Beazer Homes USA, Inc. (BZH)

In the past six months, Beazer Homes USA, Inc. has experienced several notable stock events. Beazer Homes reported Q2 EPS of $0.42, surpassing analyst estimates by $0.13, leading to a 5% rise in the stock price. The company reported Q3 2025 EPS of $0.88, significantly beating forecasts, but revenue missed expectations. Over the past six months, BZH stock has seen a return of 25.29%. Beazer Homes USA was downgraded from 'strong buy' to 'buy' by some analysts due to accelerating weakness in the housing market and company fundamentals. The company repurchased $12.5 million in stock during Q3 2025 and $33 million year-to-date. Beazer Homes USA, Inc. is scheduled to release its Q4 and full-year fiscal 2025 financial results on November 13, 2025.

Demand for Beazer Homes USA, Inc.'s products and services is influenced by the broader housing market, which can exhibit seasonality. The company has noted a "challenging sales environment," particularly in Texas, due to affordability concerns and higher home inventories. Rising interest rates and shifting consumer demand have contributed to a prolonged slowdown in the housing sector. Historically, the housing market can experience fluctuations, with demand often peaking in the spring and summer months and slowing down in the fall and winter.

Beazer Homes USA, Inc. is a homebuilder in the United States, specializing in the design, construction, and sale of single-family and multi-family homes. The company operates within the Consumer Discretionary sector, specifically in the Household Durables and Residential Construction industry. Headquartered in Atlanta, Georgia, Beazer Homes was founded in 1985. Beazer Homes offers a diverse range of home designs and floor plans, including single-family homes, townhomes, and active adult communities, catering to various buyer preferences and price points. A key aspect of their product offering is an emphasis on energy-efficient construction practices, incorporating features like energy-efficient appliances, insulation, and HVAC systems to help reduce homeowners' utility costs. The company also provides "Choice Plans™," allowing buyers to personalize primary living areas with various design choices, upgrades, and finishes at no additional cost. Additionally, Beazer Homes offers a "Mortgage Choice" program, empowering customers to compare multiple loan offers from various lenders.

Beazer Homes USA, Inc. operates in approximately 13 states across three primary segments: West, East, and Southeast. The West segment includes Arizona, California, Nevada, and Texas. The East segment comprises Delaware, Indiana, Maryland, New Jersey, Tennessee, and Virginia. The Southeast segment covers Florida, Georgia, North Carolina, and South Carolina. The company targets areas with strong population and employment growth.

Beazer Homes USA, Inc. maintains a brand reputation focused on quality, energy efficiency, and customer personalization. The company emphasizes building homes that meet and exceed ENERGY STAR® requirements, and their "Choice Plans™" allow customers to personalize their living areas. Customer testimonials highlight positive experiences with the construction process, transparency, regular updates, and the helpfulness and knowledge of sales and building teams. However, the company's financial performance in Q3 2025, with declining revenue and a net loss, along with a rise in cancellation rates and a shrinking backlog, could indirectly impact brand perception.

As of October 16, 2025, institutional ownership of Beazer Homes USA, Inc. stands at 90.42%, while insider ownership is 6.31%. Major institutional investors typically include large asset management firms, mutual funds, and hedge funds.