Beazer Homes USA, Inc.

NYSE:BZH 株式レポート

時価総額：US$697.7m

Beazer Homes USA 将来の成長

Future 基準チェック /36

Beazer 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7.8%
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

分析記事 • Feb 01

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

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

Recent updates

ナラティブの更新 • Jun 03

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

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

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

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

Beazer Homes USA: The Hostile Buyout Situation Is Complicated

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

BZH: NOL Protections Will Support Value Through Potential Antitrust Probe

Analysts now hold Beazer Homes USA's fair value estimate steady at $26.00. This reflects unchanged views on the discount rate, revenue growth, profit margin, and future P/E assumptions for the stock.
ナラティブの更新 • Apr 17

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

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

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

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

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

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

BZH: NOL Protections And Buybacks Will Offset Potential Antitrust Headwinds

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

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

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

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

Beazer Homes USA, Inc.'s ( NYSE:BZH ) earnings announcement last week didn't impress shareholders. However, our...
ナラティブの更新 • Feb 04

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

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

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

The analysts might have been a bit too bullish on Beazer Homes USA, Inc. ( NYSE:BZH ), given that the company fell...
ナラティブの更新 • Jan 21

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

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

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

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
ナラティブの更新 • Jan 07

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

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

BZH: Rising Housing Policy Tailwinds Will Support Future Earnings Power

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

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

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

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jul 23

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

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

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

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

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Beazer Homes USA fair value estimate is US$33.20 Beazer Homes...
分析記事 • Mar 31

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

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

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

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

Beazer Homes: Cheap, But Facing Considerable Headwinds

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

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

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
分析記事 • Dec 06

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

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

Beazer Homes: Growth Ambitions May Be Derailed By Macro Forces

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

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Oct 07

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

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
User avatar
新しいナラティブ • Sep 24

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

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

Beazer Homes: A Cautiously Optimistic Year Ahead

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

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

Investors were disappointed by Beazer Homes USA, Inc.'s ( NYSE:BZH ) latest earnings release. We did some analysis, and...
分析記事 • Jul 15

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

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

Beazer Homes USA: Time For An Upgrade

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

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

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 • Apr 09

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

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

Beazer Homes: Valuation Is Half Of Peers

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

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

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

Beazer Homes: Value Play Or Value Trap?

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

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

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

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

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

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

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

業績と収益の成長予測

NYSE:BZH - 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
9/30/20272,4874542663
9/30/20262,117-18-76-523
3/31/20262,111-4-70-41N/A
12/31/20252,26610-326N/A
9/30/20252,37246332N/A
6/30/20252,38668-59-33N/A
3/31/20252,43695-78-54N/A
12/31/20242,412122-93-71N/A
9/30/20242,330140-160-138N/A
6/30/20242,169144-264-241N/A
3/31/20242,146160-126-102N/A
12/31/20232,1491561739N/A
9/30/20232,207159158178N/A
6/30/20232,389190323341N/A
3/31/20232,343200163179N/A
12/31/20222,3082105772N/A
9/30/20222,3172216681N/A
6/30/20222,080182-227-211N/A
3/31/20222,125165-91-77N/A
12/31/20212,1661451428N/A
9/30/20212,1401221732N/A
6/30/20212,23698295309N/A
3/31/20212,19877373385N/A
12/31/20202,13863288299N/A
9/30/20202,12753278289N/A
6/30/20202,22231254267N/A
3/31/20202,17228135151N/A
12/31/20192,104-84N/A84N/A
9/30/20192,088-79N/A114N/A
6/30/20192,074-21N/A94N/A
3/31/20192,103-20N/A88N/A
12/31/20182,13793N/A102N/A
9/30/20182,107-45N/A55N/A
6/30/20182,012-72N/A2N/A
3/31/20181,979-78N/A52N/A
12/31/20171,950-97N/A57N/A
9/30/20171,91632N/A105N/A
6/30/20171,875-3N/A154N/A
3/31/20171,857-4N/A151N/A
12/31/20161,8173N/A178N/A
9/30/20161,8225N/A163N/A
6/30/20161,823361N/A126N/A
3/31/20161,792367N/A62N/A
12/31/20151,706366N/A14N/A
9/30/20151,627347N/A-81N/A
6/30/20151,54052N/A-109N/A

アナリストによる今後の成長予測

収入対貯蓄率: BZH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 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: BZH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: BZH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: BZHの収益 ( 12% ) US市場 ( 12.5% ) よりも低い成長が予測されています。

高い収益成長: BZH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: BZH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

7D

1Y

7D

1Y

7D

1Y

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2026/06/11 04:56
終値2026/06/11 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 Research
Tyler BatoryBrean Capital Historical (Janney Montgomery)
Rohit SethB. Riley Securities, Inc.