{"filings":[{"id":99729,"accession_number":"0000915840-26-000040","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beazer Homes Q2 FY2026 net loss $0.9M; revenue drops 28.5%; adjusted EBITDA plummets to $2.6M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $0.9M ($0.03 diluted loss per share) vs net income $12.8M ($0.42) a year ago.","Homebuilding revenue $397.7M (-28.5%); home closings down 29.8% to 757; ASP rose 2% to $525.4K.","Adjusted EBITDA fell 93.4% to $2.6M; homebuilding gross margin (ex items) 15.6%, down 270 bps.","Net new orders down 4.6% to 1,048; backlog units down 14.9%; cancellation rate improved to 13.5%.","Repurchased $30M in shares; increased revolver to $525M, extended to March 2030; liquidity $401.1M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":773337000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115905,"accession_number":"0000915840-26-000034","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Beazer Homes expands revolving credit facility to $525M, extends maturity to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Credit facility increased by $160M to $525M aggregate commitment.","Maturity extended from March 15, 2028 to March 13, 2030.","Amendment arranged by JPMorgan, RBC, Truist, and Regions Capital Markets.","CFO cites increased liquidity and financial flexibility for growth goals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115904,"accession_number":"0000915840-26-000023","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Beazer Homes stockholders approve charter amendment extending NOL protective provisions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["83% of votes cast favored charter amendment to extend protective provisions for NOLs and energy-efficiency tax credits.","79% of votes cast ratified Rights Agreement for protection of NOLs and tax credits.","All nine director nominees elected; say-on-pay approved with 87% support.","Deloitte & Touche ratified as independent auditors for FY2026 with 99% of votes cast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115903,"accession_number":"0000915840-26-000007","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beazer Homes posts Q1 fiscal 2026 net loss of $32.6M on 21.9% revenue decline","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $32.6M ($1.13 diluted loss per share) vs net income of $3.1M ($0.10) a year ago; includes $0.23 litigation charge.","Homebuilding revenue $359.7M, down 21.9%; home closings 700 (-22.8%); ASP $513.9K (+1.2%).","Homebuilding gross margin 10.4% (down 480 bps); adjusted gross margin 14.0% (down 420 bps).","Net new orders 763 (-18.1%); sales pace 1.5 per community per month (-21.1%); backlog units 1,008 (-33.1%).","Adjusted EBITDA loss of $11.2M vs $23.0M a year ago; repurchased $15.1M of stock at avg $21.72."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":363491000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132317,"accession_number":"0000915840-25-000083","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Beazer Homes appoints Howard Heckes to Board; Danny Shepherd to retire at 2026 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Howard C. Heckes appointed to Board effective December 8, 2025; determined independent under NYSE standards.","Danny Shepherd will retire from Board and not stand for re-election at the 2026 Annual Meeting of Stockholders.","Heckes previously served as CEO of Masonite International and currently serves on James Hardie Industries (JHX) board.","Appointment and retirement part of ongoing refreshment: three independent directors retired, four new appointed in past two years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132316,"accession_number":"0000915840-25-000074","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["1.01","3.03","9.01"],"status":"ready","headline":"Beazer Homes adopts new rights agreement to protect $84.1M in NOLs and energy-efficiency tax credits","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New rights agreement effective Nov 14, 2025, replaces expiring pill; trigger at 4.95% ownership.","Protects ~$84.1M in energy-efficiency tax credits earned under IRC 45L; final earning date is June 30, 2026.","Rights become exercisable after a person becomes an Acquiring Person (4.95%+), with exemptions for qualified offers.","Agreement must be ratified by stockholders at 2026 Annual Meeting; if not, it expires automatically.","Expiration no later than Nov 14, 2028, subject to earlier redemption, exchange, or loss of tax benefits."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132315,"accession_number":"0000915840-25-000073","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2025-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beazer Homes Q4 FY2025 EPS $1.02, down 39.6% YoY; FY total EPS $1.52, down 66.4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2025 net income from continuing ops $45.6M ($1.52 diluted) vs $140.2M ($4.53) in FY2024, down 67.5%.","FY2025 homebuilding revenue $2.30B, up 0.4%; gross margin 14.3% (down 370bp); adjusted EBITDA $157.7M, down 35.2%.","Q4 diluted EPS $1.02 vs $1.69; homebuilding gross margin 13.7%, down 350bp.","Q4 net new orders 999 (down 2.9%); backlog units 945 (down 36.2%).","Total liquidity $538.3M; new rights agreement to protect $142.6M deferred tax assets."],"consensus_eps_estimate":null,"consensus_eps_actual":1.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":2371555000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148893,"accession_number":"0000915840-25-000055","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beazer Homes Q3 net loss $0.3M; orders per community slide to 1.7, revenue down 9.2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss from continuing ops $0.3M ($0.01 diluted loss per share) vs $27.2M income in Q3 2024.","Homebuilding revenue $535.4M (-9.2% YoY); closings 1,035 (-11.3%).","Adj. EBITDA $32.1M, down 40% YoY; homebuilding gross margin ex-I&A and interest 18.4% (down 190 bps).","Net new orders 861 (-19.5%), orders per community per month 1.7 vs 2.4.","Active community count up 14.4% to 167; backlog units 1,352 (-30.6%)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":1579659000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167804,"accession_number":"0000915840-25-000042","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beazer Homes Q2 EPS $0.42 vs $1.26 YoY; net income down 67%, new $100M buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income from continuing ops $12.8M ($0.42 diluted) vs $39.2M ($1.26) in Q2 FY2024; adjusted EBITDA $38.8M, down 34%.","Homebuilding revenue $556M (+3.2% YoY) on 1,079 closings (+3.4%); gross margin 15.1% (down 360 bps), adjusted gross margin 18.3% (down 340 bps).","Net new orders 1,098, down 15.5% YoY; sales pace fell 27.1% to 2.3/community/month; cancellation rate 16.9% vs 12.2%.","Board approved new $100M share repurchase authorization; repurchased $20.6M in Q2 at avg $22.73/share.","Updated multi-year goals: community count >200 by FY2027 (deferred one year), new target double-digit CAGR in book value per share through FY2027."],"consensus_eps_estimate":0.4222,"consensus_eps_actual":0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":1034292000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185068,"accession_number":"0000915840-25-000009","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Beazer Homes accelerates buybacks; repurchased $4.1M at $21.86, sees net debt ratio low 30% by FY2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Repurchased $4.1M of shares at weighted avg price $21.86 since Jan 30; $24.8M remains under program.","Plans to increase repurchase pace due to share price dislocation and discount to book value.","Net debt to net capitalization ratio now expected low 30% by end FY2026, mid-to-high 30% by end FY2025.","Reaffirmed Multi-Year Goals: 200 active communities by FY2026-end, 100% Zero Energy Ready homes by end of calendar 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185067,"accession_number":"0000915840-25-000005","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beazer Q1 EPS $0.10 vs $0.70 YoY; adjusted EBITDA down 39.4% to $23M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income from continuing ops $3.1M ($0.10 diluted EPS) vs $21.7M ($0.70) a year ago.","Homebuilding revenue $460.4M, up 20.9% on 22.1% more closings (907); ASP down 1.0% to $507.6k.","Homebuilding gross margin 15.2% (18.2% ex impairments and amortized interest), down 470 bps YoY.","Net new orders 932 (+13.2%); active communities up 19.9% to 163; cancellation rate fell to 16.5%.","Credit facility upsized to $365M in January; company targets ~180 communities by FY25 end."],"consensus_eps_estimate":null,"consensus_eps_actual":0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":468953000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201669,"accession_number":"0000915840-24-000068","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2024-11-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beazer Homes Q4 net income $52.1M ($1.69 EPS); FY net income $140.2M; community count up 20.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income from continuing ops $52.1M ($1.69 diluted EPS) in Q4 vs $55.8M ($1.80) YoY; FY $140.2M ($4.53) vs $158.7M ($5.16).","Homebuilding revenue $783.8M in Q4 (+22.1% YoY) on 21.3% more closings (1,496); FY revenue $2.29B (+4.3%) on 4.8% more closings (4,450).","Q4 homebuilding gross margin (ex-I&A and amortized interest) 20.4% vs 24.3% YoY, down 390 bps on increased spec closings and incentives.","Active community count at period-end 162 (+20.9% YoY); net new orders 1,029 in Q4 (+2.6%); orders per community per month 2.2 (down 13.0%).","Refinanced $197.9M of 6.750% notes with $250.0M 7.500% notes due 2031; extended revolver to March 2028; total liquidity $503.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":2330197000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217662,"accession_number":"0001193125-24-198430","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Beazer Homes appoints John J. Kelley III to Human Capital and Finance committees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kelley joined Board on August 1, 2024; committee assignments now complete.","Appointed to Human Capital Committee and Finance and Development Committee on August 6, 2024.","No other changes to Board or committee composition disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217661,"accession_number":"0000915840-24-000047","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beazer Homes Q3 net income $27.2M ($0.88 EPS), down 38% YoY; orders fall 10.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS from continuing ops $0.88 vs $1.42 YoY; Adjusted EBITDA $53.5M, down 26.5%.","Homebuilding revenue $589.6M (+3.3%); gross margin ex I&A & interest 20.3%, down 310 bps.","Net new orders 1,070 (-10.8%); sales pace 2.4/community/month vs 3.2; cancellation rate 18.6%.","Land spend $201.1M (+52.7%); controlled lots 28,365 (+24.9%); repurchased $12.9M of stock.","Michael Dunn appointed SVP, GC & Corporate Secretary; Keith Belknap retiring; John Kelley joined board."],"consensus_eps_estimate":null,"consensus_eps_actual":2.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":1524040000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237551,"accession_number":"0000915840-24-000027","cik":915840,"company_name":"BEAZER HOMES USA INC","ticker":"BZH","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Beazer Q2 net income $39.2M ($1.26 diluted); orders up 10%, community count up 14%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income from continuing ops $39.2M vs $34.7M YoY; diluted EPS $1.26 vs $1.13.","Adjusted EBITDA $58.8M, down 5.4%; homebuilding revenue $538.6M, down 0.6%.","Net new orders 1,299 (+10%); average community count 140 (+13.8%); backlog $1.08B (+8.9%).","Issued $250M 7.500% notes due 2031 to redeem $197.9M of 6.750% notes due 2025; extended revolver to 2028.","Land spend $197.8M (+75%); total liquidity $432.9M; debt-to-capital ratio 46.8% (down 290 bps YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":928358000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":683345604.0816326,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}