secwatch.observer — SEC 8-K summary ====================================== Issuer: American Homes 4 Rent (AMH) CIK: 0001562401 Form: 8-K Filed at: 2025-10-29T23:59:59+00:00 Accession: 0001562401-25-000078 Event type: earnings Sentiment: positive Materiality: 0.70 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 AMH Q3 net income $99.7M, revenue up 7.5%; raises FY2025 Core FFO guidance -------------------------------------------------------------------------- - Q3 net income $99.7M ($0.27 diluted) vs $73.8M ($0.20) a year ago. - Revenue rose 7.5% to $478.5M; Core FFO per share $0.47 (+6.2% YoY). - Same-Home Core NOI grew 4.6% YoY; blended rate growth 3.6% (renewals +4.0%). - Paid off final $426.1M securitization; fully unencumbered balance sheet; debt $4.9B at 4.5% rate. - Raised FY2025 Core FFO guidance midpoint to $1.87 (range $1.86-$1.88); delivered 651 homes in Q3. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1562401/000156240125000078/0001562401-25-000078-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1562401/000156240125000078/amh-20251029.htm HTML page: https://secwatch.observer/filing/0001562401-25-000078 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer