Beazer Homes USA (NYSE:BZH) Posts Quarterly Earnings Results

30 Jan 2026, 18:48 by Tristan Rich · The Markets Daily

Beazer Homes USA (NYSE:BZH – Get Free Report) posted its quarterly earnings results on Thursday. The construction company reported ($1.13) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.49) by ($0.64), FiscalAI reports. Beazer Homes USA had a net margin of 1.92% and a return on equity of 4.46%. The business had revenue of $363.49 million for the quarter, compared to analysts’ expectations of $423.23 million. During the same quarter in the previous year, the company earned $0.10 earnings per share. The business’s quarterly revenue was down 22.5% on a year-over-year basis.

Here are the key takeaways from Beazer Homes USA’s conference call:

Q1 was weak with 763 homes sold (1.5 sales per community per month), adjusted EBITDA of negative $11.2M and diluted loss per share of $1.13, which included a one‑time $6.4M pre‑tax litigation charge.
Management reports improving buyer traffic since mid‑December and January sales pace in line with the prior year, giving a plausible path to stronger H2 sales if market conditions stabilize.
The company expects roughly 300 basis points of homebuilding gross margin expansion by year‑end driven by >$10,000 per‑home direct cost reductions, favorable mix from newer communities, and more to‑be‑built sales.
Solar‑Included Homes are being expanded (targeting ~20% of business by year‑end), with installation costs reduced to under $2/kWh and early results showing strong buyer enthusiasm and above‑average margins in those communities.
Capital allocation is focused on selling ~$150M of non‑strategic land to fund accretive share repurchases ($72M remaining authorization), with management targeting 5%–10% book value per share growth by year‑end while keeping net leverage at or below ~40%.

Beazer Homes USA Stock Performance

Shares of BZH traded down $2.23 during mid-day trading on Friday, reaching $21.99. The company had a trading volume of 1,497,653 shares, compared to its average volume of 477,736. The stock has a market capitalization of $648.78 million, a P/E ratio of 14.37, a PEG ratio of 1.00 and a beta of 2.18. Beazer Homes USA has a 52-week low of $17.37 and a 52-week high of $27.29. The stock has a 50 day moving average of $22.22 and a two-hundred day moving average of $23.29. The company has a quick ratio of 2.07, a current ratio of 16.21 and a debt-to-equity ratio of 0.82.

Analyst Ratings Changes

Several analysts recently commented on the stock. Wall Street Zen raised shares of Beazer Homes USA from a “sell” rating to a “hold” rating in a research report on Saturday, December 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of Beazer Homes USA in a research note on Monday, December 29th. Finally, Zacks Research upgraded Beazer Homes USA from a “strong sell” rating to a “hold” rating in a research report on Friday, January 16th. Two research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $31.33.

View Our Latest Report on BZH

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the stock. Caxton Associates LLP increased its position in Beazer Homes USA by 46.6% in the 3rd quarter. Caxton Associates LLP now owns 39,843 shares of the construction company’s stock valued at $978,000 after acquiring an additional 12,665 shares during the period. Verition Fund Management LLC lifted its holdings in shares of Beazer Homes USA by 200.8% in the third quarter. Verition Fund Management LLC now owns 61,709 shares of the construction company’s stock valued at $1,515,000 after purchasing an additional 41,195 shares in the last quarter. Millennium Management LLC raised its holdings in shares of Beazer Homes USA by 928.5% in the third quarter. Millennium Management LLC now owns 376,183 shares of the construction company’s stock worth $9,235,000 after acquiring an additional 339,607 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in Beazer Homes USA in the 3rd quarter valued at $321,000. Finally, Brevan Howard Capital Management LP lifted its position in Beazer Homes USA by 31.3% during the third quarter. Brevan Howard Capital Management LP now owns 55,815 shares of the construction company’s stock worth $1,370,000 after buying an additional 13,299 shares during the period. Institutional investors and hedge funds own 85.65% of the company’s stock.

Beazer Homes USA News Roundup

Here are the key news stories impacting Beazer Homes USA this week:

Positive Sentiment: Management is still pursuing community expansion and a share buyback program, which could support long‑term value if demand stabilizes and execution improves. Beazer Homes: Q1 Miss Adds To Value Trap Fears
Neutral Sentiment: Investors can review the full earnings call transcript, slide deck and press release to assess management’s detailed commentary and any forward guidance. Earnings Call Transcript
Negative Sentiment: Q1 results missed expectations: Beazer reported a quarterly loss (approximately $0.90–$1.13 per share across reports) and revenue declined ~22% YoY to roughly $363.5M — well below consensus revenue estimates. Marketbeat: Q1 Results
Negative Sentiment: Gross margins compressed (reported near ~14%), orders weakened and cancellations rose, signaling demand softness that directly pressures profitability for homebuilders. SA: Q1 Analysis
Negative Sentiment: Leverage and liquidity are potential concerns given slowdown: the company has meaningful debt relative to equity and is pursuing capital deployment while revenue and margins fall. Investors flagged elevated execution risk. Zacks: Q1 Metrics

Beazer Homes USA Company Profile

(Get Free Report)

Beazer Homes USA, Inc is a national homebuilder specializing in the design, construction and sale of single-family homes. The company serves a diverse range of buyers, offering product lines that span from entry-level homes to move-up and active adult communities. In addition to its core homebuilding operations, Beazer provides mortgage financing, title and closing services through its subsidiaries, aiming to simplify the home-buying process and manage risk across the transaction.