Forensic Analysis · Industrials / Manufacturing / Defense · as of Aug 11, 2026

Beazer Homes Usa Inc (BZH)

A forensic read on Beazer Homes Usa Inc built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

D · Weak — demands caution

Forensic grade

Clean

Earnings quality

Forensic signals

-113.5

P / E (ttm)

3.7%

ROE

$885M

Market cap

0.00%

Dividend yield

1.8%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Beazer Homes Usa Inc earns a D (Weak — demands caution) forensic quality grade. 3 forensic signals were flagged in its latest SEC filings, led by cash conversion.

What the filings flag

0.21×

FY2023–FY2025

Cash conversion. Over FY2023–FY2025, operating cash flow was 0.21× cumulative net income. Reported profit is not turning into cash. The shortfall is profit tied up in working capital rather than collected — the accrual and receivables lines below show where.

3.2%

FY2025

Return on invested capital. Return on invested capital is 3.2% in the latest fiscal year and slipping from 30% — well below its ~9% cost of capital, so reinvested dollars may be destroying value, not building it.

950% of FCF

FY2025

Shareholder returns. Returned $33M to shareholders (buybacks + dividends) in FY2025 — 950% of free cash flow. More than free cash flow generated — and beyond operating cash too, so the extra is coming from debt or cash reserves, which isn't sustainable indefinitely. Counting the $7M of stock-based comp paid out in shares on top of that, the combined claim on free cash flow is 1161%.

Key fundamentals

Latest Revenue$2.37B

Revenue Growth YoY+1.8%

Revenue CAGR (3yr)+0.8%

Net Margin1.9%

Free Cash Flow$3.5M

Return on Equity3.7%

Debt / Equity0.82x

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Data from SEC EDGAR public filings · metrics as of Aug 11, 2026. Forensic signals flag probability, not certainty.