Beazer Homes USA

BZH

Market cap $673M

Beazer Homes USA is downgraded from 'strong buy' to 'buy' due to accelerating weakness in the housing market and company fundamentals. BZH reported declining revenue, profits, and cash flow in Q3 2025, with rising cancellation rates and a shrinking backlog highlighting near-term challenges. Despite current headwinds, management remains focused on long-term growth, aiming to expand to over 200 active communities by 2027.

Beazer Homes (BZH) Q3 Revenue Falls 8%

While the top- and bottom-line numbers for Beazer (BZH) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Beazer Homes USA, Inc. (NYSE:BZH ) Q3 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants Allan P. Merrill - Chairman, President & CEO David I.

Beazer Homes (BZH) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.88 per share a year ago.

ATLANTA--(BUSINESS WIRE)--Beazer Homes USA, Inc. (NYSE: BZH) (www.beazer.com) today announced its financial results for the three and nine months ended June 30, 2025. "During the third quarter, we continued to take actions aligned with achieving our Multi-Year Goals as we navigated a challenging sales environment," said Allan P. Merrill, the Company's Chairman and Chief Executive Officer. "Double-digit growth in our community count and resilient gross margins helped to offset a weaker-than-expe.

Three-year deal continues previous agreement to deliver  durable, quality homes nationwide CHICAGO , July 29, 2025 /PRNewswire/ -- James Hardie Building Products Inc. (James Hardie), a subsidiary of James Hardie Industries plc (NYSE: JHX; ASX: JHX) and the North American leader in fiber cement home siding and exterior design solutions, today announced the continuation of its long-standing relationship with Beazer Homes through a new, exclusive three-year agreement. This milestone builds on a trusted multi-year relationship with America's #1 energy efficient builder* and ensures Hardie® siding and trim products remain the standard for all new Beazer communities across the nation.

Beazer (BZH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Despite recent underperformance and declining profitability, I remain optimistic about Beazer Homes USA for long-term investors due to its undervaluation. Short-term headwinds include falling backlog, lower margins, and rising cancellation rates, all driven by weak housing market conditions and high interest rates. Management is expanding community count and investing for future growth, though near-term cash flow and debt levels will be pressured.

ATLANTA--(BUSINESS WIRE)--Beazer Homes (NYSE: BZH) (www.beazer.com) has scheduled the release of its financial results for the quarter ended June 30, 2025 on Thursday, July 31, 2025 after the close of the market. Management will host a conference call on the same day at 5:00 PM ET to discuss the results. The public may listen to the conference call and view the Company's slide presentation on the "Investor Relations" page of the Company's website, www.beazer.com. In addition, the conference cal.