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Beazer Homes USA (BZH) earnings and revenue breakdown

Latest: Q3 FY26 · 10-Q filed Aug 7, 2026 · Beazer Homes USA (BZH) Q3 FY26 earnings results →

Q3 FY26 Revenue down 5% year over year to $516M · 1¢ of every $1 of revenue lost · operating margin -2.2%

Beazer Homes USA made $516M in Q3 FY26 (-5% Y/Y): Homebuilding revenue $491M, Land sales and other revenue $25.4M. Operating margin -2.2%, net loss $4.2M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 7, 2026.

Revenue$516M
Year over year-5%
Operating margin-2.2%
Net earnings−$4.2M
Operating cash flow−$147M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $516.3M in Q3 FY26, down 5% year over year and up 26% from the previous quarter. Homebuilding revenue was the largest line at 95% of revenue. Homebuilding revenue lost $44.5M year over year (down 8%), 153% of the total change.

Gross margin was 12.8%, down 0.5 points from Q3 FY25. Operating costs exceeded revenue by $11.4M, an operating margin of -2.2%. Operating expenses grew 2% against a revenue fall of 5%. The quarter ended with a net loss of $4.2M, wider than the previous quarter's $904K loss.

Operating cash flow was −$146.9M. Non-cash charges added back $4.9M of depreciation and amortization and $1.7M of share-based compensation. Working capital and other items used $149.3M. Capital expenditures of $7.0M exceeded it, leaving free cash flow of −$153.9M.

Quarterly history

Beazer Homes USA revenue by quarterBeazer Homes USA revenue by quarter$806MQ4 FY24$565MQ2 FY25$545MQ3 FY25$792MQ4 FY25$363MQ1 FY26$410MQ2 FY26$516MQ3 FY26
Beazer Homes USA net earnings by quarterBeazer Homes USA net earnings by quarter$52.1MQ4 FY24$12.8MQ2 FY25−$324KQ3 FY25$30.0MQ4 FY25−$32.6MQ1 FY26−$904KQ2 FY26−$4.2MQ3 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 FY2610-QAug 7, 2026$516M-5%-2.2%−$4.2M−$147M
Q2 FY2610-QApr 30, 2026$410M-28%-4.6%−$904K−$63.5M
Q1 FY2610-QJan 29, 2026$363M-22%-8.8%−$32.6M−$165M
Q4 FY2510-KNov 13, 2025$792M-2%3.1%$30.0M$250M
Q3 FY2510-QJul 31, 2025$545M-8%-0.7%−$324K−$62.3M
Q2 FY2510-QMay 1, 2025$565M+4%2.4%$12.8M$3.4M
Q4 FY2410-KNov 13, 2024$806M+25%7.2%$52.1M$185M

Charts

Beazer Homes USA: revenue growth, year over year and quarter over quarterBeazer Homes USA: revenue growth, year over year and quarter over quarterY/YQ/Q+25%Q4 FY24+4%-30%Q2 FY25-8%-4%Q3 FY25-2%+45%Q4 FY25-22%-54%Q1 FY26-28%+13%Q2 FY26-5%+26%Q3 FY26
Latest (Q3 FY26): Y/Y -5%, Q/Q +26%.
Beazer Homes USA: where the cash came from (+) and went (−), TTM to Q3 FY26Beazer Homes USA: where the cash came from (+) and went (−), TTM to Q3 FY26Net borrowing (+) / repaid (−)$268MOperating cash flow−$125MBuybacks−$66.2MCash drawn (+) / kept (−)−$37.6MCapital spending−$27.8MOther financing−$7.2MTaxes on employees’ shares−$2.6MOther investing−$781K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Beazer Homes USA: profit against cash, quarter by quarterBeazer Homes USA: profit against cash, quarter by quarterNet incomeOperating cash flow$52.1M$185MQ4 FY24$3.1M−$159MQ1 FY25$12.8M$3.4MQ2 FY25−$324K−$62.3MQ3 FY25$30.0M$250MQ4 FY25−$32.6M−$165MQ1 FY26−$904K−$63.5MQ2 FY26−$4.2M−$147MQ3 FY26
Latest (Q3 FY26): Net income −$4.2M, Operating cash flow −$147M.
Beazer Homes USA: diluted shares by fiscal yearBeazer Homes USA: diluted shares by fiscal year30MFY2030MFY2131MFY2231MFY2331MFY2430MFY25
+0.2% since FY20: more shares outstanding (issuance, stock pay).
Beazer Homes USA: long-term debt falling due (FY25)Beazer Homes USA: long-term debt falling due (FY25)$357M2028$350M2030$351MLater
Cash $219M, short-term investments —, long-term debt — at 2025-09-30.
Beazer Homes USA in its industry: growth against margin (15 companies, SIC 1531)Beazer Homes USA in its industry: growth against margin (15 companies, SIC 1531)revenue growth, year over year →↑ operating marginmedian -8%median 8%DHIPHMTOLNVRECGKBHMHODFHCCSTri Pointe Homes, Inc.HOVGRBKLGIHSDHCBZH (-5%, -2%)
Operative Builders; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Beazer Homes USA

Beazer Homes is a nationally recognized homebuilder committed to building homes and communities designed with the intention of inspiring sustainable and healthier living. With personalized options and expert guidance, we empower homebuyers with competitive mortgage choices and energy saving features that make homeownership more attainable. Operating across 13 states in the West, East, and Southeast geographic regions of the United States, Beazer Homes offers a diverse portfolio of products tailored to meet the evolving needs of homebuyers that value a well-constructed and energy efficient home .

In its own words, from its 10-K, filed Nov 13, 2025.

Beazer Homes USA against its Operative Builders peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -5% against the peers' median -5%. Operating margin: -2.2% against the peers' median 8.8%.

CompanyQuarterRevenueY/YOp. margin
BZH Beazer Homes USAQ3 FY26$516M-5%-2.2%
DHI Horton D RQ4 FY26$9.4B-3%10.8%
PHM PultegroupQ3 2026$4.0B-10%15.7%
TOL Toll BrothersQ3 FY26$2.7B-10%13.5%
NVR NVRQ3 2026$2.4B-8%13.9%
ECG Everus Construction GroupQ3 2026$1.4B+40%8.8%
KBH KB HomeQ3 FY26$1.3B-20%6.3%
MHO M/I HomesQ3 2026$1.1B-5%7.7%
DFH Dream Finders HomesQ3 2026$996M+3%1.3%

Source: Beazer Homes USA 10-Q on SEC EDGAR · CIK 915840 · Operative Builders

13F: who owns BZH and who is buying

Largest holders of BZH (13F)Largest holders of BZH (13F)BlackRock$79.8MCapital World Investors$47.9MVanguard Group$35.6MFirst Trust Capital Management L.…$35.4MWealthspire Advisors, LLC$31.3MState Street$31.3MVanguard Capital Management LLC$30.7MBoothbay Fund Management, LLC$25.2MDimensional Fund Advisors LP$25.2MMill Road Capital Management LLC$23.6M
Funds' net buying of BZH by quarter (13F)Funds' net buying of BZH by quarter (13F)−$9.0M2024-09$11.9M2024-12$17.5M2025-03$9.1M2025-06−$46.1M2025-09−$3.8M2025-12$9.4M2026-03−$43.9M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on BZH

History

Every quarter: Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results · Q4 FY24 results

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