Beazer Homes USA, Inc. (BZH)

Several events impacted Beazer Homes USA, Inc.'s stock price in the past six months. Beazer Homes reported its Third Quarter Fiscal 2025 results on July 31, 2025. S&P Global Ratings downgraded BZH's issuer credit rating on November 7, 2025. The company announced its Fourth Quarter and Full Fiscal 2025 results on November 13, 2025, reporting an EPS of $1.07 and revenue of $791.90 million, but indicated a decrease in home closings and new orders. News on November 14, 2025, highlighted challenging market conditions and a strategic shift. The stock experienced a significant plunge on November 17, 2025. Beazer Homes announced changes to its Board of Directors on December 9, 2025. The company's Q1 2026 earnings are estimated to be released on January 29, 2026.

The demand for Beazer Homes' products and services exhibits seasonality. Peak season is during the spring and summer (April to June/July), while slower periods occur in the fall and winter (September to January). Seasonality is driven more by buyer demand patterns, such as the school calendar and weather conditions, rather than solely by construction constraints. New home sales are also less affected by seasonality due to a continuous flow of new homes entering the market.

Beazer Homes USA, Inc. is a homebuilder in the United States, specializing in single-family and multi-family homes. Headquartered in Atlanta, Georgia, it operates in the Consumer Discretionary sector, specifically in Homebuilding and Residential Construction. Beazer Homes offers product lines like "Choice Plans" and "Gathering" homes, focusing on energy-efficient and Zero Energy Ready Homes. It also provides mortgage and financial services through Beazer Mortgage Corporation.

Beazer Homes USA, Inc. operates in 13 to 14 states across the United States, segmented into three primary geographical regions: West (Arizona, California, Nevada, and Texas), East (Delaware, Indiana, Maryland, New Jersey, Tennessee, and Virginia), and Southeast (Florida, Georgia, North Carolina, and South Carolina).

Beazer Homes generally maintains a positive brand reputation among many homeowners, with an average rating of 4.5 stars. The company prides itself on being " #1 in customer experience based on real homeowner surveys TrustBuilder®." In January 2026, Beazer Homes was recognized as a "2025 Nevada Top Workplace". However, the company has also faced negative feedback, with complaints including issues with warranty support, lack of quality control, and a generally unsatisfactory buying experience. Beazer Homes' commitment to sustainability could positively influence its brand reputation.

Beazer Homes USA, Inc. is primarily owned by institutional investors, who collectively hold 82.3% of the company's total outstanding shares as of September 2025. Major institutional owners include BlackRock, Inc., Donald Smith & Co., Inc., The Vanguard Group, Inc., State Street Global Advisors, Inc., Capital World Investors, Dimensional Fund Advisors LP, Mill Road Capital Management LLC, Lakewood Capital Management, LP, First Eagle Investment Management, LLC, Morgan Stanley, Charles Schwab Investment Management, Inc., Winslow Asset Management, Inc., and Nokomis Capital, L.L.C.