Beazer Homes Usa INC (BZH) — SEC Filings
Latest SEC filings for Beazer Homes Usa INC. Recent DEF 14A filing on Dec 22, 2025. AI-decoded analysis of earnings, risk factors, and insider trades.
View Beazer Homes Usa INC on SEC EDGAR
Overview
Beazer Homes Usa INC (BZH) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a DEF 14A filed on Dec 22, 2025: BEAZER HOMES USA INC (BZH) reported homebuilding revenue of $2.30 billion in fiscal 2025, a slight increase of 0.4% from fiscal 2024. However, net income from continuing operations significantly decreased to $45.6 million, down from $140.2 million in fiscal 2024, and Adjusted EBITDA fell to $157.7 m
Sentiment Summary
Across 22 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 18 neutral, 1 mixed. The dominant filing sentiment for Beazer Homes Usa INC is neutral.
Filing Type Overview
Beazer Homes Usa INC (BZH) has filed 2 DEF 14A, 5 8-K, 2 10-K, 6 10-Q, 4 SC 13G/A, 3 SC 13G with the SEC between Jan 2024 to Dec 2025.
Filings by Year
Recent Filings (22)
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Beazer Homes' Profit Plunges Amid Macro Headwinds, Eyes Efficiency Gains
— DEF 14A · Dec 22, 2025 Risk: medium
BEAZER HOMES USA INC (BZH) reported homebuilding revenue of $2.30 billion in fiscal 2025, a slight increase of 0.4% from fiscal 2024. However, net income from c - 8-K Filing — 8-K · Dec 9, 2025
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Beazer Homes Builds on Efficiency, Targets Growth & Debt Reduction
— 10-K · Nov 13, 2025 Risk: medium
Beazer Homes USA, Inc. (BZH) reported a strong fiscal year ended September 30, 2025, with a strategic focus on profitability and balance sheet efficiency. The c -
Beazer Homes Q3 Profit Dips Amid Revenue Decline
— 10-Q · Jul 31, 2025 Risk: medium
BEAZER HOMES USA INC reported a net income of $25.2 million for the quarter ended June 30, 2025, a decrease from $30.1 million in the prior-year quarter. Revenu -
Beazer Homes USA Inc. Files Q2 2025 10-Q
— 10-Q · May 1, 2025 Risk: medium
Beazer Homes USA Inc. reported its financial results for the quarter ended March 31, 2025. The company's filing indicates a fiscal year end of September 30. Spe -
Beazer Homes USA Files 8-K on Shareholder Votes & Disclosures
— 8-K · Feb 6, 2025 Risk: low
On February 6, 2025, Beazer Homes USA, Inc. filed an 8-K report detailing a submission of matters to a vote of security holders, a Regulation FD disclosure, and -
Beazer Homes USA Inc. Q1 2025 10-Q Filing
— 10-Q · Jan 30, 2025 Risk: medium
Beazer Homes USA Inc. filed its 10-Q for the period ending December 31, 2024. The filing details the company's financial performance and position for the first -
Beazer Homes USA Executive Compensation Details
— DEF 14A · Dec 20, 2024 Risk: low
Beazer Homes USA, Inc. filed its DEF 14A on December 20, 2024, detailing executive compensation for the fiscal year ending September 30, 2024. The filing includ -
Beazer Homes USA Inc. Files 2024 10-K
— 10-K · Nov 13, 2024 Risk: medium
Beazer Homes USA Inc. filed its 2024 10-K report, covering the fiscal year ending September 30, 2024. The company, headquartered in Atlanta, GA, operates in the - SC 13G/A Filing — SC 13G/A · Nov 12, 2024
- SC 13G/A Filing — SC 13G/A · Nov 4, 2024
- SC 13G Filing — SC 13G · Oct 25, 2024
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Beazer Homes CEO Allan Merrill's Compensation Restructured
— 8-K · Aug 12, 2024 Risk: low
On August 6, 2024, Beazer Homes USA, Inc. announced changes to its executive compensation arrangements. Specifically, the company entered into a new employment - SC 13G/A Filing — SC 13G/A · Aug 7, 2024
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Beazer Homes USA Inc. Files Q3 2024 10-Q
— 10-Q · Aug 1, 2024 Risk: medium
Beazer Homes USA Inc. filed its 10-Q for the period ending June 30, 2024. The filing details the company's financial performance and position, including its bal -
BEAZER HOMES USA INC Files 10-Q for Period Ending March 31, 2024
— 10-Q · May 1, 2024 Risk: medium
BEAZER HOMES USA INC (BZH) filed a Quarterly Report (10-Q) with the SEC on May 1, 2024. Beazer Homes USA Inc. filed a 10-Q report for the period ending March 31 -
Beazer Homes USA Inc. Files 8-K for Material Definitive Agreement
— 8-K · Mar 18, 2024 Risk: medium
On March 15, 2024, Beazer Homes USA, Inc. entered into a Material Definitive Agreement related to a direct financial obligation. The company, headquartered in A -
Vanguard Discloses Minimal Shared Voting Power in Beazer Homes
— SC 13G · Feb 13, 2024 Risk: low
The Vanguard Group, a major investment firm, filed an SC 13G on February 13, 2024, disclosing its ownership in Beazer Homes USA Inc. As of December 29, 2023, Va -
BEAZER HOMES Files 8-K on Shareholder Vote Matters
— 8-K · Feb 9, 2024 Risk: low
BEAZER HOMES USA, INC. filed an 8-K on February 9, 2024, reporting an event that occurred on February 8, 2024, related to the submission of matters to a vote of -
Donald Smith & Co. Takes 2.5M Share Stake in Beazer Homes
— SC 13G · Feb 5, 2024
Donald Smith & Co., Inc., a Delaware corporation, has reported a significant stake in Beazer Homes USA, Inc. As of December 31, 2023, Donald Smith & Co. holds s -
BEAZER HOMES USA INC Files 10-Q for Period Ending December 31, 2023
— 10-Q · Feb 1, 2024 Risk: medium
BEAZER HOMES USA INC (BZH) filed a Quarterly Report (10-Q) with the SEC on February 1, 2024. The filing covers the quarterly period ending December 31, 2023. Th -
BlackRock Amends Beazer Homes Stake, Signals Portfolio Shift
— SC 13G/A · Jan 24, 2024
BlackRock Inc. filed an amended SC 13G/A on January 24, 2024, indicating a change in its ownership of Beazer Homes USA Inc. common stock as of December 31, 2023
Risk Profile
Risk Assessment: Of BZH's 15 recent filings, 0 were flagged as high-risk, 10 as medium-risk, and 5 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
Key financial metrics from Beazer Homes Usa INC's most recent 10-K filing (Nov 13, 2025):
- Revenue: $574,670,720
Key Executives
- Allan P. Merrill
- Danny Shepherd
- Howard Heckes
Industry Context
The homebuilding industry is currently navigating a complex environment characterized by elevated mortgage rates, which impact affordability and demand. Competitors are also managing supply chain issues and labor costs. Beazer Homes is differentiating itself through a strong focus on energy efficiency, aiming to build all new homes as Zero Energy Ready by the end of 2025, a move that could set it apart in a market increasingly sensitive to sustainability.
Top Tags
10-Q (5) · real-estate (4) · Homebuilding (3) · Housing Market (3) · institutional-ownership (3) · Energy Efficiency (2) · Real Estate (2) · corporate-governance (2) · housing (2) · executive-compensation (2)
Executive Compensation
From the most recent DEF 14A filing (Dec 22, 2025):
- Not Disclosed — Named Executive Officers: $X
Key Numbers
- Homebuilding Revenue: $2.30B — 0.4% increase year-over-year in fiscal 2025
- Net Income: $45.6M — down from $140.2 million in fiscal 2024
- Adjusted EBITDA: $157.7M — down from $243.4 million in fiscal 2024
- Share Repurchases: $33.1M — increased from $12.9 million in 2024
- Average Active Community Count: 164 — 14.2% increase, advancing toward 200+ by fiscal 2027
- Sales Pace: 2.0 — 19.3% decrease in average monthly home sales pace per community
- Dollar Value of Backlog: $516.5M — representing 945 homes, down from $797.2 million (1,482 homes) in fiscal 2024
- Expected Savings: $10,000 — per home from rebidding material and labor costs
- Average HERS Index Score: 32 — lowest among national homebuilders, reflecting high energy efficiency
- Charitable Contributions: $8.6M — provided by Charity Title Agency to Beazer Charity Foundation since inception
- Aggregate market value of common stock held by non-affiliates: $574,670,720 — as of March 31, 2025, indicating market capitalization
- Common Stock shares outstanding: 29,759,950 — as of November 10, 2025
- Average HERS index score for new Beazer homes: 32 — for fiscal year ended September 30, 2025, demonstrating significant energy efficiency compared to the industry average of 130
- Target active communities: 200 — by the end of fiscal 2027, indicating planned expansion
- Target net debt to net capitalization ratio: low 30% — by the end of fiscal 2027, reflecting a goal for improved balance sheet efficiency
Forward-Looking Statements
- {"claim":"Vanguard's overall stake in Beazer Homes will remain largely passive, with any significant changes in ownership likely reported in subsequent 13F filings rather than 13G amendments for this specific, minimal shared voting power.","entity":"The Vanguard Group","targetDate":"Next 13F filing (approx. May 2024)","confidence":"high"}
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Frequently Asked Questions
What are the latest SEC filings for Beazer Homes Usa INC (BZH)?
Beazer Homes Usa INC has 22 recent SEC filings from Jan 2024 to Dec 2025, including 6 10-Q, 5 8-K, 4 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of BZH filings?
Across 22 filings, the sentiment breakdown is: 2 bullish, 1 bearish, 18 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Beazer Homes Usa INC SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Beazer Homes Usa INC (BZH) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Beazer Homes Usa INC?
Key financial highlights from Beazer Homes Usa INC's most recent 10-K include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for BZH?
The investment thesis for BZH includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Beazer Homes Usa INC?
Key executives identified across Beazer Homes Usa INC's filings include Allan P. Merrill, Danny Shepherd, Howard Heckes.
What are the main risk factors for Beazer Homes Usa INC stock?
Of BZH's 15 assessed filings, 0 were flagged high-risk, 10 medium-risk, and 5 low-risk.
What are recent predictions and forward guidance from Beazer Homes Usa INC?
Recent forward-looking statements from Beazer Homes Usa INC include guidance on {"claim":"Vanguard's overall stake in Beazer Homes will remain largely passive, with any significant changes in ownershi.