Beazer Homes (BZH) Surpasses Q2 Earnings and Revenue Estimates

Core Viewpoint - Beazer Homes reported quarterly earnings of $0.42 per share, exceeding the Zacks Consensus Estimate of $0.26 per share, but down from $1.26 per share a year ago, indicating a significant earnings surprise of 61.54% [1] Financial Performance - The company achieved revenues of $565.34 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.20% and showing an increase from $541.54 million year-over-year [2] - Over the last four quarters, Beazer has exceeded consensus EPS estimates three times and has topped consensus revenue estimates three times as well [2] Stock Performance and Outlook - Beazer shares have declined approximately 28.8% since the beginning of the year, contrasting with the S&P 500's decline of 5.3% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] Estimate Revisions - The trend for estimate revisions ahead of the earnings release was unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] - Current consensus EPS estimate for the upcoming quarter is $1.05 on revenues of $666.8 million, and for the current fiscal year, it is $3.32 on revenues of $2.55 billion [7] Industry Context - The Building Products - Home Builders industry is currently ranked in the bottom 13% of over 250 Zacks industries, suggesting that the industry's outlook can significantly impact stock performance [8] - Another company in the same industry, Toll Brothers, is expected to report a quarterly earnings decline of 15.4% year-over-year, with revenues anticipated to drop 11.8% from the previous year [9]