{"schema_version":"secwatch.filing_event.v1","accession":"0000915840-26-000040","form_type":"8-K","ticker":"BZH","cik":"0000915840","company_name":"BEAZER HOMES USA INC","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.929438+00:00","generated_at":"2026-05-15T01:28:24.648125+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Beazer Homes Q2 FY2026 net loss $0.9M; revenue drops 28.5%; adjusted EBITDA plummets to $2.6M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000915840-26-000040","json":"https://secwatch.observer/filing/0000915840-26-000040.json","markdown":"https://secwatch.observer/filing/0000915840-26-000040.md","text":"https://secwatch.observer/filing/0000915840-26-000040.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/915840/000091584026000040/0000915840-26-000040-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/915840/000091584026000040/bzh-20260430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T01:28:24.648125+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"93f2ea53d10622fb58933eeb6732958bf7bec2b1","claim":"BEAZER HOMES USA INC reported three months ended March 31, 2026 results: revenue $397.7 million, net income -$0.9 million, EPS -$0.03.","evidence_excerpt":"• Net loss was $0.9 million , or net loss of $0.03 per diluted share. During the fiscal second quarter 2025, net income was $12.8 million , or $0.42 per diluted share • Adjusted EBITDA was $2.6 million, compared to Adjusted EBITDA of $38.8 million a year ago • Homebuilding revenue was $397.7 million, down 28.5% on a 29.8% decrease in home closings to 757, partially offset by a 2.0% increase in average selling price (ASP) to $525.4 thousand","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/915840/000091584026000040/0000915840-26-000040-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended March 31, 2026"},{"label":"Revenue","value":"$397.7 million"},{"label":"Net income","value":"-$0.9 million"},{"label":"EPS","value":"-$0.03"},{"label":"Result","value":"reported results"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}