Beazer Homes USA INC

Market Movers (8-K)

NYSE
Beazer Homes USA, Inc. announced a third amendment to its senior unsecured revolving credit facility, increasing commitments to $525 million and extending the maturity date to March 2030.
Better than expected
NYSE
Beazer Homes USA, Inc. stockholders approved an amendment to extend protective provisions for net tax deferred assets, including NOLs and Energy-Efficiency Tax Credits, at its 2026 Annual Meeting.
NYSE
Beazer Homes USA, Inc. reported a net loss of $32.6 million for its first fiscal quarter of 2026, driven by persistent demand challenges and elevated market incentives.
Worse than expected
NYSE
Beazer Homes USA, Inc. announced the appointment of Howard C. Heckes as an independent director and the retirement of Danny Shepherd from its Board of Directors.
NYSE
Beazer Homes USA, Inc. has adopted a new Rights Agreement to protect its substantial net operating loss carryforwards and energy-efficiency tax credits from potential ownership changes.
NYSE
Beazer Homes USA, Inc. announced its fiscal year 2025 financial results, reporting a substantial decrease in net income and Adjusted EBITDA despite a slight increase in homebuilding revenue.
Worse than expected

Quarterly Earnings (10-Q)

NYSE
Beazer Homes USA, Inc. reported a net loss of $32.6 million for Q1 FY26, a significant decline from the prior year's net income, driven by lower revenue and reduced gross margins.
Capital raise
Worse than expected
NYSE
Beazer Homes USA, Inc. reported a net loss for the third fiscal quarter of 2025, driven by a significant decline in gross profit, increased inventory impairments, and a slowdown in new home orders due to elevated mortgage rates and weak consumer sentiment.
Worse than expected
Capital raise
NYSE
Beazer Homes USA's Q2 2025 results reveal a slowdown in the housing market, impacting consumer sentiment and demand, despite the company's strategic focus on growth, deleveraging, and product differentiation.
Worse than expected
NYSE
Beazer Homes USA, Inc. reports a decrease in net income for the quarter ended December 31, 2024, amidst a challenging sales environment impacted by affordability concerns and elevated mortgage rates.
Worse than expected
NYSE
Beazer Homes USA experienced a decrease in homebuilding gross margin and net new orders in the third quarter of 2024, despite an increase in active community count.
Worse than expected
NYSE
Beazer Homes USA saw a 10% increase in net new orders in Q2 2024 compared to the same period last year, despite slight decreases in sales pace.

Annual Reports (10-K)

NYSE
Beazer Homes USA, Inc. reports challenging fiscal 2025 results with decreased profitability and backlog amid elevated interest rates, while advancing long-term strategic goals.
Delay expected
Capital raise
Worse than expected
NYSE
Beazer Homes USA, Inc. reports a 4.3% increase in homebuilding revenue for fiscal year 2024, alongside significant growth in land holdings and active communities, while navigating a challenging affordability environment.
Worse than expected

Insider Trading (Form 4)

NYSE
Michael Anthony Dunn, SVP, GC and Corp Secretary of Beazer Homes Usa Inc, reported a transaction in 328 shares of common stock on August 1, 2026.
NYSE
A director at Beazer Homes USA Inc. acquired 500 shares of common stock through a pre-planned grant, increasing their beneficial ownership.
NYSE
Beazer Homes USA Inc. Director Howard C. Heckes was granted 5,988 shares of common stock as a restricted stock award.
NYSE
Beazer Homes USA Inc.'s VP & Chief Accounting Officer, Sun Pei, disposed of 76 shares of common stock to cover tax withholding obligations.
NYSE
Beazer Homes USA Inc.'s Chairman, President, and CEO, Allan P. Merrill, disposed of 5,349 shares of common stock to cover tax withholding obligations related to restricted stock vesting.
NYSE
Beazer Homes' SVP and CFO, David I. Goldberg, reported a disposition of 2,164 shares of common stock to cover tax withholding obligations related to restricted stock vesting.

Proxy Statements (Def-14A)

NYSE
Beazer Homes USA, Inc. reports strategic progress in fiscal 2025 despite macro challenges, advancing multi-year goals and proposing measures to protect significant deferred tax assets.
Worse than expected
NYSE
Beazer Homes USA delivered solid financial results in fiscal 2024, achieving over $140 million in net income and making significant progress towards its multi-year strategic goals despite headwinds from interest rates and affordability pressures.
Worse than expected

Schedule 13D - Activist Investments

NYSE
Beazer Homes USA, Inc. CEO Allan P. Merrill reported an increase in his beneficial ownership to 5.3% following new equity awards granted on November 17, 2025.

Schedule 13G - Passive Investments

NYSE
Donald Smith & Co., Inc. and affiliated entities report a significant beneficial ownership stake in Beazer Homes USA Inc.
NYSE
The Vanguard Group reported a 0% beneficial ownership in Beazer Homes USA Inc. common stock following an internal realignment of its reporting structure.
NYSE
Donald Smith & Co., Inc. and its affiliates have reported a significant 10.4% beneficial ownership stake in Beazer Homes USA Inc. as of December 31, 2025.
NYSE
Donald Smith & Co., Inc. and its affiliates have reported a passive beneficial ownership of 10.43% in Beazer Homes USA Inc. common stock.
NYSE
Donald Smith & Co., Inc. and its affiliates have reported a beneficial ownership of 10.25% in Beazer Homes USA Inc., totaling 3,106,887 common shares.
NYSE
Investment advisor Donald Smith & Co., Inc. and its affiliates have disclosed a beneficial ownership of 10.01% in Beazer Homes USA Inc. common stock as of March 31, 2025.