Beazer Homes USA, Inc. (BZH) Stock Price & Analysis
Beazer Homes USA, Inc. (BZH) closed at USD 33.48 on Monday, October 19, 2026, up 0.09% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 33.45; the Oct 19, 2026 session ranged USD 33.46–33.49 on volume of 2,514,082 shares. Market capitalization is $893.23M, with a 52-week range of USD 17.83–34.54 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 08:37 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BZH.md
Key facts (BZH)
- Last four reported quarters (through Jun 30, 2026): revenue $2.08B, net income -$7.7M (-0.4% margin), free cash flow -$153M (SEC filings).
- 1 of 80 tracked superinvestors hold BZH (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Hold (mean 3.00 on a 1–5 scale) (2 analysts), mean target USD 27.5 (range 22–33).
- Total return with dividends: 1Y +39.6% vs S&P 500 +14.9%; 5Y +81.8% vs S&P 500 +80.3%.
- Next earnings: 2026-11-12, EPS estimate USD 0.44, revenue estimate $851M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (BZH)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.14B | $2.32B | $2.21B | $2.33B | $2.37B | $2.08B |
| Gross profit | $404M | $538M | $443M | $424M | $338M | — |
| Operating income | $147M | $272M | $177M | $143M | $36.6M | -$37.4M |
| Net income | $122M | $221M | $159M | $140M | $45.6M | -$7.7M |
| EPS (diluted) | $4.01 | $7.17 | $5.16 | $4.53 | $1.52 | — |
| Free cash flow | $17.0M | $66.0M | $158M | -$160M | $3.5M | -$153M |
| Gross margin | 18.9% | 23.2% | 20.1% | 18.2% | 14.2% | — |
| Operating margin | 6.9% | 11.8% | 8.0% | 6.1% | 1.5% | -1.8% |
| Net margin | 5.7% | 9.5% | 7.2% | 6.0% | 1.9% | -0.4% |
| Revenue growth | +0.6% | +8.3% | -4.8% | +5.6% | +1.8% | — |
| Cash + short-term investments | $247M | $215M | $346M | $204M | $215M | — |
| Total debt | $1.05B | $983M | $978M | $1.03B | $1.03B | — |
Fiscal years end Sep. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (BZH)
P/S 0.4x · EV/Sales 1.1x · P/B 0.8x · FCF yield -17.17% · Earnings yield -0.86% · Buyback yield (TTM) 7.41% · Net debt $1.28B · EV $2.18B
P/E at fiscal year-ends: Sep 2025 16.2x, Sep 2024 7.5x, Sep 2023 4.8x.
Superinvestors (SEC 13F-HR, Q2 2026) (BZH)
1 of 80 tracked investors hold BZH. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Tweedy Browne | 0.12% | $1.5M | Added +7.7% |
Analysts (BZH)
Consensus Hold (mean 3.00 on a 1–5 scale), 2 analysts; mean target USD 27.5 (low 22, high 33).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-10 | Oppenheimer | Downgrade | Outperform → Perform |
Total return (dividends reinvested) (BZH)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +39.6% | +81.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +40.1% | +12.7% |
| Volatility (annualized) | 52.5% | 51.9% |
| Max drawdown | -35.0% (Feb 2026→May 2026) | -58.9% (Dec 2021→Sep 2022) |
BZH revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| West | $287.3M | 55.6% | -12.7% |
| East | $121.5M | 23.5% | -18.5% |
| Southeast | $107.4M | 20.8% | +60.2% |
| Total revenue | $516.3M | 100% | — |
BZH revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Homebuilding revenue | $490.9M | 95.1% | -8.3% |
| Land sales and other revenue | $25.4M | 4.9% | +154.9% |
| Total revenue | $516.3M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
Companies that name BZH in their SEC reports
| Relationship to BZH | Company | Filing | Sentence |
|---|---|---|---|
| partner | Millrose Properties, Inc. (MRP) | 10-K Mar 2, 2026 | “Kennedy Lewis's in-house land banking servicer includes professionals with deep industry experience working at national homebuilders, including Lennar, Hovnanian Enterprises, Inc., Beazer Homes USA Inc., Toll Brothers, Inc., and Woodbridge Builders Corp., as well as land banking platforms at DW Partners, LP and Blackstone Credit, the credit investment arm of The Blackstone Group.” |
BZH company outlook (results filed Aug 7, 2026)
- “Given the pending transaction with Dream Finders Homes, Beazer is withdrawing its previously issued financial outlook and will not host its earnings conference call and webcast that was scheduled for Monday, August 10, 2026.”
Quoted word-for-word from the SEC 8-K results press release.
BZH analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.44 | $0.58 | -24.1% | $851.4M | 1 |
| Next quarter (ends Dec 2026) | $-0.20 | $-0.20 | +0.0% | $468.4M | 2 |
| Current fiscal year (ends Sep 2026) | $-0.67 | $-0.86 | -22.5% | $2.12B | 1 |
| Next fiscal year (ends Sep 2027) | $1.52 | $1.52 | +0.0% | $2.47B | 2 |
BZH options: expected move
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 0.0% | ±1.8% |
| Dec 18, 2026 | 56 | 0.0% | ±1.6% |
| Feb 19, 2027 | 119 | 0.0% | ±2.5% |
30-day implied volatility 0% vs 2% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 08:37 UTC)
| Price | USD 33.48 |
|---|---|
| Change | ▲ 0.09% (up) |
| Previous Close | USD 33.45 |
| Open | USD 33.47 |
| Day Range | USD 33.46 – 33.49 |
| 52-Week Range | USD 17.83 – 34.54 |
| Volume | 2,514,082 shares |
| Market Cap | $893.23M |
| Exchange | NYQ |
Technical Analysis (BZH)
Nexqual's technical model rates BZH "BUY" based on 5 bullish and 2 bearish signals across 124 daily candles, as of October 23, 2026 at 08:37 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 65.41 (neutral) |
| vs SMA50 | Above (USD 33.28) |
| MACD | 0.07 (positive) |
Analyst Ratings (BZH)
Wall Street analysts rate BZH "Hold" based on 2 analysts, with a mean price target of USD 27.5 (range USD 22–33), per Nexqual as of October 23, 2026 at 08:37 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 2 |
| Mean Target | USD 27.5 |
| High Target | USD 33 |
| Low Target | USD 22 |
| Buy / Hold / Sell | 0 / 2 / 0 |
Earnings (BZH)
| Next Earnings Date | 2026-11-12 |
|---|---|
| EPS Estimate | USD 0.44 |
| Revenue Estimate | $851.40M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.12 vs est -0.37 ▲ beat |
| 2026-03-31 | USD -0.03 vs est -0.75 ▲ beat |
| 2025-12-31 | USD -1.05 vs est -0.5 ▼ miss |
| 2025-09-30 | USD 1.08 vs est 0.8 ▲ beat |
Source: Nexqual, October 23, 2026 at 08:37 UTC.
Financials & Fundamentals (BZH)
| Total Revenue | $2.08B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -5.30% |
| Gross Margin | +12.83% |
| Operating Margin | -1.75% |
| Profit Margin | -0.37% |
| ROE | -0.65% |
| Debt / Equity | 1.25 |
| Current Ratio | 11.48 |
| Total Cash | $124.64M |
| Total Debt | $1.44B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | -$153.34M (-7.4% of revenue) |
Source: Nexqual, October 23, 2026 at 08:37 UTC.
Financial Health Score (BZH)
Nexqual rates Beazer Homes USA, Inc.'s overall financial health "Weak" across five dimensions, as of October 23, 2026 at 08:37 UTC.
| Growth | Mixed — Revenue +1.8% YoY (annual), slow |
|---|---|
| Profitability | Critical — Gross margin 13%, operating -2% (last 12 months) |
| Balance Sheet | Mixed — $125M cash and investments vs $1.41B debt (Jun 2026, SEC) |
| Cash Flow | Weak — FCF negative: -$153M (last 4 quarters to Jun 2026, SEC), burning cash |
| Efficiency | Critical — ROE -1%, ROA -0.7% |
Ownership (BZH)
| Insider Ownership | +8.87% |
|---|---|
| Institutional Ownership | +93.62% |
| Shares Outstanding | 26.68M |
| Float | 23.74M |
| Short % of Float | +8.73% |
Source: Nexqual, October 23, 2026 at 08:37 UTC.
Leadership (BZH)
Beazer Homes USA, Inc. is led by Allan P. Merrill, Chairman, President & CEO, per Nexqual as of October 23, 2026 at 08:37 UTC.
| Chairman, President & CEO | Allan P. Merrill |
|---|---|
| Senior VP, CFO & Treasurer | David I. Goldberg |
| Vice President of Investor Relations | Mark Chekanow |
| Chief Marketing Officer | Elicia Lynn Azali |
| Area President | Bruce Craig |
Major Backers & Investors (BZH)
Notable institutional backers of Beazer Homes USA, Inc. include Donald Smith & Co., Inc., Capital Group, SmallCap World Fund Inc, according to Nexqual as of October 23, 2026 at 08:37 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Donald Smith & Co., Inc. | 10.55% |
| Capital Group | 6.4% |
| SmallCap World Fund Inc | 6.22% |
| Wealthspire Advisors, LLC | 4.19% |
| Boothbay Fund Management, LLC | 3.37% |
| Mill Road Capital Management Llc | 3.15% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 10.67% |
| State Street | 4.18% |
| Vanguard Group | 4.1% |
| Dimensional Fund Advisors | 3.37% |
Source: Nexqual, October 23, 2026 at 08:37 UTC.
From Beazer Homes USA, Inc.'s Latest SEC 10-K Filing (filed 2025-11-13)
Key Strengths & Strategy (as disclosed to the SEC)
- Through our GuildQuality and Trust Builder surveys, we focus on delivering an outstanding customer experience, from the moment a potential buyer enters our system to years after closing.
- Our approach is guided by detailed buyer profiles that incorporate demographic and psychological insights such as age, household size, employment, affluence, lifestyle preferences, media habits, and relocation patterns.
Legal & Regulatory Risks (Item 1A, quoted)
- We may incur additional operating expenses or longer construction cycle times due to compliance programs or fines, penalties and remediation costs pertaining to environmental regulations within our markets. Additionally, any violations of such regulations could harm our reputation, thereby negatively impacting our financial condition and results of operations.
- We are subject to extensive government regulation, which could cause us to incur significant liabilities or restrict our business activities.
- We may be subject to significant potential liabilities as a result of construction defect, product liability and warranty claims made against us.
- Our operating expenses could increase if we are required to pay higher insurance premiums or litigation costs for various claims, which could negatively impact our financial condition and results of operations. Additionally, our insurance policies may not offset our entire expense due to limitation in coverages, amounts payable under the policies or other related restrictions.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| DFH | Dream Finders Homes, Inc. | USD 10.12 | ▲ 12.2% |
| LGIH | LGI Homes, Inc. | USD 42.77 | ▲ 6.9% |
| BXBL | BOXABL, Inc. | USD 2.95 | ▲ 4.98% |
| LEGH | Legacy Housing Corporation | USD 28.31 | ▲ 3.89% |
| HOV | Hovnanian Enterprises, Inc. | USD 101.29 | ▲ 9.86% |
| GRBK | Green Brick Partners, Inc. | USD 64.94 | ▲ 7.02% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 08:37 UTC. This page is informational and not investment advice.
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