Jun 30, 2022

American Homes 4 Rent Q2 2022 Earnings Report

American Homes 4 Rent reported strong Q2 2022 financial results, marked by increased revenues, net income, and Core FFO, driven by portfolio growth and higher rental rates.

Key Takeaways

American Homes 4 Rent reported a 15.4% increase in rents and other single-family property revenues, reaching $361.9 million. Net income attributable to common shareholders was $56.6 million, or $0.16 per diluted share. Core FFO increased by 16.0% year-over-year to $0.38 per FFO share and unit. The company delivered 529 newly constructed homes and upgraded its corporate credit rating to BBB by S&P Global Ratings.

Rents and other single-family property revenues increased 15.4% year-over-year to $361.9 million.

Net income attributable to common shareholders totaled $56.6 million, or $0.16 per diluted share.

Core FFO attributable to common share and unit holders increased 16.0% year-over-year to $0.38 per FFO share and unit.

Delivered 529 newly constructed homes from the AMH Development program.

Total Revenue
$362M
Previous year: $314M
+15.4%
EPS
$0.34
Previous year: $0.33
+3.0%
Average Occupied Days %
97.4%
Previous year: 97.9%
-0.5%
Cash and Equivalents
$70.4M
Previous year: $40.6M
+73.4%
Total Assets
$11.9B
Previous year: $9.97B
+18.9%

American Homes 4 Rent

American Homes 4 Rent

American Homes 4 Rent Revenue by Segment

Forward Guidance

The company updated its full year 2022 guidance for Core FFO attributable to common share and unit holders to $1.54 - $1.58 and Same-Home Core NOI growth to 9.25% - 10.75%.

Positive Outlook

  • $0.01 incremental Core FFO per share contribution from increased Same-Home core revenues and NOI growth driven by full year leasing performance slightly ahead of prior expectations.

Challenges Ahead

  • ($0.01) of Core FFO per share offset from our strategically reduced 2022 investment and capital plan.