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Added to YB: 2026-02-09

Pitch date: 2026-02-06

BZH [neutral]

Beazer Homes USA, Inc.

+8.29%

current return

Author Info

No bio for this author

Company Info

Beazer Homes USA, Inc. operates as a homebuilder in the United States. The company designs, constructs, and sells single-family, condominiums, villas, and duets homes under the Beazer Homes, Gatherings, and Choice Plans brands.

Market Cap

$792.5M

Pitch Price

$25.08

Price Target

N/A

Dividend

N/A

EV/EBITDA

41.38

P/E

83.13

EV/Sales

0.80

Sector

Household Durables

Category

N/A

Show full summary:
The North American Deep Value Week – 2026/05 | Beazer Homes – New Research from Sidoti

BZH (earnings): Q1 FY26 loss of $1.13/share vs $0.10 profit y/y on 22% revenue drop to $359.7m, 700 closings. Homebuilding gross margin fell to 10.4% (14.0% ex-impairments) from 18.2%. Orders down 18% to 763, sales pace slowed to 1.5/month. Sidoti cuts FY26 EPS to $1.01, $25 PT on 7x FY27 $3.50 EPS.

Read full article (2 min)