Feed / BZH

Beazer Homes USA, Inc.

BZH

Consumer Cyclical · 33.28 +0.1% today

Participation confirmed · construction unavailableMarket checked 10 Sept, 14:20 GMT-4

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.

Company+0.1% todayVolume comparison unavailable
Market group14 of 21 activeSpecialty Chemicals & Retail · active
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Consumer Cyclical · Residential Construction

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • 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

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations318
Usable filing statements45
Verified relationships1
Evidence supporting the case

No qualifying supportive evidence was identified.

Evidence challenging the case
  • Operating margin changed -4.6 percentage points in the latest annual period.
  • Net margin changed -4.1 percentage points in the latest annual period.
Questions before a position
  • 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.
Longer-term price context

Price as of Sep 9, 2026

33.27
6m+28.8%12m+31.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-30$2.1B+0.6%$4.01+1.6%
2022-09-30$2.3B+8.3%$7.17+1.2%
2023-09-30$2.2B-4.8%$5.16-0.2%
2024-09-30$2.3B+5.6%$4.53+0.7%
2025-09-30$2.4B+1.8%$1.52-3.0%

What management says matters

Persistent and emerging business drivers

Capital investment and capacitymixed · 1 filings
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
Demand and volumenegative · 1 filings
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
Input and raw-material costsmixed · 1 filings
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
Restructuring and cost reductionsmixed · 1 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

33.28+0.1% today

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.