olivLaw · US equity research
Beazer Homes USA, Inc. BZH
Operative Builders · SIC 1531 · Vertical: Operative Builders (SIC 1531)
Beazer Homes USA is a U.S. residential homebuilder operating in 13 states, selling energy-efficient homes with an emphasis on alternative mortgage financing. The company is now subject to an agreement to be acquired by Dream Finders Homes, announced in August 2026, which led to the withdrawal of its financial outlook, while margins and sales over recent quarters have come under pressure from housing affordability, with a homebuilding gross margin of 14.3% in fiscal 2025.
At the close of 19 Oct 2026, Beazer Homes USA, Inc. (BZH) stock was 33.48 USD (+0.09% on the day), with beta 1.08, 52-week range 18.03–34.07 USD. Latest reported quarter (Q3 2026): revenue of 516.3 m USD (−5.3% YoY), net income of -4.2 m USD, diluted EPS -0.16 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 62.3
- strong (55–70)
- Bollinger (20, 2)
- 33.31 – 33.47
- above the upper band · %B 1.05 · band width 0.5%
- SMA 50 / 200
- 33.30 / 26.82
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 0.08 / 0.09
- MACD below signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +0.5% | −1.1% | +1.6 pp | — |
| 3 months | +3.0% | −0.5% | +3.4 pp | — |
| 6 months | +46.8% | +4.4% | +42.4 pp | — |
| Year to date | +65.2% | +12.3% | +52.9 pp | — |
| 1 year | +45.9% | +13.5% | +32.4 pp | −12.9% |
| 3 years | +49.5% | +76.4% | −26.9 pp | +3.7% |
| 5 years | +78.7% | +63.7% | +15.0 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q3 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 806.2 m | 469.0 m | 565.3 m | 545.4 m | 791.9 m | 363.5 m | 409.8 m | 516.3 m |
| Gross profit | 141.4 m | 72.1 m | 86.0 m | 72.6 m | 106.9 m | 37.2 m | 48.7 m | 66.1 m |
| Operating income | 58.2 m | 2.1 m | 13.4 m | -3.7 m | 24.8 m | -31.8 m | -19.0 m | -11.4 m |
| Depreciation & amortisation | 5.2 m | 4.1 m | 4.6 m | 4.6 m | 5.9 m | 4.0 m | 4.1 m | 4.9 m |
| Pre-tax income | 60.6 m | 3.2 m | 14.2 m | -2.5 m | 26.0 m | -31.1 m | -18.5 m | -10.5 m |
| Income tax | 8.5 m | 36.0 k | 1.4 m | -2.2 m | -4.0 m | 1.5 m | -17.6 m | -6.3 m |
| Net income | 52.1 m | 3.1 m | 12.8 m | -324.0 k | 30.0 m | -32.6 m | -904.0 k | -4.2 m |
| Diluted EPS | 1.69 ≈ | 0.10 | 0.42 | -0.01 | 1.02 ≈ | -1.13 | -0.03 | -0.16 |
| Operating cash flow | 185.4 m | -159.4 m | 3.4 m ≈ | -62.3 m ≈ | 250.2 m | -165.3 m | -63.5 m ≈ | -146.9 m ≈ |
| Capex | 5.7 m | 5.2 m | 7.8 m ≈ | 8.0 m ≈ | 7.5 m | 5.6 m | 7.8 m ≈ | 7.0 m ≈ |
| Share repurchases | 0 | 0 | 20.6 m ≈ | 12.5 m ≈ | 0 | 15.1 m | 30.4 m ≈ | 20.6 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2.1 bn | 2.1 bn | 2.1 bn | 2.1 bn | 2.3 bn | 2.2 bn | 2.3 bn | 2.4 bn |
| Revenue YoY | +10.0% | −0.9% | +1.9% | +0.6% | +8.3% | −4.8% | +5.6% | +1.8% |
| Net income | -45.4 m | -79.5 m | 52.2 m | 122.0 m | 220.7 m | 158.6 m | 140.2 m | 45.6 m |
| Net income YoY | −242.6% | unavailable | unavailable | +133.6% | +80.9% | −28.1% | −11.6% | −67.5% |
| Diluted EPS | -1.41 | -2.60 | 1.74 | 4.01 | 7.17 | 5.16 | 4.53 | 1.52 |
| Diluted EPS YoY | −242.4% | unavailable | unavailable | +130.5% | +78.8% | −28.0% | −12.2% | −66.4% |
| net % | -2.2% | -3.8% | 2.5% | 5.7% | 9.5% | 7.2% | 6.0% | 1.9% |
| Free cash flow | 37.8 m | 92.3 m | 278.5 m | 17.0 m | 66.0 m | 157.7 m | -159.9 m | 3.5 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 30 Sept 2025
- Cash
- 218.6 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 1.2 bn USD
- Total assets
- 2.6 bn USD
- Debt / equity
- unavailable
- Current ratio
- unavailable
- ROE
- 3.7%
- ROA
- 1.8%
- FCF margin
- 0.1%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 2.1 bn | 2.1 bn | 2.3 bn | 2.2 bn | 2.3 bn | 2.4 bn | SEC (XBRL)· 13 Nov 2025verified |
| Gross profit | 347.6 m | 404.3 m | 537.5 m | 442.7 m | 424.3 m | 337.5 m | SEC (XBRL)· 13 Nov 2025verified |
| Operating income | 79.1 m | 146.9 m | 272.5 m | 177.3 m | 143.0 m | 36.6 m | SEC (XBRL)· 13 Nov 2025verified |
| Depreciation & amortisation | 15.6 m | 14.0 m | 13.4 m | 12.2 m | 14.9 m | 19.2 m | SEC (XBRL)· 13 Nov 2025verified |
| EBITDA | 94.7 m ≈ | 160.8 m ≈ | 285.9 m ≈ | 189.5 m ≈ | 157.9 m ≈ | 55.8 m ≈ | SEC (XBRL)· 13 Nov 2025derived |
| Interest expense | 8.5 m | 2.8 m | 0 | 0 | — | — | SEC (XBRL)· 16 Nov 2023verified |
| Pre-tax income | 71.3 m | 143.7 m | 274.0 m | 182.6 m | 159.1 m | 40.9 m | SEC (XBRL)· 13 Nov 2025verified |
| Income tax | 18.0 m | 21.5 m | 53.3 m | 24.0 m | 18.9 m | -4.7 m | SEC (XBRL)· 13 Nov 2025verified |
| Net income | 52.2 m | 122.0 m | 220.7 m | 158.6 m | 140.2 m | 45.6 m | SEC (XBRL)· 13 Nov 2025verified |
| Diluted EPS | 1.74 | 4.01 | 7.17 | 5.16 | 4.53 | 1.52 | SEC (XBRL)· 13 Nov 2025verified |
| Weighted average diluted shares | 29.9 m | 30.4 m | 30.8 m | 30.7 m | 31.0 m | 30.0 m | SEC (XBRL)· 13 Nov 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 342.5 m | 274.1 m | 251.8 m | 386.3 m | 242.6 m | 218.6 m | SEC (XBRL)· 13 Nov 2025verified |
| Property, plant & equipment, net | 22.3 m | 22.9 m | 24.6 m | 31.1 m | 38.6 m | 47.9 m | SEC (XBRL)· 13 Nov 2025verified |
| Goodwill | 11.4 m | 11.4 m | 11.4 m | 11.4 m | 11.4 m | 11.4 m | SEC (XBRL)· 13 Nov 2025verified |
| Total assets | 2.0 bn | 2.1 bn | 2.3 bn | 2.4 bn | 2.6 bn | 2.6 bn | SEC (XBRL)· 13 Nov 2025verified |
| Total liabilities | 1.4 bn | 1.4 bn | 1.3 bn | 1.3 bn | 1.4 bn | 1.4 bn | SEC (XBRL)· 13 Nov 2025verified |
| Equity | 593.2 m † | 724.9 m † | 939.3 m † | 1.1 bn † | 1.2 bn † | 1.2 bn † | SEC (XBRL)· 13 Nov 2025verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 289.1 m | 31.7 m | 81.1 m | 178.1 m | -137.5 m | 32.0 m | SEC (XBRL)· 13 Nov 2025verified |
| Capex | 10.6 m | 14.6 m | 15.0 m | 20.3 m | 22.4 m | 28.5 m | SEC (XBRL)· 13 Nov 2025verified |
| Free cash flow | 278.5 m ≈ | 17.0 m ≈ | 66.0 m ≈ | 157.7 m ≈ | -159.9 m ≈ | 3.5 m ≈ | SEC (XBRL)· 13 Nov 2025derived |
| Investing cash flow | -10.2 m | -14.2 m | -14.7 m | -29.7 m | -30.0 m | -19.7 m | SEC (XBRL)· 13 Nov 2025verified |
| Financing cash flow | -59.2 m | -85.9 m | -88.7 m | -13.9 m | 23.9 m | -36.4 m | SEC (XBRL)· 13 Nov 2025verified |
| Share repurchases | 3.3 m | 0 | 8.2 m | 0 | 12.9 m | 33.1 m | SEC (XBRL)· 13 Nov 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
- indicators available: 3 of at least 6
- score weight coverage: 22.9% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
19 Oct 2026Source: olivLaw, closing series
Market cap: unavailable
The price is older than the freshness threshold; market indicators are unavailable.
Key indicators
Coverage and freshness
Score by group
23% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · the reported interest expense is far older than the latest period (the filer changed its XBRL tag): a stale figure is not used
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · input data missing
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 3 of at least 6; score weight coverage: 22.9% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | -0.4% | 0 (vs peers) | 27% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | 0.8% | 6 (on a fixed band) | 36% |
| EPS CAGR 3Y · Growth | -40.4% | 0 (on a fixed band) | 36% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | unavailable | unavailable | — |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | unavailable | unavailable | — |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partialunavailable · 0/3 factors with a value
- Growth3/100 · 2/2 factors with a value
- Quality· partial0/100 · 1/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation· partialunavailable · 0/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
BEAZER HOMES USA INC (BZH). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 2.4 bn USD in 2025; YoY growth 1.8%; net margin -0.4%; ROE -0.7%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 3 of at least 6; score weight coverage: 22.9% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
What contradicts it
- Net margin: -0.4%
- Revenue CAGR 3Y: 0.8%
- EPS CAGR 3Y: -40.4%
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, Net debt / EBITDA, Interest coverage, Current ratio, P/E (TTM), EV/EBITDA, FCF yield, Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Operative Builders (SIC 1531) · same industry (4-digit SIC) · compared with 16 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| DHID.R. Horton, Inc. | 43.9 bn | 14.9 | 12.8% | 9.2% | −6.9% | −1% / +23% |
| PHMPultegroup, Inc. | 25.0 bn | 14.5 | 13.9% | 11.2% | −3.5% | +7% / +54% |
| NVRNVR, Inc. | 16.9 bn | 17.6 | 28.3% | 11.2% | −1.9% | −15% / +4% |
| TOLToll Brothers, Inc. | 14.6 bn | 12.7 | 14.4% | 11.1% | +1.1% | +13% / +85% |
| MTHMeritage Homes Corporation | 4.7 bn | 16.5 | 5.8% | — | unavailable | +0% / +4% |
| ECGEverus Construction Group, Inc. | 4.1 bn | 16.0 | 39.5% | 6.0% | +31.5% | −13% / unavailable |
| MHOM/i Homes, Inc. | 3.5 bn | 13.1 | 8.7% | 6.6% | −1.9% | +0% / +31% |
| KBHKb Home | 3.2 bn | 14.9 | 5.9% | 4.4% | −10.0% | −17% / +2% |
| GRBKGreen Brick Partners, Inc. | 2.8 bn | 10.7 | 14.3% | 14.2% | −1.0% | −2% / +40% |
| CCSCentury Communities, Inc. | 1.6 bn | 15.2 | 4.2% | 2.9% | −6.4% | −12% / −21% |
| LGIHLgi Homes, Inc. | 1.1 bn | 16.0 | 3.4% | 4.2% | −22.6% | −6% / −59% |
| BZHBeazer Homes USA Inc | 893.2 m | — | -0.7% | -0.4% | +1.8% | +46% / +49% |
| HOVHovnanian Enterprises Inc | 79.6 m | 81.2 | 2.2% | 0.6% | −0.9% | −16% / +22% |
| DFHDream Finders Homes, Inc. | — | 13.3 | 7.6% | 2.6% | −2.9% | −35% / −47% |
| SDHCSmith Douglas Homes Corp. | — | 18.0 | 6.0% | 0.5% | −0.4% | −50% / unavailable |
| LRELead Real Estate Co., Ltd | — | — | 12.2% | 3.5% | −3.5% | −14% / −84% |
| LGPSLogprostyle Inc. | — | — | 19.7% | 3.4% | +7.6% | −43% / unavailable |
1- and 3-year price returns: for BZH from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Scenarios are not available. input data missing
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Beazer Homes USA is a U.S. residential homebuilder operating in 13 states, selling energy-efficient homes with an emphasis on alternative mortgage financing. The company is now subject to an agreement to be acquired by Dream Finders Homes, announced in August 2026, which led to the withdrawal of its financial outlook, while margins and sales over recent quarters have come under pressure from housing affordability, with a homebuilding gross margin of 14.3% in fiscal 2025 13.
SWOT
Strengths
- The company has a clear energy-efficiency strategy and a recognised brand for homes with lower running costs, which differentiates it from competitors 1.
- Its financing structure, based on independent Choice Lenders, avoids conflicts of interest and offers buyers comparable interest rate options 1.
- A controlled land portfolio held largely through option agreements reduces capital tied up and gives flexibility in changing markets 12.
Weaknesses
- Gross margins have declined materially over the last fiscal year and the recent quarter, as concession costs have risen 12.
- Leverage has increased, and the ratio of net debt to net capitalisation has risen compared with the prior year 3.
- The company has fewer financial resources than many national competitors, which limits access to expensive land 1.
Opportunities
- Growth in active communities and a easing of mortgage rates could support sales if conditions improve 12.
- Demand for energy efficiency and lower utility costs could grow, especially if energy prices remain volatile 12.
- The agreement with Dream Finders Homes could open integration opportunities if the transaction is completed 3.
Threats
- Macroeconomic conditions, including interest rates and geopolitical tensions, could reduce demand and buyer confidence 12.
- Legislative changes to mortgage interest deductions and energy-efficiency credits could reduce the appeal of new homes 1.
- Failure to complete the transaction with Dream Finders Homes could create uncertainty for shareholders and employees 3.
Risks
- Pending acquisitionhigh
Completion of the acquisition depends on stockholder and regulatory approval, and the financial outlook has been withdrawn, which makes results harder to anticipate 3. If the transaction does not close, the company could continue with a different strategy.
- Leverage and liquidityhigh
The ratio of total debt to total capitalisation has risen and available liquidity has fallen compared with a year ago 3. A further decline in liquidity could limit financing capacity.
- Mortgage rates and consumer confidencemedium
Demand depends on access to credit and on buyer sentiment, and a prolonged period of high rates could reduce sales 12.
- Construction costs and labourmedium
Higher costs for materials, energy and labour can reduce margins, especially if sales prices cannot be adjusted sufficiently 1.
- Regulatory and tax changesmedium
Changes to mortgage interest deductions and energy-efficiency tax credits could affect demand and profitability 1.
Investment thesis
What would need to be true (bull case)
- If mortgage rates fall, demand could recover quickly, and the company could benefit from its land holdings and growing active communities 12.
- Energy-efficient homes may attract buyers seeking long-term savings, which could support margins as concessions ease 12.
- If the Dream Finders Homes transaction closes at the announced price, shareholders would receive a fixed cash amount, removing later operating risk 3.
What would break the thesis
- Gross margin and operating results have declined, and the recent quarterly net loss points to persistent pressure on profitability 23.
- High leverage and reduced liquidity could limit flexibility if demand stays weak for longer 3.
- If the acquisition does not close, the company could remain with a cost structure and market position weaker than larger rivals 13.
What to watch
- Completion of the Dream Finders Homes acquisition and stockholder approval2026-2027
- Trend in homebuilding gross margin and in price concessionsQ4 2026
- Net debt to net capitalisation ratio and liquidity, including the October 2029 notes maturityQ4 2026
- Progress toward more than 200 active communities2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Beazer Homes is a homebuilder headquartered in Atlanta, incorporated in Delaware in 1993, operating in 13 states across the West, East and Southeast regions 1. Its model rests on energy-efficient homes promoted through four pillars: Advanced Home Performance, Curated Choices, Elevated Experiences and Community Impact 1. In fiscal 2025, total revenue was 2371.6 million USD, and the company aimed to exceed 200 active communities by the end of fiscal 2027 1.
The company works with Choice Lenders rather than owning a mortgage company, aiming to help buyers obtain competitive interest rates 1. About 84% of its fiscal 2025 customers financed part of their purchase with a mortgage 1. Its capital strategy emphasises reducing net debt and repurchasing shares, which traded below book value 12.
Segments
Regional operations: West, East and Southeast
The West region includes Arizona, California, Nevada and Texas, East includes Indiana, Maryland/Delaware, Tennessee and Virginia, and Southeast includes Florida, Georgia, North Carolina and South Carolina 1. Geographic diversity is used to limit exposure to regional economic cycles, and capital is directed toward markets where returns are expected to be strongest 1.
Market context
Trends
- High mortgage ratesheadwind
Most buyers rely on mortgage financing, and keeping rates elevated reduces purchasing power and demand 12. If rates ease, affordability could improve.
- Affordability and price pressureheadwind
The company has offered discounts and incentives to move inventory, and the cost of these concessions has reduced gross margin 12. Continued pricing pressure could keep margins below historical levels.
- Industry consolidationmixed
Consolidation and mergers in the homebuilding industry may change the competitive landscape, and the acquisition by Dream Finders Homes is an example 13. The effect on shareholders and customers depends on the transaction terms.
Competitive position
The homebuilding industry is highly competitive with relatively low barriers to entry, and many rivals have greater financial resources and lower funding costs than Beazer 1. Competitors may build similar or superior homes and secure land more easily, putting pressure on prices and margins 1.
Beazer differentiates itself by not holding an interest in a mortgage company and by focusing on energy efficiency rather than volume, which makes it more sensitive to demand shifts in each market 1. A strong competitor in one region can have a larger impact than in the case of nationally diversified operators 1.
- Dream Finders HomesDFH
Company that announced its agreement to acquire Beazer Homes for 33.50 USD per share in cash, a transaction valued at approximately 2.2 billion USD 3.
- Large national homebuilders
Rivals with greater financial resources and lower funding costs that can compete for land and labour in the same markets 1.
- Builders with in-house mortgage businesses
Many competitors hold interests in mortgage companies, unlike Beazer, which may shape their cost structure for buyers 1.
- Regional developers and local operators
Local competitors with strong relationships with subcontractors and suppliers in the markets where Beazer also operates 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Dream Finders Agrees $916 Million Deal to Buy Beazer HomesBloomberg Markets · 07 Aug 2026 · EN
- Activist Donerail Urges Beazer Homes to Engage With SuitorsBloomberg Markets · 09 Jul 2026 · EN
- Dream Finders Homes Boosts Beazer Bid to $875 MillionBloomberg Markets · 08 Jul 2026 · EN
- Dream Finders Homes Is Said to Bid $704 Million for Rival BeazerBloomberg Markets · 11 May 2026 · EN
The latest news item in our archive is from 07 Aug 2026; the newest SEC filing is from 20 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report20 Oct 2026Termination of a material agreement · Acquisition or disposition of assets · Delisting notice · Item 3.03 · Item 5.01 · Departure or appointment of officers · Amendments to articles or bylaws · Financial statements and exhibits
- Current report15 Oct 2026Shareholder vote · Other events
- Current report28 Sept 2026Other events
- Current report18 Sept 2026Material agreement · Financial statements and exhibits
- Quarterly report07 Aug 2026
- Current report07 Aug 2026Material agreement · Amendments to articles or bylaws · Regulation FD disclosure · Financial statements and exhibits
- Current report07 Aug 2026Results of operations · Financial statements and exhibits
- Current report23 Jun 2026Material agreement · Creation of a direct financial obligation · Other events · Financial statements and exhibits
- Quarterly report30 Apr 2026
- Current report30 Apr 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-09-30 · SEC / Beazer Homes USA, Inc. · 13 Nov 2025
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Beazer Homes USA, Inc. · 07 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Beazer Homes USA, Inc. · 07 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.