Beazer Homes USA Inc. (BZH) Stock Falls on Q1 2026 Earnings

By: Quiver EarningsTracker

Posted: 8 hours ago / Jan. 29, 2026 9:49 p.m. UTC

BZH

Beazer Homes USA Inc. (BZH) reported results for the first quarter of fiscal 2026.

Total revenue: $363.5 million (down 22.5% year‑over‑year).

Gross profit: $37.2 million (down 48.4% year‑over‑year).

Cost of sales: $326.3 million (down 17.8% year‑over‑year).

Operating result: operating loss of $31.8 million (down 1,589.4% year‑over‑year).

Net income: net loss attributable to common shareholders of $32.6 million; diluted EPS of -1.13 (down 1,230.0% year‑over‑year).

Results missed consensus on revenue and EPS, and the market reacted sharply.

Revenue estimate: $426.7 million.

EPS estimate: -0.47.

Stock price change since market close: -11.2%.

Cash flow and balance-sheet highlights show mixed signs of liquidity and activity.

Cash from operating activities: $250.2 million (down 257.0% year‑over‑year).

Purchases of property, plant and equipment: $7.5 million (up 43.2% year‑over‑year).

Cash and cash equivalents: $120.8 million (up 50.2% year‑over‑year).

Total liabilities: $1.44 billion (up 5.3% year‑over‑year).

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Beazer Homes USA Inc. Hedge Fund Activity

We have seen 85 institutional investors add shares of Beazer Homes USA Inc. stock to their portfolio, and 99 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BOSTON PARTNERS removed 1,122,703 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $27,562,358
UBS GROUP AG added 352,092 shares (+189.7%) to their portfolio in Q4 2025, for an estimated $7,136,904
MILLENNIUM MANAGEMENT LLC added 339,607 shares (+928.5%) to their portfolio in Q3 2025, for an estimated $8,337,351
MORGAN STANLEY added 339,583 shares (+99.8%) to their portfolio in Q3 2025, for an estimated $8,336,762
ROYAL BANK OF CANADA removed 281,354 shares (-99.7%) from their portfolio in Q3 2025, for an estimated $6,907,240
JPMORGAN CHASE & CO added 214,239 shares (+1385.2%) to their portfolio in Q3 2025, for an estimated $5,259,567
GOLDMAN SACHS GROUP INC removed 181,216 shares (-34.4%) from their portfolio in Q3 2025, for an estimated $4,448,852

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.