AMH

American Homes 4 Rent (AMH) Q2 2026 Earnings Call Transcript

American Homes 4 Rent NYSE: AMH raised the midpoint of its 2026 Core FFO-per-share guidance after reporting second-quarter results that management said reflected strong leasing execution, controlled expenses, development lease-up activity and higher-than-expected disposition proceeds.

Raises Full Year 2026 Guidance LAS VEGAS, July 30, 2026 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced its financial and operating results for the quarter ended June 30, 2026. Highlights Rents and other single-family property revenues increased 2.8% year-over-year to $470.1 million for the second quarter of 2026.

LAS VEGAS, July 10, 2026 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Company will release its second quarter 2026 financial and operating results on Thursday, July 30, 2026, after the market closes. The Company will host a conference call on Friday, July 31, 2026, at 12:00 p.m.

REITs are poised for 6-7% earnings growth in coming years, outpacing the historical 3-4% average, with multiple sectors showing accelerating fundamentals. Shopping centers, healthcare (notably senior housing), and data centers are standout sectors, benefiting from robust private market demand, supply constraints, and AI-driven tailwinds. Office REITs see improving leasing, especially from AI-related demand, while quality bifurcation widens; overweight positions in BXP and CUZ reflect this thesis.

You like the idea of rental income, but you hate the idea of a tenant calling you at 2 a.m.

American Homes 4 Rent offers exposure to the growing single-family rental market across the Sunbelt and Midwest. Essex Property Trust focuses on supply-constrained multifamily apartment communities in high-demand West Coast markets.

American Homes 4 Rent stands out as an internally managed REIT focused on building, owning, and renting single-family homes. AMH maintains high tenant quality, 95% occupancy, and expects 3% rent increases, supporting consistent FFO growth without significant debt or share issuance. Shares trade at 18.76x forward AFFO, below the 10-year average, offering attractive total return potential with a well-covered 4.1% yield and ongoing buybacks.

INVH, AMH and ELS are likely to benefit as slowing apartment construction eases supply pressure and supports future rent growth.

American Homes 4 Rent (AMH) Presents at Nareit REITweek: 2026 Investor Conference Transcript