Beazer Homes Usa Inc Stock Price, News & Analysis

Beazer Homes (NYSE: BZH) reported results for the fiscal year and quarter ended September 30, 2025, showing mixed performance and continued focus on balance-sheet actions and energy-efficient homes.

Fiscal 2025 net income from continuing operations was $45.6M (diluted EPS $1.52), down 67.5% year-over-year; Adjusted EBITDA was $157.7M, down 35.2%. Homebuilding revenue was $2.30B (+0.4%) with ASP $520.1k; homebuilding gross margin fell 370 bps to 14.3% (18.0% excluding impairments).

Quarter-end liquidity was $538.3M, controlled lots 25,660, and the company repurchased $33.1M of stock in fiscal 2025. Management adopted a new stockholder rights agreement to protect tax credits.

Beazer Homes (NYSE:BZH) on October 22, 2025 launched Enjoy the Great Indoors™, a brand refresh highlighting its energy‑efficient building science, healthier indoor environments, and curated choices that aim to improve affordability for buyers.

The campaign includes a new website, advertising, creative assets, and companywide storytelling that emphasizes verified energy savings (Beazer's 2024 average gross HERS score: 42) and potential utility cost reductions validated by independent third parties.

Beazer Homes (NYSE: BZH) will release fourth quarter and full year fiscal 2025 results for the quarter ended September 30, 2025 on Thursday, November 13, 2025 after market close. Management will host a conference call the same day at 5:00 PM ET to discuss results.

Investors may listen and view the slide presentation on the company Investor Relations page at www.beazer.com, or join by phone at 800-475-0542 (international 630-395-0227) using pass code 8571348. A replay will be available through 11:59 PM ET on November 27, 2025 at 866-388-5329 (international 203-369-0410) with pass code 3740.

Beazer Homes (NYSE:BZH) reported challenging Q3 2025 results, posting a net loss of $0.3 million ($0.01 per share), compared to net income of $27.2 million in Q3 2024. The quarter included $10.3 million in inventory impairment charges.

Key metrics showed significant declines: homebuilding revenue fell 9.2% to $535.4 million, new orders decreased 19.5% to 861 homes, and Adjusted EBITDA dropped 40% to $32.1 million. Despite challenges, the company achieved positive developments in community count, which increased 14.4% to 167 communities, and maintained a strong land position with 27,794 controlled lots.

The company continues pursuing its Multi-Year Goals, targeting 200 active communities by fiscal 2027, while focusing on reducing net debt to net capitalization ratio and growing book value per share.

James Hardie Building Products Inc. (NYSE: JHX), North America's leading fiber cement siding manufacturer, has announced a new exclusive three-year agreement with Beazer Homes extending through 2028. The deal makes Hardie® siding and trim products the standard for all new Beazer communities nationwide, continuing a partnership that began in 2010.

As the #1 brand of siding in North America, James Hardie's products are engineered for durability, featuring noncombustible materials, moisture and pest resistance, and protection against extreme weather. The collaboration pairs Beazer Homes, America's top energy-efficient builder with a HERS score of 42, with James Hardie's innovative exterior solutions to deliver high-performance home exteriors.

Beazer Homes (NYSE: BZH) has announced it will release its fiscal third quarter 2025 financial results on Thursday, July 31, 2025, after market close. The company will host a conference call at 5:00 PM ET the same day to discuss the results.

Investors can access the conference call via telephone using pass code "8571348" or view the presentation through the company's website. A replay will be available until August 14, 2025.

Beazer Homes (NYSE: BZH) reported its Q2 FY2025 results with net income of $12.8 million ($0.42 per share), down from $39.2 million ($1.26 per share) in Q2 FY2024. Homebuilding revenue increased 3.2% to $556.0 million, driven by a 3.4% rise in home closings to 1,079 units. The company announced a new $100 million share repurchase program and repurchased $20.6 million of common stock during Q2. Gross margin declined to 15.1%, down 360 basis points year-over-year. Net new orders decreased 15.5% to 1,098, while the backlog value fell 22.7% to $831.5 million. The company updated its Multi-Year Goals, extending the timeline for achieving community count and deleveraging targets to FY2027, while maintaining its position as America's #1 Energy-Efficient Homebuilder with nearly 99% of Q2 new home starts meeting Zero Energy Ready standards.

Beazer Homes (NYSE: BZH) has announced its fiscal second quarter financial results release, scheduled for Thursday, May 1, 2025, after market close. The company will host a conference call at 5:00 PM ET on the same day to discuss the results for the quarter ended March 31, 2025.

Investors can access the conference call and accompanying slide presentation through the company's website at www.beazer.com under the 'Investor Relations' section. The call will also be available via telephone, with domestic callers using 800-475-0542 and international callers using 630-395-0227 (pass code: 8571348). A replay will be accessible until May 15, 2025, at 800-685-6061 for domestic calls and 203-369-3604 for international calls (pass code: 3740).

Beazer Homes organized a nationwide National Day of Service on March 14, engaging over 1,000 employees across 17 cities to support 50 local nonprofits. The initiative culminated in Rock 'n' Roll road races in Washington, D.C., raising more than $3 million for Fisher House Foundation, which provides free housing for military service members, veterans, and their families during medical care.

Led by CEO Allan Merrill, who has championed the Day of Service since 2017, employees volunteered at various organizations including Atlanta Community Food Bank, CHOC Foundation, HomeAid, and Phoenix Children's Hospital. The event showcased Beazer's commitment to community building, sustainability, and healthy living while engaging employees, partners, and suppliers in meaningful charitable work.