Beazer Homes USA Inc. Common Stock (BZH)

FairStock Score: 15/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I am wary of businesses where the economic cycle, not a durable competitive advantage, sets the tune. Beazer builds and sells homes, and FairStock's computed Lynch category is CYCLICAL - Residential Construction. The recent record is weakening: in fiscal Q3 2026, the quarter ended 2026-06-30, revenue was $516.3 million, net loss was $4.2 million and diluted EPS was -$0.16. A year earlier, in fiscal Q3 2025, the quarter ended 2025-06-30, revenue was $545.4 million, net loss was $0.324 million and EPS was -$0.01. So sales fell and the loss widened. Full-year figures show the same deterioration: in fiscal year 2025, the year ended 2025-09-30, net income was $45.6 million on $2.4 billion revenue, versus fiscal year 2024, ended 2024-09-30, net income of $140.2 million, and fiscal year 2023, ended 2023-09-30, net income of $158.6 million. Financial health is not comforting. Debt-to-equity is 1.25, trailing free cash flow is -$153.3 million, and the FCF yield is -17.2%. FairStock's Piotroski score is 4/9 and its Altman Z-Score is 1.63, both signs of fragility. On valuation, at the 2026-10-13 close of $33.44, the computed P/B is 0.77, so the market values it below book value; the negative P/E makes earnings-based valuation meaningless. A low P/B can be a trap if book value is impaired by future losses. The FairStock Score is 15/100. I see no moat here, just a leveraged cyclical builder needing a housing recovery to restore earnings.

In plain English: Beazer Homes builds and sells houses in the United States. The business looks weak right now: sales have fallen, it lost money in recent quarters, and it carries significant debt. The stock price is low compared with the company's accounting value, but a low price alone does not make it safe.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-06-30) · fiscal Q2 2026 10-Q (period ended 2026-03-31) · fiscal Q1 2026 10-Q (period ended 2025-12-31) · fiscal Q3 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-09-30) · FY2024 10-K (period ended 2024-09-30) · FY2023 10-K (period ended 2023-09-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer