View ValuationBeazer Homes USA 将来の成長Future 基準チェック /46Beazer Homes USAは、164.8%と12%でそれぞれ年率164.8%で利益と収益が成長すると予測される一方、EPSはgrowで167.4%年率。主要情報164.8%収益成長率167.36%EPS成長率Consumer Durables 収益成長19.8%収益成長率12.0%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日12 May 2026今後の成長に関する最新情報お知らせ • Jul 29Beazer Homes USA, Inc. Provides Earnings Guidance for the Full Year 2022Beazer Homes USA, Inc. provided earnings guidance for the full year 2022. Despite near-term pressures on new home sales, the size of backlog provides excellent visibility into full year financial results. Accordingly, the company now expects to generate fiscal year 2022 earnings per share of approximately $6.50, inclusive of previously disclosed tax benefits of approximately $0.40 per share.お知らせ • Jan 30Beazer Homes USA, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2022Beazer Homes USA, Inc. provided earnings guidance for the second quarter and full year 2022. For the quarter, the company expects average monthly sales pace in the low-3s as the company manage the current production environment with a focus on profitability. The company also expect earnings per share to be up double-digits versus the same period last year.For the full year, the company expects to exceed $5 in earnings.すべての更新を表示Recent updatesお知らせ • May 12Dream Finders Homes, Inc. (NYSE:DFH) cancelled the acquisition of Beazer Homes USA, Inc. (NYSE:BZH) for approximately $730 million.Dream Finders Homes, Inc. (NYSE:DFH) proposed to acquire Beazer Homes USA, Inc. (NYSE:BZH) for approximately $730 million on May 5, 2026. A cash consideration valued at $25.75 per share will be paid by Dream Finders Homes, Inc. Kennedy Lewis has provided Dream Finders with a highly confident letter in connection with land bank financing related to the proposed transaction. Dream Finders has also obtained letters from Goldman Sachs & Co. LLC and BofA Securities stating that they are highly confident that financing for the transaction can be arranged in the capital markets. The transaction is subject to consummation of due diligence investigation and definitive agreement. The deal has been approved by Dream Finders Homes, Inc. board. Goldman Sachs & Co. LLC acted as financial advisor for Dream Finders Homes, Inc. BofA Merrill Lynch International Limited acted as financial advisor for Dream Finders Homes, Inc. Zelman & Associates LLC, Investment Banking arm acted as financial advisor for Dream Finders Homes, Inc. Vestra Advisors LLC acted as financial advisor for Dream Finders Homes, Inc. Foley & Lardner LLP acted as legal advisor and Edelman Smithfield acting as strategic communications advisor for Dream Finders Homes, Inc. J.P. Morgan Securities LLC acted as financial advisor to Beazer Homes USA, Inc. Moelis & Company LLC acted as financial advisor to Beazer Homes USA, Inc. King & Spalding LLP acted as legal advisor to Beazer Homes USA, Inc. Collected Strategies is serving as strategic communications advisor. Dream Finders Homes, Inc. (NYSE:DFH) cancelled the acquisition of Beazer Homes USA, Inc. (NYSE:BZH) on May 11, 2026. The board of directors of Beazer Homes USA, Inc. with the assistance of its financial and legal advisors, has evaluated and rejected the unsolicited, non-binding proposals from Dream Finders Homes, Inc. The Beazer Board determined that they significantly undervalued the Company, were not in the best interests of Beazer shareholders and did not establish an appropriate basis for discussions.お知らせ • May 11Dream Finders Homes, Inc. (NYSE:DFH) proposed to acquire Beazer Homes USA, Inc. (NYSE:BZH) for approximately $730 million.Dream Finders Homes, Inc. (NYSE:DFH) proposed to acquire Beazer Homes USA, Inc. (NYSE:BZH) for approximately $730 million on May 5, 2026. A cash consideration valued at $25.75 per share will be paid by Dream Finders Homes, Inc. Kennedy Lewis has provided Dream Finders with a highly confident letter in connection with land bank financing related to the proposed transaction. Dream Finders has also obtained letters from Goldman Sachs & Co. LLC and BofA Securities stating that they are highly confident that financing for the transaction can be arranged in the capital markets. The transaction is subject to consummation of due diligence investigation and definitive agreement. The deal has been approved by Dream Finders Homes, Inc. board. Goldman Sachs & Co. LLC acted as financial advisor for Dream Finders Homes, Inc. BofA Merrill Lynch International Limited acted as financial advisor for Dream Finders Homes, Inc. Zelman & Associates LLC, Investment Banking arm acted as financial advisor for Dream Finders Homes, Inc. Vestra Advisors LLC acted as financial advisor for Dream Finders Homes, Inc. Foley & Lardner LLP acted as legal advisor and Edelman Smithfield acting as strategic communications advisor for Dream Finders Homes, Inc.お知らせ • Apr 14Beazer Homes USA, Inc. to Report Q2, 2026 Results on Apr 30, 2026Beazer Homes USA, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026お知らせ • Jan 15Beazer Homes USA, Inc. to Report Q1, 2026 Results on Jan 29, 2026Beazer Homes USA, Inc. announced that they will report Q1, 2026 results After-Market on Jan 29, 2026お知らせ • Dec 11Beazer Homes USA, Inc., Annual General Meeting, Feb 05, 2026Beazer Homes USA, Inc., Annual General Meeting, Feb 05, 2026. Location: hyatt regency atlanta, perimeter at villa christina, 4000 summit boulevard, atlanta, georgia 30319, United Statesお知らせ • Dec 10Beazer Homes Usa, Inc. Announces Board ChangesBeazer Homes USA, Inc. announced the appointment of Howard Heckes as a new independent member of the Board of Directors. Mr. Heckes is an established leader in the building materials and services industry, most recently serving as Chief Executive Officer of Masonite International, a top global designer, manufacturer, marketer and distributor of doors and door solutions. Prior to Masonite, he was Chief Executive Officer of Energy Management Collaborative, an LED lighting and controls provider, and held various leadership roles at The Valspar Corporation and Newell Brands. Mr. Heckes is currently a member of the board of directors of James Hardie Industries plc and privately-held Airtron Heating & Air Conditioning. In addition to Mr. Heckes’ appointment, the Company also announced that Danny Shepherd is retiring from the Board and will not stand for re-election at the 2026 Annual Meeting of Stockholders. Mr. Shepherd’s retirement and Mr. Heckes’ appointment are part of the Company’s ongoing director refreshment efforts in which three independent directors have retired, and four new independent directors have been appointed to the Board in the past two years.お知らせ • Oct 16Beazer Homes USA, Inc. to Report Q4, 2025 Results on Nov 13, 2025Beazer Homes USA, Inc. announced that they will report Q4, 2025 results After-Market on Nov 13, 2025お知らせ • Jul 10Beazer Homes USA, Inc. to Report Q3, 2025 Results on Jul 31, 2025Beazer Homes USA, Inc. announced that they will report Q3, 2025 results After-Market on Jul 31, 2025お知らせ • May 02Beazer Homes USA, Inc. (NYSE:BZH) announces an Equity Buyback for $100 million worth of its shares.Beazer Homes USA, Inc. (NYSE:BZH) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common shares.お知らせ • Apr 15Beazer Homes USA, Inc. to Report Q2, 2025 Results on May 01, 2025Beazer Homes USA, Inc. announced that they will report Q2, 2025 results After-Market on May 01, 2025お知らせ • Jan 15Beazer Homes USA, Inc. to Report Q1, 2025 Results on Jan 30, 2025Beazer Homes USA, Inc. announced that they will report Q1, 2025 results After-Market on Jan 30, 2025お知らせ • Jan 11Beazer Homes and Green Builder Media Announces the Launch of VISION House Las Vegas at IBS/KBIS 2025Beazer Homes and Green Builder Media have partnered to build three show homes, which will be available for tours throughout IBS/KBIS 2025, February 24–28. (The models are located in Henderson, Nev., and are open seven days a week. Hours are from 10 am–6 pm all days except for, which is 1–6 pm.) Come experience in person how production home building has crossed the Rubicon to fabulous market-rate homes built to the country’s most respected energy-efficiency building standard while delivering the design today’s home buyers expect. Some Additional Background and Details: The VISION House Las Vegas houses at the Aria Crossing Neighborhood in the Cadence master-planned community in Henderson, Nev., feature one baseline model, one upgrade model, and one deconstructed home, wh ich will showcase behind-the-wall systems. The homes spotlight net zero, electrification, energy and water efficiency, healthy home, solar + storage, resiliency, and cost-effectiveness. The ZERH program requires homes to be ENERGY STAR certified and Indoor airPLUS qualified, ensuring energy efficiency and healthy indoor air quality. ZERH certified homes must also have water efficiency features and a renewable energy-ready design. To meet the ZERH requirements, the VISION House Las Vegas homes will feature: Westlake Royal Building Solutions resilient and energy-efficient concrete tile roofing. Cultured Stone manufactured stone on the exterior. Greenfiber blown-in cellulose insulation. DuPont housewrap and weather barriers. Rheem electric hybrid water heaters. Whirlpool ENERGY STAR appliances, including induction cooktops and heat pump dryers. Residio smart thermostat and controls. Sunnova solar array on all of the homes, with battery storage and an EV charger in the upgraded model. SPAN smart electrical panels to optimize demand-side energy management. Windsor Doors recycled steel garage doors. Mohawk sustainable carpet and super-durable, non-PVC, recyclable PureTech flooring. DalTile ceramic and porcelain tile and anti-microbial quartz countertops. Organized Living storage solutions for closets and pantries. LiftMaster connected garage opening systems. Broan indoor air quality systems with ERVs to keep indoor air fresh. Sherwin-Williams low VOC and non-toxic paints and stains. Moen low-flow plumbing fixtures, leak detection, water monitoring systems, and water filtration systems.お知らせ • Dec 23Beazer Homes USA, Inc., Annual General Meeting, Feb 06, 2025Beazer Homes USA, Inc., Annual General Meeting, Feb 06, 2025. Location: hyatt regency atlanta perimeter, at villa christina, 4000 summit boulevard, georgia 30319, atlanta, United StatesReported Earnings • Nov 15Full year 2024 earnings released: EPS: US$4.59 (vs US$5.23 in FY 2023)Full year 2024 results: EPS: US$4.59 (down from US$5.23 in FY 2023). Revenue: US$2.33b (up 5.6% from FY 2023). Net income: US$140.2m (down 12% from FY 2023). Profit margin: 6.0% (down from 7.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €34.80, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Consumer Durables industry in Europe. Total returns to shareholders of 76% over the past three years.Recent Insider Transactions • Nov 15Senior VP & CFO recently sold €183k worth of stockOn the 12th of November, David Goldberg sold around 6k shares on-market at roughly €30.22 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.お知らせ • Oct 23Beazer Homes USA, Inc. to Report Q4, 2024 Results on Nov 13, 2024Beazer Homes USA, Inc. announced that they will report Q4, 2024 results After-Market on Nov 13, 2024New Risk • Aug 02New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (21% accrual ratio).Reported Earnings • Aug 02Third quarter 2024 earnings released: EPS: US$0.89 (vs US$1.44 in 3Q 2023)Third quarter 2024 results: EPS: US$0.89 (down from US$1.44 in 3Q 2023). Revenue: US$595.7m (up 4.0% from 3Q 2023). Net income: US$27.2m (down 38% from 3Q 2023). Profit margin: 4.6% (down from 7.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €27.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.35 per share.お知らせ • Jul 09Beazer Homes USA, Inc. to Report Q3, 2024 Results on Aug 01, 2024Beazer Homes USA, Inc. announced that they will report Q3, 2024 results After-Market on Aug 01, 2024Reported Earnings • May 02Second quarter 2024 earnings released: EPS: US$1.27 (vs US$1.14 in 2Q 2023)Second quarter 2024 results: EPS: US$1.27 (up from US$1.14 in 2Q 2023). Revenue: US$541.5m (flat on 2Q 2023). Net income: US$39.2m (up 13% from 2Q 2023). Profit margin: 7.2% (up from 6.4% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 10Beazer Homes USA, Inc. to Report Q2, 2024 Results on May 01, 2024Beazer Homes USA, Inc. announced that they will report Q2, 2024 results After-Market on May 01, 2024お知らせ • Feb 22HW Holdco, LLC acquired Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others.HW Holdco, LLC acquired Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others on February 21, 2024. Vestra Advisors, LLC is acting as exclusive financial advisor to Builders Digital Experience (BDX) and Morrison & Foerster LLP is acting as BDX’s legal advisor. Gibson, Dunn & Crutcher LLP is acting as Zonda’s legal advisor.HW Holdco, LLC completed the acquisition of Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others on February 21, 2024.Reported Earnings • Feb 02First quarter 2024 earnings released: EPS: US$0.71 (vs US$0.81 in 1Q 2023)First quarter 2024 results: EPS: US$0.71 (down from US$0.81 in 1Q 2023). Revenue: US$386.8m (down 13% from 1Q 2023). Net income: US$21.7m (down 11% from 1Q 2023). Profit margin: 5.6% (up from 5.5% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.お知らせ • Jan 12Beazer Homes USA, Inc. to Report Q1, 2024 Results on Feb 01, 2024Beazer Homes USA, Inc. announced that they will report Q1, 2024 results After-Market on Feb 01, 2024お知らせ • Dec 22+ 1 more updateBeazer Homes USA, Inc., Annual General Meeting, Feb 08, 2024Beazer Homes USA, Inc., Annual General Meeting, Feb 08, 2024. Location: Hyatt Regency Atlanta Perimeter at Villa Christina 4000 Summit Boulevard, Georgia Atlanta United States Agenda: To consider Election of directors; to consider Ratification of appointment of independent auditors; to consider Approval of an advisory vote on executive compensation; and to consider Approval of an amendment to the Company's Amended and Restated 2014 Long-Term Incentive Plan.New Risk • Nov 19New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).Reported Earnings • Nov 19Full year 2023 earnings released: EPS: US$5.23 (vs US$7.25 in FY 2022)Full year 2023 results: EPS: US$5.23 (down from US$7.25 in FY 2022). Revenue: US$2.21b (down 4.8% from FY 2022). Net income: US$158.7m (down 28% from FY 2022). Profit margin: 7.2% (down from 9.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 33% per year.お知らせ • Nov 12Beazer Homes USA, Inc. Announces Board ChangesOn November 7, 2023, Beazer Homes USA, Inc. announced that Elizabeth Acton and David Spitz will retire from the Company’s Board of Directors, effective as of the Company’s next annual meeting of stockholders. The decisions by Ms. Acton and Mr. Spitz to retire from the Board were not the result of any disagreement with the Company on any matter regarding the Company’s operations, policies or practices. In connection with Ms. Acton’s and Mr. Spitz’s retirements from the Board, June Sauvaget and Alyssa Steele have been appointed to the Board, effective as of January 1, 2024. The committee assignments for Mses. Sauvaget and Steele have not been determined at the time of this filing. The Board has determined that Mses. Sauvaget and Steele are “independent” under the New York Stock Exchange listing standards and the Company’s Corporate Governance Guidelines.New Risk • Nov 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (67% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (3.1% increase in shares outstanding).Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €26.40, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total returns to shareholders of 124% over the past three years.お知らせ • Oct 27Beazer Homes USA, Inc. to Report Q4, 2023 Results on Nov 16, 2023Beazer Homes USA, Inc. announced that they will report Q4, 2023 results After-Market on Nov 16, 2023Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €31.20, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Consumer Durables industry in Europe. Total returns to shareholders of 239% over the past three years.Reported Earnings • Jul 28Third quarter 2023 earnings released: EPS: US$1.44 (vs US$1.78 in 3Q 2022)Third quarter 2023 results: EPS: US$1.44 (down from US$1.78 in 3Q 2022). Revenue: US$572.5m (up 8.7% from 3Q 2022). Net income: US$43.8m (down 19% from 3Q 2022). Profit margin: 7.7% (down from 10% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 07Beazer Homes USA, Inc. to Report Q3, 2023 Results on Jul 27, 2023Beazer Homes USA, Inc. announced that they will report Q3, 2023 results After-Market on Jul 27, 2023New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Earnings are forecast to decline by an average of 10% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €25.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Consumer Durables industry in Germany. Total returns to shareholders of 184% over the past three years.Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €17.90, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 178% over the past three years.Reported Earnings • Apr 30Second quarter 2023 earnings released: EPS: US$1.14 (vs US$1.46 in 2Q 2022)Second quarter 2023 results: EPS: US$1.14 (down from US$1.46 in 2Q 2022). Revenue: US$543.9m (up 7.0% from 2Q 2022). Net income: US$34.7m (down 22% from 2Q 2022). Profit margin: 6.4% (down from 8.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €18.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 9.1% in a year. Earnings is forecast to decline by 45% in the next year.Buying Opportunity • Feb 07Now 22% undervaluedOver the last 90 days, the stock is up 29%. The fair value is estimated to be €18.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 9.1% in a year. Earnings is forecast to decline by 45% in the next year.Reported Earnings • Feb 05First quarter 2023 earnings released: EPS: US$0.81 (vs US$1.15 in 1Q 2022)First quarter 2023 results: EPS: US$0.81 (down from US$1.15 in 1Q 2022). Revenue: US$444.9m (down 2.0% from 1Q 2022). Net income: US$24.4m (down 30% from 1Q 2022). Profit margin: 5.5% (down from 7.7% in 1Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 11Beazer Homes USA, Inc. to Report Q1, 2023 Results on Feb 02, 2023Beazer Homes USA, Inc. announced that they will report Q1, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 02, 2023お知らせ • Dec 22Beazer Homes USA, Inc., Annual General Meeting, Feb 09, 2023Beazer Homes USA, Inc., Annual General Meeting, Feb 09, 2023, at 08:30 US Eastern Standard Time. Location: Villa Christina 4000 Summit Boulevard Atlanta Georgia United States Agenda: To consider election of directors; to consider ratification of appointment of Deloitte & Touche LLP as the Company's independent auditors; to approve an advisory vote on the compensation of the Company's named executive officers; to approve an advisory vote on the frequency of stockholder advisory vote regarding the compensation of the Company's named executive officers; and to consider such other business issues.Reported Earnings • Nov 16Full year 2022 earnings released: EPS: US$7.25 (vs US$4.08 in FY 2021)Full year 2022 results: EPS: US$7.25 (up from US$4.08 in FY 2021). Revenue: US$2.32b (up 8.3% from FY 2021). Net income: US$220.7m (up 81% from FY 2021). Profit margin: 9.5% (up from 5.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.7% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Lloyd Johnson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Full year 2022 earnings released: EPS: US$7.25 (vs US$4.08 in FY 2021)Full year 2022 results: EPS: US$7.25 (up from US$4.08 in FY 2021). Revenue: US$2.32b (up 8.3% from FY 2021). Net income: US$220.7m (up 81% from FY 2021). Profit margin: 9.5% (up from 5.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.4% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.5%. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 21Beazer Homes USA, Inc. to Report Q4, 2022 Results on Nov 10, 2022Beazer Homes USA, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 10, 2022Valuation Update With 7 Day Price Move • Sep 03Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €13.00, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 8x in the Consumer Durables industry in Germany. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.10 per share.Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Lloyd Johnson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Aug 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be €17.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 8.1% in 2 years. Earnings is forecast to decline by 1.0% in the next 2 years.Reported Earnings • Jul 30Third quarter 2022 earnings released: EPS: US$1.78 (vs US$1.24 in 3Q 2021)Third quarter 2022 results: EPS: US$1.78 (up from US$1.24 in 3Q 2021). Revenue: US$526.7m (down 7.8% from 3Q 2021). Net income: US$54.3m (up 46% from 3Q 2021). Profit margin: 10% (up from 6.5% in 3Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 9.1%, compared to a 3.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29Beazer Homes USA, Inc. Provides Earnings Guidance for the Full Year 2022Beazer Homes USA, Inc. provided earnings guidance for the full year 2022. Despite near-term pressures on new home sales, the size of backlog provides excellent visibility into full year financial results. Accordingly, the company now expects to generate fiscal year 2022 earnings per share of approximately $6.50, inclusive of previously disclosed tax benefits of approximately $0.40 per share.お知らせ • Jul 08Beazer Homes USA, Inc. to Report Q3, 2022 Results on Jul 28, 2022Beazer Homes USA, Inc. announced that they will report Q3, 2022 results After-Market on Jul 28, 2022Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €12.70, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 10x in the Consumer Durables industry in Germany. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.34 per share.Reported Earnings • Apr 30Second quarter 2022 earnings released: EPS: US$1.46 (vs US$0.82 in 2Q 2021)Second quarter 2022 results: EPS: US$1.46 (up from US$0.82 in 2Q 2021). Revenue: US$508.5m (down 7.5% from 2Q 2021). Net income: US$44.7m (up 81% from 2Q 2021). Profit margin: 8.8% (up from 4.5% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 15%, compared to a 8.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 01Beazer Homes USA, Inc. to Report Q2, 2022 Results on Apr 28, 2022Beazer Homes USA, Inc. announced that they will report Q2, 2022 results After-Market on Apr 28, 2022お知らせ • Jan 30Beazer Homes USA, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2022Beazer Homes USA, Inc. provided earnings guidance for the second quarter and full year 2022. For the quarter, the company expects average monthly sales pace in the low-3s as the company manage the current production environment with a focus on profitability. The company also expect earnings per share to be up double-digits versus the same period last year.For the full year, the company expects to exceed $5 in earnings.Reported Earnings • Jan 28First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: US$1.15 (up from US$0.40 in 1Q 2021). Revenue: US$454.1m (up 6.0% from 1Q 2021). Net income: US$34.9m (up 190% from 1Q 2021). Profit margin: 7.7% (up from 2.8% in 1Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €20.00, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.35 per share.Reported Earnings • Nov 12Full year 2021 earnings released: EPS US$4.08 (vs US$1.80 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: US$2.14b (flat on FY 2020). Net income: US$122.2m (up 129% from FY 2020). Profit margin: 5.7% (up from 2.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Lloyd Johnson was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$20.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Total returns to shareholders of 50% over the past three years.Reported Earnings • May 02Second quarter 2021 earnings released: EPS US$0.82 (vs US$0.35 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$549.9m (up 12% from 2Q 2020). Net income: US$24.6m (up 132% from 2Q 2020). Profit margin: 4.5% (up from 2.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 12New 90-day high: €17.80The company is up 45% from its price of €12.30 on 11 December 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.47 per share.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to US$17.80, the stock is trading at a trailing P/E ratio of 10.1x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 28x in the Consumer Durables industry in Germany. Total returns to shareholders over the past three years are 38%.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$16.20, the stock is trading at a trailing P/E ratio of 9.4x, up from the previous P/E ratio of 8x. This compares to an average P/E of 27x in the Consumer Durables industry in Germany. Total returns to shareholders over the past three years are 27%.お知らせ • Feb 05Beazer Homes USA, Inc. Announces Retirement of Laurent Alpert Retired from the BoardBeazer Homes USA, Inc. announced that Laurent Alpert retired from the Board.Executive Departure • Feb 05Independent Director has left the companyOn the 3rd of February, Laurent Alpert's tenure as Independent Director ended after 19.0 years in the role. We don't have any record of a personal shareholding under Laurent's name. A total of 2 executives have left over the last 12 months.Reported Earnings • Jan 30First quarter 2021 earnings released: EPS US$0.40 (vs US$0.094 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$428.5m (up 2.6% from 1Q 2020). Net income: US$12.0m (up 329% from 1Q 2020). Profit margin: 2.8% (up from 0.7% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to stay flat compared to a 6.9% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Jan 22New 90-day high: €14.90The company is up 35% from its price of €11.00 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.09 per share.お知らせ • Jan 08Beazer Homes USA, Inc. to Report Q1, 2021 Results on Jan 28, 2021Beazer Homes USA, Inc. announced that they will report Q1, 2021 results After-Market on Jan 28, 2021Is New 90 Day High Low • Dec 24New 90-day high: €13.20The company is up 23% from its price of €10.70 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.49 per share.お知らせ • Dec 19Beazer Homes USA, Inc., Annual General Meeting, Feb 03, 2021Beazer Homes USA, Inc., Annual General Meeting, Feb 03, 2021, at 08:30 US Eastern Standard Time. Location: 1000 abernathy road, ne suite 260 Atlanta United States Agenda: To consider election of directors; to consider ratification of appointment of independent auditors; and to consider approval of executive compensation.Recent Insider Transactions • Dec 09Insider recently sold €254k worth of stockOn the 8th of December, Robert Salomon sold around 20k shares on-market at roughly €12.70 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.Is New 90 Day High Low • Nov 24New 90-day high: €12.40The company is up 17% from its price of €10.60 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 11% over the same period.お知らせ • Nov 21Beazer Homes USA, Inc. Announces Retirement of Robert L. Salomon as Executive Vice PresidentBeazer Homes USA, Inc. announced that on November 20, 2020, Robert L. Salomon retired as Executive Vice President of the company.Recent Insider Transactions • Nov 20Independent Director recently bought €70k worth of stockOn the 17th of November, C. Winkle bought around 6k shares on-market at roughly €11.81 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.9m more in shares than they bought in the last 12 months.Reported Earnings • Nov 14Full year 2020 earnings released: EPS US$1.80The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$2.13b (up 1.9% from FY 2019). Net income: US$53.3m (up US$132.7m from FY 2019). Profit margin: 2.5% (up from net loss in FY 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectationsRevenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 4.1%, compared to a 4.0% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Oct 10New 90-day high: €12.20The company is up 44% from its price of €8.50 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period.お知らせ • Sep 26Beazer Homes Announces New Master-Plan to Sacramento, CalifBeazer Homes announced The Cove, an 80-acre master-plan community currently under development in Sacramento, Calif. Providing an amenity-rich lifestyle, The Cove features four distinct neighborhoods, each with architectural highlights and intelligent design. This exciting new location will be home to 590 residences, offering single-family and trendy townhome living. Homes will range from 1,567 to 3,024 square feet with three to five bedrooms, up to 3.5 baths, and two-car garages, perfect for all stages of life. Residents will have access to Cornerstone, an exclusive clubhouse with fitness, multi-purpose lounge, an outside living area with fireplace, pool and spa connected by walking and bike trails in and around the community. Adjacent to Cornerstone will be a public neighborhood park with play area, covered seating and a half-court basketball court. With its convenient location just three miles from downtown Sacramento and close proximity to I-80 and I-5, The Cove is a perfect place to call home for working professionals, families and retirees wanting to experience a more relaxed living environment without sacrificing convenience and amenities.Is New 90 Day High Low • Sep 24New 90-day high: €11.10The company is up 34% from its price of €8.30 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 16% over the same period.お知らせ • Jul 17Beazer Homes USA, Inc. to Report Q3, 2020 Results on Jul 30, 2020Beazer Homes USA, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Jul 30, 2020業績と収益の成長予測DB:BE4A - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/20272,48745426639/30/20262,117-18-76-5233/31/20262,111-4-70-41N/A12/31/20252,26610-326N/A9/30/20252,37246332N/A6/30/20252,38668-59-33N/A3/31/20252,43695-78-54N/A12/31/20242,412122-93-71N/A9/30/20242,330140-160-138N/A6/30/20242,169144-264-241N/A3/31/20242,146160-126-102N/A12/31/20232,1491561739N/A9/30/20232,207159158178N/A6/30/20232,389190323341N/A3/31/20232,343200163179N/A12/31/20222,3082105772N/A9/30/20222,3172216681N/A6/30/20222,080182-227-211N/A3/31/20222,125165-91-77N/A12/31/20212,1661451428N/A9/30/20212,1401221732N/A6/30/20212,23698295309N/A3/31/20212,19877373385N/A12/31/20202,13863288299N/A9/30/20202,12753278289N/A6/30/20202,22231254267N/A3/31/20202,17228135151N/A12/31/20192,104-84N/A84N/A9/30/20192,088-79N/A114N/A6/30/20192,074-21N/A94N/A3/31/20192,103-20N/A88N/A12/31/20182,13793N/A102N/A9/30/20182,107-45N/A55N/A6/30/20182,012-72N/A2N/A3/31/20181,979-78N/A52N/A12/31/20171,950-97N/A57N/A9/30/20171,91632N/A105N/A6/30/20171,875-3N/A154N/A3/31/20171,857-4N/A151N/A12/31/20161,8173N/A178N/A9/30/20161,8225N/A163N/A6/30/20161,823361N/A126N/A3/31/20161,792367N/A62N/A12/31/20151,706366N/A14N/A9/30/20151,627347N/A-81N/A6/30/20151,54052N/A-109N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BE4Aは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: BE4A今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: BE4A今後 3 年以内に収益を上げることが予想されます。収益対市場: BE4Aの収益 ( 12% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: BE4Aの収益 ( 12% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BE4Aの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 20:29終値2026/05/22 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Beazer Homes USA, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Jonathan EllisBofA Global ResearchTyler BatoryBrean Capital Historical (Janney Montgomery)Rohit SethB. Riley Securities, Inc.10 その他のアナリストを表示
お知らせ • Jul 29Beazer Homes USA, Inc. Provides Earnings Guidance for the Full Year 2022Beazer Homes USA, Inc. provided earnings guidance for the full year 2022. Despite near-term pressures on new home sales, the size of backlog provides excellent visibility into full year financial results. Accordingly, the company now expects to generate fiscal year 2022 earnings per share of approximately $6.50, inclusive of previously disclosed tax benefits of approximately $0.40 per share.
お知らせ • Jan 30Beazer Homes USA, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2022Beazer Homes USA, Inc. provided earnings guidance for the second quarter and full year 2022. For the quarter, the company expects average monthly sales pace in the low-3s as the company manage the current production environment with a focus on profitability. The company also expect earnings per share to be up double-digits versus the same period last year.For the full year, the company expects to exceed $5 in earnings.
お知らせ • May 12Dream Finders Homes, Inc. (NYSE:DFH) cancelled the acquisition of Beazer Homes USA, Inc. (NYSE:BZH) for approximately $730 million.Dream Finders Homes, Inc. (NYSE:DFH) proposed to acquire Beazer Homes USA, Inc. (NYSE:BZH) for approximately $730 million on May 5, 2026. A cash consideration valued at $25.75 per share will be paid by Dream Finders Homes, Inc. Kennedy Lewis has provided Dream Finders with a highly confident letter in connection with land bank financing related to the proposed transaction. Dream Finders has also obtained letters from Goldman Sachs & Co. LLC and BofA Securities stating that they are highly confident that financing for the transaction can be arranged in the capital markets. The transaction is subject to consummation of due diligence investigation and definitive agreement. The deal has been approved by Dream Finders Homes, Inc. board. Goldman Sachs & Co. LLC acted as financial advisor for Dream Finders Homes, Inc. BofA Merrill Lynch International Limited acted as financial advisor for Dream Finders Homes, Inc. Zelman & Associates LLC, Investment Banking arm acted as financial advisor for Dream Finders Homes, Inc. Vestra Advisors LLC acted as financial advisor for Dream Finders Homes, Inc. Foley & Lardner LLP acted as legal advisor and Edelman Smithfield acting as strategic communications advisor for Dream Finders Homes, Inc. J.P. Morgan Securities LLC acted as financial advisor to Beazer Homes USA, Inc. Moelis & Company LLC acted as financial advisor to Beazer Homes USA, Inc. King & Spalding LLP acted as legal advisor to Beazer Homes USA, Inc. Collected Strategies is serving as strategic communications advisor. Dream Finders Homes, Inc. (NYSE:DFH) cancelled the acquisition of Beazer Homes USA, Inc. (NYSE:BZH) on May 11, 2026. The board of directors of Beazer Homes USA, Inc. with the assistance of its financial and legal advisors, has evaluated and rejected the unsolicited, non-binding proposals from Dream Finders Homes, Inc. The Beazer Board determined that they significantly undervalued the Company, were not in the best interests of Beazer shareholders and did not establish an appropriate basis for discussions.
お知らせ • May 11Dream Finders Homes, Inc. (NYSE:DFH) proposed to acquire Beazer Homes USA, Inc. (NYSE:BZH) for approximately $730 million.Dream Finders Homes, Inc. (NYSE:DFH) proposed to acquire Beazer Homes USA, Inc. (NYSE:BZH) for approximately $730 million on May 5, 2026. A cash consideration valued at $25.75 per share will be paid by Dream Finders Homes, Inc. Kennedy Lewis has provided Dream Finders with a highly confident letter in connection with land bank financing related to the proposed transaction. Dream Finders has also obtained letters from Goldman Sachs & Co. LLC and BofA Securities stating that they are highly confident that financing for the transaction can be arranged in the capital markets. The transaction is subject to consummation of due diligence investigation and definitive agreement. The deal has been approved by Dream Finders Homes, Inc. board. Goldman Sachs & Co. LLC acted as financial advisor for Dream Finders Homes, Inc. BofA Merrill Lynch International Limited acted as financial advisor for Dream Finders Homes, Inc. Zelman & Associates LLC, Investment Banking arm acted as financial advisor for Dream Finders Homes, Inc. Vestra Advisors LLC acted as financial advisor for Dream Finders Homes, Inc. Foley & Lardner LLP acted as legal advisor and Edelman Smithfield acting as strategic communications advisor for Dream Finders Homes, Inc.
お知らせ • Apr 14Beazer Homes USA, Inc. to Report Q2, 2026 Results on Apr 30, 2026Beazer Homes USA, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 30, 2026
お知らせ • Jan 15Beazer Homes USA, Inc. to Report Q1, 2026 Results on Jan 29, 2026Beazer Homes USA, Inc. announced that they will report Q1, 2026 results After-Market on Jan 29, 2026
お知らせ • Dec 11Beazer Homes USA, Inc., Annual General Meeting, Feb 05, 2026Beazer Homes USA, Inc., Annual General Meeting, Feb 05, 2026. Location: hyatt regency atlanta, perimeter at villa christina, 4000 summit boulevard, atlanta, georgia 30319, United States
お知らせ • Dec 10Beazer Homes Usa, Inc. Announces Board ChangesBeazer Homes USA, Inc. announced the appointment of Howard Heckes as a new independent member of the Board of Directors. Mr. Heckes is an established leader in the building materials and services industry, most recently serving as Chief Executive Officer of Masonite International, a top global designer, manufacturer, marketer and distributor of doors and door solutions. Prior to Masonite, he was Chief Executive Officer of Energy Management Collaborative, an LED lighting and controls provider, and held various leadership roles at The Valspar Corporation and Newell Brands. Mr. Heckes is currently a member of the board of directors of James Hardie Industries plc and privately-held Airtron Heating & Air Conditioning. In addition to Mr. Heckes’ appointment, the Company also announced that Danny Shepherd is retiring from the Board and will not stand for re-election at the 2026 Annual Meeting of Stockholders. Mr. Shepherd’s retirement and Mr. Heckes’ appointment are part of the Company’s ongoing director refreshment efforts in which three independent directors have retired, and four new independent directors have been appointed to the Board in the past two years.
お知らせ • Oct 16Beazer Homes USA, Inc. to Report Q4, 2025 Results on Nov 13, 2025Beazer Homes USA, Inc. announced that they will report Q4, 2025 results After-Market on Nov 13, 2025
お知らせ • Jul 10Beazer Homes USA, Inc. to Report Q3, 2025 Results on Jul 31, 2025Beazer Homes USA, Inc. announced that they will report Q3, 2025 results After-Market on Jul 31, 2025
お知らせ • May 02Beazer Homes USA, Inc. (NYSE:BZH) announces an Equity Buyback for $100 million worth of its shares.Beazer Homes USA, Inc. (NYSE:BZH) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common shares.
お知らせ • Apr 15Beazer Homes USA, Inc. to Report Q2, 2025 Results on May 01, 2025Beazer Homes USA, Inc. announced that they will report Q2, 2025 results After-Market on May 01, 2025
お知らせ • Jan 15Beazer Homes USA, Inc. to Report Q1, 2025 Results on Jan 30, 2025Beazer Homes USA, Inc. announced that they will report Q1, 2025 results After-Market on Jan 30, 2025
お知らせ • Jan 11Beazer Homes and Green Builder Media Announces the Launch of VISION House Las Vegas at IBS/KBIS 2025Beazer Homes and Green Builder Media have partnered to build three show homes, which will be available for tours throughout IBS/KBIS 2025, February 24–28. (The models are located in Henderson, Nev., and are open seven days a week. Hours are from 10 am–6 pm all days except for, which is 1–6 pm.) Come experience in person how production home building has crossed the Rubicon to fabulous market-rate homes built to the country’s most respected energy-efficiency building standard while delivering the design today’s home buyers expect. Some Additional Background and Details: The VISION House Las Vegas houses at the Aria Crossing Neighborhood in the Cadence master-planned community in Henderson, Nev., feature one baseline model, one upgrade model, and one deconstructed home, wh ich will showcase behind-the-wall systems. The homes spotlight net zero, electrification, energy and water efficiency, healthy home, solar + storage, resiliency, and cost-effectiveness. The ZERH program requires homes to be ENERGY STAR certified and Indoor airPLUS qualified, ensuring energy efficiency and healthy indoor air quality. ZERH certified homes must also have water efficiency features and a renewable energy-ready design. To meet the ZERH requirements, the VISION House Las Vegas homes will feature: Westlake Royal Building Solutions resilient and energy-efficient concrete tile roofing. Cultured Stone manufactured stone on the exterior. Greenfiber blown-in cellulose insulation. DuPont housewrap and weather barriers. Rheem electric hybrid water heaters. Whirlpool ENERGY STAR appliances, including induction cooktops and heat pump dryers. Residio smart thermostat and controls. Sunnova solar array on all of the homes, with battery storage and an EV charger in the upgraded model. SPAN smart electrical panels to optimize demand-side energy management. Windsor Doors recycled steel garage doors. Mohawk sustainable carpet and super-durable, non-PVC, recyclable PureTech flooring. DalTile ceramic and porcelain tile and anti-microbial quartz countertops. Organized Living storage solutions for closets and pantries. LiftMaster connected garage opening systems. Broan indoor air quality systems with ERVs to keep indoor air fresh. Sherwin-Williams low VOC and non-toxic paints and stains. Moen low-flow plumbing fixtures, leak detection, water monitoring systems, and water filtration systems.
お知らせ • Dec 23Beazer Homes USA, Inc., Annual General Meeting, Feb 06, 2025Beazer Homes USA, Inc., Annual General Meeting, Feb 06, 2025. Location: hyatt regency atlanta perimeter, at villa christina, 4000 summit boulevard, georgia 30319, atlanta, United States
Reported Earnings • Nov 15Full year 2024 earnings released: EPS: US$4.59 (vs US$5.23 in FY 2023)Full year 2024 results: EPS: US$4.59 (down from US$5.23 in FY 2023). Revenue: US$2.33b (up 5.6% from FY 2023). Net income: US$140.2m (down 12% from FY 2023). Profit margin: 6.0% (down from 7.2% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €34.80, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Consumer Durables industry in Europe. Total returns to shareholders of 76% over the past three years.
Recent Insider Transactions • Nov 15Senior VP & CFO recently sold €183k worth of stockOn the 12th of November, David Goldberg sold around 6k shares on-market at roughly €30.22 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
お知らせ • Oct 23Beazer Homes USA, Inc. to Report Q4, 2024 Results on Nov 13, 2024Beazer Homes USA, Inc. announced that they will report Q4, 2024 results After-Market on Nov 13, 2024
New Risk • Aug 02New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 21% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (21% accrual ratio).
Reported Earnings • Aug 02Third quarter 2024 earnings released: EPS: US$0.89 (vs US$1.44 in 3Q 2023)Third quarter 2024 results: EPS: US$0.89 (down from US$1.44 in 3Q 2023). Revenue: US$595.7m (up 4.0% from 3Q 2023). Net income: US$27.2m (down 38% from 3Q 2023). Profit margin: 4.6% (down from 7.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Consumer Durables industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €27.80, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Consumer Durables industry in Europe. Total returns to shareholders of 99% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.35 per share.
お知らせ • Jul 09Beazer Homes USA, Inc. to Report Q3, 2024 Results on Aug 01, 2024Beazer Homes USA, Inc. announced that they will report Q3, 2024 results After-Market on Aug 01, 2024
Reported Earnings • May 02Second quarter 2024 earnings released: EPS: US$1.27 (vs US$1.14 in 2Q 2023)Second quarter 2024 results: EPS: US$1.27 (up from US$1.14 in 2Q 2023). Revenue: US$541.5m (flat on 2Q 2023). Net income: US$39.2m (up 13% from 2Q 2023). Profit margin: 7.2% (up from 6.4% in 2Q 2023). Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 10Beazer Homes USA, Inc. to Report Q2, 2024 Results on May 01, 2024Beazer Homes USA, Inc. announced that they will report Q2, 2024 results After-Market on May 01, 2024
お知らせ • Feb 22HW Holdco, LLC acquired Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others.HW Holdco, LLC acquired Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others on February 21, 2024. Vestra Advisors, LLC is acting as exclusive financial advisor to Builders Digital Experience (BDX) and Morrison & Foerster LLP is acting as BDX’s legal advisor. Gibson, Dunn & Crutcher LLP is acting as Zonda’s legal advisor.HW Holdco, LLC completed the acquisition of Builder Digital Experience, Inc. from Lennar Corporation (NYSE:LEN), PulteGroup, Inc. (NYSE:PHM), KB Home (NYSE:KBH), Beazer Homes USA, Inc. (NYSE:BZH) and others on February 21, 2024.
Reported Earnings • Feb 02First quarter 2024 earnings released: EPS: US$0.71 (vs US$0.81 in 1Q 2023)First quarter 2024 results: EPS: US$0.71 (down from US$0.81 in 1Q 2023). Revenue: US$386.8m (down 13% from 1Q 2023). Net income: US$21.7m (down 11% from 1Q 2023). Profit margin: 5.6% (up from 5.5% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 24% per year.
お知らせ • Jan 12Beazer Homes USA, Inc. to Report Q1, 2024 Results on Feb 01, 2024Beazer Homes USA, Inc. announced that they will report Q1, 2024 results After-Market on Feb 01, 2024
お知らせ • Dec 22+ 1 more updateBeazer Homes USA, Inc., Annual General Meeting, Feb 08, 2024Beazer Homes USA, Inc., Annual General Meeting, Feb 08, 2024. Location: Hyatt Regency Atlanta Perimeter at Villa Christina 4000 Summit Boulevard, Georgia Atlanta United States Agenda: To consider Election of directors; to consider Ratification of appointment of independent auditors; to consider Approval of an advisory vote on executive compensation; and to consider Approval of an amendment to the Company's Amended and Restated 2014 Long-Term Incentive Plan.
New Risk • Nov 19New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
Reported Earnings • Nov 19Full year 2023 earnings released: EPS: US$5.23 (vs US$7.25 in FY 2022)Full year 2023 results: EPS: US$5.23 (down from US$7.25 in FY 2022). Revenue: US$2.21b (down 4.8% from FY 2022). Net income: US$158.7m (down 28% from FY 2022). Profit margin: 7.2% (down from 9.5% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 2 years, compared to a 6.1% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year whereas the company’s share price has increased by 33% per year.
お知らせ • Nov 12Beazer Homes USA, Inc. Announces Board ChangesOn November 7, 2023, Beazer Homes USA, Inc. announced that Elizabeth Acton and David Spitz will retire from the Company’s Board of Directors, effective as of the Company’s next annual meeting of stockholders. The decisions by Ms. Acton and Mr. Spitz to retire from the Board were not the result of any disagreement with the Company on any matter regarding the Company’s operations, policies or practices. In connection with Ms. Acton’s and Mr. Spitz’s retirements from the Board, June Sauvaget and Alyssa Steele have been appointed to the Board, effective as of January 1, 2024. The committee assignments for Mses. Sauvaget and Steele have not been determined at the time of this filing. The Board has determined that Mses. Sauvaget and Steele are “independent” under the New York Stock Exchange listing standards and the Company’s Corporate Governance Guidelines.
New Risk • Nov 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks High level of debt (67% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change). Shareholders have been diluted in the past year (3.1% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €26.40, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 10x in the Consumer Durables industry in Europe. Total returns to shareholders of 124% over the past three years.
お知らせ • Oct 27Beazer Homes USA, Inc. to Report Q4, 2023 Results on Nov 16, 2023Beazer Homes USA, Inc. announced that they will report Q4, 2023 results After-Market on Nov 16, 2023
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €31.20, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Consumer Durables industry in Europe. Total returns to shareholders of 239% over the past three years.
Reported Earnings • Jul 28Third quarter 2023 earnings released: EPS: US$1.44 (vs US$1.78 in 3Q 2022)Third quarter 2023 results: EPS: US$1.44 (down from US$1.78 in 3Q 2022). Revenue: US$572.5m (up 8.7% from 3Q 2022). Net income: US$43.8m (down 19% from 3Q 2022). Profit margin: 7.7% (down from 10% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 07Beazer Homes USA, Inc. to Report Q3, 2023 Results on Jul 27, 2023Beazer Homes USA, Inc. announced that they will report Q3, 2023 results After-Market on Jul 27, 2023
New Risk • Jun 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Earnings are forecast to decline by an average of 10% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (7.0% average weekly change).
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €25.00, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Consumer Durables industry in Germany. Total returns to shareholders of 184% over the past three years.
Valuation Update With 7 Day Price Move • May 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €17.90, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Consumer Durables industry in Germany. Total returns to shareholders of 178% over the past three years.
Reported Earnings • Apr 30Second quarter 2023 earnings released: EPS: US$1.14 (vs US$1.46 in 2Q 2022)Second quarter 2023 results: EPS: US$1.14 (down from US$1.46 in 2Q 2022). Revenue: US$543.9m (up 7.0% from 2Q 2022). Net income: US$34.7m (down 22% from 2Q 2022). Profit margin: 6.4% (down from 8.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €18.02, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 9.1% in a year. Earnings is forecast to decline by 45% in the next year.
Buying Opportunity • Feb 07Now 22% undervaluedOver the last 90 days, the stock is up 29%. The fair value is estimated to be €18.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 9.1% in a year. Earnings is forecast to decline by 45% in the next year.
Reported Earnings • Feb 05First quarter 2023 earnings released: EPS: US$0.81 (vs US$1.15 in 1Q 2022)First quarter 2023 results: EPS: US$0.81 (down from US$1.15 in 1Q 2022). Revenue: US$444.9m (down 2.0% from 1Q 2022). Net income: US$24.4m (down 30% from 1Q 2022). Profit margin: 5.5% (down from 7.7% in 1Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 5.3% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 11Beazer Homes USA, Inc. to Report Q1, 2023 Results on Feb 02, 2023Beazer Homes USA, Inc. announced that they will report Q1, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 02, 2023
お知らせ • Dec 22Beazer Homes USA, Inc., Annual General Meeting, Feb 09, 2023Beazer Homes USA, Inc., Annual General Meeting, Feb 09, 2023, at 08:30 US Eastern Standard Time. Location: Villa Christina 4000 Summit Boulevard Atlanta Georgia United States Agenda: To consider election of directors; to consider ratification of appointment of Deloitte & Touche LLP as the Company's independent auditors; to approve an advisory vote on the compensation of the Company's named executive officers; to approve an advisory vote on the frequency of stockholder advisory vote regarding the compensation of the Company's named executive officers; and to consider such other business issues.
Reported Earnings • Nov 16Full year 2022 earnings released: EPS: US$7.25 (vs US$4.08 in FY 2021)Full year 2022 results: EPS: US$7.25 (up from US$4.08 in FY 2021). Revenue: US$2.32b (up 8.3% from FY 2021). Net income: US$220.7m (up 81% from FY 2021). Profit margin: 9.5% (up from 5.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.7% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Lloyd Johnson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Full year 2022 earnings released: EPS: US$7.25 (vs US$4.08 in FY 2021)Full year 2022 results: EPS: US$7.25 (up from US$4.08 in FY 2021). Revenue: US$2.32b (up 8.3% from FY 2021). Net income: US$220.7m (up 81% from FY 2021). Profit margin: 9.5% (up from 5.7% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 4.4% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.5%. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 21Beazer Homes USA, Inc. to Report Q4, 2022 Results on Nov 10, 2022Beazer Homes USA, Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 10, 2022
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €13.00, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 8x in the Consumer Durables industry in Germany. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €21.10 per share.
Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Lloyd Johnson was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Aug 03Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be €17.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 8.1% in 2 years. Earnings is forecast to decline by 1.0% in the next 2 years.
Reported Earnings • Jul 30Third quarter 2022 earnings released: EPS: US$1.78 (vs US$1.24 in 3Q 2021)Third quarter 2022 results: EPS: US$1.78 (up from US$1.24 in 3Q 2021). Revenue: US$526.7m (down 7.8% from 3Q 2021). Net income: US$54.3m (up 46% from 3Q 2021). Profit margin: 10% (up from 6.5% in 3Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 9.1%, compared to a 3.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29Beazer Homes USA, Inc. Provides Earnings Guidance for the Full Year 2022Beazer Homes USA, Inc. provided earnings guidance for the full year 2022. Despite near-term pressures on new home sales, the size of backlog provides excellent visibility into full year financial results. Accordingly, the company now expects to generate fiscal year 2022 earnings per share of approximately $6.50, inclusive of previously disclosed tax benefits of approximately $0.40 per share.
お知らせ • Jul 08Beazer Homes USA, Inc. to Report Q3, 2022 Results on Jul 28, 2022Beazer Homes USA, Inc. announced that they will report Q3, 2022 results After-Market on Jul 28, 2022
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to €12.70, the stock trades at a forward P/E ratio of 2x. Average forward P/E is 10x in the Consumer Durables industry in Germany. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.34 per share.
Reported Earnings • Apr 30Second quarter 2022 earnings released: EPS: US$1.46 (vs US$0.82 in 2Q 2021)Second quarter 2022 results: EPS: US$1.46 (up from US$0.82 in 2Q 2021). Revenue: US$508.5m (down 7.5% from 2Q 2021). Net income: US$44.7m (up 81% from 2Q 2021). Profit margin: 8.8% (up from 4.5% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 15%, compared to a 8.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 01Beazer Homes USA, Inc. to Report Q2, 2022 Results on Apr 28, 2022Beazer Homes USA, Inc. announced that they will report Q2, 2022 results After-Market on Apr 28, 2022
お知らせ • Jan 30Beazer Homes USA, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2022Beazer Homes USA, Inc. provided earnings guidance for the second quarter and full year 2022. For the quarter, the company expects average monthly sales pace in the low-3s as the company manage the current production environment with a focus on profitability. The company also expect earnings per share to be up double-digits versus the same period last year.For the full year, the company expects to exceed $5 in earnings.
Reported Earnings • Jan 28First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: US$1.15 (up from US$0.40 in 1Q 2021). Revenue: US$454.1m (up 6.0% from 1Q 2021). Net income: US$34.9m (up 190% from 1Q 2021). Profit margin: 7.7% (up from 2.8% in 1Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €20.00, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Total returns to shareholders of 113% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.35 per share.
Reported Earnings • Nov 12Full year 2021 earnings released: EPS US$4.08 (vs US$1.80 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: US$2.14b (flat on FY 2020). Net income: US$122.2m (up 129% from FY 2020). Profit margin: 5.7% (up from 2.5% in FY 2020). Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Lloyd Johnson was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 06Investor sentiment improved over the past weekAfter last week's 18% share price gain to US$20.00, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Total returns to shareholders of 50% over the past three years.
Reported Earnings • May 02Second quarter 2021 earnings released: EPS US$0.82 (vs US$0.35 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$549.9m (up 12% from 2Q 2020). Net income: US$24.6m (up 132% from 2Q 2020). Profit margin: 4.5% (up from 2.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 12New 90-day high: €17.80The company is up 45% from its price of €12.30 on 11 December 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.47 per share.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to US$17.80, the stock is trading at a trailing P/E ratio of 10.1x, up from the previous P/E ratio of 8.2x. This compares to an average P/E of 28x in the Consumer Durables industry in Germany. Total returns to shareholders over the past three years are 38%.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$16.20, the stock is trading at a trailing P/E ratio of 9.4x, up from the previous P/E ratio of 8x. This compares to an average P/E of 27x in the Consumer Durables industry in Germany. Total returns to shareholders over the past three years are 27%.
お知らせ • Feb 05Beazer Homes USA, Inc. Announces Retirement of Laurent Alpert Retired from the BoardBeazer Homes USA, Inc. announced that Laurent Alpert retired from the Board.
Executive Departure • Feb 05Independent Director has left the companyOn the 3rd of February, Laurent Alpert's tenure as Independent Director ended after 19.0 years in the role. We don't have any record of a personal shareholding under Laurent's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • Jan 30First quarter 2021 earnings released: EPS US$0.40 (vs US$0.094 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$428.5m (up 2.6% from 1Q 2020). Net income: US$12.0m (up 329% from 1Q 2020). Profit margin: 2.8% (up from 0.7% in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 1.7%. Over the next year, revenue is forecast to stay flat compared to a 6.9% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Jan 22New 90-day high: €14.90The company is up 35% from its price of €11.00 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.09 per share.
お知らせ • Jan 08Beazer Homes USA, Inc. to Report Q1, 2021 Results on Jan 28, 2021Beazer Homes USA, Inc. announced that they will report Q1, 2021 results After-Market on Jan 28, 2021
Is New 90 Day High Low • Dec 24New 90-day high: €13.20The company is up 23% from its price of €10.70 on 25 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.49 per share.
お知らせ • Dec 19Beazer Homes USA, Inc., Annual General Meeting, Feb 03, 2021Beazer Homes USA, Inc., Annual General Meeting, Feb 03, 2021, at 08:30 US Eastern Standard Time. Location: 1000 abernathy road, ne suite 260 Atlanta United States Agenda: To consider election of directors; to consider ratification of appointment of independent auditors; and to consider approval of executive compensation.
Recent Insider Transactions • Dec 09Insider recently sold €254k worth of stockOn the 8th of December, Robert Salomon sold around 20k shares on-market at roughly €12.70 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.1m more than they bought in the last 12 months.
Is New 90 Day High Low • Nov 24New 90-day high: €12.40The company is up 17% from its price of €10.60 on 26 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 11% over the same period.
お知らせ • Nov 21Beazer Homes USA, Inc. Announces Retirement of Robert L. Salomon as Executive Vice PresidentBeazer Homes USA, Inc. announced that on November 20, 2020, Robert L. Salomon retired as Executive Vice President of the company.
Recent Insider Transactions • Nov 20Independent Director recently bought €70k worth of stockOn the 17th of November, C. Winkle bought around 6k shares on-market at roughly €11.81 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €1.9m more in shares than they bought in the last 12 months.
Reported Earnings • Nov 14Full year 2020 earnings released: EPS US$1.80The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$2.13b (up 1.9% from FY 2019). Net income: US$53.3m (up US$132.7m from FY 2019). Profit margin: 2.5% (up from net loss in FY 2019). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Nov 14Revenue beats expectationsRevenue exceeded analyst estimates by 3.3%. Over the next year, revenue is forecast to grow 4.1%, compared to a 4.0% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Oct 10New 90-day high: €12.20The company is up 44% from its price of €8.50 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period.
お知らせ • Sep 26Beazer Homes Announces New Master-Plan to Sacramento, CalifBeazer Homes announced The Cove, an 80-acre master-plan community currently under development in Sacramento, Calif. Providing an amenity-rich lifestyle, The Cove features four distinct neighborhoods, each with architectural highlights and intelligent design. This exciting new location will be home to 590 residences, offering single-family and trendy townhome living. Homes will range from 1,567 to 3,024 square feet with three to five bedrooms, up to 3.5 baths, and two-car garages, perfect for all stages of life. Residents will have access to Cornerstone, an exclusive clubhouse with fitness, multi-purpose lounge, an outside living area with fireplace, pool and spa connected by walking and bike trails in and around the community. Adjacent to Cornerstone will be a public neighborhood park with play area, covered seating and a half-court basketball court. With its convenient location just three miles from downtown Sacramento and close proximity to I-80 and I-5, The Cove is a perfect place to call home for working professionals, families and retirees wanting to experience a more relaxed living environment without sacrificing convenience and amenities.
Is New 90 Day High Low • Sep 24New 90-day high: €11.10The company is up 34% from its price of €8.30 on 26 June 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 16% over the same period.
お知らせ • Jul 17Beazer Homes USA, Inc. to Report Q3, 2020 Results on Jul 30, 2020Beazer Homes USA, Inc. announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Jul 30, 2020