Recent 8-K filings for BZH

• 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.

• 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.

• 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 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.

• 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%.

• 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 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 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%.

• 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.

• 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 17 neutral

source · BZH on sec.gov