Bear of the Day: Beazer Homes (BZH)

Beazer Homes (BZH) is your Bear of the Day because after reporting continued slow growth in their Q4 of FY'25 (ended September), analysts took the Zacks EPS FY'26 consensus down 19% from $1.81 to $1.47.

For the quarter ended September 2025, this small-cap homebuilder, with projected revenues of nearly $2.5 billion for the current fiscal year, reported revenue of $791.9 million, down 1.8% over the same period last year. EPS came in at $1.07, compared to $1.69 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $674.8 million, representing a surprise of +17.35%. The company delivered an EPS surprise of +33.75%, with the consensus EPS estimate being $0.80.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Beazer performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

>Total home closings: 1,406 versus the four-analyst average estimate of 1,247.
>ASP from closing: $534.00 versus the four-analyst average estimate of $534.96.
>Average active community count: 166 versus 172 estimated by four analysts on average.
>Backlog units: 945 compared to the 1,126 average estimate based on three analysts.
>New orders, net of cancellations: 999 versus the three-analyst average estimate of 1,029.
>Revenue- Homebuilding: $750.79 million compared to the $671.27 million average estimate based on three analysts. The reported number represents a change of -4.2% year over year.
>Gross profit (loss)- Homebuilding: $102.8 million versus $100.2 million estimated by three analysts on average.

Bottom line: A turn-around could be near for BZH as these figures stabilize. The Zacks Rank could be one of your early clues.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research