Beazer Homes USA, Inc. (BZH)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-05
$33.48+0.09%
Close 2026-10-19 · 1-day change
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-05
QuarterlyIQ Insights · BZH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -44.6% |
| Our one-year growth estimate | diamond |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| 16.6% |
Growth built into the price is above our model estimate.
The price assumes 61.2 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 15 industry peers
BZH — legal / regulatory event — Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standar…
Dated 2026-10-20
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. In connection with the consummation of the Merger, the Company requested that the New York Stock Exchange (the “ NYSE ”) suspend trading of the Shares and file with the SEC an application on Form 25 to delist and deregister the Shares under Section 12(b) of the Securities Exchange Act of 1934, as amended (the “ Exchange Act ”). The delisting of Shares from the NYSE will be effective 10 days af…
Why it matters: Beazer completed its sale to Dream Finders on October 20. The next report can show how the combined business is doing.
Watch forDream Finders reports results that include Beazer. It clearly updates on home closings, margins, and integration.
Also watch forDream Finders reports falling closings or margins, or says the integration is delayed or costs more than planned.
Why it matters: Dream Finders cited more than $100 million in yearly savings from the deal. Results can show whether those savings are taking shape.
Supportive ifDream Finders names savings from Beazer's operations. It reports progress toward more than $100 million in yearly savings.
Worry ifDream Finders cuts its savings goal, reports no progress, or cites higher costs to combine the businesses.
Why it matters: Dream Finders said it aims to return to, or improve, its debt levels within 18 to 24 months. A later debt update will test that goal.
Watch forWithin 24 months of closing, Dream Finders reports debt levels at or below its pre-deal levels.
Also watch forAt the 24-month mark, Dream Finders reports debt levels above its pre-deal levels or extends its paydown goal.
Why it matters: Dream Finders set a 2026 goal of 9,250 closings before the deal. The first report can show whether Beazer's homes change that result.
Watch forDream Finders reports 2026 closings at or above 9,250 and states how many came from Beazer.
Also watch forDream Finders reports 2026 closings below 9,250 or does not report Beazer's closings in a clear way.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$24 on $10,000 · ±0.2% | How much price usually moves either way. |
| Bad day | $404 loss on $10,000 · 4.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,498 loss on $10,000 · 35.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.