BZH
BEAZER HOMES USA INC33.31post+$0.00 (+0.00%)at close +$0.00 (+0.00%)
as of 19:59:42 UTCnext report Nov 12 · 99d
Earnings Room‹ back to BZH
The report
fiscal Q4 2026 · from the company's noticeNov 12after close99days out
Expected movement
market-implied · at the Aug 4 close±16.8%is what the chain prices between now and the expiry below. Not a view we hold.
That span is 108days, so it covers the report plus the ordinary movement around it. The chain doesn't yet quote a second expiry we can separate the two with; the range narrows onto the report as it approaches.
expiry Nov 20 · first after the reportATM strike 33straddle 6.57ATM IV 46%× 0.85 straddle-to-rangespot 33.31
Blast radius
2 linked · N-PORT + EDGARIf BZH moves ±16.8% over this report, these carry part of it. Fund rows are arithmetic on published holding weights — what an index fund does by construction. Company rows are ranked by disclosed tie strength.
Positioning
4 expiries · as of the Jul 29 closeContracts already committed, not just traded today — puts against calls, sized by expiry. The tick is today's volume moving against that stance; the arrow, how much built up since the prior session.
OI ΔPutsOI
ExpiryOICallsOI Δ
first4.6k
Aug 21
23d
10.9kfirst
first
0
Sep 18
51d
1
first
first134
Nov 20
114d
536
first
first3.4k
Dec 18
142d
802first
The record
expected in pale · actual in full color3/8reports moved further than the options market had pricedtypically ±9.4% realized vs ±9.5% priced
Apr 30 '26±9.6%→−4.5%×0.46
Jan 29 '26±10.1%→−10.9%×1.08
Nov 13 '25±8.7%→+2.1%×0.24
Jul 31 '25±9.8%→−7.7%×0.78
May 1 '25±10.7%→+8.8%×0.83
Jan 30 '25±9.5%→−20.0%×2.10
Nov 13 '24±8.8%→+8.3%×0.94
Aug 1 '24±9.0%→−12.7%×1.42
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q2 FY26 · reported -0.03 · rev $410M
record note
The note composes when the report lands. Nothing is written for a quarter that hasn't been read.