Sidoti Comments on Beazer Homes USA’s Q3 Earnings (NYSE:BZH)

Beazer Homes USA, Inc. (NYSE:BZH) – Research analysts at Sidoti cut their Q3 2026 earnings per share (EPS) estimates for shares of Beazer Homes USA in a research report issued to clients and investors on Friday, May 8th. Sidoti analyst J. Romero now forecasts that the construction company will post earnings of ($0.43) per share for the quarter, down from their prior estimate of $0.94. The consensus estimate for Beazer Homes USA’s current full-year earnings is $0.23 per share. Sidoti also issued estimates for Beazer Homes USA’s Q4 2026 earnings at $0.44 EPS, FY2026 earnings at ($0.92) EPS, Q1 2027 earnings at ($0.52) EPS, Q2 2027 earnings at ($0.02) EPS, Q3 2027 earnings at $0.50 EPS, Q4 2027 earnings at $1.79 EPS and FY2027 earnings at $1.75 EPS.

Beazer Homes USA (NYSE:BZH) last released its quarterly earnings results on Thursday, April 30th. The construction company reported ($0.03) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.72) by $0.69. The business had revenue of $409.85 million during the quarter, compared to the consensus estimate of $448.79 million. Beazer Homes USA had a positive return on equity of 0.99% and a negative net margin of 0.18%.The firm’s quarterly revenue was down 27.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.42 EPS.

Other analysts also recently issued reports about the company. Zacks Research upgraded Beazer Homes USA from a “strong sell” rating to a “hold” rating in a research report on Friday, January 16th. Wall Street Zen downgraded Beazer Homes USA from a “sell” rating to a “strong sell” rating in a research report on Sunday. Finally, Weiss Ratings downgraded Beazer Homes USA from a “hold (c)” rating to a “sell (d)” rating in a research report on Friday, January 30th. Two investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $31.33.

Beazer Homes USA Stock Performance

BZH opened at $25.28 on Tuesday. The business has a fifty day simple moving average of $21.18 and a 200 day simple moving average of $22.34. The company has a market capitalization of $690.90 million, a PE ratio of -168.53, a price-to-earnings-growth ratio of 6.80 and a beta of 2.15. Beazer Homes USA has a 1 year low of $17.83 and a 1 year high of $28.33. The company has a debt-to-equity ratio of 1.05, a current ratio of 15.67 and a quick ratio of 1.32.

Hedge Funds Weigh In On Beazer Homes USA

A number of institutional investors and hedge funds have recently bought and sold shares of the company. State of Alaska Department of Revenue acquired a new stake in shares of Beazer Homes USA in the third quarter valued at about $37,000. Royal Bank of Canada increased its stake in shares of Beazer Homes USA by 93.9% in the fourth quarter. Royal Bank of Canada now owns 1,883 shares of the construction company’s stock valued at $38,000 after buying an additional 912 shares during the period. Osaic Holdings Inc. increased its stake in shares of Beazer Homes USA by 454.9% in the second quarter. Osaic Holdings Inc. now owns 2,103 shares of the construction company’s stock valued at $47,000 after buying an additional 1,724 shares during the period. Comerica Bank acquired a new stake in shares of Beazer Homes USA in the third quarter valued at about $48,000. Finally, Aquatic Capital Management LLC acquired a new stake in shares of Beazer Homes USA in the third quarter valued at about $70,000. Institutional investors and hedge funds own 85.65% of the company’s stock.

Trending Headlines about Beazer Homes USA

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

• Positive Sentiment: Dream Finders Homes made an unsolicited bid to acquire Beazer Homes USA for about $704 million, or $25.75 per share, which sent the stock sharply higher as investors priced in a possible acquisition premium. Article Title
• Positive Sentiment: Beazer Homes rejected the offer as undervaluing the company, which keeps open the possibility of a higher bid or renewed deal activity that could continue to support the shares. Article Title
• Neutral Sentiment: Sidoti maintained a generally cautious outlook and lowered multiple future earnings estimates for Beazer, including FY2026, FY2027, and several quarterly forecasts, reflecting weaker near-term profitability expectations. Article Title
• Neutral Sentiment: The analyst cuts were spread across several periods, including Q3 2026, Q4 2026, Q1 2027, Q2 2027, Q3 2027, and Q4 2027, signaling lower earnings visibility even though the stock’s main driver today appears to be takeover speculation.
• Negative Sentiment: The reduced earnings estimates suggest that Beazer Homes may face softer operating performance ahead, which could limit upside if acquisition hopes fade.

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.