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Beazer Homes USA (BZH)
NYSE:BZH
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.29Last Year’s EPS
1.26Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Jan 30, 2025
|% Change Since: -11.66%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a mix of positive and negative aspects. While there is significant growth in community count and active lot positions, improved liquidity, and momentum in Zero Energy Ready homes, the company faced challenges with missed sales and closings guidance, deferred closings, increased incentives, and lowered gross margin expectations. Despite these challenges, the company remains optimistic about its long-term outlook and growth prospects.Company Guidance
In the recent Beazer Homes Earnings Conference Call, detailed guidance for fiscal year 2025 was provided, emphasizing key metrics and strategic initiatives. The company plans to activate over 60 new communities before year-end, aiming to increase its community count by nearly 20% compared to the previous year. Additionally, Beazer Homes reported a 10% growth in their active lot position and improved liquidity by upping their revolver by over 20%. Looking at sales, the company targets a 10% increase in the second quarter with an average sales price (ASP) of around $515,000, despite acknowledging challenges in the Texas and Florida markets. The second quarter gross margin is expected to slightly exceed the first quarter, supported by delayed closings and cost reduction efforts. Beazer Homes also reaffirmed its commitment to achieving a net debt to net capitalization ratio below 30% by the fiscal year 2026 and maintaining a community count of more than 200 by the end of that period.Community Expansion
Ending community count was up nearly 20% versus the prior year, allowing for increased sales and closings compared to last year.
Active Lot Position Growth
Active lot position grew by about 10%, providing visibility into further community count growth.
Improved Liquidity
59% of the lot position is controlled through options, up from 53% last year. They also upsized their revolver by more than 20%.
Zero Energy Ready Homes Momentum
Zero Energy Ready homes represented more than 85% of sales during the quarter, up from 43% in the previous year's first quarter.
Cost Reductions
Reduced build costs by about $3,000 per home since October 1, benefiting both to-be-built and spec homes.
Positive Long-Term Outlook
Despite current challenges, the company remains optimistic about the longer-term outlook for new home sales and growth prospects.
Solid Financial Position
Total liquidity exceeding $335 million, with no maturities until October 2027.
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BZH Earnings History
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
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BZH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Jan 30, 2025 | $27.70 | $22.16 | -20.00% |
| Nov 13, 2024 | $31.96 | $34.63 | +8.35% |
| Aug 01, 2024 | $32.73 | $28.57 | -12.71% |
| May 01, 2024 | $28.20 | $27.01 | -4.22% |
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.
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FAQ
When does Beazer Homes USA (BZH) report earnings?
Beazer Homes USA (BZH) is schdueled to report earning on May 01, 2025, TBA Not Confirmed.
What is Beazer Homes USA (BZH) earnings time?
Beazer Homes USA (BZH) earnings time is at May 01, 2025, TBA Not 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 (Q2) is 0.29.
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