📊 BZH Key Takeaways
Is Beazer Homes USA Inc. (BZH) a Good Investment?
Beazer Homes is experiencing severe operational distress with negative net income of -$32.6M, negative operating cash flow of -$165.3M, and deeply negative margins across profitability metrics. The company is burning cash despite modest revenue growth, with a high debt-to-equity ratio of 1.29x constraining financial flexibility during this downturn.
Beazer Homes' fundamentals are under pressure: revenue growth is modest, but profitability has deteriorated sharply, with negative operating margin, negative net income, and deeply negative free cash flow. The balance sheet still shows a meaningful equity base, but leverage is high relative to earnings power and cash generation, which weakens financial flexibility. Until margins and operating cash flow improve materially, the growth profile looks low quality.
Why Buy Beazer Homes USA Inc. Stock? BZH Key Strengths
- Modest revenue growth of 1.8% YoY shows some market demand persistence
- Reasonable asset base of $2.6B provides collateral and restructuring options
- Cash position of $124.3M offers some near-term liquidity buffer
- Revenue is still growing modestly year over year, indicating demand has not fully collapsed
- The company has a sizable equity base of about $1.20B, providing some balance sheet support
- Cash on hand of roughly $124M offers near-term liquidity support despite weak cash generation
BZH Stock Risks: Beazer Homes USA Inc. Investment Risks
- Severe profitability crisis with negative operating margin of -8.8% and net margin of -9.0%
- Negative operating cash flow of -$165.3M indicates core business is destroying cash and unable to fund operations
- High leverage with $1.6B long-term debt and 1.29x debt-to-equity ratio limits financial flexibility during distress
- Free cash flow of -$170.9M is unsustainable and threatens debt service capability
- Diluted EPS declined 66.4% YoY, indicating shareholder value destruction
- Profitability has turned weak, with negative operating income, negative net income, and low gross margin
- Operating cash flow and free cash flow are deeply negative, suggesting poor cash conversion and elevated execution risk
- Leverage is significant, with long-term debt exceeding cash by a wide margin and debt/equity at 1.29x
Key Metrics to Watch
- Operating cash flow trend and path to positivity
- Gross margin recovery and pricing power
- Debt levels and covenant compliance
- Home delivery volumes and average selling prices
- Gross margin and operating margin recovery
- Operating cash flow and free cash flow trend
Beazer Homes USA Inc. (BZH) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The current ratio below 1.0x warrants monitoring of short-term liquidity.
BZH Profit Margin, ROE & Profitability Analysis
BZH vs Market Sector: How Beazer Homes USA Inc. Compares
How Beazer Homes USA Inc. compares to Market sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Beazer Homes USA Inc. Stock Overvalued? BZH Valuation Analysis 2026
Based on fundamental analysis, Beazer Homes USA Inc. shows some fundamental concerns relative to the Market sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Beazer Homes USA Inc. Balance Sheet: BZH Debt, Cash & Liquidity
BZH Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Beazer Homes USA Inc.'s revenue has grown significantly by 11% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.16 reflects profitable operations.
BZH Revenue Growth, EPS Growth & YoY Performance
BZH Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $363.5M | $3.1M | $0.10 |
| Q3 2025 | $545.4M | -$324.0K | $-0.01 |
| Q2 2025 | $541.5M | $12.8M | $0.42 |
| Q1 2025 | $386.8M | $3.1M | $0.10 |
| Q3 2024 | $572.5M | $27.2M | $0.88 |
| Q2 2024 | $541.5M | $34.7M | $1.13 |
| Q1 2024 | $386.8M | $21.7M | $0.70 |
| Q3 2023 | $526.7M | $43.8M | $1.42 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Beazer Homes USA Inc. Dividends, Buybacks & Capital Allocation
BZH SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Beazer Homes USA Inc. (CIK: 0000915840)
📋 Recent SEC Filings
❓ Frequently Asked Questions about BZH
What is the AI rating for BZH?
Beazer Homes USA Inc. (BZH) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 87% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are BZH's key strengths?
Claude: Modest revenue growth of 1.8% YoY shows some market demand persistence. Reasonable asset base of $2.6B provides collateral and restructuring options. ChatGPT: Revenue is still growing modestly year over year, indicating demand has not fully collapsed. The company has a sizable equity base of about $1.20B, providing some balance sheet support.
What are the risks of investing in BZH?
Claude: Severe profitability crisis with negative operating margin of -8.8% and net margin of -9.0%. Negative operating cash flow of -$165.3M indicates core business is destroying cash and unable to fund operations. ChatGPT: Profitability has turned weak, with negative operating income, negative net income, and low gross margin. Operating cash flow and free cash flow are deeply negative, suggesting poor cash conversion and elevated execution risk.
What is BZH's revenue and growth?
Beazer Homes USA Inc. reported revenue of $363.5M.
Does BZH pay dividends?
Beazer Homes USA Inc. does not currently pay dividends.
Where can I find BZH SEC filings?
Official SEC filings for Beazer Homes USA Inc. (CIK: 0000915840) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is BZH's EPS?
Beazer Homes USA Inc. has a diluted EPS of $-1.13.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is BZH a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Beazer Homes USA Inc. has a SELL rating with 87% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.
Is BZH stock overvalued or undervalued?
Valuation metrics for BZH: ROE of -2.7% (sector avg: 15%), net margin of -9.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.
Should I buy BZH stock in 2026?
Our dual AI analysis gives Beazer Homes USA Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is BZH's free cash flow?
Beazer Homes USA Inc.'s operating cash flow is $-165.3M, with capital expenditures of $5.6M. FCF margin is -47.0%.
How does BZH compare to other Market stocks?
Vs Default sector averages: Net margin -9.0% (avg: 12%), ROE -2.7% (avg: 15%), current ratio N/A (avg: 1.8).