Company Analysis

Beazer Homes USA, Inc. New (BZH)

NYSE: BZH · Operative Builders · Atlanta, GA · filing with the SEC since 1995
Grade3.4
◀ Past 2.7● Present 3.3▶ Future 4.5

The grade of Beazer Homes USA, Inc. New

Nine metrics read from its own filings, by tense
Headline grade
3.4/10
◀ Past2.740% of the headline
● Present3.335% of the headline
▶ Future4.525% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

2.7/1040% of the headline grade · 3 of 3 filed

Surviving crises

as filed
0.8/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2026-10-20.

weight 33% of this tense · 8th percentile among 18 sector filers · read for itself

From the record

Beazer Homes USA, Inc. New's filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2026-10-20) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
3.0/10

What has it actually done, year after year?

+2.7% a year over 9 filed years; profitable in 7 of 9.

weight 45% of this tense · 30th percentile among 17 sector filers · read for its customers

From the record

Beazer Homes USA, Inc. New's 9 filed years say what it did: revenue went from $1.9 billion in fiscal 2017 to $2.4 billion in fiscal 2025, up 2.7% a year; it rose in 6 of 8 years; the deepest fall was 5% from fiscal 2022 to fiscal 2023; net income was positive in 7 of 9 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span2.7%bottom 15% of its family
  • the share of years revenue rosebottom 47% of its family
  • the share of filed years with a profitbottom 15% of its family
  • the deepest fall from a revenue peak4.8%bottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
5.0/10

How has it treated the people who own it?

Share count shrank 0.9% a year. 63% of cash flow returned. Insiders: 0 sales, 0 purchases.

weight 22% of this tense · 50th percentile among 18 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-09-30, Beazer Homes USA, Inc. New's diluted share count shrank about 0.9% a year, and dividends and buybacks returned about 63% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-10-20 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 42% of its family
  • cash returned against operating cash flowtop 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

3.3/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
3.0/10

Is it financially healthy right now?

ROE 4%: 4¢ of profit per shareholder dollar. Leverage 52%: owes 52¢ per asset dollar.

weight 33% of this tense · 30th percentile among 18 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-09-30, Beazer Homes USA, Inc. New earned about 4 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 13 cents per dollar of everything the company owns. Leverage: it owed about 52 cents per dollar of assets, and net share issuance: its share count shrank 3.0% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 36% of its family
  • return on equitybottom 8% of its family
  • gross profit against assetsbottom 17% of its family
  • the share count against the year beforetop 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
2.7/10

How strong is its position in its industry?

bottom 27% of 17 in its family; net margin 1.9%.

weight 45% of this tense · 27th percentile among 17 sector filers · read for its customers

From the record

Beazer Homes USA, Inc. New's standing among 17 graded names in its industry family: revenue of $2.4 billion in fiscal 2025 ranks in the bottom 23% by size; a net margin of 1.9% ranks in the bottom 15%; revenue growth of 0.8% a year over the last 3 filed years ranks in the bottom 44% (its annual reports).

What it rests on

  • revenue against the family$2.37Bbottom 23% of its family
  • net margin1.9%bottom 15% of its family
  • three-year revenue growth0.8%bottom 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.0/10

What are the people in charge doing?

bottom 50% of 15 in its family for leadership; chief executive since 2011.

weight 22% of this tense · 50th percentile among 15 sector filers · read for its shareholders

From the record

Beazer Homes USA, Inc. New's leadership, from its insiders' filings and its current reports: the chief executive on the record is Merrill, Allan P (Chairman, President and CEO, as filed), filing under that title since 2011-11-18, 15 years (top 23% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 5.8 years (bottom 11%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (top 37%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge3 in three years among 13 peopletop 37% of its family
  • the median years the people in charge have filed5.8 yearsbottom 11% of its family
  • the chief executive's years on the record15.0 yearstop 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.5/1025% of the headline grade · 3 of 3 filed

Room to expand

as filed
2.1/10

How much room does it have to grow?

bottom 22% of 15 in its family for room to expand.

weight 33% of this tense · 22nd percentile among 15 sector filers · read for itself

From the record

Beazer Homes USA, Inc. New's room to grow, from the newest filed statements (fiscal 2025): cash of $219 million against debt of $1.0 billion leaves -31.1% of its assets as net cash, bottom 16% of its family; cash from operations less capital spending is 0.1% of revenue (bottom 32%); a gross margin of 14.2% (bottom 17%) (its annual report).

What it rests on

  • cash less debt against assets-31.1%bottom 16% of its family
  • cash from operations less capital spending against revenue0.1%bottom 32% of its family
  • gross margin14.2%bottom 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
7.5/10

What could actually drive growth from here?

top 25% of 17 in its family for growth drivers.

weight 33% of this tense · 75th percentile among 17 sector filers · read for its customers

From the record

Beazer Homes USA, Inc. New's growth drivers, from the filed years to fiscal 2025: revenue grew 0.8% a year over the last three filed years against 2.7% over all 9, slowing (top 32% of its family); the newest year grew 1.8% (top 15%); capital spending grew 23.7% a year (top 26%) (its annual reports). Beazer Homes USA, Inc. New reported 2 product lines in fiscal 2025: Home Building at $2.3 billion (97%), Land and Other at $69 million (3%); 2 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-1.9 points a yeartop 32% of its family
  • the newest year's revenue growth1.8%top 15% of its family
  • three-year growth of capital spending23.7%top 26% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
3.9/10

Did its newest year beat what its own record pointed to?

bottom 39% of 16 in its family for expectations against reality.

weight 33% of this tense · 39th percentile among 16 sector filers · read for its shareholders

From the record

Beazer Homes USA, Inc. New's newest year against its own record: revenue of $2.4 billion in fiscal 2025 came in 1.5% above the $2.3 billion its prior three years' pace pointed to (top 9% of its family); net income of $46 million against a prior three-year average of $173 million (bottom 16%); a net margin of 1.9% against 7.6% before (bottom 9%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace1.5%top 9% of its family
  • net income against the prior three years' average-74%bottom 16% of its family
  • net margin against its prior average-5.7 pointsbottom 9% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton BZH · research, not advice