Beazer Homes USA, Inc. BZH

33.39 0.04 0.12% as of 25 Sep
Market cap
$890.0M
P/E
0.0×
Growth Flags show if company had growth for consecutive years

Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 11.62%

Capital & Financial Ratios

Market Cap 890.03
Revenue 2,081.54
Net Income (7.72)
Free Cash Flow (153.09)
Net Debt 1,281.07
Current Ratio 14.64
Debt/Equity 1.23
P/E ratio 0.00
P/S ratio 0.42
P/B ratio 0.77
Past 5Y EPS Growth —
This Y EPS Growth (139.31%)
Next Y EPS Growth 343.24%
Next 5Y EPS Growth (6.69%)
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 386 243 219 128
Receivables 46 65 78 99
Inventory 1,756 2,041 2,029 2,369
Other — — — —
2,188 2,349 2,326 2,596
2023 2024 2025 Q'26
Payables 154 164 143 177
ST’ Debt — — — —
Other — — — —
154 164 143 177
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 3.84% 2.20% 0.78%
Cash Flow 0.00% (35.62%) (26.66%)
Earnings (18.30%) (2.68%) (40.89%)
Book Value 7.08% 16.06% 9.96%

Revenue

Dec Mar Jun Sep Year
’26 363 410 516 — —
’25 469 565 545 792 2,372
’24 387 542 596 806 2,330
’23 445 544 573 645 2,207
’22 454 509 527 828 2,317
’21 429 550 571 591 2,140
’20 418 489 533 687 2,127
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Dec Mar Jun Sep Year
’26 (165) (63) (147) — —
’25 (159) 3 (62) 250 32
’24 (226) (14) (83) 185 (138)
’23 (87) 127 56 82 178
’22 (78) 20 (106) 246 81
’21 (75) 125 28 (47) 32
’20 (85) 39 105 230 289
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Dec Mar Jun Sep Year
’26 (171) (71) (154) — —
’25 (165) (4) (70) 243 4
’24 (231) (20) (88) 180 (159)
’23 (90) 123 49 76 158
’22 (81) 16 (111) 242 66
’21 (77) 121 25 (51) 17
’20 (87) 36 103 227 279
in millions of $ · fiscal quarters ending in the months shown

EPS

Dec Mar Jun Sep Year
’26 (1.13) (0.03) (0.16) — —
’25 0.10 0.42 (0.01) 1.02 1.52
’24 0.70 1.26 0.88 1.69 4.53
’23 0.80 1.13 1.42 1.80 5.16
’22 1.14 1.45 1.76 2.82 7.17
’21 0.40 0.81 1.22 1.57 4.01
’20 0.09 0.35 0.51 0.79 1.74
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

3
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
6.07 11.18 8.16 8.89 4.39 14.28 9.47 12.89 25.48 17.37

Analyst estimates 2026–2028

Powerpack
Low Price
15.80 23.24 20.94 16.70 17.23 26.12 23.65 35.93 38.22 29.30
High Price
1,100 1,100 1,280 1,205 1,063 1,052 1,129 1,067 1,158 1,018
Employees
2 2 2 2 2 2 2 2 2 2
Revenue/Emp
1,822 1,916 2,107 2,088 2,127 2,140 2,317 2,207 2,330 2,372
Revenue
16.31% 16.33% 16.37% 7.95% 16.34% 18.89% 23.20% 20.06% 18.21% 14.23%
Gross Margin
22 35 49 (117) 71 144 274 183 159 41
EBT
1.19% 1.81% 2.35% (5.59%) 3.35% 6.72% 11.83% 8.28% 6.83% 1.72%
EBT Margin
5 32 (45) (80) 52 122 221 159 140 46
Net Income
14 14 14 15 16 14 13 12 15 19
Depreciation
57.30 59.97 65.56 68.19 71.61 71.45 76.14 72.70 76.28 79.69
Revenue/Sh
0.15 1.00 (1.41) (2.60) 1.76 4.07 7.25 5.23 4.59 1.53
Earnings/Sh
5.13 3.28 1.71 3.71 9.73 1.06 2.66 5.87 (4.50) 1.07
Cash Flow/Sh
(0.30) (0.38) (0.52) (0.69) (0.34) (0.47) (0.48) (0.66) (0.72) (0.95)
Capex/Sh
4.83 2.90 1.19 3.02 9.39 0.58 2.18 5.21 (5.22) 0.13
Free CF/Sh
20.22 21.36 20.04 17.60 19.97 24.20 30.87 36.33 40.33 41.97
Book Value/Sh
32 32 32 31 30 30 30 30 31 30
Shares
83.29 19.12 0.00 0.00 7.50 4.24 1.33 4.76 7.44 15.94
PE Ratio
0.20 0.32 0.16 0.22 0.18 0.24 0.13 0.34 0.45 0.31
PS Ratio
0.58 0.90 0.53 0.85 0.66 0.71 0.31 0.68 0.85 0.59
PB Ratio
0.80 0.85 0.67 0.72 0.55 0.61 0.44 0.61 0.78 0.65
EV/Sales
9.51 17.62 37.18 16.34 4.23 74.23 15.46 8.51 (11.45) 405.87
EV/FCF
163 105 55 114 289 32 81 178 (138) 32
Op' Cash Flow
(10) (12) (17) (21) (10) (14) (15) (20) (22) (28)
Capex
153 93 38 93 279 17 66 158 (159) 4
FCF
1,762 1,780 1,744 1,527 1,590 1,678 1,892 2,034 2,184 2,183
Working Cap'
1,332 1,327 1,231 1,178 1,131 1,054 983 978 1,025 1,029
Total Debt
1,089 1,023 1,078 1,056 788 780 732 592 783 811
Net Debt
643 682 644 539 593 725 939 1,103 1,232 1,249
Sh' Equity
0.20% 1.43% (2.09%) (3.89%) 2.63% 5.97% 10.19% 6.80% 5.60% 1.75%
ROA
2.14% 2.28% 2.96% (3.52%) 3.58% 6.10% 10.19% 6.54% 4.44% 1.11%
ROIC
0.74% 4.80% (6.84%) (13.45%) 9.23% 18.52% 26.52% 15.53% 12.01% 3.67%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Sep 2025 · latest quarter Jun 2026

Beazer Homes USA, Inc. (BZH) key facts

  • Beazer Homes USA, Inc. (BZH) is a Residential Construction company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • Beazer Homes USA, Inc.’s revenue for fiscal 2025 (year ended September 2025) was $2.4 billion, up 1.77% from fiscal 2024.
  • Net income was $45.6 million, or $1.53 per share (basic), a net margin of 1.92%.
  • As of September 25, 2026, BZH traded at $33.39, a market capitalization of $890.0 million.
  • Return on equity was 3.67% and debt-to-equity 1.23.

Source: company filings (standardised) and stockrow calculations.

Beazer Homes USA, Inc. (BZH) Latest News

News by impact score

Fine-tune

24 Sep

3

Beazer Homes USA (BZH) shares are seeing elevated implied volatility in its options, led by the November 20, 2026 $45.00 call which scored among the highest IV readings today. Implied volatility signals market expectations of a sizable move in the stock’s price ahead of an upcoming event. Traders view high IV as a potential setup for selling option premium to capture time decay, though IV also reflects uncertainty about direction. On the fundamental side, Zacks ranks Beazer Homes #1 (Strong Buy) in the Building Products - Home Builders industry, and the consensus quarterly earnings estimate has risen from 90 cents to $1.00 per share over the last two months. The piece notes a possible trade development given mixed signals, with the report originally published by Zacks Investment Research and republished by Yahoo Finance. IV spike and higher quarterly estimate indicate potential price movement and shifted sentiment, even without confirmed fundamental changes.

18 Sep

3

Dream Finders Homes, Inc. announced results of consent solicitation for Beazer Homes USA, Inc.’s 8.000% Senior Notes Due 2032. Consent solicitation outcome may change terms on Beazer's senior notes and affect debt structure.

16 Sep

3

Dream Finders announced results of consent solicitations for Beazer Homes' 7.500% senior notes due 2031 and 8.000% senior notes due 2032, including amendment and extension for the 2032 notes. Consent solicitations alter Beazer's senior note terms and may shift debt costs or investor positioning.

9 Sep

4

Dream Finders Homes, Inc. launches consent solicitation for Beazer Homes USA, Inc.'s 7.500% Senior Notes Due 2031 and 8.000% Senior Notes Due 2032. Consent solicitation directly targets Beazer Homes senior notes and may alter debt terms or enable major corporate actions.

10 Aug

5

Dream Finders to acquire Beazer Homes USA in a major merger deal. Acquisition transfers full ownership and control of Beazer Homes to Dream Finders.

7 Aug

5

Dream Finders acquires Beazer Homes USA in a $2.2 billion deal. The $2.2 billion acquisition by Dream Finders ends Beazer's independent operations and redefines its market position.

5

Dream Finders strikes deal to buy Beazer Homes USA, Inc. amid ongoing consolidation among home builders. Acquisition ends Beazer's independent existence and fully redefines its trajectory.

5

Dream Finders acquires Beazer Homes USA for $915 million. Acquisition for $915 million ends Beazer's independent operations and redefines its market trajectory.

5

Millrose Properties commits up to $1.25 billion to support Dream Finders Homes' acquisition of Beazer Homes USA. Acquisition by Dream Finders Homes with $1.25 billion capital support fundamentally alters Beazer Homes' ownership and trajectory.

5

Dream Finders Homes acquires Beazer Homes USA, forming the sixth-largest U.S. homebuilder. Acquisition by Dream Finders Homes transforms Beazer into part of sixth-largest U.S. homebuilder.

4

Beazer Homes USA, Inc. (BZH) enters a $2.2 billion merger that forms the nation's sixth-largest homebuilder. The merger delivers major strategic scale that can reshape Beazer Homes competitive position and investor outlook.

4

Beazer Homes USA reports third quarter fiscal 2026 results. Quarterly results directly affect valuation and investor outlook for the homebuilder.

3

Beazer Homes USA Q3 earnings compared to estimates with key metrics analyzed including revenue, EPS and operational figures. Q3 earnings versus estimates directly inform near-term financial trajectory and investor views on operations.

14 Jul

4

A contest is underway for control of small homebuilder Beazer Homes USA, with larger industry players showing acquisition interest that could reshape ownership and strategy. Potential change in ownership represents major strategic shift likely to alter company trajectory and investor views.

10 Jul

3

Beazer Homes USA stock rose sharply this week on stronger housing demand and improved market sentiment for homebuilders. Stock price surge reflects short-term positive sentiment but lacks evidence of fundamental long-term shifts in operations or competitive position.

9 Jul

4

Major stockholder Donerail issued an open letter to Beazer Homes' board addressing DFH's revised offer. Major shareholder letter on revised acquisition offer can sway board actions and move stock price substantially.

8 Jul

4

Dream Finders raised its takeover offer for Beazer Homes USA, prompting a jump in BZH shares. Raised takeover offer represents a major strategic development that can significantly alter Beazer Homes ownership structure and trajectory.

4

Dream Finders Homes submits fifth takeover bid for Beazer Homes USA, causing Beazer shares to surge. Repeated acquisition bids signal strong potential for ownership transfer and operational overhaul at Beazer.

4

Dream Finders Homes submitted a revised all-cash offer to acquire Beazer Homes at $32 per share. Acquisition proposal at $32 per share represents a major strategic development likely to alter Beazer Homes ownership and stock trajectory.

23 Jun

3

Beazer Homes USA closes $400 million senior unsecured notes offering due 2032. Issuance of $400 million notes strengthens liquidity and supports operations without altering competitive position.

15 Jun

3

Beazer Homes USA prices $400 million offering of senior unsecured notes due 2032. Debt issuance of this size affects capital structure and interest costs with moderate long-term financial implications.

21 May

4

Dream Finders Homes released an investor presentation reaffirming its acquisition proposal for Beazer Homes and highlighting value creation opportunities for shareholders. Reaffirmed acquisition proposals represent major strategic developments with potential to significantly change Beazer Homes ownership structure and operations.

19 May

3

Beazer Homes USA lowers total cost of homeownership through new initiatives aimed at redefining housing affordability. Cost reduction efforts may improve competitive positioning in affordable housing without fundamentally shifting company trajectory.

11 May

5

Beazer Homes USA, Inc. (BZH) stock soared 30% after Dream Finders Homes launched a $704 million bid to acquire the company. A $704 million acquisition bid represents a transformative event that could redefine Beazer Homes' ownership, operations, and long-term market position.

5

Beazer Homes USA, Inc. (BZH) stock soared more than 30% following a takeover bid from Dream Finders. Takeover bid driving 30% stock surge fundamentally redefines BZH's ownership, strategy, and long-term prospects.

5

Beazer Homes USA, Inc. (BZH) shares surged after Dream Finders Homes launched a buyout proposal targeting the homebuilder. Dream Finders' buyout proposal could fundamentally transform Beazer Homes' ownership structure and long-term prospects.

5

Beazer Homes USA, Inc. (BZH) stock surged 24% after Dream Finders Homes launched a $704 million unsolicited bid to acquire the company. A $704 million acquisition bid could fundamentally redefine BZH's ownership, strategy, and long-term prospects.

5

Dream Finders Homes proposes to acquire Beazer Homes USA, Inc. (BZH) for $25.75 per share in cash. The acquisition proposal at $25.75 per share represents a game-changing event that could fundamentally redefine Beazer Homes' ownership, strategy, and long-term prospects.

4

Beazer Homes USA, Inc. announces rejection of unsolicited proposals from Dream Finders Homes. Rejection of unsolicited acquisition proposals signals strong commitment to standalone strategy, significantly influencing investor sentiment and valuation.

3

Beazer Homes USA, Inc. (BZH) stocks rise amid strong earnings reports and widespread AI optimism fueling market support. Strong earnings positively influence BZH's financial performance while AI optimism provides moderate market tailwind.

stockrow.com/BZH · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com