Bear of the Day: Beazer Homes (BZH)
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's Plunge Offers Opportunity
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 Transcript
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.
Beazer (BZH) Reports Q4 Earnings: What Key Metrics Have to Say
The headline numbers for Beazer (BZH) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Beazer Homes (BZH) Q4 Earnings and Revenues Top Estimates
Beazer Homes (BZH) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.8 per share. This compares to earnings of $1.69 per share a year ago.
Unveiling Beazer (BZH) Q4 Outlook: Wall Street Estimates for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Beazer (BZH), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.
Beazer Homes USA: The Picture Has Worsened (Rating Downgrade)
Beazer Homes USA is downgraded from 'strong buy' to 'buy' due to accelerating weakness in the housing market and company fundamentals. BZH reported declining revenue, profits, and cash flow in Q3 2025, with rising cancellation rates and a shrinking backlog highlighting near-term challenges. Despite current headwinds, management remains focused on long-term growth, aiming to expand to over 200 active communities by 2027.
Compared to Estimates, Beazer (BZH) Q3 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Beazer (BZH) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Beazer Homes USA, Inc. (BZH) Q3 2025 Earnings Call Transcript
Beazer Homes USA, Inc. (NYSE:BZH ) Q3 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Allan P. Merrill - Chairman, President & CEO David I.
Beazer Homes (BZH) Q3 Earnings and Revenues Lag Estimates
Beazer Homes (BZH) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.88 per share a year ago.
Earnings Preview: Beazer Homes (BZH) Q3 Earnings Expected to Decline
Beazer (BZH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Beazer Homes USA: Patience Will Pay Off With This Homebuilder
Despite recent underperformance and declining profitability, I remain optimistic about Beazer Homes USA for long-term investors due to its undervaluation. Short-term headwinds include falling backlog, lower margins, and rising cancellation rates, all driven by weak housing market conditions and high interest rates. Management is expanding community count and investing for future growth, though near-term cash flow and debt levels will be pressured.
