AMH Raises 2025 Core FFO View to $1.84-$1.88, Exceeds Consensus
ByAinvest
Saturday, Aug 2, 2025 12:39 am ET1min read
AMH--
In its Q2 2025 earnings call, AMH reported a core FFO per share of $0.47, beating the Zacks Consensus Estimate of $0.46 [2]. The company's adjusted FFO per share also improved to $0.42, indicating a 4.9% year-over-year growth. AMH's net income attributable to common shareholders reached $105.6 million, or $0.28 per diluted share.
Key drivers behind the upward revision include improved leasing performance, lower expense growth, and successful capital management. AMH's CEO, Bryan Smith, highlighted strong demand with foot traffic up more than 5% year-over-year and noted a 96.3% average occupied days rate. Additionally, the company's development program delivered 636 homes in the quarter, contributing to its growth trajectory.
The company's updated forecast reflects a flatter seasonal leasing curve for the remainder of 2025, supported by data-driven lease expiration management and resilient demand across key markets. AMH's disciplined development strategy, along with its focus on operational excellence and portfolio optimization, positions it well for continued growth.
AMH's financial results and revised guidance demonstrate the company's ability to navigate market conditions and capitalize on growth opportunities. Investors should closely monitor the company's future earnings reports and FFO expectations to gauge its performance and potential stock movement.
References:
[1] https://seekingalpha.com/news/4476886-american-homes-4-rent-4-rent-raises-2025-core-ffo-guidance-to-1_86-per-share-while-signaling-flatter
[2] https://www.nasdaq.com/articles/american-homes-4-rent-amh-beats-q2-ffo-and-revenue-estimates
AMH has raised its 2025 core FFO guidance to $1.84-$1.88, exceeding the consensus estimate of $1.85. The company's updated forecast reflects its strong performance and positive outlook.
American Homes 4 Rent (AMH) has announced an upward revision to its 2025 core funds from operations (FFO) guidance, reflecting robust performance and a positive outlook for the year. The company's new forecast ranges from $1.84 to $1.88 per share, surpassing the consensus estimate of $1.85. This revision underscores AMH's strong execution and growing confidence in its single-family rental strategy.In its Q2 2025 earnings call, AMH reported a core FFO per share of $0.47, beating the Zacks Consensus Estimate of $0.46 [2]. The company's adjusted FFO per share also improved to $0.42, indicating a 4.9% year-over-year growth. AMH's net income attributable to common shareholders reached $105.6 million, or $0.28 per diluted share.
Key drivers behind the upward revision include improved leasing performance, lower expense growth, and successful capital management. AMH's CEO, Bryan Smith, highlighted strong demand with foot traffic up more than 5% year-over-year and noted a 96.3% average occupied days rate. Additionally, the company's development program delivered 636 homes in the quarter, contributing to its growth trajectory.
The company's updated forecast reflects a flatter seasonal leasing curve for the remainder of 2025, supported by data-driven lease expiration management and resilient demand across key markets. AMH's disciplined development strategy, along with its focus on operational excellence and portfolio optimization, positions it well for continued growth.
AMH's financial results and revised guidance demonstrate the company's ability to navigate market conditions and capitalize on growth opportunities. Investors should closely monitor the company's future earnings reports and FFO expectations to gauge its performance and potential stock movement.
References:
[1] https://seekingalpha.com/news/4476886-american-homes-4-rent-4-rent-raises-2025-core-ffo-guidance-to-1_86-per-share-while-signaling-flatter
[2] https://www.nasdaq.com/articles/american-homes-4-rent-amh-beats-q2-ffo-and-revenue-estimates
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