American Homes 4 Rent (AMH) Beats Q2 FFO and Revenue Estimates

Group 1 - American Homes 4 Rent (AMH) reported quarterly funds from operations (FFO) of $0.47 per share, exceeding the Zacks Consensus Estimate of $0.46 per share, and up from $0.45 per share a year ago, representing an FFO surprise of +2.17% [1] - The company posted revenues of $457.5 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.19%, compared to year-ago revenues of $423.49 million [2] - Over the last four quarters, American Homes 4 Rent has surpassed consensus FFO estimates three times and topped consensus revenue estimates four times [2] Group 2 - The stock's immediate price movement will depend on management's commentary on the earnings call and future FFO expectations [3] - American Homes 4 Rent shares have underperformed the market, losing about 5.8% since the beginning of the year, while the S&P 500 gained 8.2% [3] - The current consensus FFO estimate for the coming quarter is $0.46 on revenues of $464.15 million, and for the current fiscal year, it is $1.85 on revenues of $1.82 billion [7] Group 3 - The Zacks Industry Rank indicates that the REIT and Equity Trust - Residential sector is currently in the top 39% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this category [8] - Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for American Homes 4 Rent was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6]