Beazer Homes USA Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY Revenue (est.)
$2.1Bnext fiscal year
Monitoring Framework
Key Performance Indicators
Home Closings Quarterly1.1KTarget: 4,000-4,500 units annually
Homebuilding Gross Margin Quarterly1,560.0%Target: Sequential expansion exceeding 50 basis points in Q3 FY26
Average Active Community Count Annually169Target: More than 200 active communities by the end of fiscal 2027
Net Debt to Net Capitalization Ratio Annually4,000.0%Target: Low 30% range by the end of fiscal 2027
Watch Items
- Hostile Takeover Bid by Dream Finders HomesTrigger: Unsolicited all-cash proposal at $25.75 per share (rejected by Board)Action: Monitor Board engagement, shareholder sentiment, and potential revised offers or proxy contests.
- Mortgage Rate Volatility and Affordability PressuresTrigger: Geopolitical events triggering rapid rises in mortgage ratesAction: Assess impact on consumer sentiment, cancellation rates, and the necessity of sales incentives/concessions.
- Transition to Zero Energy Ready Homes (ZERH)Trigger: 100% of home starts meeting ZERH standards by the end of calendar 2025Action: Track construction cost premiums, buyer willingness to pay, and sequential gross margin improvements.
Research as of 19 Jun 2026