Recent 8-K filings for BZH

• September 18, 2026, 4:05 PM ET M&A materiality 0.40 neutral item 1.01item 9.01

  Beazer amends Change of Control definition so Dream Finders merger won't trigger note acceleration

  Supplemental indentures to 8.000% Senior Notes due 2032 and 7.500% Senior Notes due 2031 amend 'Change of Control' so Merger won't trigger acceleration.

• August 7, 2026, 6:10 AM ET M&A materiality 1.00 neutral item 1.01item 5.03item 7.01item 9.01

  Beazer Homes to be acquired by Dream Finders for $33.50/share in all-cash deal

  All-cash merger: Beazer shareholders receive $33.50 per share; enterprise value ~$2.2B, implied 0.8x book multiple.

• August 7, 2026, 6:06 AM ET M&A materiality 1.00 positive item 2.02item 9.01

  Beazer Homes to be acquired by Dream Finders for $33.50/share ($2.2B cash)

  All-cash deal: Dream Finders Homes to acquire Beazer for $33.50/share, ~$2.2B; subject to stockholder/regulatory approvals.

• June 23, 2026, 4:17 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 8.01item 9.01

  Beazer Homes closes $400M 8.000% note offering; proceeds to redeem $357.3M 2027 notes

  Issued $400M of 8.000% Senior Notes due Jan 15, 2032, via private placement.

• April 30, 2026, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Beazer Homes Q2 FY2026 net loss $0.9M; revenue drops 28.5%; adjusted EBITDA plummets to $2.6M

  Net loss of $0.9M ($0.03 diluted loss per share) vs net income $12.8M ($0.42) a year ago.

• March 17, 2026, 7:59 PM ET debt materiality 0.60 positive item 1.01item 2.03item 7.01item 9.01 ◈ Debt Financings◈ Material Agreements

  Beazer Homes expands revolving credit facility to $525M, extends maturity to 2030

  Credit facility increased by $160M to $525M aggregate commitment.

• February 5, 2026, 6:59 PM ET other material materiality 0.50 neutral item 5.03item 5.07item 9.01 ◈ Governance Changes

  Beazer Homes stockholders approve charter amendment extending NOL protective provisions

  83% of votes cast favored charter amendment to extend protective provisions for NOLs and energy-efficiency tax credits.

• January 29, 2026, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Beazer Homes posts Q1 fiscal 2026 net loss of $32.6M on 21.9% revenue decline

  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.

• December 9, 2025, 6:59 PM ET leadership materiality 0.30 neutral item 5.02item 9.01

  Beazer Homes appoints Howard Heckes to Board; Danny Shepherd to retire at 2026 annual meeting

  Howard C. Heckes appointed to Board effective December 8, 2025; determined independent under NYSE standards.

• November 13, 2025, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Beazer Homes Q4 FY2025 EPS $1.02, down 39.6% YoY; FY total EPS $1.52, down 66.4%

  FY2025 net income from continuing ops $45.6M ($1.52 diluted) vs $140.2M ($4.53) in FY2024, down 67.5%.

• November 13, 2025, 6:59 PM ET other material materiality 0.65 neutral item 1.01item 3.03item 9.01

  Beazer Homes adopts new rights agreement to protect $84.1M in NOLs and energy-efficiency tax credits

  New rights agreement effective Nov 14, 2025, replaces expiring pill; trigger at 4.95% ownership.

• July 31, 2025, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Beazer Homes Q3 net loss $0.3M; orders per community slide to 1.7, revenue down 9.2%

  Net loss from continuing ops $0.3M ($0.01 diluted loss per share) vs $27.2M income in Q3 2024.

• May 1, 2025, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Beazer Homes Q2 EPS $0.42 vs $1.26 YoY; net income down 67%, new $100M buyback authorized

  Net income from continuing ops $12.8M ($0.42 diluted) vs $39.2M ($1.26) in Q2 FY2024; adjusted EBITDA $38.8M, down 34%.

• February 6, 2025, 6:59 PM ET other material materiality 0.75 positive item 5.07item 7.01item 9.01

  Beazer Homes accelerates buybacks; repurchased $4.1M at $21.86, sees net debt ratio low 30% by FY2026

  Repurchased $4.1M of shares at weighted avg price $21.86 since Jan 30; $24.8M remains under program.

• January 30, 2025, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Beazer Q1 EPS $0.10 vs $0.70 YoY; adjusted EBITDA down 39.4% to $23M

  Net income from continuing ops $3.1M ($0.10 diluted EPS) vs $21.7M ($0.70) a year ago.

• November 13, 2024, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Beazer Homes Q4 net income $52.1M ($1.69 EPS); FY net income $140.2M; community count up 20.9%

  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).

• August 12, 2024, 7:59 PM ET leadership materiality 0.10 neutral item 5.02

  Beazer Homes appoints John J. Kelley III to Human Capital and Finance committees

  Kelley joined Board on August 1, 2024; committee assignments now complete.

• August 1, 2024, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Beazer Homes Q3 net income $27.2M ($0.88 EPS), down 38% YoY; orders fall 10.8%

  Diluted EPS from continuing ops $0.88 vs $1.42 YoY; Adjusted EBITDA $53.5M, down 26.5%.

• May 1, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases

  Beazer Q2 net income $39.2M ($1.26 diluted); orders up 10%, community count up 14%

  Net income from continuing ops $39.2M vs $34.7M YoY; diluted EPS $1.26 vs $1.13.

• March 18, 2024, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 8.01item 9.01 ◈ Material Agreements ×2◈ Debt Financings

  Beazer Homes issues $250M 7.5% senior notes due 2031; redeems $197.9M 2025 notes

  Issued $250M aggregate principal of 7.500% Senior Unsecured Notes due March 15, 2031.

• February 9, 2024, 6:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×4

  Beazer Homes stockholders elect all 8 director nominees, approve say-on-pay and incentive plan amendment

  Lloyd E. Johnson, Allan P. Merrill, Peter M. Orser, Norma A. Provencio, June Sauvaget, Danny R. Shepherd, Alyssa P. Steele, and C. Christian Winkle elected as directors until 2025.

• February 1, 2024, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Beazer Homes Q1 FY2024 net income $21.7M ($0.70 EPS), down from $0.80; revenue $380.9M, down 14.2%

  Net income $21.7M ($0.70 diluted EPS) vs $24.4M ($0.80) a year ago; adjusted EBITDA $38.0M, down 19.4%.

• November 16, 2023, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Beazer Homes FY2023 EPS $5.16, revenue down 4.5%; Q4 orders surge 42.5% but margins compress

  FY2023 net income $158.7M ($5.16 diluted EPS) vs $220.7M ($7.17) prior year; Adj. EBITDA $272M, down 26.5%.

• November 9, 2023, 6:59 PM ET leadership materiality 0.45 neutral item 5.02 ◈ executive_change ×4

  Beazer Homes appoints two new directors; two incumbents to retire

  Elizabeth Acton and David Spitz will retire from the Board effective at next annual meeting; no disagreement with company.

• July 27, 2023, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Beazer Homes Q3 net income $43.8M (-19% YoY); adjusted EBITDA $72.8M; orders up 30%

  Net income from continuing ops $43.8M ($1.42 diluted EPS) vs $54.3M ($1.76) in prior year quarter.

• April 27, 2023, 7:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Beazer Homes Q2 EPS $1.13, revenue up 6.9%; backlog units drop 40.5%

  Net income from continuing ops $34.7M ($1.13 diluted EPS) vs $44.7M ($1.45) Q2 2022.

• February 9, 2023, 6:59 PM ET other material materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

  Beazer Homes shareholders elect directors and approve say-on-pay at 2023 annual meeting

  All 8 director nominees elected; Norma Provencio and David Spitz received ~87% of votes cast (excl. broker non-votes).

• February 2, 2023, 6:59 PM ET earnings materiality 0.75 negative item 2.02item 9.01 ◈ Earnings Releases

  Beazer Homes Q1 FY2023 EPS $0.80; net income $24.4M; new orders drop 57.8% YoY

  Net income $24.4M ($0.80 diluted EPS) vs $34.9M ($1.14) year ago; adjusted EBITDA $47.1M, down 22.9%.

• November 14, 2022, 6:59 PM ET other material materiality 0.35 neutral item 1.01item 3.03item 5.03item 9.01 ◈ Governance Changes◈ Material Agreements

  Beazer Homes adopts new Section 382 Rights Agreement, extends protective amendment to Nov 2025

  New Rights Agreement effective Nov 14, 2022, expires Nov 14, 2025, replaces expired agreement.

• November 10, 2022, 6:59 PM ET earnings materiality 0.85 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  Beazer Homes FY2022 EPS $7.17, revenue $2.3B; Q4 orders down 34% amid rising mortgage rates

  Net income from continuing operations $220.7M ($7.17 diluted EPS) vs $122.2M ($4.01) in FY2021.

• October 13, 2022, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 1.02item 2.03item 9.01

  Beazer Homes enters $265M unsecured revolving credit facility, replaces prior agreement

  New $265M senior unsecured revolving credit facility, with option to increase commitments by up to $135M.

• July 28, 2022, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Beazer Homes Q3 EPS $1.76 vs $1.22 YoY; orders down 23% on rate headwinds; FY22 EPS guide $6.50

  Net income $54.3M ($1.76 diluted EPS) vs $37.1M ($1.22) prior year; adjusted EBITDA $88.2M +11.9%.

• April 28, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01item 8.01

  Beazer Q2 EPS $1.45, adj EBITDA $77.4M; guides FY EPS at least $6; acquires Imagine Homes

  Net income from continuing ops $44.7M ($1.45 diluted EPS) vs $24.6M ($0.81) YoY; adjusted EBITDA $77.4M, up 20.5%.

• February 3, 2022, 6:59 PM ET other materiality 0.10 neutral item 5.07

  Beazer Homes stockholders elect eight directors and approve all five proposals at 2022 annual meeting

  All eight director nominees elected; votes ranged from 20.8M to 22.6M shares for (approx. 93-99% of votes cast).

• January 27, 2022, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Beazer Q1 net income more than doubles to $34.9M; raises FY EPS guidance above $5.00

  Net income from continuing ops $34.9M ($1.14 diluted EPS) vs $12.0M ($0.40) YoY.

• November 10, 2021, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Beazer Homes FY2021 net income doubles to $122M; Q4 orders drop 46.8%; guides FY2022 EPS above $5

  Full-year diluted EPS $4.01 vs $1.78; net income from continuing ops $122.2M vs $53.3M.

• September 27, 2021, 7:59 PM ET debt materiality 0.50 neutral item 1.01item 2.03item 9.01

  Beazer Homes extends credit facility maturity to February 15, 2024 via Tenth Amendment

  Tenth Amendment to $250M senior secured revolving credit facility extends termination date to February 15, 2024.

• July 29, 2021, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Beazer Homes Q3 net income doubles to $1.22 EPS; raises FY2021 guidance above $3.25

  Net income from continuing ops $37.1M ($1.22 diluted EPS), more than double prior year $15.3M ($0.51).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.75 · Most common event earnings

7 positive 13 negative 18 neutral

source · BZH on sec.gov