BZH Consumer Cyclical

Beazer Homes USA, Inc.

$33.48+0.09%

Price as of close on Oct 19, 2026 · Financials updated Oct 6, 2026

Basics

Sector: Consumer Cyclical
Industry: Residential Construction
Country: United States
Market cap: 893.2M USD
Enterprise value: 2.2B USD
Full-time employees: 1,018

Overall health

Drawback: less profitable than most peersless profitable than peers
Drawback: growing more slowly than most peersgrowing more slowly than peers
Drawback: its shares are priced higher than most peers relative to what it earnspriced higher than peers for its earnings
Drawback: its share price swings more than most peers’ (beta 2.19 vs a peer median of 0.63)bigger price swings (beta 2.19 vs peers 0.63)
Drawback: more debt relative to equity (1.23× vs a peer median of 0.46×)more debt vs equity (1.23× vs peers 0.46×)
About average: risk (debt, liquidity and share-price swings)risk

Ranks #1,397 of 1,502 consumer cyclical companies (bottom 8%)

See how it ranks against its peers

Worth knowing

Returning more cash than it generates. Paid out $46M vs $1M of free cash flow over the 3 fiscal years to FY Sep 2025.
Beazer Homes USA returned $46M to shareholders over three years, 3525% of the free cash flow it produced. That gap has to be covered by cash reserves or new debt, which can't last indefinitely.
Earnings slid into a loss. Loss per share this year after a profit last year.
Beazer Homes USA made a loss per share in its latest year after a profit the year before.
Operating margin at a 6-year low. 1.5% in FY Sep 2025, the weakest of the last 6 years.
Beazer Homes USA's operating margin fell to 1.5% in FY Sep 2025, its lowest in the 6 years of filings we have.
Profit below an unusually strong FY Sep 2022. Since FY Sep 2022 (an unusually strong year for operating profit): revenue +2.4%, operating profit −87%.Since FY Sep 2022: revenue +2.4%, operating profit −87%.
Since FY Sep 2022, Beazer Homes USA's revenue changed +2.4% while operating profit fell 87%: costs rose faster than sales.

StockQuotient Score

21/ 100

Oct 5 21 → Nov 4 21

Valuation

Is the price right?

6/100

Weak

3/3 inputs reported · High confidence

Since last quarter: ▲ Stronger

Share count down 2.4%

Valuation also moves with the share price every day.

Why

Weaker than most peers on:

▼ Earnings yield
▼ EBITDA yield
▼ FCF yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield-0.9%

SEC filings · 12 months to Jun 2026Negative (a loss or cash outflow), so it counts as zero whatever the share price30% base weight · Z-score -1.34Sector median: 0.0439 · MAD: 0.0329

EBITDA yield-0.8%

SEC filings · 12 months to Jun 2026Negative (a loss or cash outflow), so it counts as zero whatever the share price50% base weight · Z-score -1.90Sector median: 0.0877 · MAD: 0.0461

Free cash flow yield-17.2%

SEC filings · 12 months to Jun 2026 · operating cash flow − capital spendingNegative (a loss or cash outflow), so it counts as zero whatever the share price20% base weight · Z-score -1.13Sector median: 0.0614 · MAD: 0.0545

Other data (not scored)

Book yield128.4%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5650 · MAD: 0.3500

Growth

Is it growing?

8/100

Weak

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Weaker than most peers on:

▼ EPS growth
▼ Revenue growth
▼ 3-yr revenue

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growthUnavailable

Earnings per share turned from a profit to a loss33% base weight · Z-score -2.14Sector median: 0.0420 · MAD: 0.2537

3-year revenue growth-4.5%

SEC filings · 3 years to Jun 2026Reported value33% base weight · Z-score -1.38Sector median: 0.0425 · MAD: 0.0636

Revenue growth-12.8%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -2.53Sector median: 0.0373 · MAD: 0.0653

Profitability

Does it earn well?

13/100

Weak▼ 1 since Oct 19 close

3/3 inputs reported · High confidence

Since last quarter: No major change

Why it changed since the Oct 19, 2026 close: Score 14 → 13

Peer companies moved-1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Weaker than most peers on:

▼ Operating margin
▼ ROIC
▼ ROA

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin-1.8%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -1.77Sector median: 0.0638 · MAD: 0.0461

Return on assets-0.3%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -1.41Sector median: 0.0331 · MAD: 0.0254

Return on invested capital-1.2%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -1.42Sector median: 0.0733 · MAD: 0.0600

Other data (not scored)

Gross margin12.4%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.3025 · MAD: 0.1399

Return on equity-0.7%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.0746 · MAD: 0.0674

Risk

Debt, liquidity, price swings

Moderate

Moderate relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Mixed versus peers:

▲ Current ratio
▼ Beta
▼ Debt / equity

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta2.19

Yahoo Finance · 5-year monthly beta vs the marketOutlier capped at sector 5th/95th percentile33% base weight · Z-score -3.80Sector median: 0.6345 · MAD: 0.2980

Current ratio11.48×

Yahoo Finance fallback · SEC figure unavailable or out of dateOutlier capped at sector 5th/95th percentile33% base weight · Z-score 6.28Sector median: 1.4800 · MAD: 0.5570

Debt / equity1.23×

SEC filings · latest balance sheetReported value33% base weight · Z-score -2.15Sector median: 0.4646 · MAD: 0.3556

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Beazer Homes USA

Is Beazer Homes USA getting weaker?: Its latest SEC filing (Aug 7, 2026) got stronger: share count down 2.4%. Its overall score is unchanged at 21/100 since Oct 28, 2026.
How is Beazer Homes USA valued vs its peers?: Priced higher than most peers relative to what it earns. Valuation scores 6/100 against 1,612 consumer cyclical peers. Earnings yield -0.9% vs a peer median of 4.4% (weaker than 100% of peers).Earnings yield -0.9% vs peers 4.4% (weaker than 100% of peers).
Is Beazer Homes USA growing?: More slowly than most of its peers. Growth scores 8/100 against 1,612 consumer cyclical peers. Revenue growth -12.8% vs a peer median of 3.7% (weaker than 91% of peers).Revenue growth -12.8% vs peers 3.7% (weaker than 91% of peers).
How profitable is Beazer Homes USA?: Less profitable than most of its peers. Profitability scores 13/100 against 1,612 consumer cyclical peers. Operating margin -1.8% vs a peer median of 6.4% (weaker than 88% of peers).Operating margin -1.8% vs peers 6.4% (weaker than 88% of peers).
How risky is Beazer Homes USA?: Moderate risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Current ratio 11.48× vs a peer median of 1.48× (stronger than 95% of peers).Current ratio 11.48× vs peers 1.48× (stronger than 95% of peers). Beta 2.19 vs a peer median of 0.63 (weaker than 100% of peers).Beta 2.19 vs peers 0.63 (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jun 30, 2026 · filed Aug 7, 2026 · compared with the quarter ended Mar 31, 2026

Got stronger

Share count down 2.4%

Worth watching: Beazer Homes USA is in the bottom fifth of its sector on profitability. From 2021 to 2025, 63% of companies in that position posted a loss over the following year, against 4% for the top fifth.

	Previous quarter	Latest quarter	Change
Revenue (12 months)	2.1B USD	2.1B USD	−1.4%
Net income (12 months)	−3.8M USD	−7.7M USD	+102.1%
Operating margin	-1.4%	-1.8%	−0.4 pts
Free cash flow (12 months)	−69.7M USD	−153.3M USD	+120.1%
Debt	1.2B USD	1.4B USD	+14.9%
Cash	120.4M USD	128.1M USD	+6.4%
Shares outstanding	27.3M	26.7M	−2.4%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Consumer Cyclical · 182 companies

Valuations in Consumer Cyclical are within their usual range since 2016.

36% of months since 2016 were valued lower than now.
15% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +0% and earnings +10% (medians): prices and earnings moved broadly together.
Median price-to-sales is −55% vs the whole market, against a usual −41%.

2016Shaded: most expensive fifth of its range2026

Shown for Consumer Cyclical: too few Residential Construction companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY Sep 2021	FY Sep 2022	FY Sep 2023	FY Sep 2024	FY Sep 2025	Change
Gross margin	18.9%	23.2%	20.1%	18.2%	14.2%	▼ 4.0 pts
Operating margin	6.9%	11.8%	8.0%	6.1%	1.5%	▼ 4.6 pts
Net margin	5.7%	9.5%	7.2%	6.0%	1.9%	▼ 4.1 pts
Return on assets (ROA)	5.9%	9.8%	6.6%	5.4%	1.7%	▼ 3.7 pts
Return on equity (ROE)	16.8%	23.5%	14.4%	11.4%	3.7%	▼ 7.7 pts
Free cash flow margin	0.8%	2.8%	7.1%	-6.9%	0.1%	▲ 7.0 pts
Debt to equity	1.45×	1.05×	0.89×	0.83×	0.82×	▼ 1.0%
Interest coverage	52.81×	—	—	—	—	—

BZH price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Overall health

Drawback: less profitable than most peersless profitable than peers

Drawback: growing more slowly than most peersgrowing more slowly than peers

Drawback: its shares are priced higher than most peers relative to what it earnspriced higher than peers for its earnings

Drawback: its share price swings more than most peers’ (beta 2.19 vs a peer median of 0.63)bigger price swings (beta 2.19 vs peers 0.63)

Drawback: more debt relative to equity (1.23× vs a peer median of 0.46×)more debt vs equity (1.23× vs peers 0.46×)

About average: risk (debt, liquidity and share-price swings)risk

Ranks #1,397 of 1,502 consumer cyclical companies (bottom 8%)

See how it ranks against its peers

Worth knowing

Returning more cash than it generates. Paid out $46M vs $1M of free cash flow over the 3 fiscal years to FY Sep 2025.

Beazer Homes USA returned $46M to shareholders over three years, 3525% of the free cash flow it produced. That gap has to be covered by cash reserves or new debt, which can't last indefinitely.

Earnings slid into a loss. Loss per share this year after a profit last year.

Beazer Homes USA made a loss per share in its latest year after a profit the year before.

Operating margin at a 6-year low. 1.5% in FY Sep 2025, the weakest of the last 6 years.

Beazer Homes USA's operating margin fell to 1.5% in FY Sep 2025, its lowest in the 6 years of filings we have.

Profit below an unusually strong FY Sep 2022. Since FY Sep 2022 (an unusually strong year for operating profit): revenue +2.4%, operating profit −87%.Since FY Sep 2022: revenue +2.4%, operating profit −87%.

Since FY Sep 2022, Beazer Homes USA's revenue changed +2.4% while operating profit fell 87%: costs rose faster than sales.

Questions investors ask about Beazer Homes USA

Is Beazer Homes USA getting weaker?

Its latest SEC filing (Aug 7, 2026) got stronger: share count down 2.4%. Its overall score is unchanged at 21/100 since Oct 28, 2026.

How is Beazer Homes USA valued vs its peers?

Priced higher than most peers relative to what it earns. Valuation scores 6/100 against 1,612 consumer cyclical peers. Earnings yield -0.9% vs a peer median of 4.4% (weaker than 100% of peers).Earnings yield -0.9% vs peers 4.4% (weaker than 100% of peers).

Is Beazer Homes USA growing?

More slowly than most of its peers. Growth scores 8/100 against 1,612 consumer cyclical peers. Revenue growth -12.8% vs a peer median of 3.7% (weaker than 91% of peers).Revenue growth -12.8% vs peers 3.7% (weaker than 91% of peers).

How profitable is Beazer Homes USA?

Less profitable than most of its peers. Profitability scores 13/100 against 1,612 consumer cyclical peers. Operating margin -1.8% vs a peer median of 6.4% (weaker than 88% of peers).Operating margin -1.8% vs peers 6.4% (weaker than 88% of peers).

How risky is Beazer Homes USA?

Moderate risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Current ratio 11.48× vs a peer median of 1.48× (stronger than 95% of peers).Current ratio 11.48× vs peers 1.48× (stronger than 95% of peers). Beta 2.19 vs a peer median of 0.63 (weaker than 100% of peers).Beta 2.19 vs peers 0.63 (weaker than 100% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

2.1B USD

2.1B USD

−1.4%

Net income (12 months)

−3.8M USD

−7.7M USD

+102.1%

Operating margin

-1.4%

-1.8%

−0.4 pts

Free cash flow (12 months)

−69.7M USD

−153.3M USD

+120.1%

Debt

1.2B USD

1.4B USD

+14.9%

Cash

120.4M USD

128.1M USD

+6.4%

Shares outstanding

27.3M

26.7M

−2.4%

Key ratios

FY Sep 2021

FY Sep 2022

FY Sep 2023

FY Sep 2024

FY Sep 2025

Change

Gross margin

18.9%

23.2%

20.1%

18.2%

14.2%

▼ 4.0 pts

Operating margin

6.9%

11.8%

8.0%

6.1%

1.5%

▼ 4.6 pts

Net margin

5.7%

9.5%

7.2%

6.0%

1.9%

▼ 4.1 pts

Return on assets (ROA)

5.9%

9.8%

6.6%

5.4%

1.7%

▼ 3.7 pts

Return on equity (ROE)

16.8%

23.5%

14.4%

11.4%

3.7%

▼ 7.7 pts

Free cash flow margin

0.8%

2.8%

7.1%

-6.9%

0.1%

▲ 7.0 pts

Debt to equity

1.45×

1.05×

0.89×

0.83×

0.82×

▼ 1.0%

Interest coverage

52.81×

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