Inferra AI / Company / BZH
Beazer Homes USA Inc.
BZH · Consumer Discretionary
Last earnings Aug 7, 2026
Key results
Homebuilding revenuequarter
$535.4 million
Homebuilding revenue was $535.4 million, down 9.2% on a 11.3% decrease in home closings to 1,035, partially offset by a 2.4% increase in average selling price (ASP) to $517.3 thousand
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Growthquarter
down 9.2%
Homebuilding revenue was $535.4 million, down 9.2% on a 11.3% decrease in home closings to 1,035, partially offset by a 2.4% increase in average selling price (ASP) to $517.3 thousand
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Gross marginquarter
18.4%
gross margin was 18.4%, down 190 basis points SG A as a percentage of total
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Revenuequarter
13.2%
revenue was 13.2%, up 130 basis points Net new orders were 861, down 19.5% on a 30.0% decrease in orders per community per month to 1.7, partially offset by a 14.9% increase in average active community count to 167 Active community count at period-end of 167, up 14.4% Backlog dollar value was $742.5 million
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Third quarter homebuilding revenue was $535.4 million, down 9.2% year-over-year.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
The decrease in homebuilding revenue was driven by a 11.3% decrease in home closings to 1,035 homes, partially offset by a 2.4% increase in ASP to $517.3 thousand.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Homebuilding gross marginquarter
13.5%
Homebuilding gross margin was 13.5%, down 380 basis points compared to a year ago.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
gross margin was 18.4% for the third quarter, down from 20.3% in the prior year quarter primarily due to an increase in price concessions and closing cost incentives, an increased share of spec home closings which generally have lower margins than to be built homes, and changes in product and community mix.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Selling, general and administrative expenses as a percentage of total revenue was 13.2% for the quarter, up 130 basis points year-over-year primarily due to lower homebuilding revenue .
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
AI analysis
Q3 FY2025 · reported Jul 31, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q3 FY2025 | Prior qtr | Year ago |
|---|---|---|---|
| Homebuilding revenue | $535.4 million | — | — |
| Growth | down 9.2% | — | — |
| Gross margin | 18.4% | — | — |
| Revenue | 13.2% | — | — |
| Homebuilding gross margin | 13.5% | — | — |
Guidance · company-stated
No guidance located in the held release
“Given the pending transaction with Dream Finders Homes, Beazer is withdrawing its previously issued financial outlook and will not host its earnings conference call and webcast that was scheduled for Monday, August 10, 2026.”
Margin
Capital allocation
We also increased book value per share to more than $41 through share repurchases.
These include attaining a net debt to net capitalization ratio in the low 30% range and generating double-digit growth in book value per share, both of which we expect to achieve.
Event summary
Beazer Homes Reports Third Quarter Fiscal 2025 Results
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
We also increased book value per share to more than $41 through share repurchases.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
These include attaining a net debt to net capitalization ratio in the low 30% range and generating double-digit growth in book value per share, both of which we expect to achieve.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Net debt to net capitalization ratio was 46.6% at quarter end compared to 45.8% a year ago The following provides additional details on the Company's performance during the fiscal third quarter 2025 Profitability .
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
At the close of the third quarter, the Com pany had $292.3 million of available liquidity, including $82.9 million of unrestricted cash and $209.4 million of remaining capacity under the unsecured revolving credit facility, compared to total available liquidity of $328.2 million a year ago.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
In April 2025, the Company's Board of Directors approved a new share repurchase program that authorizes the Company to repurchase up to $100.0 million of its outstanding common stock.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
This newly authorized program replaced the prior share repurchase program.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Strategy & priorities
Commenting on the Company's longer-term outlook and differentiation strategy, Mr.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Land sales and oth er revenue Land sales revenue relates to land that does not fit within our homebuilding programs or strategic plans.
SEC original ↗Beazer Homes USA Inc. — 10-Q Quarterly report10-QAug 7, 2026
Land held for sale includes land and lots that do not fit within our homebuilding programs or strategic plans in certain markets, and land is classified as held for sale once certain criteria are met (refer to Note 2 to the consolidated financial statements within our 2025 Annual Report).
SEC original ↗Beazer Homes USA Inc. — 10-Q Quarterly report10-QAug 7, 2026
Due to uncertainties in the estimation process, the significant volatility in market conditions, the long life cycles of many communities, and potential changes in our strategy related to certain communities, actual results could differ significantly from our estimates.
SEC original ↗Beazer Homes USA Inc. — 10-Q Quarterly report10-QAug 7, 2026
Abandonments From time to time, we may determine to abandon lots or not exercise certain option agreements that are not projected to produce adequate results or no longer fit with our long-term strategic plan.
SEC original ↗Beazer Homes USA Inc. — 10-Q Quarterly report10-QAug 7, 2026
Risks & headwinds
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 differ materially from the results discussed in the forward-looking statements, including, among other things macroeconomic uncertainty, including high levels of inflation, elevated interest rates and insurance costs, stock market volatility, and historic changes in U.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
trade policy, negatively impacting consumer sentiment and softening demand for the homes we sell elevated mortgage interest rates for prolonged periods, as well as further increases to, and reduced availability of, mortgage financing due to, among other factors, additional actions by the Federal Reserve to address inflation supply chain challenges (including as a result of U.
SEC original ↗Beazer Homes USA Inc. — Earnings release (8-K exhibit)EX-99Jul 31, 2025
Legal Proceedings 47 Item 1A.
SEC original ↗Beazer Homes USA Inc. — 10-Q Quarterly report10-QAug 7, 2026
Due to uncertainties in the estimation process, the significant volatility in market conditions, the long life cycles of many communities, and potential changes in our strategy related to certain communities, actual results could differ significantly from our estimates.
SEC original ↗Beazer Homes USA Inc. — 10-Q Quarterly report10-QAug 7, 2026
We believe that our warranty and litigation accruals and third-party insurance are adequate to cover the ultimate resolution of our potential liabilities associated with known and anticipated warranty and construction-defect related claims and litigation.
SEC original ↗Beazer Homes USA Inc. — 10-Q Quarterly report10-QAug 7, 2026
However, there can be no assurance that the terms and limitations of the limited warranty will be effective against claims made by homebuyers; that we will be able to renew our insurance coverage or renew it at reasonable rates; that we will not be liable for damages, the cost of repairs, and/or the expense of litigation surrounding possible construction defects, soil subsidence, or building related claims; or that claims will not arise out of events or circumstances not covered by insurance and/or not subject to effective indemnification agreements with our subcontractors.
SEC original ↗Beazer Homes USA Inc. — 10-Q Quarterly report10-QAug 7, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
33 documents- Q3 2026
- 8-KBZH
Oct 20, 2026
- 8-KBZH
Oct 15, 2026
- Q2 2026
- 8-KBZH
Sep 28, 2026
- 8-KBZH
Sep 18, 2026
- 8-KBZH
Aug 7, 2026
- 10-QBZH
- 8-KBZH
Aug 7, 2026
- Q1 2026
- 8-KBZH
Jun 23, 2026
- EX-99BZH
Jun 23, 2026
- 8-KBZH
Apr 30, 2026
- 10-QBZH
Apr 30, 2026
- Q4 2025
- 8-KBZH
Mar 17, 2026
- EX-99BZH
Mar 17, 2026
- 8-KBZH
Feb 5, 2026
- 8-KBZH
Jan 29, 2026
- 10-QBZH
Jan 29, 2026
- Q3 2025
- 8-KBZH
Dec 9, 2025
- EX-99BZH
Dec 9, 2025
- 8-KBZH
Nov 13, 2025
- 8-KBZH
Nov 13, 2025
- 10-KBZH
Nov 13, 2025
- Q2 2025
- 8-KBZH
Jul 31, 2025
- 10-QBZH
Jul 31, 2025
- Q1 2025
- 8-KBZH
May 1, 2025
- 10-QBZH
- Q4 2024
- 8-KBZH
Feb 6, 2025
- 8-KBZH
Jan 30, 2025
- 10-QBZH
Jan 30, 2025
- Q3 2024
- 8-KBZH
Nov 13, 2024
- 10-KBZH
Nov 13, 2024
- Q2 2024
- 8-KBZH
Aug 12, 2024
- 8-KBZH
Aug 1, 2024
- 10-QBZH
Earnings releases
10 documentsPresentations
0 documentsNo presentations for Beazer Homes USA Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Beazer Homes USA Inc. are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Beazer Homes USA Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
Dream Finders Homes, Inc. (DFH)
“y announced, in connection with its recently completed acquisition (the “Transaction”) of Beazer Homes USA, Inc. (“Beazer”), that it is commencing private exchange offers… …such as “anticipates,” “believes,” “continues,” “could,” “estimates,” “expect”
See also the earnings calendar for every tracked company’s next earnings date.