{"schema_version":"secwatch.filing_event.v1","accession":"0001562401-23-000094","form_type":"8-K","ticker":"AMH","cik":"0001562401","company_name":"American Homes 4 Rent","filed_at":"2023-07-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:34.334307+00:00","generated_at":"2026-06-13T00:29:53.342501+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"AMH Q2 net income $98M, raises FY Core FFO guidance; announces $625M JV","bullets":["Net income $98M ($0.27 diluted) vs $56.6M ($0.16) YoY; revenue +9.3% to $395.5M.","Core FFO $0.41/share (+7.6% YoY); FY guidance raised to $1.62-$1.66 per share (midpoint $1.64).","Same-Home Core NOI +4.8% to $193M; average occupied days 97% with 9.4% rate growth on new leases.","Formed $625M second JV with J.P. Morgan AM; AMH holds 20% ownership, earns development/management fees.","Moody's upgraded senior unsecured rating to Baa2 from Baa3 with stable outlook in May 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001562401-23-000094","json":"https://secwatch.observer/filing/0001562401-23-000094.json","markdown":"https://secwatch.observer/filing/0001562401-23-000094.md","text":"https://secwatch.observer/filing/0001562401-23-000094.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1562401/000156240123000094/0001562401-23-000094-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1562401/000156240123000094/amh-20230727.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T00:29:53.342501+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"c412a16b7440b14fbe9537ed17ef9539cdbe6d41","claim":"American Homes 4 Rent reported the quarter ended June 30, 2023 results: revenue $395.5 million, net income $98.0 million, EPS $0.27 per diluted share. Guidance raised.","evidence_excerpt":"Net income attributable to common shareholders totaled $98.0 million, or $0.27 per diluted share, for the second quarter of 2023, compared to $56.6 million, or $0.16 per diluted share, for the second quarter of 2022. This increase was primarily due to higher net gains on property sales, a larger number of occupied properties, higher rental rates and a nonrecurring noncash charge resulting from the redemption of our Series F perpetual preferred shares in the second quarter of 2022. Rents and other single-family property revenues increased 9.3% to $395.5 million for the second quarter of 2023, compared to $361.9 million for the second quarter of 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1562401/000156240123000094/0001562401-23-000094-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended June 30, 2023"},{"label":"Revenue","value":"$395.5 million"},{"label":"Net income","value":"$98.0 million"},{"label":"EPS","value":"$0.27 per diluted share"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"f867f378134a84d4bb7cd8ff5070dfb72b31c274","claim":"American Homes 4 Rent reported the six-month period ended June 30, 2023 results: revenue $793.3 million, net income $215.5 million, EPS $0.59 per diluted share.","evidence_excerpt":"Net income attributable to common shareholders totaled $215.5 million, or $0.59 per diluted share, for the six-month period ended June 30, 2023, compared to $112.5 million, or $0.32 per diluted share, for the six-month period ended June 30, 2022. This increase was primarily due to higher net gains on property sales, a larger number of occupied properties, higher rental rates and a nonrecurring noncash charge resulting from the redemption of our Series F perpetual preferred shares in the second quarter of 2022. Rents and other single-family property revenues increased 10.5% to $793.3 million for the six-month period ended June 30, 2023, compared to $718.0 million for the six-month period ended June 30, 2022.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1562401/000156240123000094/0001562401-23-000094-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the six-month period ended June 30, 2023"},{"label":"Revenue","value":"$793.3 million"},{"label":"Net income","value":"$215.5 million"},{"label":"EPS","value":"$0.59 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}