BZH Earnings Prediction
The chart below shows how BZH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BZH sees a -6.06% change in stock price 10 days leading up to the earnings, and a +0.54% change 10 days following the report. On the earnings day itself, the stock moves by +2.16%. This data can give you a slight idea of what to expect for the next quarter's release.
BZH Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
806.16M
24.91%
35.33%
Gross Margin
17.12%
-17.25%
2.39%
Operating Margin
7.45%
-22.56%
54.56%
Net Margin
6.46%
-25.23%
41.36%
EPS
1.69
-6.11%
92.05%
No Data Available
BZH Earnings Analysis
Beazer Homes USA, Inc. New Corporation (BZH.N) Earnings Conference Call
Positive
Land Investment Increase: We invested more than $750 million in land, and land development, up nearly 36% from the prior year.
Community Growth Achievement: This allowed us to end the year with 162 active communities, up about 20% year-over-year.
Strong EBITDA and EPS Growth: We generated $243 million in adjusted EBITDA and earnings per share of $4.53, representing double-digit returns on both capital employed and equity.
Zero Energy Ready Leadership: We dramatically accelerated our adoption of Zero Energy Ready, becoming the single year and all-time leader in delivering homes under the DOE's national single family program.
Community Count Increase: We expect our fully year average community count will be up between 18 and 22 communities, which should lead to more than 10% top line growth.
Negative
EBITDA Decline Noted: The company reported a decline in adjusted EBITDA to $243 million, down from previous levels, indicating a significant drop in profitability.
Community Count Decline: The average community count for fiscal '24 was 144, which is lower than expected, suggesting a slowdown in growth.
Mortgage Rate Challenges: The company faced challenges with a high mortgage rate environment, which negatively impacted sales and customer sentiment.
Land Development Cost Increase: There was a noted increase in costs associated with land development, rising nearly 36% from the prior year, which could pressure margins.
Earnings Per Share Projection: The anticipated earnings per share for fiscal '25 are projected to be diluted by about $0.30 due to increased tax rates and other factors.
BZH FAQs
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BZH Earning Call Sentiment
Beazer Homes USA, Inc. (BZH) Q4 2024 Earnings Call Transcript
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BZH.N
-0.73%Positive
The earnings call highlights strong financial performance with a 30% sales growth and increased community count. Despite macroeconomic uncertainties, management shows confidence in growth, supported by a strategic land investment plan and higher margins for Zero Energy Ready Homes. The Q&A reveals management's proactive approach in renegotiating land deals and improving sales processes. However, concerns about land investment risks and debt management slightly temper the outlook. Overall, the strategic initiatives and strong earnings suggest a positive stock price movement in the near term.
