Lennar Corporation

LEN Consumer Cyclical Residential Construction

Lennar Corporation’s revenue for fiscal 2025 (year ended November 2025) was $34.2 billion, down 3.54% from fiscal 2024. In the quarter to August 2026, revenue fell 8.67%, EPS fell 48.0%, free cash flow grew 50.1% and total debt rose 22.0%, each against the same quarter a year earlier. Member of the S&P 500; dividend growth for ten consecutive years; insiders bought in the last twelve months.

86.94 1.48 +1.73%
Market cap
$20.3B
P/E
16.5×
Fwd P/E
17.9×
Dividend yield
2.29%
F-score
5/9
Altman Z
4.27
Beneish M
−2.02
Dividend safety
64/100

Lennar Corporation 10-Q filed Oct 2, 2026

Fiscal Q3 2026 · Period ended Aug 31, 2026 · Filed · accepted 4:32 PM ET · Document on sec.gov · Filing index

What changed

Part I, Item 2, Management’s Discussion and Analysis, against the 10-Q filed Jun 29, 2026: 8 added · 9 removed · 35 modified; 29 with only figures updated

  1. Removed · Outlook

    Lennar's second quarter 2026 results represent strong operational execution against a macro backdrop that has grown more complicated throughout the quarter. While our margin remains under pressure as we continue to focus on bringing affordable housing to an affordability-constrained consumer base, underlying demand is real and growing and supply remains structurally short.