AMHNYSEReal Estate Investment Trusts

American Homes 4 Rent (AMH) earnings date, market-implied expected move, and options open interest by expiry

31.63

+0.07 · +0.22%

post 31.63 0.00%

Closed16:00 ET

Open31.56Volume3.8MMkt cap$11.4BP/E25.10EPS1.26Div yield4.08%

Day31.56 – 31.8327%52-wk26.66 – 34.7062%

AMH

American Homes 4 Rent

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Nov 4

after close · in 4 days

confirmedQ3 FY26

Calendar

Next report

Last report

+0.63%

shaded = implied · ▲▼ = realized

Jul 30 '26 · confirmed

Implied vs realized

Linked news

21hUSB · supplierU.S. Bancorp sells 1,000,000 depositary shares of Series P preferred
2dWFC · supplierWells Fargo to Present at the BancAnalysts Association of Boston Conference

News

Largest filed tie

13F top-10 QoQ

+4.89%

shares held · 10 largest managers

13F · Jun 30 '26123d lag

481 managers

Top fund weight

0.55%

AMH weight · VNQ

N-PORTJul 31 '26

4 funds

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

American Homes 4 Rent (AMH) reports on Nov 4 after close (confirmed date).

Implied vs realized

1 report

—≥ implied

Q2 FY26Jul 30 '26confirmed—▲+0.63%—

quarterimplied−5%0+5%realized×

Q2 FY26—▲+0.63%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 2 expiries · Oct 30 close

0.82OI · 2 expiries · Oct 30 closeP/C open interest · Dec 18 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

2120%Dec 1848d2600%

103+2%Mar 19139d0.611680%0.61

ExpiryPutsCallsP/C

Dec 1848d2120%2600%0.82

Mar 19139d103+2%1680%0.61

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ2 FY26

28.27%as filednet margin · revenue −0.41% QoQ · +2.75% YoY

Revenue$470M−0.41%

Gross profit$274M58.35%+1.59%

Operating income$122M25.92%+3.01%

Pre-tax income$133M−10.70%

Net income$133M28.27%−10.70%

Cost of revenue$196M−3.07%

Operating expenses$152M+0.48%

Other income$11M−63.79%

Source: SEC filings · standardized · QE Jun 30 '26 · bars = % of revenue

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

GDP ×1.38· ±1.3% vs ±1.0% · 19 releases

eventrelease day|move|up · n×base

GDPgross domestic product±1.3%10 of 19×1.38

FOMCrate decision±1.2%9 of 24×1.21

PPIproducer prices±1.2%5 of 11×1.19

PCEpersonal income & outlays±1.1%10 of 19×1.16

NFPjobs report±0.8%3 of 10×0.77

CPROFcorporate profits±0.7%6 of 12×0.76

CPIconsumer prices±0.6%5 of 11×0.67

Bar = avg |move| to ±2% · tick = ±1.0% avg day · ×base = |move| ÷ ±1.0% · min 6 releases

Earnings history

EPS 0.31 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Jul 30 '26 · confirmed	0.31	—
Q1 FY26	—	0.35	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod