategy?
Unencumbered balance sheet: How it aids growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next American Homes 4 Rent earnings date
Q3 202530 Oct, 2025
Next American Homes 4 Rent earnings date
Q3 202530 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
)
Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
Frequently asked questions
American Homes 4 Rent is a publicly traded real estate investment trust (REIT) based in the United States. American Homes 4 Rent focuses on the acquisition, renovation, leasing and management of single-family homes. The firm was founded by B. Wayne Hughes, who also founded industry leader Public Storage in 1972. American Homes 4 Rent went public in August 2013 and became a member of the S&P 500 index in September 2015.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage