American Homes 4 Rent (AMH) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - American Homes 4 Rent (AMH) reported revenue of $457.5 million for the quarter ended June 2025, marking an 8% year-over-year increase and exceeding the Zacks Consensus Estimate of $443.36 million by 3.19% [1] - The company achieved an EPS of $0.47, up from $0.25 a year ago, and surpassed the consensus EPS estimate of $0.46 by 2.17% [1] Revenue Breakdown - Same-Home core revenues were reported at $361.33 million, slightly below the average estimate of $361.49 million, reflecting a year-over-year increase of 6.7% [4] - Tenant charge-backs revenue reached $52.46 million, exceeding the average estimate of $49.99 million, with a year-over-year change of 10.7% [4] - Core revenues totaled $405.05 million, surpassing the average estimate of $400.72 million, representing a 7.7% year-over-year increase [4] - Non-Same-Home core revenues were reported at $43.72 million, exceeding the average estimate of $39.23 million, with a year-over-year change of 17% [4] Stock Performance - Over the past month, shares of American Homes 4 Rent have returned -0.5%, while the Zacks S&P 500 composite has increased by 2.7% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]