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Sep 30, 2025
American Homes 4 Rent Q3 2025 Earnings Report
AMH reported higher revenue and earnings in Q3 2025 driven by increased rents and a growing occupied home portfolio.
Key Takeaways
AMH delivered strong Q3 2025 results with increased net income, revenue, and Core NOI. The company benefited from higher rental rates, greater occupancy, and disciplined cost controls.
Revenue rose to $478,464,000 from increased rents and a larger occupied portfolio.
Net income attributable to common shareholders was $99,697,000, or $0.27 per share.
Core NOI from the total portfolio grew to $264,340,000, up 9.2% YoY.
651 newly constructed homes were delivered through the AMH Development Program.
Revenue by Segment
Forward Guidance
AMH raised its full year 2025 Core FFO guidance midpoint to $1.87, reflecting expectations for stronger NOI growth and better cost outlook.
Positive Outlook
- Raised Core FFO midpoint guidance to $1.87.
- Improved expectations for Core NOI growth.
- Better-than-expected property tax expense outlook.
- Modestly improved full year financing cost outlook.
- Enhanced outlook for Other income and expense, net.
Challenges Ahead
- No change to investment volume guidance.
- No increase in development pipeline target.
- Continued reliance on property sales for cash flow.
- Ongoing exposure to interest rate environment.
- Macro uncertainty could affect leasing or occupancy.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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