secwatch.observer — SEC 8-K summary
======================================

Issuer:     American Homes 4 Rent (AMH)
CIK:        0001562401
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001562401-26-000028
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AMH Q1 net income up 16% to $127.8M; Core FFO $0.48; guidance unchanged
-----------------------------------------------------------------------

- Rents & other revenue $472.0M (+2.8% YoY); net income $127.8M ($0.35 diluted) vs $110.0M ($0.30) prior year.
- Core FFO $0.48/share (+4.6% YoY); Adjusted FFO $0.45/share (+8.0% YoY).
- Same-Home Core NOI +3.7% to $245.9M; occupancy 95.1%; blended rate growth 2.2%.
- Repurchased 3.7M shares for $115.1M in Q1; new $500M authorization; April added 3.2M shares for $94M.
- Full-year 2026 Core FFO guidance reaffirmed at $1.89-$1.95; development deliveries 1,700-2,100 homes.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1562401/000156240126000028/0001562401-26-000028-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1562401/000156240126000028/amh-20260506.htm
  HTML page:      https://secwatch.observer/filing/0001562401-26-000028

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer