Beazer Homes USA (NYSE:BZH – Get Free Report) issued its quarterly earnings data on Thursday. The construction company reported ($0.03) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.72) by $0.69, FiscalAI reports. The firm had revenue of $409.85 million during the quarter, compared to analysts’ expectations of $448.79 million. Beazer Homes USA had a net margin of 0.44% and a return on equity of 2.11%. Beazer Homes USA’s revenue for the quarter was down 27.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.42 earnings per share.
Here are the key takeaways from Beazer Homes USA’s conference call:
- Management lowered its near‑term targets—now expects a sales pace just above 2 (versus prior 2.5 target) and 200–300 bps of margin expansion by Q4, reducing the likelihood of full‑year EBITDA growth.
- Product mix is improving with to‑be‑built sales at 43% (highest since Q1 2024) and new communities at 34%, supporting higher ASPs (Q2 closed ASP $525k; backlog >$580k) and sequential margin gains.
- Disciplined capital allocation—executed $30M of a $72M repurchase plan in Q2, buying >1M shares at ~60% of book and on track to repurchase nearly 20% of shares since early FY2025.
- Strong liquidity and land position—~$400M total liquidity (including $160M cash), revolver increased to $525M and extended to March 2030, and a robust lot pipeline with 60% option‑controlled land.
Beazer Homes USA Price Performance
Shares of BZH stock traded up $0.42 during mid-day trading on Thursday, reaching $21.59. The company’s stock had a trading volume of 388,959 shares, compared to its average volume of 363,832. Beazer Homes USA has a 1-year low of $18.58 and a 1-year high of $28.33. The company has a market cap of $637.15 million, a P/E ratio of 71.97, a PEG ratio of 1.75 and a beta of 2.21. The company has a debt-to-equity ratio of 0.94, a quick ratio of 1.81 and a current ratio of 19.62. The firm’s 50-day moving average is $21.82 and its two-hundred day moving average is $22.45.
Institutional Investors Weigh In On Beazer Homes USA
Wall Street Analyst Weigh In
Several research analysts recently commented on the stock. Wall Street Zen downgraded shares of Beazer Homes USA from a “hold” rating to a “strong sell” rating in a report on Saturday, January 31st. Zacks Research upgraded shares of Beazer Homes USA from a “strong sell” rating to a “hold” rating in a report on Friday, January 16th. Finally, Weiss Ratings lowered Beazer Homes USA from a “hold (c)” rating to a “sell (d)” rating in a research note on Friday, January 30th. Two investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $31.33.
About Beazer Homes USA
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.
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