Beazer Homes ( BZH ) is your Bear of the Day because after reporting continued slow growth in their Q4 of FY'25 (ended September), analysts took the Zacks EPS FY'26 consensus down 19% from $1.81 to $1.47. For the quarter ended September 2025, this small-cap homebuilder, with projected revenues of nearly $2.5 billion for the current fiscal year, reported revenue of $791.9 million, down 1.8% over the same period last year.
Beazer Homes USA, Inc. faces near-term headwinds as home prices and new build activity decline, but remains fundamentally attractive for long-term investors. BZH's recent quarterly results exceeded analyst revenue and EPS expectations, despite falling profitability and a challenging housing market environment. The stock trades at low absolute valuation multiples but carries higher leverage than peers; BZH management is prioritizing deleveraging and community expansion.
Beazer Homes USA, Inc. ( BZH ) Q4 2025 Earnings Call November 13, 2025 5:00 PM EST Company Participants David Goldberg - Senior VP, CFO & Treasurer Allan Merrill - Chairman, President & CEO Conference Call Participants Rohit Seth - B. Riley Securities, Inc., Research Division Alan Ratner - Zelman & Associates LLC Alexander Rygiel Richard Reid - Wells Fargo Securities, LLC, Research Division Julio Romero - Sidoti & Company, LLC James McCanless - Wedbush Securities Inc., Research Division Presentation Operator Good afternoon, and welcome to the Beazer Homes Earnings Conference Call for the Fourth Fiscal Quarter and Full Year Ended September 30, 2025.
| Household Durables Industry | Consumer Discretionary Sector | Allan P. Merrill CEO | XFRA Exchange | US07556Q8814 ISIN |
| US Country | 1,158 Employees | - Last Dividend | 12 Oct 2012 Last Split | 23 Feb 1994 IPO Date |
Beazer Homes USA, Inc. is a prominent homebuilding company based in the United States, with its foundation laid in 1985. With headquarters in Atlanta, Georgia, the company has made a significant mark in the housing industry by designing, constructing, and selling a wide range of single-family and multi-family homes. Beazer Homes USA, Inc. leverages its expertise to serve a diverse clientele across various states, including Arizona, California, Nevada, Texas, Indiana, Delaware, Maryland, Tennessee, Virginia, Florida, Georgia, North Carolina, and South Carolina. Through a blend of commissioned new home sales counselors and independent brokers, the company efficiently markets its homes to potential buyers, thereby ensuring a broad reach within the residential market.
Under the Beazer Homes brand, the company offers uniquely designed single-family homes that cater to a range of customer preferences. These homes are known for their quality construction, innovative designs, and energy efficiency, making them a preferred choice for homeowners seeking comfort and sustainability.
The Gatherings product line specifically targets the active adult demographic, offering an array of multi-family homes that are tailored to meet the needs and aspirations of older adults. These homes are designed with a focus on accessibility, convenience, and community living, thereby promoting a vibrant and engaging lifestyle for its residents.
With the innovative Choice Plans, Beazer Homes USA, Inc. offers homebuyers the flexibility to personalize their living spaces without the added cost. This service allows customers to select from a variety of floor plans and room-specific configurations, enabling them to tailor their homes to suit their personal tastes and functional needs.