Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$798.1M
27M shares
52-week range
$17.83 – $29.80
95% from low
Sector
OPERATIVE BUILDERS
Exchange
NYSE
CS
Borrow rate
0.41%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.11B | $2.09B | $2.13B | $2.14B | $2.32B | $2.21B | $2.33B | $2.37B |
| Cost of revenue | $1.76B | $1.92B | $1.78B | $1.74B | $1.78B | $1.76B | $1.91B | $2.03B |
| Gross profit | $345.0M | $166.0M | $347.6M | $404.3M | $537.5M | $442.7M | $424.3M | $337.5M |
| Gross margin | 16.4% | 8.0% | 16.3% | 18.9% | 23.2% | 20.1% | 18.2% | 14.2% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $81.5M | −$89.9M | $79.1M | $146.9M | $272.5M | $177.3M | $143.0M | $36.6M |
| EBITDA | $95.4M | −$75.1M | $94.7M | $247.8M | $287.3M | $263.3M | $174.0M | $60.0M |
| Net income | −$45.4M | −$79.4M | $52.2M | $122.0M | $220.7M | $158.6M | $140.2M | $45.6M |
| Net margin | -2.2% | -3.8% | 2.5% | 5.7% | 9.5% | 7.2% | 6.0% | 1.9% |
| EPS (diluted) | -1.41 | -2.59 | 1.74 | 4.01 | 7.17 | 5.16 | 4.53 | 1.52 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $2.1B | $-0.71 | $-1.28–$0.03 | 3 |
| 2027 | $2.4B | $1.41 | $1.07–$1.70 | 3 |
Forward consensus · source: Financial Modeling Prep
Beazer Homes USA Inc is an construction company that focuses on residential construction. The company specializes in single-family housing and multi-unit building construction in states and metro markets. Beazer Homes builds homes and communities that target first-time, move-up, and luxury homebuyers with an average selling price of roughly $300,000. From a geographic perspective, home sales in the western and eastern United States have been the sources of revenue for the company. Its segments involve: West segment that includes Arizona, California, Nevada, and Texas; East segment that includes Delaware, Indiana, Maryland, Tennessee, and Virginia; and Southeast segment which includes Florida, Georgia, North Carolina, and South Carolina.
www.beazer.comNo one on the platform currently holds BZH.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 30,128 | $610.7K |
| Execution date | Ratio |
|---|---|
| 2012-10-12 | 1-for-5reverse |
No one on the platform has traded BZH yet.
| $613M |
| — |
| ETDEthan Allen Interiors Inc. | $22.11 | -1.86% | $563M | — |
| HOVHovnanian Enterprises, Inc. | $145.15 | -1.63% | $736M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at NaN× earnings vs its 4.7× historical median P/E.
Fair value ≈ $-6.87 · price $29.26 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BZH Great piece that accurately captures BZH's current position. So if you want to refresh your understanding of BZH or learn about BZH for the first time, this is essential reading. https://everyticker.com/quote/BZH/analysis/beazer-homes-building-a-value-moat-in-the-affordability-crisis-through-energy-efficiency-and-capital-allocation-alchemy-nyse-bzh
View on StockTwits ↗New research today on @BeazerHomes $BZH #sidotiresearch Read note: http://dlvr.it/TSVgws #investing #smallcap #microcap
View on StockTwits ↗$BZH $24.18 Holding long position UPDATE ON T/O: Beazer Homes announces rejection of unsolicited proposals from Dream Finders Homes Beazer Homes USA, Inc. (BZH) today confirmed that its Board of Directors, with the assistance of its financial and legal advisors, has evaluated and rejected multiple unsolicited, non-binding proposals from Dream Finders Homes, Inc. (DFH) to acquire all of the outstanding shares of Beazer. In evaluating the proposals, the Beazer Board determined that they significantly undervalued the Company, were not in the best interests of Beazer shareholders and did not establish an appropriate basis for discussions. note: In rejecting each of Dream Finders’ proposals, the Beazer Board considered, among others, the following factors: The proposals represent a significant discount to book value per share, which has only grown since the initial February 5 proposal. The Beazer Board believes shareholders should be appropriately compensated for the value of the Company’s assets, especially its land assets, which Beazer’s Board is confident could not be replaced for what the Company paid for them. The proposals represent a significant and unwarranted discount to Beazer’s inherent value, and neither recent nor historical industry transactions support such a valuation. Notably, the reduced per share price in the May 5 proposal was proposed despite the fundamental strengths of Beazer being unchanged and the book value per share of the Company’s assets increasing since Dream Finders made its first two proposals. Specifically, Beazer’s most recently reported book value was $41.83 per share, while the May 5 proposal offers to purchase the Company for only $25.75 per share. This 38% discount represents approximately $450 million of total value. Executing the Company’s Multi-Year Goals is the best path for maximizing shareholder value. Beazer has repeatedly articulated to investors and all stakeholders its three Multi-Year Goals, which are focused on growing community count, de-leveraging the balance sheet and growing book value per share. The Company’s management team continues to nimbly execute and work towards these goals. As management noted on its recent earnings call, the Company’s sales pace improved in Q2, it believes near-term gross margin expansion catalysts are in place, average sales prices are trending higher and community count is growing. Accordingly, Beazer’s Board is confident that the execution of the Company’s strategic plan will yield substantially more value for Beazer shareholders than pursuing the transaction proposed by Dream Finders. Beazer’s capital allocation strategy and strong liquidity position provide it with ample financial flexibility, not only to fund its operating, financial and strategic objectives, but also to return significant capital to shareholders. With strong support from its lending partners, the Company recently increased its senior unsecured revolving credit facility by $160 million to $525 million. In addition, the maturity date of the credit facility was extended by two years to March 2030, further strengthening the Company’s balance sheet and demonstrating its lenders’ confidence in the Company’s strategic plan
View on StockTwits ↗$BZH Insiders know the housing numbers...do they want to sell, perhaps..
View on StockTwits ↗$BZH rejected $DFH buyout offers, saying it’s undervalued and worth more, and will keep growing independently. https://notreload.xyz/beazer-homes-rejects-dream-finders-takeover-bid/
View on StockTwits ↗Top Gainers PT2 $PRSO $GSIT $XGN $BZH $YMAT
View on StockTwits ↗$BZH Deal not accepted yet. Fair value 31.55 for this company but offer big premium over fri mkt price. I susoect counter at 28-29 ish be fair for all
View on StockTwits ↗$VEEE $HPAI $PRSO $BZH $INBS https://truthsandnews.com/markets/veee-stock-reverse-split-q1-earnings-surge-2026-forecast
View on StockTwits ↗Top Gainers PT2 $HPAI $PRSO $BZH $VEEE $INBS
View on StockTwits ↗$BZH doesn't this peg the price at the price that the buyer paid?
View on StockTwits ↗Top Gainers PT2. $GSIT $HPAI $POM $BZH $MRAM
View on StockTwits ↗Movers PREMARKET into open: $JZXN $CLIK $EZGO $MRAM (own swing) $BZH and so on.
View on StockTwits ↗$DFH offers to buy rival homebuilder $BZH. https://www.youtube.com/shorts/knemXLAlxeE
View on StockTwits ↗$DFH: Dream Finders Homes confirms it will acquire Beazer Homes $BZH for $25.75/share in cash
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.