Beazer Homes (BZH) is a Zacks Rank #5 (Strong Sell) after recently missing the Zacks Consensus Estimate. The stock has a Zacks Style Score for Value of F and a F for Growth.  This article will look at why this stock is a Zacks Rank #5 (Strong Sell) as it is the Bear of the Day.Description                                              Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business- ...

Beazer Homes (NYSE: BZH) stock tumbled 11% through 12:20 p.m. ET Friday after missing badly on its fiscal Q1 2026 earnings report yesterday. Heading into the report, analysts forecast Beazer would lose $0.50 per share on $423.2 million in sales. In fact, losses were twice as bad as expected -- $1.13 per share -- and sales came in at only $363.5 million. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. Se ...

Shares of Beazer Homes USA ( BZH ) have been a poor performer over the past year, losing about 10% of their value. The homebuilder has struggled amidst a weak US housing market, which has made its expansion efforts moreOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosu ...

Beazer Homes (BZH) reported $363.49 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 22.5%. EPS of -$0.90 for the same period compares to $0.10 a year ago.The reported revenue represents a surprise of -14.12% over the Zacks Consensus Estimate of $423.23 million. With the consensus EPS estimate being -$0.49, the EPS surprise was -83.67%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wa ...

Core Viewpoint - Beazer Homes reported a quarterly loss of $0.9 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.49, marking an earnings surprise of -83.67% [1] Financial Performance - The company posted revenues of $363.49 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 14.12% and down from $468.95 million a year ago [2] - Over the last four quarters, Beazer has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Beazer shares have increased by approximately 16.3% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.20 for the coming quarter and $1.47 for the current fiscal year, with revenues expected to be $609.87 million and $2.53 billion respectively [7] - The Zacks Rank for Beazer is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Building Products - Home Builders industry is currently in the bottom 2% of over 250 Zacks industries, suggesting potential challenges for stocks in this sector [8]

Financial Data and Key Metrics Changes - The company reported home building revenue of $359.7 million, with 763 homes sold at an average selling price (ASP) of $514,000, resulting in a home building gross margin of 14% [12][14] - Adjusted EBITDA for the first quarter was negative $11.2 million, with a diluted loss per share of $1.13, which included a litigation-related charge impacting results [13][14] - Book Value Per Share finished the quarter above $41, reflecting an increase compared to the previous year [10] Business Line Data and Key Metrics Changes - The company sold 763 homes, with a sales pace of 1.5 homes per community per month, indicating a decline in demand compared to previous periods [12] - Spec homes accounted for 70% of closings but only 61% of sales, suggesting a shift in buyer preferences [12] - Newer communities, defined as those starting sales after April 2025, represented just over 10% of first-quarter revenue but are projected to account for about 50% of fourth-quarter revenue, with ASPs and margins significantly higher than existing communities [8][12] Market Data and Key Metrics Changes - The company experienced a soft demand environment at the start of fiscal 2026, but noted improved buyer engagement and traffic in January, aligning with the previous year's sales pace [4][5] - The company anticipates selling approximately 1,100 homes in the second quarter, with an expected ASP of around $520,000-$525,000 [14] Company Strategy and Development Direction - The company is focused on enhancing balance sheet efficiency, reducing construction costs, and driving higher home building margins in the latter half of the year [4][5] - The introduction of Solar-Included homes aims to differentiate the company from competitors by offering significant utility savings, with expectations that these homes will account for 20% of business by year-end [5][34] - The company plans to execute $150 million in land sales to fund share repurchases, which are expected to be accretive for shareholders [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding the current market conditions but highlighted paths to grow EBITDA and book value per share despite a slow start to the fiscal year [4][20] - The company expects to achieve a double-digit compound annual growth rate (CAGR) in book value per share through profitability and share repurchases, even in a challenging market [11][18] Other Important Information - The company has a strong liquidity position with over $340 million in total liquidity, including $121 million in unrestricted cash [18] - The company is committed to deleveraging to the low 30% range by the end of fiscal 2027, while maintaining a net leverage at or below 40% [10][18] Q&A Session Summary Question: Is the repurchase plan contingent on the timing of the $150 million profitable land sales? - Management indicated that the repurchase plan is not strictly contingent on the timing of land sales, although it will be executed over the course of the year [26] Question: What is the gross margin spread between build-to-order versus spec homes? - Management stated that the spread has historically been in the 4%-5% range and may have widened recently [27] Question: What factors are driving improved traffic and sales? - Management attributed the improved traffic to a combination of lower interest rates, stabilized home prices, and the introduction of high-efficiency homes [28][30] Question: When do Solar-Included homes expect to impact orders and closings? - Management expects that by the end of the year, solar-included communities will represent about 20% of their business, with higher margins than average [34] Question: What is the current inventory positioning heading into the new year? - Management reported a healthy inventory position, with a combined spec position down from previous levels, which is favorable for the spring selling season [64] Question: What would be more impactful for customers, rate changes or down payment assistance? - Management emphasized that a combination of wage growth and monthly payment reduction is more important for buyers than down payment assistance [67]

Beazer Homes USA (NYSE:BZH) Q1 2026 Earnings call January 29, 2026 05:00 PM ET Company ParticipantsAllan Merrill - Chairman and CEODavid Goldberg - SVP and CFOConference Call ParticipantsJulio Romero - Equity AnalystNatalie Kulasekere - Senior AnalystRohit Seth - Senior Research AnalystTyler Batory - Executive Director and Senior Analyst for Lodging, Leisure, and Residential Real EstateOperatorGood afternoon and welcome to the Beazer Homes earnings conference call for the first quarter ended December 31st, ...

Financial Data and Key Metrics Changes - The company reported home building revenue of $359.7 million, with 763 homes sold at an average selling price (ASP) of $514,000, resulting in a home building gross margin of 14% [12][10] - Adjusted EBITDA for the first quarter was negative $11.2 million, with a diluted loss per share of $1.13, which included a litigation-related charge impacting results [13][10] - Book Value Per Share finished the quarter above $41, reflecting an increase compared to the previous year [10] Business Line Data and Key Metrics Changes - The company sold 763 homes, with a sales pace of 1.5 sales per community per month, indicating a cautious approach to volume amidst a tough market [12][10] - Spec homes represented 70% of closings but only 61% of sales, suggesting a shift in sales strategy [12] - New communities, defined as those starting sales in or after April 2025, accounted for just over 10% of first-quarter revenue but are projected to represent about 50% of fourth-quarter revenue [8][10] Market Data and Key Metrics Changes - The company noted improved buyer engagement and traffic since mid-December, with January sales pace aligning with the prior year after eight quarters of decline [4][10] - The company is experiencing a modest shift towards to-be-built sales, which could further enhance margins [8][10] Company Strategy and Development Direction - The company is focused on differentiating its product offerings, reducing construction costs, and enhancing balance sheet efficiency to drive growth [4][10] - The introduction of Solar-Included Homes aims to provide significant utility savings for customers, enhancing the company's competitive edge [5][10] - The company plans to sell non-strategic assets to fund share repurchases, with an expectation of generating around $150 million in proceeds [9][10] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a slow start to fiscal 2026 but emphasized a path to full-year EBITDA growth, citing positive indicators for the spring selling season [20][10] - The company expects to grow book value per share by 5%-10% by executing share repurchases, independent of EBITDA growth [18][10] - Management highlighted the importance of maintaining a strong balance sheet, with over $340 million in total liquidity [18][10] Other Important Information - The company anticipates closing approximately 800 homes in the second quarter, with an ASP around $520,000-$525,000 [13][10] - The litigation-related charge was a one-time expense, not expected to recur [61][10] Q&A Session Summary Question: Is the repurchase plan contingent on the timing of the $150 million profitable land sales? - Management indicated that the repurchase plan is not strictly contingent on the timing of land sales, although it will be executed throughout the year [25] Question: What is the gross margin spread between build-to-order versus spec homes? - The gross margin spread has historically been in the 4%-5% range, which may have widened recently [26] Question: What factors are driving improved traffic in late December and January? - Management attributed the improved traffic to a combination of lower interest rates, stabilized home prices, and the introduction of new communities with high efficiency homes [28][10] Question: When will Solar-Included Homes begin to impact orders and closings? - Management expects that by the end of the year, solar-included communities could represent about 20% of the business, with higher margins than average [34][10] Question: How is inventory positioning heading into the new year? - The company reported a healthy inventory position, with a combined spec position down from previous quarters, which is expected to support profitability [63][10] Question: What would be more impactful for customers, rate changes or down payment assistance? - Management emphasized that a combination of wage growth and monthly payment reduction is more critical for buyers than down payment assistance [66][10]

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Beazer Homes USA, Inc. Q1 2026 Earnings Presentation 1 | ACACIA COMMUNITY CUMMING, GA • #A6192E Beazer Red • #002532 Beazer Black • #D1E000 Beazer Volt • #D8D4D7 Beazer Light Grey • #7D7F79 Beazer Grey • #3D5E0F Beazer Dark Green • #B3A389 Beazer Neutral Beige • RGB 0/0/0 • HEX #000000 Black Color Guide Do not delete Disclaimers This presentation as well as some statements by us in periodic press releases, other public disclosures and some oral statements by us to analysts, stockholders and others during pr ...