Beazer Homes USA, Inc.

Report azionario NYSE:BZH

Capitalizzazione di mercato: US$723.3m

Beazer Homes USA Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Beazer Homes USA sono diminuiti a un tasso medio annuo di -16.5%, mentre il settore Consumer Durables ha visto gli utili diminuire a un tasso medio annuo di 0.7%. I ricavi sono cresciuti crescere a un tasso medio annuo di 1.2%.

Informazioni chiave

-16.53%

Tasso di crescita degli utili

-16.71%

Tasso di crescita dell'EPS

Consumer Durables Crescita del settore24.52%
Tasso di crescita dei ricavi1.23%
Rendimento del capitale proprio-0.33%
Margine netto-0.18%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi Feb 05

Beazer Homes USA's (NYSE:BZH) Soft Earnings Don't Show The Whole Picture

Beazer Homes USA, Inc.'s ( NYSE:BZH ) earnings announcement last week didn't impress shareholders. However, our...

Recent updates

Aggiornamento della narrazione Jun 03

BZH: Fair Value View Will Reflect Rebuffed Bid And Updated Profit Outlook

Analysts have trimmed their price target on Beazer Homes USA by $1 to $25, citing updated assumptions for revenue growth, profit margins, and a higher future P/E multiple in recent research. What's in the News Dream Finders Homes is reported by Bloomberg to be close to announcing an offer to acquire Beazer Homes for about US$704 million, or US$25.75 per share, according to people cited in recent coverage.
Aggiornamento della narrazione May 15

BZH: Margin Execution And Buybacks Will Support Returns After Rebuffed Cash Bid

Analysts trimmed their price target on Beazer Homes USA by $1 to reflect updated views on growth, profitability, and valuation inputs, while still viewing the stock’s risk and return profile as supported by underlying margin assumptions and P/E expectations. Analyst Commentary Bullish analysts acknowledge the slightly lower price target, but still see the risk and return setup as anchored by the same core assumptions that supported the previous view.
Seeking Alpha May 12

Beazer Homes USA: The Hostile Buyout Situation Is Complicated

Summary Beazer Homes USA, Inc. received a $25.75 all-cash buyout offer from Dream Finders Homes, but rejected the offer. The takeover situation has quickly become hostile. The offer highlights BZH's weak comparative performance as a standalone company, but also the stock's massive discount to book value. BZH's earnings have plummeted, reflecting a weak macroeconomic backdrop but also the company's weak ability to generate results on its assets. I estimate BZH stock to have a fair value of $23.10. Read the full article on Seeking Alpha
Aggiornamento della narrazione May 01

BZH: NOL Protections Will Support Value Through Potential Antitrust Probe

Analysts now hold Beazer Homes USA's fair value estimate steady at $26.00. This reflects unchanged views on the discount rate, revenue growth, profit margin, and future P/E assumptions for the stock.
Aggiornamento della narrazione Apr 17

BZH: NOL Safeguards And Buybacks Will Support Value Through Antitrust Probe

Analysts have kept their fair value estimate for Beazer Homes USA steady at $26.00, reflecting unchanged assumptions on discount rate, revenue growth, profit margin, and future P/E that together support a consistent longer term price target view. What's in the News The Trump administration and Justice Department are reported to be considering an antitrust probe into homebuilders, which could include publicly traded companies such as Beazer Homes USA (Bloomberg).
Aggiornamento della narrazione Apr 03

BZH: Buybacks And Tax Asset Protection Will Support Returns Through Antitrust Probe

Analysts have maintained their price target for Beazer Homes USA at $30.00, based on updated assumptions that indicate slightly higher revenue growth and profit margins, along with a modestly lower future P/E multiple supporting this unchanged view. What's in the News The White House is reported to be exploring a potential antitrust probe into homebuilders, which could include publicly traded companies in the sector (Bloomberg).
Aggiornamento della narrazione Mar 19

BZH: Buybacks And Tax Asset Preservation Will Support Returns Through Antitrust Probe

Analysts have slightly adjusted their view on Beazer Homes USA, keeping the fair value target at $30.00 while refining assumptions for revenue growth, profit margin, and future P/E. Together, these updated assumptions support a steady price target rather than a major reset.
Aggiornamento della narrazione Mar 05

BZH: NOL Protections And Buybacks Will Offset Potential Antitrust Headwinds

Analysts have adjusted their price views on Beazer Homes USA, reflecting updated assumptions that include a fair value of $26.00, a discount rate of 12.33%, revenue growth of 14.36%, a profit margin of 4.21%, and a forward P/E of 6.46x. What's in the News The U.S. Justice Department is reported to be considering an antitrust probe into homebuilders, which could affect publicly traded firms in the sector including Beazer Homes USA (Bloomberg).
Aggiornamento della narrazione Feb 18

BZH: Buybacks And Tax Asset Protection Will Offset Antitrust Investigation Risks

Analysts have kept their $30.00 price target on Beazer Homes USA steady, citing slightly higher modeled revenue growth of about 14.8% and a modestly higher future P/E assumption of roughly 4.6x. These are partly offset by a small reduction in projected profit margins and a slightly lower discount rate.
Articolo di analisi Feb 05

Beazer Homes USA's (NYSE:BZH) Soft Earnings Don't Show The Whole Picture

Beazer Homes USA, Inc.'s ( NYSE:BZH ) earnings announcement last week didn't impress shareholders. However, our...
Aggiornamento della narrazione Feb 04

BZH: Share Buybacks And Tax Asset Protection Will Support Future Earnings Power

Analysts now see Beazer Homes USA as closer to fairly valued. They are keeping the fair value estimate at $30.0 while updating their assumptions to reflect higher expected revenue growth, wider profit margins, and a lower future P/E multiple.
Articolo di analisi Feb 01

US$26.00: That's What Analysts Think Beazer Homes USA, Inc. (NYSE:BZH) Is Worth After Its Latest Results

The analysts might have been a bit too bullish on Beazer Homes USA, Inc. ( NYSE:BZH ), given that the company fell...
Aggiornamento della narrazione Jan 21

BZH: NOL Protection Measures And Completed Buyback Will Support Future Upside

Analysts have kept their price target for Beazer Homes USA steady at about US$26.00. This reflects unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
Articolo di analisi Jan 13

Beazer Homes USA's (NYSE:BZH) Returns On Capital Not Reflecting Well On The Business

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Aggiornamento della narrazione Jan 07

BZH: Future NOL Protection And Completed Buyback May Support Upside Potential

Analysts now place their price target for Beazer Homes USA at US$26.00, down from US$30.75. They cite updated assumptions around a higher discount rate, a revenue growth outlook of about 8.99%, a profit margin estimate near 3.47%, and a future P/E closer to 8.69x.
Aggiornamento della narrazione Dec 19

BZH: Rising Housing Policy Tailwinds Will Support Future Earnings Power

Analysts have reduced their price target on Beazer Homes USA from 41 dollars to 30 dollars. This reflects expectations for slightly higher revenue growth but lower profit margins and valuation multiples.
Articolo di analisi Oct 14

There Is A Reason Beazer Homes USA, Inc.'s (NYSE:BZH) Price Is Undemanding

With a price-to-earnings (or "P/E") ratio of 9.4x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending bullish signals at...
Articolo di analisi Sep 23

Beazer Homes USA (NYSE:BZH) Has No Shortage Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Jul 23

Returns At Beazer Homes USA (NYSE:BZH) Are On The Way Up

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Articolo di analisi Jul 03

Investors Don't See Light At End Of Beazer Homes USA, Inc.'s (NYSE:BZH) Tunnel

With a price-to-earnings (or "P/E") ratio of 7.4x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending very bullish...
Articolo di analisi May 03

An Intrinsic Calculation For Beazer Homes USA, Inc. (NYSE:BZH) Suggests It's 36% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Beazer Homes USA fair value estimate is US$33.20 Beazer Homes...
Articolo di analisi Mar 31

Little Excitement Around Beazer Homes USA, Inc.'s (NYSE:BZH) Earnings

With a price-to-earnings (or "P/E") ratio of 5.1x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending very bullish...
Articolo di analisi Mar 05

Does Beazer Homes USA (NYSE:BZH) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha Feb 09

Beazer Homes: Cheap, But Facing Considerable Headwinds

Summary Beazer Homes USA faces significant headwinds, including high mortgage rates and low levels of housing affordability, which can impact sales and profit margins. That said, the stock sells at five times trailing earnings, has an improving balance sheet and significant planned community growth. Which way will the stock head in 2025? An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Articolo di analisi Feb 06

There's Been No Shortage Of Growth Recently For Beazer Homes USA's (NYSE:BZH) Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Articolo di analisi Dec 06

Lacklustre Performance Is Driving Beazer Homes USA, Inc.'s (NYSE:BZH) Low P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Seeking Alpha Nov 26

Beazer Homes: Growth Ambitions May Be Derailed By Macro Forces

Summary Beazer Homes faces challenges with high interest rates, lower buyer affordability, and increased construction costs, leading to skepticism about its growth plans. Despite a revenue increase in fiscal 2024, rising costs caused a drop in gross profit and operating income, straining cash flow. The company plans to expand its inventory and community developments, but lower backlog and higher cancellation rates pose risks. BZH's low P/E ratio is attractive, but free cash flow burn combined with a desire to deleverage has me concerned about dilution. Read the full article on Seeking Alpha
Articolo di analisi Nov 08

Here's Why Beazer Homes USA (NYSE:BZH) Is Weighed Down By Its Debt Load

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Oct 07

Beazer Homes USA (NYSE:BZH) Is Doing The Right Things To Multiply Its Share Price

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
User avatar
Nuova narrazione Sep 24

Expanding Communities And Embracing Zero Energy Ready Homes To Fuel Exceptional Growth And Investor Attraction

Expanding community count and focusing on Zero Energy Ready homes are key strategies for driving revenue growth and improving sales margins through sustainability.
Seeking Alpha Aug 29

Beazer Homes: A Cautiously Optimistic Year Ahead

Summary Beazer Homes USA, Inc.'s Q3 results met expectations, finally showing improving revenues year-on-year, but still showing a weakening gross margin. The implied Q4 outlook was significantly lowered, but I believe that the lowering was already anticipated. The short-term macroeconomic outlook stands cloudy, but falling interest rates should aid Beazer Homes' demand in the midterm, as the company sees a good FY2025 ahead. Beazer Homes stock remains undervalued on a discounted cash flow model basis, as well as compared to its relative P/B. Read the full article on Seeking Alpha
Articolo di analisi Aug 09

Earnings Troubles May Signal Larger Issues for Beazer Homes USA (NYSE:BZH) Shareholders

Investors were disappointed by Beazer Homes USA, Inc.'s ( NYSE:BZH ) latest earnings release. We did some analysis, and...
Articolo di analisi Jul 15

Investors Don't See Light At End Of Beazer Homes USA, Inc.'s (NYSE:BZH) Tunnel

With a price-to-earnings (or "P/E") ratio of 5.8x Beazer Homes USA, Inc. ( NYSE:BZH ) may be sending very bullish...
Seeking Alpha Jun 24

Beazer Homes USA: Time For An Upgrade

Summary Beazer Homes USA stock has surged 89.5% since July 2022, outperforming the S&P 500. Despite mixed financial performance, the company is showing improvements in closings, backlog, and net new orders. With the stock trading at a low valuation and potential catalysts on the horizon, an upgrade to a 'strong buy' is warranted. Read the full article on Seeking Alpha
Articolo di analisi Jun 04

Beazer Homes USA (NYSE:BZH) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Articolo di analisi Apr 09

Improved Earnings Required Before Beazer Homes USA, Inc. (NYSE:BZH) Shares Find Their Feet

Beazer Homes USA, Inc.'s ( NYSE:BZH ) price-to-earnings (or "P/E") ratio of 6x might make it look like a strong buy...
Seeking Alpha Apr 01

Beazer Homes: Valuation Is Half Of Peers

Summary Beazer’s struggles for a decade and a half caused investors to leave it for dead. The company has since turned around with 3 strong years under its belt and big growth plans. Yet Beazer trades at close to a 50% discount to peers, a relic of the past but not the current or future. Read the full article on Seeking Alpha
Articolo di analisi Feb 19

Here's Why Beazer Homes USA (NYSE:BZH) Is Weighed Down By Its Debt Load

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Feb 06

Beazer Homes: Value Play Or Value Trap?

Summary Beazer Homes performed well in 2023 despite a challenging year for existing home sales and high mortgage rates. Headwinds seem to be building for the home building sector, but BZH sells for less than seven times earnings and has a solid balance sheet. An analysis around Beazer Homes stock follows in the paragraphs below. Read the full article on Seeking Alpha
Articolo di analisi Dec 27

There's No Escaping Beazer Homes USA, Inc.'s (NYSE:BZH) Muted Earnings Despite A 32% Share Price Rise

The Beazer Homes USA, Inc. ( NYSE:BZH ) share price has done very well over the last month, posting an excellent gain...
Articolo di analisi Dec 15

Beazer Homes USA (NYSE:BZH) Is Looking To Continue Growing Its Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Seeking Alpha Nov 23

Beazer Homes: Balance Sheet Improvements, Q4 2023 Results, And Undervalued

Summary Beazer Homes reported impressive Q4 2023 results, including high earnings per share, free cash flow, and balance sheet improvements. Despite high mortgage rates, Beazer Homes expects another strong year in 2024. The stock is undervalued and trading below book value, making it a strong buy. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Beazer Homes USA guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:BZH Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 262,111-42760
31 Dec 252,266102810
30 Sep 252,372462820
30 Jun 252,386682840
31 Mar 252,436952830
31 Dec 242,4121222770
30 Sep 242,3301402660
30 Jun 242,1691442600
31 Mar 242,1461602550
31 Dec 232,1491562540
30 Sep 232,2071592530
30 Jun 232,3891902560
31 Mar 232,3432002520
31 Dec 222,3082102530
30 Sep 222,3172212520
30 Jun 222,0801822430
31 Mar 222,1251652440
31 Dec 212,1661452430
30 Sep 212,1401222430
30 Jun 212,236982540
31 Mar 212,198772530
31 Dec 202,138632520
30 Sep 202,127532530
30 Jun 202,222312510
31 Mar 202,172282480
31 Dec 192,104-842430
30 Sep 192,088-792410
30 Jun 192,074-212450
31 Mar 192,103-202480
31 Dec 182,137932520
30 Sep 182,107-452500
30 Jun 182,012-722430
31 Mar 181,979-782400
31 Dec 171,950-972390
30 Sep 171,916322370
30 Jun 171,875-32330
31 Mar 171,857-42270
31 Dec 161,81732230
30 Sep 161,82252240
30 Jun 161,8233612170
31 Mar 161,7923672180
31 Dec 151,7063662090
30 Sep 151,6273472060
30 Jun 151,540522020

Guadagni di qualità: BZH al momento non è redditizia.

Margine di profitto in crescita: BZH al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: BZH non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 16.5% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di BZH nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: BZH non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Consumer Durables ( -16.4% ).


Rendimento del capitale proprio

ROE elevato: BZH ha un Return on Equity negativo ( -0.33% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/15 16:25
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2026/03/31
Utili annuali2025/09/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Beazer Homes USA, Inc. è coperta da 13 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jonathan EllisBofA Global Research
Tyler BatoryBrean Capital Historical (Janney Montgomery)
Rohit SethB. Riley Securities, Inc.