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Beazer Homes USA, Inc. New 10-Q Filings

BZH NYSE

Every 10-Q that Beazer Homes USA, Inc. New (BZH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow BZH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BZH filings page.

Rhea-AI Summary

Beazer Homes USA reported weaker results for the quarter and nine months ended June 30, 2026. Q3 revenue was $516.3 million versus $545.4 million a year earlier, and the company posted a net loss of $4.2 million compared with a $0.3 million loss. Year‑to‑date, revenue was $1.29 billion versus $1.58 billion, with a net loss of $37.7 million versus prior‑year profit of $15.6 million.

Homebuilding gross margin was 13.6% in Q3 (16.9% excluding impairments, abandonments and interest) versus 13.5% (18.4% on the same adjusted basis). Operating cash flow was negative $375.7 million, largely from inventory growth to $2.37 billion. Total debt rose to $1.41 billion, including a new $400 million 8.000% 2032 note and $340 million drawn on the expanded credit facility, while cash and equivalents fell to $124.6 million.

The company continued its share repurchase program, buying 2.9 million shares year‑to‑date for $66.2 million, with $21.3 million remaining under the authorization. Operationally, net new orders rose to 900, ASP for closings increased to $547.8 thousand, and active communities reached 170. After quarter‑end, Beazer agreed to be acquired by Dream Finders Homes in an all‑cash merger at $33.50 per share, which, if completed, will make Beazer a wholly owned subsidiary and end its public listing.

Rhea-AI Summary

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.

Rhea-AI Summary

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%.