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American Homes 4 Rent AMH Business Segments — Tenant charge-backs

Similar metrics at other companies

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JLLReportable Subsegments — Reimbursement Revenue
$1.23B+10.5%
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MAASame Store — Tenant Reimbursements
$22.35M+2.4%
Ladder Capital logo
LADROperating Segments — Tenant Reimbursements
$3.58M+127%
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LADRReal Estate — Tenant Recoveries
$1.92M-6.7%
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LADRLoans — Tenant Recoveries
$0
W.P. Carey Inc. logo
WPCOwned Real Estate — Reimbursable Tenant Costs
$10.15M+81.7%

Other financials

Income statement

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Revenue$472.0M+2.8%
Net income$148.8M+15.6%
EPS (diluted)$0.35+16.7%

Balance sheet

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Cash & equivalents$208.2M-4.9%
Total debt$5.1B+4.0%
Total equity$6.9B-3.2%
Total assets$13.2B-0.9%

Cash flow

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Operating cash flow$203.1M-9.1%
CapEx$9.4M+26.2%
Free cash flow$193.7M-10.3%

Valuation

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Market cap$11.41B-27.4%
Enterprise value$16.35B-19.4%
P/E21.4×-12.2×
P/S6.1×-2.8×

Profitability

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Net margin28.6%+2.1pp
FCF margin43%-2.5pp

Returns & leverage

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Return on equity7.6%+1.0pp
Debt / equity0.7×+0.1×

Where this comes from

Reported directly by American Homes 4 Rent in its filing.

Tagged under the XBRL concept amh:VariableLeasePaymentsTenantChargebacks.

The official record: American Homes 4 Rent’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is American Homes 4 Rent's business segments — tenant charge-backs?
American Homes 4 Rent (AMH) reported business segments — tenant charge-backs of $65.9M in Q1 2026.
How has American Homes 4 Rent's business segments — tenant charge-backs changed year-over-year?
American Homes 4 Rent's business segments — tenant charge-backs increased by 3.2% year-over-year, from $63.86M to $65.9M.
What is the long-term trend for American Homes 4 Rent's business segments — tenant charge-backs?
Over 3 years (2022 to 2025), American Homes 4 Rent's business segments — tenant charge-backs has grown at a 6.0% compound annual growth rate (CAGR), from $202.61M to $241.22M.
What does business segments — tenant charge-backs mean?
Fees or costs recovered from tenants for services provided.
How do you interpret business segments — tenant charge-backs?
An increase reflects higher recovery rates or effective pass-through of costs to tenants, improving net margins.
How does business segments — tenant charge-backs compare across companies?
Similar to Expense Recoveries or CAM (Common Area Maintenance) recoveries in commercial real estate.