“Net cash used in investing activities fo r the fiscal year ended September 30, 2024 was $30.0 million, primarily driven by capital expenditures for model homes and information systems infrastructure and purchases of investment securities.”10-K · Nov 13, 2025 ↗
Beazer Homes USA, Inc.
BZH
Market read
Beazer Homes USA, Inc.'s move is spreading beyond its market group.
No new filing conclusion is available. 14 of 21 group members are active now; 5 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- At least 14 of 21 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- LEN remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 7 of 21 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 14 of 21 group members are active now; 5 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 14 of 21 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- LEN remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
No qualifying supportive evidence was identified.
- Operating margin changed -4.6 percentage points in the latest annual period.
- Net margin changed -4.1 percentage points in the latest annual period.
- P/E is 123% above the available filing-peer median; determine whether growth and quality justify the difference.
- EV/sales is 62% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 9, 2026
33.27Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The year-over-year decrease in closings in the Southeast segment is primarily due to lower beginning backlog, partially offset by higher volume of spec homes that sold and closed within the current year period for fiscal 2025 compared to fiscal 2024.”10-K · Nov 13, 2025 ↗
“Southeast Segment: Compared to the prior fiscal year, homebuilding gross profit decreased by $32.4 million due to a decrease in homebuilding revenue and lower gross margin.”10-K · Nov 13, 2025 ↗
“For the fiscal year ended September 30, 2025, corporate and unallocated net expenses increased by $30.5 million from the prior fiscal year, primarily due to higher G&A expenses, higher amortization of capitalized interest and capitalized indirect costs to hom…”10-K · Nov 13, 2025 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.4× · EV/sales 0.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 14:20 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for BZH. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for BZH. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind BZH
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
KOPKoppers Holdings Inc.partnerAug 8, 2025 ▾
“In July 2004, Koppers Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
BZH is currently a Participant in the organic co-movement group Specialty Chemicals & Retail. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.