Beazer Homes USA (NYSE:BZH) Posts Quarterly Earnings Results

Beazer Homes USA (NYSE:BZH) posted its quarterly earnings results on Thursday. The construction company reported ($1.13) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.49) by ($0.64), FiscalAI reports. Beazer Homes USA had a net margin of 1.92% and a return on equity of 4.46%. The business had revenue of $363.49 million for the quarter, compared to analysts’ expectations of $423.23 million. During the same quarter in the previous year, the company earned $0.10 earnings per share. The business’s quarterly revenue was down 22.5% on a year-over-year basis.

Here are the key takeaways from Beazer Homes USA’s conference call:

• Q1 was weak with 763 homes sold (1.5 sales per community per month), adjusted EBITDA of negative $11.2M and diluted loss per share of $1.13, which included a one‑time $6.4M pre‑tax litigation charge.
• Management reports improving buyer traffic since mid‑December and January sales pace in line with the prior year, giving a plausible path to stronger H2 sales if market conditions stabilize.
• The company expects roughly 300 basis points of homebuilding gross margin expansion by year‑end driven by >$10,000 per‑home direct cost reductions, favorable mix from newer communities, and more to‑be‑built sales.
• Solar‑Included Homes are being expanded (targeting ~20% of business by year‑end), with installation costs reduced to under $2/kWh and early results showing strong buyer enthusiasm and above‑average margins in those communities.
• Capital allocation is focused on selling ~$150M of non‑strategic land to fund accretive share repurchases ($72M remaining authorization), with management targeting 5%–10% book value per share growth by year‑end while keeping net leverage at or below ~40%.

Beazer Homes USA Stock Performance

Shares of BZH traded down $2.23 during mid-day trading on Friday, reaching $21.99. The company had a trading volume of 1,497,653 shares, compared to its average volume of 477,736. The stock has a market capitalization of $648.78 million, a P/E ratio of 14.37, a PEG ratio of 1.00 and a beta of 2.18. Beazer Homes USA has a 52-week low of $17.37 and a 52-week high of $27.29. The stock has a 50 day moving average of $22.22 and a two-hundred day moving average of $23.29. The company has a quick ratio of 2.07, a current ratio of 16.21 and a debt-to-equity ratio of 0.82.

Analyst Ratings Changes

Several analysts recently commented on the stock. Wall Street Zen raised shares of Beazer Homes USA from a “sell” rating to a “hold” rating in a research report on Saturday, December 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of Beazer Homes USA in a research note on Monday, December 29th. Finally, Zacks Research upgraded Beazer Homes USA from a “strong sell” rating to a “hold” rating in a research report on Friday, January 16th. Two research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $31.33.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the stock. Caxton Associates LLP increased its position in Beazer Homes USA by 46.6% in the 3rd quarter. Caxton Associates LLP now owns 39,843 shares of the construction company’s stock valued at $978,000 after acquiring an additional 12,665 shares during the period. Verition Fund Management LLC lifted its holdings in shares of Beazer Homes USA by 200.8% in the third quarter. Verition Fund Management LLC now owns 61,709 shares of the construction company’s stock valued at $1,515,000 after purchasing an additional 41,195 shares in the last quarter. Millennium Management LLC raised its holdings in shares of Beazer Homes USA by 928.5% in the third quarter. Millennium Management LLC now owns 376,183 shares of the construction company’s stock worth $9,235,000 after acquiring an additional 339,607 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in Beazer Homes USA in the 3rd quarter valued at $321,000. Finally, Brevan Howard Capital Management LP lifted its position in Beazer Homes USA by 31.3% during the third quarter. Brevan Howard Capital Management LP now owns 55,815 shares of the construction company’s stock worth $1,370,000 after buying an additional 13,299 shares during the period. Institutional investors and hedge funds own 85.65% of the company’s stock.

Beazer Homes USA News Roundup

Here are the key news stories impacting Beazer Homes USA this week:

• Positive Sentiment: Management is still pursuing community expansion and a share buyback program, which could support long‑term value if demand stabilizes and execution improves. Beazer Homes: Q1 Miss Adds To Value Trap Fears
• Neutral Sentiment: Investors can review the full earnings call transcript, slide deck and press release to assess management’s detailed commentary and any forward guidance. Earnings Call Transcript
• Negative Sentiment: Q1 results missed expectations: Beazer reported a quarterly loss (approximately $0.90–$1.13 per share across reports) and revenue declined ~22% YoY to roughly $363.5M — well below consensus revenue estimates. Marketbeat: Q1 Results
• Negative Sentiment: Gross margins compressed (reported near ~14%), orders weakened and cancellations rose, signaling demand softness that directly pressures profitability for homebuilders. SA: Q1 Analysis
• Negative Sentiment: Leverage and liquidity are potential concerns given slowdown: the company has meaningful debt relative to equity and is pursuing capital deployment while revenue and margins fall. Investors flagged elevated execution risk. Zacks: Q1 Metrics

Beazer Homes USA Company Profile

Beazer Homes USA, Inc is a national homebuilder specializing in the design, construction and sale of single-family homes. The company serves a diverse range of buyers, offering product lines that span from entry-level homes to move-up and active adult communities. In addition to its core homebuilding operations, Beazer provides mortgage financing, title and closing services through its subsidiaries, aiming to simplify the home-buying process and manage risk across the transaction.

Operating in key growth markets across the United States, Beazer Homes maintains a presence in more than a dozen metropolitan areas, including select markets in the Southeast, Southwest and West.