Beazer Homes USA, Inc. (BZH) AI Stock Analysis

Beazer Homes USA, Inc. functions as a prominent homebuilder operating across the United States. Specializing in both single-family and multi-family residences, the company offers a range of housing options designed to cater to diverse homeowner needs. These homes are marketed under several brand names including Beazer Homes, Gatherings, and Choice Plans, each tailored to different segments of the housing market. The company leverages a network of commissioned new home sales counselors and independent brokers to reach buyers in states such as Arizona, California, Nevada, Texas, Florida, and Georgia. It also emphasizes sustainable building practices and energy-efficient home designs.

Beazer Homes experienced steady top-line expansion from FY2021 to FY2025, with revenue growing from $2.14B to $2.37B, representing a 5-year revenue CAGR of 2.2%. However, profitability contracted over that span, as gross margin narrowed from 18.9% in FY2021 to 14.2% in FY2025, while operating margin fell from 6.9% to 1.5%. Net income dropped from $122.0M in FY2021 to $45.6M in FY2025, and diluted eps decreased from $4.07 to $1.92. For the trailing twelve months, revenue was $2.08B with a net profit margin of -0.4% and an eps of -$0.34. In the latest quarter ended June 30, 2026, quarterly revenue fell 5.3% year-over-year and quarterly earnings declined 39.9%.

As of June 30, 2026, Beazer Homes held $124.6M in cash and short-term investments against total debt of $1.44B, resulting in net debt of $1.31B. Shareholders' equity was $1.15B, reflecting a debt-to-equity ratio of 1.25, while total assets stood at $2.90B with a current ratio of 14.64. In FY2025, the company generated operating cash flow of $32.0M and free cash flow of $3.5M. Capital expenditures were $28.5M, and share buybacks totaled $33.1M, contributing to a 5-year share count change of -13.7%.

At a share price of $33.45 on October 16, 2026, Beazer Homes carried a market capitalization of $892.4M and an enterprise value of $2.20B. The stock trades at a forward P/E of 17.5x and an EV to EBITDA multiple of 76.6x, compared to medians of 14.1x and 11.1x, respectively, for its US-listed Consumer Cyclical peers. Its price-to-sales multiple of 0.4x sits below the peer median of 0.7x, while its price-to-book ratio is 0.8x. Over the past year, the stock gained 47.4%, outperforming the S&P 500 return of 16.8%. Over five years, the stock rose 88.8% versus 83.0% for the S&P 500.

Analyst coverage includes 2 Hold ratings, with 0 Buy and 0 Sell recommendations. The consensus mean price target of $27.50 sits 17.8% below the last close of $33.45. For the current fiscal year ending September 30, 2026, analysts anticipate revenue of $2.12B and an eps of -$0.67, representing an eps drop of 135.2%. For the next fiscal year, 2 analysts project eps of $1.52 on revenue of $2.47B. Beazer Homes beat eps estimates in 3 of the last 4 quarters, and its next earnings date is November 12, 2026.

This page is an AI-written research summary of Beazer Homes USA, Inc. (BZH). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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