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AMH expects full-year 2026 Core FFO per share and unit growth of 5.3% at the guidance midpoint, with ~1,900 expected deliveries. October 2026 same-home average occupied days were 96.0%, and blended lease spreads were 2.1%.
The Company reported net income of $379.1 million for the nine months ended September 30, 2026, versus $369.1 million in 2025. The ROAD Act, effective January 7, 2027, is expected to restrict acquisitions and could raise costs or adversely affect its REIT status.
AMH raised its 2026 core FFO per share guidance midpoint to $1.97, representing 5.3% year-over-year growth; third-quarter core FFO was $0.50, up 7.4%, and it repurchased $75 million of shares.
American Homes 4 Rent raised Full Year 2026 Core FFO guidance midpoint to $1.97, representing anticipated growth of 5.3%. Third-quarter Core FFO per share rose 7.4% to $0.50, while revenue increased 4.1% to $498.1 million.
Useful current figures from the complete screener profile.
TL;DR. AMH raised full-year 2026 Core FFO/share guidance by $0.03 to a $1.95 midpoint (4.3% growth) on stronger Same-Home cost control and development lease-up, while Same-Home occupancy slipped 40 bps YoY and several markets posted negative re-lease spreads.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Average Occupied Days Percentage | 96% | the three months ended June 30, 2026 filing | — |
| Average Occupied Days Percentage (Total/Average) | 95.6% | Three months ended June 30, 2026 filing | — |
| Avg. Blended Change in Rent (Total/Average) | 2.7% | Three months ended June 30, 2026 filing | — |
| Avg. Monthly Realized Rent per Property (Total/Average) | $2,353 | Three months ended June 30, 2026 filing | — |
| Core revenues non-GAAP | $415.99M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Rents and other single-family property revenues $470.1M
-$54.11M Tenant charge-backs
= Core revenues $415.99M
|
|||
| Same-Home Average Monthly Realized Rent per property | 2.6% | the three months ended June 30, 2026 filing | — |
| Same-Home year-over-year increase in Average Monthly Realized Rent per property | 2.6% | Three months ended June 30, 2026 filing | — |
| 2Q26 Dispositions | 701 | 2Q26 | — |
| Adjusted EBITDAre non-GAAP | 518.98M | six months ended Jun 30, 2026 | — |
| Adjusted EBITDAre - TTM non-GAAP | 1.03B | TTM ended Jun 30, 2026 | — |
| Adjusted EBITDAre Margin non-GAAP | 62.5% | six months ended Jun 30, 2026 | — |
| Adjusted FFO attributable to common share and unit holders non-GAAP | $373.36M | For the Six Months Ended June 30, 2026 | — |
| Adjusted FFO attributable to common share and unit holders per FFO share and unit non-GAAP | $0.9 | For the Six Months Ended June 30, 2026 | — |
| Average Monthly Realized Rent per Property | $2,338 | Six months ended Jun 30, 2026 | — |
| Average Net Proceeds per Property (2Q26 Dispositions, Total/Average) | $298,074 | 2Q26 | — |
| Average R&M and turnover costs, net, plus Recurring Capital Expenditures | $780 | Three Months Ended Jun 30, 2026 | — |
| Average Recurring Capital Expenditures | $269 | Three Months Ended Jun 30, 2026 | — |
| Average Total Investment Cost (2Q26 Additions, Total/Average) | $408,470 | 2Q26 | — |
| Avg. Age (years) (Total/Average, Top 20 Markets) | 18.1 | Jun 30, 2026 | — |
| Avg. Blended Change in Rent | 2.7% | second quarter of 2026 | — |
| Avg. Blended Change in Rent (Total/Average, Top 20 Markets) | 2.7% | 2Q26 QTD | — |
| Avg. Gross Book Value per Property (Total/Average, Top 20 Markets) | $242,525 | Jun 30, 2026 | — |
| Avg. Monthly Realized Rent per Property (Total/Average, Top 20 Markets) | $2,353 | 2Q26 QTD | — |
| Avg. Occupied Days Percentage (Total/Average, Top 20 Markets) | 95.6% | 2Q26 QTD | — |
| Avg. Sq. Ft. (Total/Average, Top 20 Markets) | 2,002 | Jun 30, 2026 | — |
| Blended rate growth | 2.7% | the second quarter of 2026 | — |
| Common shares outstanding | 359,815,019 | As of Jun 30, 2026 | — |
| Common Shares Repurchased | 4,114,576 | 2Q26 | — |
| Core FFO attributable to common share and unit holders non-GAAP | $402.87M | For the Six Months Ended June 30, 2026 | — |
| Core FFO attributable to common share and unit holders per FFO share and unit non-GAAP | $0.98 | For the Six Months Ended June 30, 2026 | — |
| Core NOI non-GAAP | $546.54M | Six months ended Jun 30, 2026 | — |
| Core NOI from Same-Home properties non-GAAP | $245.8M | second quarter of 2026 | — |
| FFO attributable to common share and unit holders non-GAAP | $384.55M | For the Six Months Ended June 30, 2026 | — |
| FFO attributable to common share and unit holders per FFO share and unit non-GAAP | $0.93 | For the Six Months Ended June 30, 2026 | — |
| Fixed Charge Coverage non-GAAP | 4.2 | TTM ended Jun 30, 2026 | — |
| Fully Adjusted EBITDAre non-GAAP | $489.47M | Six months ended Jun 30, 2026 | — |
| Fully Adjusted EBITDAre Margin non-GAAP | 59% | For the Six Months Ended Jun 30, 2026 | — |
| Lease spreads on new leases | 1.4% | the second quarter of 2026 | — |
| Lease spreads on renewals | 3.2% | the second quarter of 2026 | — |
| Lots for Future Delivery (Total/Average) | 5,382 | Jun 30, 2026 | — |
| Lots optioned | 356 | Jun 30, 2026 | — |
| Net Debt and Preferred Shares to Adjusted EBITDAre non-GAAP | 5.2 | Jun 30, 2026 | — |
| Newly constructed homes delivered to operating portfolio through AMH Development Program | 542 | second quarter of 2026 | — |
| Newly constructed homes delivered to unconsolidated joint ventures | 109 | the second quarter of 2026 | — |
| Number of Properties (Total/Average, Top 20 Markets) | 60,482 | Jun 30, 2026 | — |
| Number of Same-Home properties | 53,935 | Q2 2026 | — |
| Occupied single-family properties | 57,897 | As of Jun 30, 2026 | — |
| Operating partnership units | 50,136,980 | As of Jun 30, 2026 | — |
| Properties added (2Q26, Total/Average) | 542 | 2Q26 | — |
| Properties held for sale | 701 | as of June 30, 2026 | — |
| Properties held in unconsolidated joint ventures | 3,961 | as of June 30, 2026 | — |
| Properties sold | 608 | second quarter of 2026 | — |
| Properties sold (2Q26 Dispositions, Total/Average) | 608 | 2Q26 | — |
| Property Enhancing Capex | $10.11M | Three Months Ended Jun 30, 2026 | — |
| Recurring Capital Expenditures non-GAAP | -27.93M | For the Six Months Ended Jun 30, 2026 | — |
| Retained Cash Flow non-GAAP | $100.62M | For the Six Months Ended June 30, 2026 | — |
| Same-Home Average Occupied Days Percentage | 96% | second quarter of 2026 | — |
| Same-Home Core NOI non-GAAP | $490.9M | the six-month period ended June 30, 2026 | — |
| Same-Home core revenues non-GAAP | $735.8M | the six-month period ended June 30, 2026 | — |
| Single-family properties held for sale | 701 | As of Jun 30, 2026 | — |
| Single-family properties in turnover process | 1,662 | As of Jun 30, 2026 | — |
| Single-family properties leased, not yet occupied | 835 | As of Jun 30, 2026 | — |
| Single-family properties managed under joint ventures | 3,961 | Jun 30, 2026 | — |
| Total Average Occupied Days Percentage | 95.6% | As of Jun 30, 2026 | — |
| Total home deliveries through our AMH Development Program | 651 | second quarter of 2026 | — |
| Total lots owned and optioned | 5,738 | Jun 30, 2026 | — |
| Total shares and units | 409,951,999 | As of Jun 30, 2026 | — |
| Total single-family properties | 60,482 | as of June 30, 2026 | — |
| Total single-family properties wholly owned | 61,183 | Jun 30, 2026 | — |
| Total single-family properties wholly owned and managed | 65,144 | Jun 30, 2026 | — |
| Total weighted-average FFO shares and units non-GAAP | 413,038,123 | For the Six Months Ended June 30, 2026 | — |
| Turnover Rate | 15.4% | Six months ended Jun 30, 2026 | — |
| Unencumbered Core NOI percentage non-GAAP | 100% | As of Jun 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AMH
this stock
American Homes 4 Rent
|
$11.59B | +1.0% | +3.5% | 26.6 | 3.9% |
|
VMRK
Vivmark Residential
|
$49.76B | +1.9% | +4.8% | 802.8 | 2.5% |
|
ESS
Essex Property Trust, Inc.
|
$17.57B | +4.4% | +6.4% | 50.8 | 3.5% |
|
INVH
Invitation Homes Inc.
|
$15.47B | -3.4% | +4.2% | 23.6 | 3.4% |
|
SUI
Sun Communities Inc
|
$14.44B | -4.3% | +2.0% | — | 5.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
AMH expects full-year 2026 Core FFO per share and unit growth of 5.3% at the guidance midpoint, with ~1,900 expected deliveries. October 2026 same-home average occupied days were 96.0%, and blended lease spreads were 2.1%.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AMH | -1.2% | +3.6% | +1.2% | +2.6% | +1.0% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -3.8% | +4.8% | +0.7% | +2.8% | -9.6% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
