Beazer Homes USA, Inc. Q4 2021 Earnings Presentation Crossroads at Southport Indianapolis, IN 1 Forward Looking Statements This presentation contains forward-looking statements. These forward-looking statements represent our expectations or beliefs concerning future events, and it is possible that the results described in this press release will not be achieved. These forward-looking statements are subject to risks, uncertainties and other factors, many of which are outside of our control, that could cause ...

Beazer Homes USA, Inc. (NYSE:BZH) Q4 2021 Results Earnings Conference Call November 10, 2021 5:00 PM ET Company Participants David Goldberg - Senior Vice President and Chief Financial Officer Allan Merrill - Chairman and Chief Executive Officer Conference Call Participants Julio Romero - Sidoti & Company Tyler Batory - Janney Alan Ratner - Zelman and Associates Alex Barron - Housing Research Center Jay McCandless - Wedbush Operator Good afternoon. And welcome to the Beazer Homes Earnings Conference Call for ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________________________________ FORM 10-K _____________________________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-12822 | --- | --- | |------------------------------- ...

Beazer Homes USA, Inc. Q3 2021 Earnings Presentation Lochmar Cumming, GA 1 Forward Looking Statements This presentation contains forward-looking statements. These forward-looking statements represent our expectations or beliefs concerning future events, and it is possible that the results described in this press release will not be achieved. These forward-looking statements are subject to risks, uncertainties and other factors, many of which are outside of our control, that could cause actual results to dif ...

Beazer Homes USA, Inc. (NYSE:BZH) Q3 2021 Results Conference Call July 29, 2021 5:00 PM ET Company Participants David Goldberg - Senior Vice President and Chief Financial Officer Allan Merrill - Chairman and Chief Executive Officer Conference Call Participants Alan Ratner - Zelman & Associates. Alex Barron - Housing Research Center Julio Romero - Sidoti & Company Operator Good afternoon, and welcome to the Beazer Earnings Conference Call for the Quarter Ended June 30, 2021. Today's call is being recorded a ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.001 par value BZH New York Stock Exchange _____________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________________________________ FORM 10-Q _____________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1 ...

Beazer Homes USA, Inc. Q2 2021 Earnings Presentation Sienna Missouri City, Tx 1 Forward Looking Statements This presentation contains forward-looking statements. These forward-looking statements represent our expectations or beliefs concerning future events, and it is possible that the results described in this press release will not be achieved. These forward-looking statements are subject to risks, uncertainties and other factors, many of which are outside of our control, that could cause actual results t ...

Financial Data and Key Metrics Changes - New home orders increased approximately 12% to 1,854, with sales pace up more than 40% to 4.7 sales per community per month [18] - Homebuilding revenue rose about 12% to $547 million on 9% higher closings [18] - Gross margin, excluding amortized interest, impairment, and abandonment, was 22.2%, up approximately 140 basis points [18] - Adjusted EBITDA was $64.2 million, up over 45%, with an EBITDA margin of 11.7%, the highest second quarter level in the past 10 years [19] - Net income from continuing operations was $24.6 million, yielding earnings per share of $0.81, more than double the same period last year [19] - Full-year earnings per share is now expected to be above $3, up from previous guidance of at least $2.50 [20] Business Line Data and Key Metrics Changes - The company successfully adapted to increased construction costs by raising prices, limiting sales paces, and extending delivery dates on sold homes [7] - The backlog of sold and already started homes is up more than 50%, indicating strong future performance [12] Market Data and Key Metrics Changes - The housing shortage is estimated to be closer to 4 million homes, significantly higher than previous estimates [10] - Strong demographic demand and limited supply are expected to sustain housing market strength [9] Company Strategy and Development Direction - The company aims to create value for stakeholders by delivering homes on time and at intended margins [7] - A balanced growth strategy is emphasized, focusing on generating shareholder value while managing risk [13] - The company is committed to having every home built Net Zero Energy Ready by 2025, with recent recognition as ENERGY STAR Partner of the Year for the sixth consecutive year [8][47] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the durability of housing market strength due to demographic demand and a recovering economy [9][11] - The company anticipates a multimillion dollar reduction in GAAP interest expense based on actions already taken [17] - Management acknowledged challenges in production capacity but expects improvements over time [35] Other Important Information - The company ended the second quarter with over $600 million in liquidity, more than double the amount from the previous year [22] - Approximately $100 million was spent on land acquisition and development during the quarter, with expectations for total land spend to exceed $600 million for the year [23] Q&A Session Summary Question: How does the company approach the market with differing sales strategies? - The company is navigating between "to be built" and "started" sales strategies based on cost certainty and market conditions [31] Question: What is the current production pace and capacity? - Production capacity is expected to improve over time, but there are no immediate increases in throughput [34] Question: How much more pricing power exists in the current environment? - There is a breaking point related to affordability, and while there is current pricing power, it may not be sustainable long-term [39][40] Question: Are there changes in consumer preferences affecting product mix? - There is increased demand for home office and homeschooling spaces, influencing architectural designs [42][45] Question: What is the progress on the Net Zero Energy Ready commitment? - The commitment remains strong, with recognition as ENERGY STAR Partner of the Year, but changes in existing communities are limited [46][47] Question: What are the uses of cash and capital allocation strategy? - The focus is on investing in the business and reducing debt below $1 billion by the end of fiscal '22 [58][59]

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, $0.001 par value BZH New York Stock Exchange _____________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________________________________ FORM 10-Q _____________________________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1 ...

Beazer Homes USA, Inc. Q1 2021 Earnings Presentation Acacia Ranch North Las Vegas, NV Forward Looking Statements This presentation contains forward-looking statements. These forward-looking statements represent our expectations or beliefs concerning future events, and it is possible that the results described in this press release will not be achieved. These forward-looking statements are subject to risks, uncertainties and other factors, many of which are outside of our control, that could cause actual res ...