Beazer Homes USA, Inc. operates as a residential property developer and builder across the United States. The company is responsible for the ...
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Est. EPS $-0.60 · Revenue $2.09B · 1 analysts
Est. EPS $-0.47 · Revenue $438.60M · 2 analysts
Est. EPS $-0.03 · Revenue $495.65M · 1 analysts
Est. EPS $0.43 · Revenue $611.80M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.4B | +1.8% | +26.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $45.6M | -67.5% | -367.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +14.2% | -21.8% | +13.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +1.5% | -74.9% | +52.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.9% | -68.0% | -271.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $3.5M | +102.2% | -115.9% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +0.1% | +102.1% | -71.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 84.6% | -0.2% | +17.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 11.38x | +11.8% | +42.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.6B | +0.7% | +5.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.52 vs 1.40 | +8.8% | -0.16 vs -0.36 | +55.9% |
| Revenue Surprise | $2.4B vs $2.3B | +5.1% | $516.3M vs $510.6M | +1.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 1, 2026 | Dunn Michael Anthony | officer: SVP, GC and Corp Secretary | Common Stock | D | 328 | $32.10 |
| Feb 4, 2026 | SHEPHERD DANNY R | director | Common Stock | A | 500 | — |
| Dec 8, 2025 | HECKES HOWARD C | director | Common Stock | A | 5,988 | — |
| Dec 8, 2025 | HECKES HOWARD C | director | No securities are beneficially owned | — | 0 | — |
| Nov 20, 2025 | Sun Pei | officer: VP & Chief Accounting Officer | Common Stock | D | 76 | $19.92 |
Operator: Please continue to standby. The conference will begin in approximately one minute. Again, please continue to stand by, and thank you for your patience. Good afternoon, and welcome to the Beazer Homes USA, Inc. earnings conference call for the second quarter ended March 31, 2026. Today's call is being recorded and a replay will be available on the company's website later today. In addition, PowerPoint slides intended to accompany this call are available in the Investor Relations section of the company's website at bezier.com. At this point, I will turn the call over to David I. Goldberg, Senior Vice President and Chief Financial Officer. Thank you. David I. Goldberg: Good afternoon, and welcome to the Beazer Homes USA, Inc. conference call discussing our results for 2026. Joining me today is Allan P. Merrill, our Chairman and Chief Executive Officer. After our prepared commentary, we will open up the line and Allan and I will be happy to take your questions. Before we begin, you should be aware that during this call, we will be making forward-looking statements. Such statements involve known and unknown risks, uncertainties, and other factors described in our SEC filings that may cause actual results to differ materially from our projections. Any forward-looking statement speaks only as of the date this statement is made. We do not undertake any obligation to update or revise any forward-looking statements as a result of new information, future events, or otherwise. New factors emerge from time to time, and it is simply not possible to predict all such factors. I will now turn the call over to Allan. Allan P. Merrill: Thanks, Dave, and thank you for joining us. I am going to organize my comments today around three topics: the highlights from our second quarter results, our responses to a challenging demand environment, and a review of our progress toward our multiyear goals. Relative to the second quarter, despite some new challenges in the macro environment, we were encouraged that our community count, sales pace, ASP, and gross margin all came in right around our expectations. Of particular note, getting our sales pace back over two per community per month was important, as was the improvement in our Houston business, which was up nicely year over year. Digging a little deeper into the quarter, we were able to drive to-be-built sales higher, to 43% of gross sales, the highest level since 2024. Our new communities, which we define as beginning sales after March, represented 34% of gross sales, up sequentially from 24% last quarter. Both of these positive mix dynamics will contribute to higher ASPs and margins in the back half of the year. From a balance sheet perspective, we have maintained a robust lot pipeline with a healthy 60% controlled by options. During the quarter, we increased liquidity by upsizing our revolver, and we grew book value per share by buying back more than 1 million shares at about 60% of book. Bottom line, our …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Allan Merrill | Chairman, President & Chief Executive Officer | USD 3,088,722 | Male | 1966 | Active |
David I. Goldberg | Senior Vice President, Chief Financial Officer & Treasurer | USD 1,497,546 | Male | 1979 | Active |
Michael Anthony Dunn | Senior VP, General Counsel and Corporate Secretary | USD 545,186 | Male | 1979 | Active |
Bruce Craig | Area President | — | Male | — | Active |
Mark Chekanow | Vice President of Investor Relations | — | Male | — | Active |
Elicia Lynn Azali | Chief Marketing Officer | — | Female | — | Active |
Beazer (BZH) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
Bala Cynwyd, Pennsylvania--(Newsfile Corp. - August 26, 2026) - Law office of Brodsky & Smith announces that it is investigating potential claims against the Board of Directors of Beazer Homes USA, Inc. ("Bowman" or the "Company") (NYSE: BZH) for possible breaches of fiduciary duty and other violations of federal and state law in connection with the sale of the Company to Dream Finders Homes, Inc. (NYSE: DFH) for $33.50 for each share of Beazer common stock in an all-cash transaction at an enterprise value of approximately $2.2 billion. The investigation concerns whether the Bowman Board breached its fiduciary duties to shareholders by failing to conduct a fair process, including whether the proposed transaction is paying fair value to shareholders of the Company.
BALA CYNWYD, Pa., Aug. 24, 2026 (GLOBE NEWSWIRE) -- Brodsky & Smith reminds investors of the following investigations. If you own shares and wish to discuss the investigation, contact Jason Brodsky (jbrodsky@brodskysmith.com) or Marc Ackerman (mackerman@brodskysmith.com) at 855-576-4847. There is no cost or financial obligation to you.
Beazer Homes USA, Inc. (NYSE: BZH - Get Free Report)'s stock price passed above its 200-day moving average during trading on Thursday. The stock has a 200-day moving average of $25.84 and traded as high as $33.23. Beazer Homes USA shares last traded at $33.15, with a volume of 500,976 shares. Wall Street Analysts Forecast
BALA CYNWYD, Pa., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Brodsky & Smith reminds investors of the following investigations. If you own shares and wish to discuss the investigation, contact Jason Brodsky (jbrodsky@brodskysmith.com) or Marc Ackerman (mackerman@brodskysmith.com) at 855-576-4847. There is no cost or financial obligation to you.
