Beazer Homes USA, Inc. (BZH) Q4 2024 Earnings Call Transcript Summary
Beazer Homes USA, Inc. (BZH) Q4 2024 Earnings Call Transcript Summary
Gross margins faced pressure, ending the fiscal year at 19% but expected to improve slightly to between 19.5% and 20.5% in fiscal 2025.The following is a summary of the Beazer Homes USA, Inc. (BZH) Q4 2024 Earnings Call Transcript:
以下是贝哲房屋美国股份有限公司 (BZH) 2024财年第四季度业绩会成绩单摘要：
Financial Performance:
财务表现：
Beazer Homes USA reported adjusted EBITDA of $243 million and earnings per share of $4.53 for fiscal 2024.
Revenue is anticipated to grow over 10%, supported by an 18 to 22 community count increase.
Gross margins faced pressure, ending the fiscal year at 19% but expected to improve slightly to between 19.5% and 20.5% in fiscal 2025.
Closing over 925 homes with an average selling price (ASP) around $515,000 projected for Q1 of fiscal 2025.
贝哲房屋美国报告2024财年经调整的营业收入为24300万美元，每股收益为4.53美元。
预计营业收入将增长超过10%，得益于社区数量增加18到22个。
毛利率面临压力，财政年度结束时为19%，但预计在2025财年略有改善，将在19.5%到20.5%之间。
2025财年第一季度预计销售超过925套房屋，每套平均售价约为$515,000。
Business Progress:
业务进展：
Achieved a significant milestone in Zero Energy Ready home construction, making up 92% of starts in the second half of FY 2024.
Launched new sales and production strategies to recover and boost sales in key markets like Houston.
Positioned for community count growth of 18 to 22 communities in 2025, targeting more than 200 communities by end of fiscal 2026.
在零能耗准备住宅建设方面取得重要里程碑，占2024财年下半年开工计划的92%。
推出了新的销售和生产策略，以恢复和提振休斯敦等主要市场的销售。
定位于在2025年实现社区数量增长，目标是到2026年财政年底超过200个社区。
Opportunities:
机会：
Significant opportunities in addressing a structural deficit in housing supply and favorable demand demographics in target customer segments.
Continued strategic land investments, planning to boost land spend to $850 million in 2025.
在解决住房供应结构性赤字和目标客户群体中有利的需求人口统计方面存在重要机遇。
继续进行战略性土地投资，计划将土地支出提高到85000万美元，截至2025年。
Risks:
风险：
Pressured new home sales environment due to sustained high mortgage rates and economic uncertainty, without significant expected rate reductions in the coming year.
由于持续高利率和经济不确定性，新房销售环境受到压力，未来一年内不太可能有显著的利率降低。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。
