Added to YB: 2026-05-13
Pitch date: 2026-05-05
BZH [neutral]
Beazer Homes USA, Inc.
+32.91%
current return
Author Info
No bio for this author
Company Info
Beazer Homes USA, Inc. operates as a homebuilder in the United States. The company designs, constructs, and sells single-family, condominiums, villas, and duets homes under the Beazer Homes, Gatherings, and Choice Plans brands.
Market Cap
$496.1M
Pitch Price
$18.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
114.78
P/E
-141.74
EV/Sales
0.77
Sector
Household Durables
Category
turnaround
The Deep Value Week – 2026/18 | Beazer Homes USA Inc. – Q2 FY2026 Results Hit by Lower Closings and Margin Pressure
BZH (earnings): Q2 FY26 rev $397.7M (-28.5% YoY), closings -29.8% to 757 homes, ASP +2% to $525K. Net loss $0.9M vs $12.8M profit last year; adj EBITDA $2.6M on lower volume/margins. Gross margin 12.0% (down on incentives/mix). Orders -4.6%, backlog $756M (-9.1%). Liquidity $401M, $30M buyback. Cautious near-term on rates/geopolitics; expects H2 margin improvement from cost cuts/mix.
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