(Corrects Homebuilding Gross Margin period to Q4 in Key Details)

Overview

* Beazer Homes fiscal 2025 homebuilding revenue rose 0.4%

* Net income for fiscal Q4 2025 fell 42.4% year-over-year

* Company repurchased $33.1 mln of common stock in fiscal 2025

Outlook

* Beazer Homes expects to reach over 200 active communities by fiscal 2027

Result Drivers

* CLOSINGS AND ASP - Homebuilding revenue slightly increased due to a 1.9% rise in ASP, despite a 6.0% decrease in home closings

* GROSS MARGIN PRESSURE - Gross margin declined due to increased price concessions, incentives, and a higher share of spec home closings

* BALANCE SHEET FOCUS - Co emphasizes balance sheet efficiency and strategic asset alignment amid competitive market

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4

Homebuil

ding

Revenue

$750.8

mln

Q4 13.7%

Homebuil

ding

Gross

Margin

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the homebuilding peer group is "hold."

* Wall Street's median 12-month price target for Beazer Homes USA Inc ( BZH ) is $29.00, about 24.9% above its November 12 closing price of $21.78

* The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)