Welcome to our dedicated page for Beazer Homes Usa SEC filings (Ticker: BZH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Beazer Homes USA, Inc. filings document the regulatory record of a NYSE-listed homebuilder, including Form 8-K reports for operating results, material credit agreements, direct financial obligations, board appointments, and charter or rights-agreement provisions. Earnings-related filings furnish press releases on homebuilding revenue, closings, land activity, margins, SG&A expense, and capital allocation.
Proxy and governance filings cover director elections, executive compensation, shareholder voting matters, and amendments designed to preserve net operating loss carryforwards and energy-efficiency tax credits. The filing record also documents the company’s revolving credit facility, protective ownership-transfer provisions, exhibits, and Inline XBRL cover-page data.
Beazer Homes USA, Inc. completed a private offering of $400 million aggregate principal amount of 8.000% Senior Unsecured Notes due 2032. The company plans to use the net proceeds to redeem its $357.3 million outstanding 5.875% Senior Notes due 2027 and pay related fees, with any remaining funds for general corporate purposes.
The new notes pay cash interest semi-annually on January 15 and July 15, beginning January 15, 2027, and mature on January 15, 2032. They are senior unsecured obligations, guaranteed on a senior unsecured basis by certain subsidiaries, and issued under an Indenture that includes typical covenants limiting additional debt, liens, dividends, and certain transactions. The Indenture provides change-of-control repurchase rights at 101% of principal and various redemption options, including an equity-funded redemption up to 35% of the notes at 108.000% of principal before July 15, 2028.
Donald Smith & Co., Inc. reports beneficial ownership of 2,986,562 shares of Beazer Homes USA Inc. common stock, representing 10.44% of the class on the Schedule 13G filing. The filing lists sole voting power of 2,857,648 shares and sole dispositive power of 2,942,348 shares attributed to Donald Smith & Co., Inc., with additional smaller direct holdings shown for DSCO Value Fund, L.P. (28,264), Jon Hartsel (9,700) and John Piermont (6,250). The filing states Donald Smith & Co. acts as investment adviser and that no single advisory client beneficially owns more than 5% of the class.
Beazer Homes USA, Inc. reported weaker results for the quarter ended March 31, 2026. Total revenue fell to $409.8 million from $565.3 million, and the company posted a small net loss of $0.9 million versus prior-year net income of $12.8 million.
Homebuilding gross margin compressed to 12.0% from 15.1%, hurt by higher price concessions, closing-cost incentives and $1.3 million of inventory impairments and abandonments. Six‑month results showed a deeper net loss of $33.5 million compared with income of $15.9 million a year earlier.
The company increased use of its credit facility, ending with total debt of $1.23 billion and a net debt to net capitalization ratio of 48.7%. It also accelerated share repurchases, buying back $45.1 million of stock year‑to‑date while growing inventory and community count.
Beazer Homes USA, Inc. reported weaker fiscal second quarter 2026 results, swinging to a net loss of $0.9 million, or $0.03 per diluted share, compared with net income of $12.8 million a year earlier.
Homebuilding revenue fell to $397.7 million, down 28.5% year-over-year as home closings dropped 29.8% to 757, partly offset by a 2.0% rise in average selling price to $525.4 thousand. Homebuilding gross margin declined to 12.0%, or 15.6% excluding impairments and interest, reflecting higher price concessions and incentives.
Adjusted EBITDA dropped to $2.6 million from $38.8 million, while SG&A rose to 15.5% of revenue despite lower absolute SG&A expense. Net new orders were 1,048, down 4.6%, and backlog value was $756.1 million, down 9.1%. The company repurchased $30.0 million of stock and ended the quarter with $401.1 million of total liquidity, including $116.4 million of cash, after expanding its revolving credit facility to $525.0 million.
Beazer Homes USA Inc ownership disclosure: The Vanguard Group filed an amended Schedule 13G/A reporting 0 shares beneficially owned, representing 0% of Beazer Homes common stock. The filing states Vanguard completed an internal realignment on January 12, 2026 leading subsidiaries/divisions to report separately.
The filing notes those subsidiaries pursue the same investment strategies previously followed and that Vanguard no longer is deemed to beneficially own securities held by those subsidiaries under SEC Release No. 34-39538. The amendment is signed by Ashley Grim on March 26, 2026.
Beazer Homes USA, Inc. amended its senior unsecured revolving credit facility, expanding the available aggregate commitment by $160 million to $525 million. The amendment also extends the facility’s maturity date from March 15, 2028 to March 13, 2030, providing additional liquidity and a longer funding horizon.
The facility is arranged by a syndicate led by JP Morgan Chase Bank, N.A., with Royal Bank of Canada, Truist Bank and Regions Bank serving as syndication agents. Management highlighted that the expanded revolver supports its strategy around community growth, de-leveraging and increasing book value per share.
Donald Smith & Co., Inc. and related investors filed a Schedule 13G reporting beneficial ownership of 3,014,788 shares of Beazer Homes USA common stock, equal to 10.37% of the class as of December 31, 2025.
The filing lists Donald Smith & Co., DSCO Value Fund, L.P., and individuals Jon Hartsel and John Piermont with sole voting and dispositive power over specified portions of these shares. The investors certify the holdings are kept in the ordinary course of business and are not intended to change or influence control of Beazer Homes USA.
Beazer Homes USA, Inc. reported results of its 2026 Annual Meeting, where stockholders approved a charter amendment extending protective provisions aimed at preserving the company’s net tax deferred assets, including NOLs and Energy-Efficiency Tax Credits. These provisions limit or prohibit stock transfers that would affect ownership levels at or above 4.95% of the company’s shares. The company filed the Certificate of Amendment on February 5, 2026, with effectiveness on February 6, 2026. All nine director nominees were elected, advisory approval was given for executive compensation for fiscal 2025, Deloitte & Touche LLP was ratified as independent auditor for fiscal 2026, and stockholders approved both the Charter Amendment and the Rights Agreement for protection of NOLs and Energy-Efficiency Tax Credits. A total of 25,342,067 shares were represented at the meeting.
Beazer Homes USA Inc. director Danny R. Shepherd reported an equity award of common stock. On 02/04/2026, he acquired 500 shares of common stock at a price of $0 per share, indicating a grant or similar award rather than an open-market purchase.
Following this transaction, Shepherd’s directly held position increased to 92,419 common shares. The filing reflects an update to his reported ownership stake as a company director.
Beazer Homes USA, Inc. reported a weak quarter ended December 31, 2025, as soft housing demand and higher incentives pushed results into the red. Total revenue fell to $363.5 million from $469.0 million, and the company posted a net loss of $32.6 million, or $(1.13) per share, versus prior-year earnings of $3.1 million.
Homebuilding gross margin dropped to 10.4% from 15.2%, or 14.0% excluding impairments and interest, hurt by heavier price concessions, closing-cost incentives and a litigation-related charge that cut margin by 1.8 points. Net new orders declined 18.1% and backlog units fell 33.1%, though average selling prices ticked higher and active communities grew modestly. Beazer repurchased 697 thousand shares for $15.1 million, ending with $120.8 million in cash and a net debt-to-net-capitalization ratio of 45.6%.