Beazer Homes (BZH) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Apr 30, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

-0.72

Last Year’s EPS

0.42

Same Quarter Last Year

Analyst Consensus

Hold

Based on 1 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Jan 29, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a mixed picture: near-term operating results were weak (negative adjusted EBITDA, net loss, Q1 sales shortfall and a one-time litigation charge), but management highlighted tangible actions already taken (>$10k per-home cost reductions, cycle-time compression), strategic differentiation (solar-included homes), strong liquidity, and an active plan to execute land sales and accelerated share repurchases. Management provided specific margin and ASP targets and a plausible path to full-year EBITDA growth contingent on market stability. Given the material but addressable operational and market challenges balanced against clear remediation actions and balance-sheet flexibility, the tone is constructive but cautious.

Company Guidance

Beazer guided that for Q2 it expects to sell ~1,100 homes, finish with ~165 active communities, close ~800 homes at an ASP of $520–525k, and see adjusted homebuilding gross margin roughly flat sequentially excluding a ~180‑bp litigation charge; SG&A dollars are expected to be flat year‑over‑year, land sale revenue is forecast at ~$30M, total adjusted EBITDA of about $5M (including land gains), interest amortized at ~3% of homebuilding revenue, taxes of ~ $1M and a net loss of roughly $0.75 per diluted share. Management reiterated a path to ~300 bps of adjusted homebuilding gross margin expansion by Q4 (including >$10k per‑home direct cost reductions realized to date, ~200 bps), a 2H ASP target of ~$565k driven by newer communities (just over 10% of Q1 revenue, projected to be ~50% of Q4 revenue), and a needed sales pace above 2.5% in Q3/Q4; it plans $150M of land sales, will execute the remaining $72M buyback authorization (trailing 12‑month buybacks were $48M, ~7% of shares) to drive book value per share up 5–10% by year‑end, and expects net leverage to be at or just under ~40% this year while targeting low‑30s by FY27 and >200 communities by the end of FY27. Q1 metrics referenced for context: 763 homes sold (1.5 sales/community/month), 167 average active communities (+4% YoY), homebuilding revenue $359.7M with 700 closings at ASP $514k, reported homebuilding gross margin 14% (15.8% ex‑charge), Q1 adjusted EBITDA -$11.2M, diluted loss $1.13, book value per share >$41, liquidity >$340M (cash $121M, revolver $222M), and ~23,500 active lots (61% under option).

Cost Reduction Achieved

Reduced labor and material construction costs by more than $10,000 per home (nearly 200 basis points), with management expecting this to be reflected in Q3/Q4 results and to contribute to ~300 basis points of margin expansion by year-end.

Solar-Included Homes Accelerating Differentiation

Launched 'solar included' homes in multiple markets (e.g., Las Vegas, Phoenix, Georgia, South Carolina); management expects solar-included communities to be among the highest-margin communities and to represent roughly 20% of business by year-end. Installation costs reduced from >$4 per kWh to < $2 per kWh (management estimate).

Strong Liquidity and Balance Sheet Flexibility

Quarter-end liquidity of >$340 million (including $121 million unrestricted cash and $222 million revolver availability); no debt maturities until October 2027, enabling disciplined capital allocation and share repurchases.

Active Portfolio and Lot Position

168 communities at quarter-end (average active community count 167, up 4% year-over-year) and approximately 23,500 active controlled lots (61% under option), supporting planned growth to >200 communities by end of fiscal '27.

Share Repurchase Momentum

Repurchased $15 million of stock in Q1; trailing 12-month buybacks totaled $48 million (~7% of shares). $72 million remaining on authorization and expected to be fully executed this year, with potential to increase book value per share by 5%-10% at year-end.

Visible Revenue and Margin Catalysts for Back Half

Newer communities (started selling on/after April 2025) were just over 10% of Q1 revenue but are projected to represent ~50% of Q4 revenue; backlog ASPs (~$560k) and higher margins in these communities are expected to drive higher ASP (targeting ~$565k H2) and margin expansion (~300 bps by year-end).

Operational Improvements and Cycle Time Compression

Cycle time reduced by ~2 calendar weeks in Q1, improving ability to sell-to-close within the fiscal year window and supporting faster scaling if demand improves.

Q2 and Near-Term Guidance Provides Path to Profitability

Q2 expectations: sell ~1,100 homes (comparable to prior year), close ~800 homes with ASP ~$520k-$525k, land sale revenue of ~ $30 million, and adjusted EBITDA of ~ $5 million (including land sale gains); interest amortized ~3% of homebuilding revenue and estimated net loss per share of ~$0.75 for Q2.

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
Apr 30, 2026	2026 (Q2)	-0.72 / -	0.42	―	―	―
Jan 29, 2026	2026 (Q1)	-0.47 / -1.13	0.1	-1230.00% (-1.23)
Nov 13, 2025	2025 (Q4)	0.80 / 1.02	1.69	-39.64% (-0.67)
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)

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
Jan 29, 2026	$24.21	$21.57	-10.90%
Nov 13, 2025	$21.40	$21.85	+2.10%
Jul 31, 2025	$23.50	$21.70	-7.66%
May 01, 2025	$19.53	$21.25	+8.81%

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 Apr 30, 2026, After Close (Confirmed).

What is Beazer Homes USA (BZH) earnings time?

Beazer Homes USA (BZH) earnings time is at Apr 30, 2026, 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?

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What is BZH EPS forecast?

BZH EPS forecast for the fiscal quarter 2026 (Q2) is -0.72.