NYSE$AMH

American Homes 4 Rent · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

American Homes 4 Rent reported financial and operating results for Q3 2024, including a portfolio acquisition of nearly 1,700 single-family rental homes and raised full year 2024 guidance.

American Homes 4 Rent (AMH) announced its Q3 2024 financial results, featuring a 5.5% year-over-year increase in rents and other single-family property revenues, totaling $445.1 million. The company reported net income attributable to common shareholders of $73.8 million, or $0.20 per diluted share. AMH also acquired a portfolio of nearly 1,700 single-family rental homes for approximately $480 million and raised its full-year Core FFO guidance.

  • Rents and other single-family property revenues increased 5.5% year-over-year to $445.1 million.
  • Net income attributable to common shareholders totaled $73.8 million, or $0.20 per diluted share.
  • Same-Home Average Occupied Days Percentage of 95.9% with 5.2% blended rate growth.
  • Delivered 753 newly constructed homes from the AMH Development Program.

Headline financials

Total Revenue

$445M

Previous: $422M+5.5%
EPS

$0.20

Previous: $0.35-42.9%
Capital Expenditures

-$41.8M

Previous: -$29.7M-40.5%
Free Cash Flow

$45.9M

Previous: $58.3M-21.4%
Net Income

$87.6M

Previous: $88.1M-0.5%
Operating Income

$306M

Previous: $52.9M+478.8%
Gross Profit

$445M

Previous: $422M+5.5%
Cash & Equivalents

$162M

Previous: $69.5M+133.7%
Total Assets

$12.8B

Previous: $12.6B+2.3%
Stock-Based Comp

$5.74M

Previous: $6.42M-10.5%

Revenue & EPS history

American Homes 4 Rent · Revenue · Quarterly

$445M

Q3 2024+5.5%vs Q3 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

American Homes 4 Rent · $422M total across 1 segment · Q3 2023

  • Single-family property revenues
    $422M+7.7%

Forward guidance

The company raised Core FFO guidance midpoint by $0.01 per share primarily related to increased Core NOI growth from the Same-Home portfolio driven by both better than expected property tax expense outlook and cost controls on controllable expenses. The company revised Wholly owned acquisitions guidance includes bulk portfolio acquired during the fourth quarter as well as a small volume of individual property acquisitions.

Tailwinds

  • Raised Core FFO guidance midpoint by $0.01 per share
  • Increased Core NOI growth from the Same-Home portfolio
  • Better than expected property tax expense outlook
  • Cost controls on controllable expenses
  • Revised Wholly owned acquisitions guidance includes bulk portfolio acquired during the fourth quarter as well as a small volume of individual property acquisitions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

+0.3%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+1.1%

Avg return

30 days after

53%

27 / 51 earnings

Positive

+7.6%

Q3 2023

Best reaction

-5.3%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%-2.7%+2.5%
Q4 2025-4.2%-3.4%-11.3%
Q3 2025+0.8%+1.0%+0.8%
Q1 2025+3.6%+2.4%-0.1%
Q4 2024-1.6%-2.5%+1.9%
Q3 2024-4.0%-8.4%+1.0%
Q2 2024+4.6%+5.5%+10.2%
Q1 2024-0.5%+1.5%+0.3%
Q4 2023+1.5%+4.1%+4.6%
Q3 2023+7.6%+5.3%+12.3%
Q2 2023+0.8%+1.6%-3.8%
Q1 2023+5.4%+5.9%+4.9%
Q4 2022-4.0%-5.6%-9.2%
Q3 2022-2.9%-4.9%+4.3%
Q2 2022-0.0%+0.4%-5.5%
Q1 2022-2.3%-6.8%-2.3%
Q4 2021+3.9%+0.8%+4.9%
Q3 2021-2.8%-1.7%-0.4%
Q2 2021+0.6%-2.1%+1.8%
Q1 2021+2.9%+2.1%+5.9%
Q4 2020-1.8%-4.1%+7.0%
Q3 2020+3.9%-1.4%+0.4%
Q2 2020+0.6%-3.1%-1.4%
Q1 2020+3.6%-0.7%+13.4%
Q4 2019-4.6%+2.7%-14.8%
Q3 2019-0.6%-0.7%+1.9%
Q2 2019-0.6%-3.0%+2.1%
Q1 2019+1.7%-0.9%+2.2%
Q4 2018-3.5%-3.4%-0.4%
Q3 2018-5.3%-5.6%-1.1%
Q2 2018+1.1%+0.9%+3.8%
Q1 2018+1.3%+1.7%-0.3%
Q4 2017+1.0%+1.1%-0.2%
Q3 2017-0.2%+2.1%+0.5%
Q2 2017-1.1%-2.5%-2.2%
Q1 2017-2.9%-3.1%+1.1%
Q4 2016+2.0%+2.5%+0.8%
Q3 2016+5.2%+5.1%+3.0%
Q2 2016+4.4%+5.2%+3.8%
Q1 2016+5.9%
Q4 2015+4.6%
Q3 2015-3.6%
Q2 2015-4.5%
Q1 2015+1.8%
Q4 2014+0.9%
Q3 2014-2.5%
Q2 2014-0.7%
Q1 2014+1.5%
Q4 2013-1.5%
Q3 2013+0.7%
Q2 2013-1.4%
Q1 2013
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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