BZH at a glance
BEAZER HOMES USA INC (BZH, SEC CIK 915840) filed its latest 10-K annual report on November 13, 2025, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 28, 2026 and Form 4 insider filings as recently as August 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), BEAZER HOMES USA INC (BZH) reported revenue of $2.4 billion (up 1.8% from FY2024) and net income of $45.6 million. Diluted EPS was $1.52.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding BEAZER HOMES USA INC (BZH) shares worth $232.8 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.4B
- +1.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 26 funds
- $232.8M · −1 vs prior quarter
- Latest 8-K
- Sep 28, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $516.3M, down 5.3% YoY from $545.4M
- Operating margin (2.2%) vs (0.7%) YoY; homebuilding margin 13.6% vs 13.5%
- Southeast strongest: revenue $107.2M, up 60.2%; East weakest, revenue $106.2M, down 27.1%
- Cash $124.6M vs $82.9M YoY; land investment $199.6M vs $153.8M
- Repurchased 1.0M shares for $21.0M; elevated mortgage rates and affordability concerns remain headwinds
Risk Factors
- No material changes to 10-K risk factors for year ended September 30, 2025
- New 8.000% Senior Notes due 2032 issued June 23, 2026
- Share-repurchase liquidity allocation: $21.3 million remaining under $100.0 million authorization
AI summary of the BZH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Conditional redemption of $350.0M 7.250% Senior Notes due 2029 scheduled for October 20, 2026
- Redemption price 101.208% plus accrued interest, implying a premium to retire the debt
Item 1.01: Entry into a Material Definitive Agreement
- Merger with Dream Finders remains subject to stockholder approval and other closing conditions
- Definitive proxy statement filed September 15, 2026, with mailing to Beazer stockholders underway
Item EX-99.1: Item EX-99.1
- Q3 net loss widened to $4.2M from $0.3M; Adjusted EBITDA fell 51.3% to $15.6M
- Homebuilding revenue declined 8.3% to $490.9M as closings fell 13.4% to 896
Item 2.02: Results of Operations and Financial Condition
- Q3 and nine-month fiscal 2026 operating results for periods ended June 30, 2026
- Results announcement issued August 7, 2026
AI summaries of BZH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BZH
Don't miss the next BZH filing
- Alerts as it files. A push when BZH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BZH, by share count.
- Ask anything. An AI agent that reads every BZH filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Dunn Michael Anthony | F | Aug 1, 2026 | 328 | $32.10 |
| SHEPHERD DANNY R | A | Feb 4, 2026 | 500 | - |
| HECKES HOWARD C | A | Dec 8, 2025 | 5,988 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.3B | $2.4B |
| Gross Profit | - | $424.3M | $337.5M |
| Operating Income | - | $143.0M | $36.6M |
| Net Income | - | $140.2M | $45.6M |
| Gross Margin | - | 18.2% | 14.2% |
| Op. Margin | - | 6.1% | 1.5% |
| Net Margin | - | 6.0% | 1.9% |
| Balance Sheet | |||
| Total Assets | $2.4B | $2.6B | $2.6B |
| Equity | $1.1B | $1.2B | $1.2B |
| ROE | - | 11.4% | 3.7% |
| Per Share | |||
| EPS | - | $4.53 | $1.52 |
| Cash Flow | |||
| Operating CF | - | -$137.5M | $32.0M |
| CapEx | - | $22.4M | $28.5M |
Source: XBRL data in BEAZER HOMES USA INC (BZH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BZH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $232.8M |
| Q1 2026 | 27 | $180.9M |
| Q4 2025 | 24 | $199.5M |
| Q3 2025 | 26 | $256.5M |
| Q2 2025 | 25 | $216.1M |
| Q1 2025 | 21 | $139.3M |
| Q4 2024 | 19 | $152.8M |
| Q3 2024 | 16 | $130.1M |
- Ameriprise Financial+76.8K (+25%)
- AQR Capital Management+73.3K (+42%)
- D.E. Shaw & Co+14.5K (+23%)
- Wells Fargo & Co+10.5K (+84%)
- T. Rowe Price Group+8.3K (+21%)
- Morgan Stanley−350.0K (-66%)
- JPMorgan Chase & Co−154.2K (-93%)
- Vanguard Capital Management LLC−139.0K (-11%)
- Citigroup−106.0K (-57%)
- Dimensional Fund Advisors−100.5K (-10%)
- Allstate−30.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 184 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BZH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 8-K | Sep 18, 2026 | - | Analysis | - |
| SC 13G | Aug 11, 2026 | - | - | |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| SC 13G | May 13, 2026 | - | - | |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 8-K | Mar 17, 2026 | - | Analysis | - |
| SC 13G | Feb 12, 2026 | - | - | |
| 8-K | Feb 5, 2026 | - | - | |
| 4 | Feb 5, 2026 | - | - | |
| 10-Q | Jan 29, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Jan 29, 2026 | - | - | |
| 8-K | Dec 9, 2025 | - | - | |
| 4 | Dec 9, 2025 | - | - | |
| SC 13D | Nov 24, 2025 | - | - | |
| 10-K | Nov 13, 2025 | Sep 30, 2025 | - | |
| SC 13G | Nov 12, 2025 | - | - | |
| SC 13G | Aug 13, 2025 | - | - | |
| 10-Q | Jul 31, 2025 | Jun 30, 2025 | - | |
| SC 13G | May 13, 2025 | - | - |
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BZH SEC filings: frequently asked questions
Which institutions hold BZH stock?
As of June 30, 2026, the largest BEAZER HOMES USA INC (BZH) holders among the 13F filers tracked by SignalX were BlackRock ($79.8 million), State Street Corp ($31.3 million), Vanguard Capital Management LLC ($30.7 million), Dimensional Fund Advisors ($25.2 million), Ameriprise Financial ($10.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BZH's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), BEAZER HOMES USA INC (BZH) reported revenue of $2.4 billion (up 1.8% from FY2024) and net income of $45.6 million. Diluted EPS was $1.52. The figures come from the XBRL data in the 10-K.
What did BZH report in its latest 8-K?
BEAZER HOMES USA INC (BZH) filed an 8-K on September 28, 2026 reporting Item 8.01 (Other Events). Conditional redemption of $350.0M 7.250% Senior Notes due 2029 scheduled for October 20, 2026.
What are the latest BZH SEC filings?
BEAZER HOMES USA INC (BZH) filed its latest 10-K annual report on November 13, 2025, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 28, 2026 and a Form 4 insider filing on August 3, 2026.
What is BZH's SEC CIK number?
BEAZER HOMES USA INC (BZH)'s SEC Central Index Key (CIK) is 915840. EDGAR lists every BZH filing under that number.
Ask anything about BZH
The research agent reads BZH's filings, financials, insider trades and 13F holders, then answers with sources.