Beazer Homes USA, Inc.

BZH Consumer Cyclical Residential Construction

Beazer Homes USA, Inc.’s revenue for fiscal 2025 (year ended September 2025) was $2.4 billion, up 1.77% from fiscal 2024. In the quarter to June 2026, revenue fell 5.33%, EPS fell 1,500.0%, free cash flow fell 119.3% and total debt rose 23.3%, each against the same quarter a year earlier. Dividend growth for three consecutive years, revenue growth for three.

33.45 0.04 +0.12%
Market cap
$891.4M
P/E
0.0×
Fwd P/E
−40.4×
Dividend yield
—
F-score
5/9
Altman Z
2.51
Beneish M
−2.08
Dividend safety
n/a

Insider Decisions trades per month

Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 11.62%

Capital & Financial Ratios $m

Market Cap 891.37
Revenue 2,081.54
Net Income (7.72)
Free Cash Flow (153.09)
Net Debt 1,281.07
Current Ratio 14.64 (at or above 1.5: strong)
Debt/Equity 1.23
P/E ratio 0.00
Fwd P/E (40.40) (negative: loss-making)
P/S ratio 0.43
P/B ratio 0.77
Past 5Y EPS Growth (2.67%) (below 0%: weak)
This Y EPS Growth (139.31%) (below 0%: weak)
Next Y EPS Growth 343.24% (at or above 15%: strong)
Next Y revenue growth (10.52%) (below 0%: weak)
Next 5Y EPS Growth (6.69%) (below 0%: weak)

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/S against its own 10 years 94.95%
10-year low 10-year high
P/B against its own 10 years 70.36%
10-year low 10-year high
EV/Sales against its own 10 years 99.93%
10-year low 10-year high

Dividends

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

Assets vs Liabilities $m

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

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 $m

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
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

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
Fiscal quarters ending in the months shown.

Free Cash Flow $m

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
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

Ten years at a glance Fiscal years to September

Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Trend 2026e 2027e 2028e
Price, $
Price, $ Low 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
High 15.80 23.24 20.94 16.70 17.23 26.12 23.65 35.93 38.22 29.30
People
People Employees 1,100 1,100 1,280 1,205 1,063 1,052 1,129 1,067 1,158 1,018
Revenue/emp, $m 1.66 1.74 1.65 1.73 2.00 2.03 2.05 2.07 2.01 2.33
Income, $m
Income, $m Revenue 1,822 1,916 2,107 2,088 2,127 2,140 2,317 2,207 2,330 2,372
Gross margin, % 16.31 16.33 16.37 7.95 16.34 18.89 23.20 20.06 18.21 14.23
EBT 22 35 49 (117) 71 144 274 183 159 41
EBT margin, % 1.19 1.81 2.35 (5.59) 3.35 6.72 11.83 8.28 6.83 1.72
Net income 5 32 (45) (80) 52 122 221 159 140 46
Depreciation 14 14 14 15 16 14 13 12 15 19
Per share, $
Per share, $ Revenue 57.30 59.97 65.56 68.19 71.61 71.45 76.14 72.70 76.28 79.69
Earnings 0.15 1.00 (1.41) (2.60) 1.76 4.07 7.25 5.23 4.59 1.53
Cash flow 5.13 3.28 1.71 3.71 9.73 1.06 2.66 5.87 (4.50) 1.07
Capex (0.30) (0.38) (0.52) (0.69) (0.34) (0.47) (0.48) (0.66) (0.72) (0.95)
Free cash flow 4.83 2.90 1.19 3.02 9.39 0.58 2.18 5.21 (5.22) 0.13
Book value 20.22 21.36 20.04 17.60 19.97 24.20 30.87 36.33 40.33 41.97
Shares, m 32 32 32 31 30 30 30 30 31 30
Valuation, ×
Valuation, × P/E 83.29 19.12 0.00 0.00 7.50 4.24 1.33 4.76 7.44 15.94
P/S 0.20 0.32 0.16 0.22 0.18 0.24 0.13 0.34 0.45 0.31
P/B 0.58 0.90 0.53 0.85 0.66 0.71 0.31 0.68 0.85 0.59
EV/Sales 0.80 0.85 0.67 0.72 0.55 0.61 0.44 0.61 0.78 0.65
EV/FCF 9.51 17.62 37.18 16.34 4.23 74.23 15.46 8.51 (11.45) 405.87
Cash, $m
Cash, $m Operating cash flow 163 105 55 114 289 32 81 178 (138) 32
Capex (10) (12) (17) (21) (10) (14) (15) (20) (22) (28)
Free cash flow 153 93 38 93 279 17 66 158 (159) 4
Balance, $m
Balance, $m Working capital 1,762 1,780 1,744 1,527 1,590 1,678 1,892 2,034 2,184 2,183
Total debt 1,332 1,327 1,231 1,178 1,131 1,054 983 978 1,025 1,029
Net debt 1,089 1,023 1,078 1,056 788 780 732 592 783 811
Shareholders’ equity 643 682 644 539 593 725 939 1,103 1,232 1,249
Returns, %
Returns, % ROA 0.20 1.43 (2.09) (3.89) 2.63 5.97 10.19 6.80 5.60 1.75
ROIC 2.14 2.28 2.96 (3.52) 3.58 6.10 10.19 6.54 4.44 1.11
ROE 0.74 4.80 (6.84) (13.45) 9.23 18.52 26.52 15.53 12.01 3.67
Negative figures in brackets.

All 10 years →

Fiscal years to Sep 2025 · latest quarter Jun 2026

Charts ten years each

Beazer Homes USA, Inc. vs peers in Residential Construction (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
MTH Meritage Homes Corporation $3.9B 12.3× 13.6× −13.77% (below 0%: shrinking) −33.01% (below 0%: shrinking) +2,516.98% (above 0%: growing) 18.60% 8.19% Compare
MHO M/I Homes, Inc. $3.2B 10.3× 10.9× −8.54% (below 0%: shrinking) −31.86% (below 0%: shrinking) −11.50% (below 0%: shrinking) 22.15% 9.53% Compare
GRBK Green Brick Partners, Inc. $2.7B 9.2× 12.0× −8.70% (below 0%: shrinking) −8.06% (below 0%: shrinking) −113.25% (below 0%: shrinking) 31.90% 19.54% Compare
KBH KB Home $2.7B 12.0× 16.2× −19.96% (below 0%: shrinking) −35.34% (below 0%: shrinking) −178.04% (below 0%: shrinking) 5.54% 5.54% Compare
LGIH LGI Homes, Inc. $1.0B 15.1× 17.3× +5.70% (above 0%: growing) −14.71% (below 0%: shrinking) +254.15% (above 0%: growing) 19.71% 5.61% Compare
BZH Beazer Homes USA, Inc. $891.4M — (loss-making) — (loss-making) −5.33% (below 0%: shrinking) n/m −119.25% (below 0%: shrinking) 12.80% (2.20%)
DFH Dream Finders Homes, Inc. $764.1M 6.1× 10.9× −7.57% (below 0%: shrinking) −52.63% (below 0%: shrinking) −36.48% (below 0%: shrinking) 14.52% 2.44% Compare
LEGH Legacy Housing Corporation $647.9M 12.7× 10.9× +32.27% (above 0%: growing) +62.30% (above 0%: growing) +238.78% (above 0%: growing) 49.43% 39.88% Compare
HOV Hovnanian Enterprises Inc $602.7M 86.1× 86.5× −11.85% (below 0%: shrinking) n/m −160.88% (below 0%: shrinking) 13.12% 0.81% Compare
Median of peers $1.8B 12.1× 12.8× −8.62% −31.86% −23.99% 19.16% 6.90%

All 19 Residential Construction stocks →

Beazer Homes USA, Inc. (BZH) key facts

  • Concern: Net income was $45.6 million, or $1.53 per share (basic), a net margin of 1.92%.
  • Strength: Beazer Homes USA, Inc.’s revenue for fiscal 2025 (year ended September 2025) was $2.4 billion, up 1.77% from fiscal 2024.
  • Beazer Homes USA, Inc. (BZH) is a Residential Construction company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • As of October 16, 2026, BZH traded at $33.45, a market capitalization of $891.4 million.
  • Return on equity was 3.67% and debt-to-equity 1.23.
  • Its Piotroski F-score is 5 out of 9 and its Altman Z-score is 2.51 (grey zone) for fiscal 2025.

Source: company filings (standardised) and stockrow calculations.

Beazer Homes USA, Inc. (BZH) Latest News

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