Beazer Homes USA (NYSE:BZH) Posts Quarterly Earnings Results, Beats Expectations By $0.69 EPS

Beazer Homes USA (NYSE:BZH) announced its quarterly earnings data on Thursday. The construction company reported ($0.03) earnings per share for the quarter, topping the consensus estimate of ($0.72) by $0.69, FiscalAI reports. Beazer Homes USA had a positive return on equity of 0.99% and a negative net margin of 0.18%.The business had revenue of $409.85 million during the quarter, compared to the consensus estimate of $448.79 million. During the same period in the prior year, the company earned $0.42 EPS. Beazer Homes USA’s revenue for the quarter was down 27.5% on a year-over-year basis.

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 Trading Down 4.5%

Beazer Homes USA stock traded down $0.98 during trading hours on Friday, hitting $20.61. The stock had a trading volume of 631,052 shares, compared to its average volume of 360,573. The company has a quick ratio of 1.81, a current ratio of 19.62 and a debt-to-equity ratio of 0.94. The stock has a market cap of $608.17 million, a price-to-earnings ratio of 68.70, a P/E/G ratio of 1.79 and a beta of 2.15. Beazer Homes USA has a one year low of $18.58 and a one year high of $28.33. The business’s 50 day simple moving average is $21.82 and its 200-day simple moving average is $22.45.

Analyst Upgrades and Downgrades

BZH has been the subject of several recent analyst reports. Wall Street Zen upgraded Beazer Homes USA from a “strong sell” rating to a “sell” rating in a research report on Saturday. Weiss Ratings downgraded Beazer Homes USA from a “hold (c)” rating to a “sell (d)” rating in a research report on Friday, January 30th. Finally, Zacks Research upgraded Beazer Homes USA from a “strong sell” rating to a “hold” rating in a research report on Friday, January 16th. Two research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Beazer Homes USA currently has an average rating of “Hold” and an average target price of $31.33.

Hedge Funds Weigh In On Beazer Homes USA

Large investors have recently modified their holdings of the business. Royal Bank of Canada raised its stake in shares of Beazer Homes USA by 93.9% during the fourth quarter. Royal Bank of Canada now owns 1,883 shares of the construction company’s stock valued at $38,000 after acquiring an additional 912 shares during the last quarter. Osaic Holdings Inc. raised its stake in shares of Beazer Homes USA by 454.9% during the second quarter. Osaic Holdings Inc. now owns 2,103 shares of the construction company’s stock valued at $47,000 after acquiring an additional 1,724 shares during the last quarter. Comerica Bank bought a new position in shares of Beazer Homes USA during the third quarter valued at $48,000. Aquatic Capital Management LLC bought a new position in shares of Beazer Homes USA during the third quarter valued at $70,000. Finally, Tower Research Capital LLC TRC raised its stake in shares of Beazer Homes USA by 123.4% during the second quarter. Tower Research Capital LLC TRC now owns 3,500 shares of the construction company’s stock valued at $78,000 after acquiring an additional 1,933 shares during the last quarter. Institutional investors own 85.65% of the company’s stock.

Beazer Homes USA Company Profile

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.