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:
以下是貝哲房屋美國股份有限公司 (BZH) 2024財年第四季度業績會成績單摘要：
Financial Performance:
財務表現：
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.
貝哲房屋美國報告2024財年經調整的營業收入爲24300萬美元，每股收益爲4.53美元。
預計營業收入將增長超過10%，得益於社區數量增加18到22個。
毛利率面臨壓力，財政年度結束時爲19%，但預計在2025財年略有改善，將在19.5%到20.5%之間。
2025財年第一季度預計銷售超過925套房屋，每套平均售價約爲$515,000。
Business Progress:
業務進展:
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.
在零能耗準備住宅建設方面取得重要里程碑，佔2024財年下半年開工計劃的92%。
推出了新的銷售和生產策略，以恢復和提振休斯敦等主要市場的銷售。
定位於在2025年實現社區數量增長，目標是到2026年財政年底超過200個社區。
Opportunities:
機會：
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.
在解決住房供應結構性赤字和目標客戶群體中有利的需求人口統計方面存在重要機遇。
繼續進行戰略性土地投資，計劃將土地支出提高到85000萬美元，截至2025年。
Risks:
風險：
Pressured new home sales environment due to sustained high mortgage rates and economic uncertainty, without significant expected rate reductions in the coming year.
由於持續高利率和經濟不確定性，新房銷售環境受到壓力，未來一年內不太可能有顯著的利率降低。
Tips: 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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
