The earnings call presented a mix of positive developments such as community count growth and energy efficiency leadership, but also highlighted significant challenges in sales performance, particularly in Texas, and the impact of a weaker sales environment and market conditions leading to community impairments. The overall sentiment reflects a cautious approach with a focus on long-term strategic initiatives.

Company Guidance -

Q4 2025

During the Beazer Homes earnings call for the third quarter of fiscal 2025, significant guidance metrics were provided, highlighting the company's performance and future outlook. Beazer Homes reported a 15% increase in average community count to 167, with a book value per share exceeding $41 due to $12.5 million in stock repurchases. The company achieved an adjusted homebuilding gross margin of 18.4%, slightly up from Q2, despite challenges like affordability concerns and rising home inventories impacting sales. In Texas, which comprises about 40% of active communities, sales pace was disappointing at 1.3 sales per community per month, below past rates of 1.9 to 3.1. Beazer also repurchased $33 million in shares year-to-date at an average price of over $22. Looking ahead, they anticipate closing 1,200 to 1,300 homes in Q4 with an average selling price of $535,000 and an adjusted gross margin of around 18%. The company plans to slow land spending, aiming for $700 million to $750 million in total land spend for the year, with an option percentage above 60%. For the full year, they expect a double-digit compound annual growth rate in book value per share, targeting a net debt to net capitalization ratio in the low 30% range by fiscal 2027.

Community Count Growth

Increased average community count by 15% to 167, successfully activating 19 new communities.

Share Repurchases

Repurchased $12.5 million of stock, growing book value per share to over $41.

Adjusted Gross Margin

Maintained an adjusted homebuilding gross margin of 18.4%, slightly up from Q2.

Energy Efficiency Leadership

Beazer Homes is the #1 energy-efficient homebuilder in the country and the highest-rated national homebuilder for customer service according to TrustBuilder.

Land Sale and Portfolio Management

Sold $45 million of non-core land, generating about $8 million in gross profit.

Share Buyback and Financial Position

Repurchased about 1.5 million shares, or about 5% of the company, with $87 million remaining on authorization.

Beazer Homes (BZH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BZH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 12, 2025	2025 (Q4)	0.80 / -	1.69	―	―	―
Jul 31, 2025	2025 (Q3)	0.42 / -0.01	0.88	-101.14% (-0.89)
May 01, 2025	2025 (Q2)	0.27 / 0.42	1.26	-66.67% (-0.84)
Jan 30, 2025	2025 (Q1)	0.31 / 0.10	0.7	-85.71% (-0.60)
Nov 13, 2024	2024 (Q4)	1.35 / 1.69	1.8	-6.11% (-0.11)
Aug 01, 2024	2024 (Q3)	0.83 / 0.88	1.42	-38.03% (-0.54)
May 01, 2024	2024 (Q2)	0.91 / 1.26	1.13	11.50% (+0.13)
Feb 01, 2024	2024 (Q1)	0.71 / 0.70	0.823	-14.95% (-0.12)
Nov 16, 2023	2023 (Q4)	1.39 / 1.80	2.859	-37.04% (-1.06)
Jul 27, 2023	2023 (Q3)	0.88 / 1.42	1.76	-19.32% (-0.34)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BZH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$23.50	$21.70	-7.66%
May 01, 2025	$19.53	$21.25	+8.81%
Jan 30, 2025	$27.70	$22.16	-20.00%
Nov 13, 2024	$31.96	$34.63	+8.35%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Beazer Homes USA (BZH) report earnings?

Beazer Homes USA (BZH) is schdueled to report earning on Nov 12, 2025, After Close (Confirmed).

What is Beazer Homes USA (BZH) earnings time?

Beazer Homes USA (BZH) earnings time is at Nov 12, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is BZH EPS forecast?

BZH EPS forecast for the fiscal quarter 2025 (Q4) is 0.8.

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