Core Insights - Beazer Homes reported revenue of $565.34 million for the quarter ended March 2025, reflecting a 4.4% increase year-over-year and a surprise of +4.20% over the Zacks Consensus Estimate of $542.55 million [1] - The company's EPS was $0.42, significantly lower than $1.26 in the same quarter last year, but exceeded the consensus estimate of $0.26 with a surprise of +61.54% [1] Financial Performance Metrics - Total home closings were 1,079, surpassing the two-analyst average estimate of 1,050 [4] - The average closing price from continuing operations was $515.30, slightly above the estimated $515.06 [4] - New orders, net of cancellations, totaled 1,098, lower than the average estimate of 1,414 [4] - Units in backlog were 1,526, compared to the average estimate of 1,872 [4] - The average active community count was 163, slightly below the average estimate of 165 [4] - Revenue from land sales and other was $9.31 million, significantly higher than the average estimate of $2 million, representing a year-over-year change of +220.5% [4] - Homebuilding revenue was $556.03 million, exceeding the average estimate of $540.53 million with a year-over-year change of +3.2% [4] - Gross profit from homebuilding was $84.13 million, above the average estimate of $81.64 million [4] - Gross profit from land sales and other was $1.87 million, compared to the estimated $0.80 million [4] Stock Performance - Beazer's shares have returned -6.3% over the past month, underperforming the Zacks S&P 500 composite's -0.7% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance in the near term [3]

Beazer Homes (BZH) came out with quarterly earnings of $0.42 per share, beating the Zacks Consensus Estimate of $0.26 per share. This compares to earnings of $1.26 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 61.54%. A quarter ago, it was expected that this homebuilder would post earnings of $0.31 per share when it actually produced earnings of $0.10, delivering a surprise of -67.74%.Over the last four quarters, the company ...

Beazer Homes USA, Inc. Q2 2025 Earnings Presentation NORTHBROOK MURRELLS INLET, SC 1 Disclaimers This presentation contains forward-looking statements about Beazer Homes USA, Inc. ("Beazer Homes") that only speak as of this date. Beazer Homes disclaims any obligation to update these statements. These forward-looking statements represent our good-faith estimates, expectations or beliefs concerning future events, and it is possible that the results described in this presentation will not be achieved. Forward- ...

Beazer Homes USA (BZH) Q2 2025 Earnings Call May 01, 2025 05:00 PM ET Speaker0 Good afternoon, and welcome to the Beazer Homes Earnings Conference Call for the Second Quarter and Fiscal Year Ended 03/31/2025. Today's call is being recorded and a replay will be available on the company's website later today. In addition, PowerPoint slides intended to accompany this call are available in the Investor Relations section of the company's website at www.beazer.com. At this point, I will turn the call over to Davi ...

Table of Contents 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 1934 For the Quarterly Period Ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 (d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-12822 _______________________ ...

ATLANTA, May 1, 2025 - Beazer Homes USA, Inc. (NYSE: BZH) (www.beazer.com) today announced its financial results for the three and six months ended March 31, 2025. PRESS RELEASE Exhibit 99.1 Beazer Homes Reports Second Quarter Fiscal 2025 Results "In our second quarter we made progress towards our Multi-Year Goals and surpassed our profitability expectations despite challenging macroeconomic conditions and declining consumer sentiment. Our growing community count, improved construction cycle times and stabl ...

Core Viewpoint - Beazer Homes (BZH) shares experienced a significant increase of 7.1% to $20.37, following a favorable policy outcome for the housing industry, particularly tariff exceptions for Canada and Mexico, which were deemed a major win for homebuilders [2][4]. Company Summary - Beazer Homes is expected to report quarterly earnings of $0.29 per share, reflecting a year-over-year decline of 77%. Revenue projections stand at $545.2 million, indicating a slight increase of 0.7% compared to the same quarter last year [2]. - The consensus EPS estimate for Beazer has remained unchanged over the last 30 days, suggesting that the stock's price movement may not sustain without trends in earnings estimate revisions [4]. Industry Summary - Homebuilding stocks, including Beazer Homes, surged due to positive policy developments, with the National Association of Home Builders highlighting the tariff exceptions as beneficial for the industry [2]. - PulteGroup (PHM), another company in the same industry, saw its stock rise by 3.6% to $101.24, although it has experienced a -9.7% return over the past month. PulteGroup's consensus EPS estimate remains unchanged at $2.48, representing a 13.6% decline from the previous year [4][5].

Group 1 - The biotech sector has seen significant interest in buy-write or covered call strategies, indicating potential trading opportunities in selected biotech stocks [1] - The home building industry is facing challenges due to tariffs on Canadian lumber and rising mortgage rates, which are currently averaging just under 7% [2] - A model portfolio featuring 12-20 high upside biotech stocks is being offered by an investing group, along with live discussions and weekly market commentary [2]

Core Viewpoint - Beazer Homes is experiencing significant challenges in the housing market in 2025, leading to a projected decline in earnings and a bearish outlook from analysts [1][7]. Financial Performance - Beazer Homes reported fiscal first quarter 2025 earnings of $0.10, missing the Zacks Consensus estimate by $0.21, which represents a 67.7% earnings miss [5]. - Revenue increased by 20.9% year-over-year to $460.4 million, driven by a 22.1% rise in home closings to 907 homes, despite a 1% decrease in average sales price to $507,600 [6]. - The adjusted gross margin fell to 18.2% from 22.9% the previous year, attributed to increased price concessions, closing cost incentives, and a higher share of lower-margin spec home closings [7]. Share Repurchase and Market Response - Beazer Homes announced an acceleration of its share repurchase program, with approximately $24.8 million remaining as of February 6, 2025, and has repurchased about $4.1 million of its shares at a weighted average price of $21.86 [2][3]. - The company's shares have declined by 27.6% over the last six months, reflecting market fears regarding the housing sector and tariff impacts [9]. Analyst Sentiment and Valuation - Analysts have become increasingly bearish on Beazer Homes, with the Zacks Consensus Estimate for the full year dropping from $4.44 to $3.49, a decline of 23% [8]. - Beazer Homes is currently considered undervalued, with a forward price-to-earnings (P/E) ratio of 6.2 and a PEG ratio of 0.3, indicating potential value and growth [11].

Financial Performance - Revenue for Q4 2024 was $468.95 million, up 21.2% YoY [1] - EPS was $0.10, compared to $0.70 in the year-ago quarter [1] - Revenue surpassed Zacks Consensus Estimate by 1.82% ($460.59 million) [1] - EPS missed consensus estimate by 67.74% ($0.31) [1] Key Metrics Analysis - Total home closings: 907 vs 890 estimated [4] - Average Closing Price: $507.60 vs $514.67 estimated [4] - New orders, net of cancellations: 932 vs 1,071 estimated [4] - Units in Backlog: 1,507 vs 1,663 estimated [4] - Average active community count: 161 vs 162 estimated [4] Revenue Breakdown - Homebuilding revenue: $460.42 million, up 20.9% YoY vs $458.08 million estimated [4] - Land sales and other revenue: $8.53 million, up 44.6% YoY vs $2.50 million estimated [4] Profit Analysis - Homebuilding gross profit: $69.98 million vs $72.52 million estimated [4] - Land sales and other gross profit: $2.10 million vs $1.03 million estimated [4] Stock Performance - Shares returned -1.9% over the past month vs Zacks S&P 500 composite's +1.2% change [3] - Current Zacks Rank: 3 (Hold) [3]