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American Homes (AMH)
NYSE:AMH
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.17Last Year’s EPS
0.25Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: -0.63%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
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
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.
AMH Earnings History
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
AMH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 01, 2025 | $37.89 | $39.31 | +3.75% |
Feb 20, 2025 | $35.40 | $34.84 | -1.58% |
Oct 29, 2024 | $37.22 | $36.13 | -2.93% |
Aug 01, 2024 | $36.04 | $36.93 | +2.47% |
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 (AMH) report earnings?
American Homes (AMH) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is American Homes (AMH) earnings time?
American Homes (AMH) earnings time is at Jul 31, 2025, TBA Not 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 AMH EPS forecast?
AMH EPS forecast for the fiscal quarter 2025 (Q2) is 0.17.