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American Homes 4 Rent
American Homes 4 Rent (AMH) investor relations material
American Homes 4 Rent Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary20 Feb, 2026
Executive summary
Delivered solid 2025 results with Core FFO per share of $1.87, up 5.4% year-over-year, and net income of $439 million for the year.
Rents and other single-family property revenues rose 4.2% year-over-year to $455.0 million in Q4 2025, with net income attributable to common shareholders at $123.8 million, or $0.33 per diluted share.
Focused on providing quality single-family rental housing and supporting affordability, with over 5,000 households moving out to purchase homes in 2025.
Strategic shift toward in-house development, delivering over 2,300 new homes in 2025 and planning 1,900 new deliveries in 2026.
Repurchased 8.4 million shares at $31.65 per share, about 2% of total units, with $150 million spent in Q4 2025 and $115.1 million in January 2026.
Financial highlights
Q4 2025 net income attributable to common shareholders was $123.8 million ($0.33 per diluted share).
Q4 Core FFO per share was $0.47, up 4.1% year-over-year.
Full-year 2025 Core FFO per share was $1.87, up 5.4% year-over-year.
Sold 1,827 properties in 2025 for $570 million in net proceeds at a high-3% cap rate.
Core NOI for the full year increased 7.9% to $1.06 billion.
Outlook and guidance
2026 Core FFO per share guidance is $1.89–$1.95, midpoint growth of 2.7%.
Same-Home Core revenue growth expected at 2.25%, with average monthly realized rent growth of 2.5%.
2026 Same-Home Core NOI growth expected at 2% at the midpoint.
Wholly owned development deliveries expected to be 1,300–1,900 homes, with $400–$750 million funded by recycled capital.
$115 million in share repurchases already executed in January 2026 factored into outlook.
What is the strategic rationale for net property reduction?
How do negative new lease spreads affect 2026 rent growth?
Prioritize the new $750M share repurchase program
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Next American Homes 4 Rent earnings date
Q1 20261 May, 2026
American Homes 4 Rent
Next American Homes 4 Rent earnings date
Q1 20261 May, 2026
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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.
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