L LEN

Lennar Corp - Class A

RESIDENTIAL CONSTRUCTION · CONSUMER CYCLICAL

Lennar Corporation (LEN) is a premier homebuilder and real estate development firm based in Fontainebleau, Florida, and stands as one of the largest homebuilding companies in the United States. Specializing in a diverse range of residential property segments, Lennar caters to first-time buyers, move...

$110.61

-3.28% ($3.75)

Volume 2.24M

52W High $144.24

52W Low $98.42

Market Cap $26.78B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.95

Whisper EPS

$0.96

1.3% above consensus

Last Quarter

$2.03

Current Streak

3 Misss

Avg Surprise (4Q)

+3.28%

Next Earnings Report

Reports in 7 days

Report Date Mar 12, 2026

Time AMC

Whisper Spread +1.33%

Consensus Estimate

$0.95

Official analyst average

Whisper Number

$0.96

What traders expect

Bullish Sentiment: The whisper number is 1.3% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Dec 17, 2025

1-Day: -3.48%

5-Day: -4.67%

Q3 2025 Sep 18, 2025

1-Day: -4.18%

5-Day: -7.24%

Q2 2025 Jun 16, 2025

1-Day: -4.46%

Q1 2025 Mar 20, 2025

1-Day: -4.04%

5-Day: -1.94%

Revenue & Financial Performance

Revenue Whisper

$9.37B

TWN Proprietary Estimate

Last Quarter Revenue

$9.37B

-6.5% YoY

Gross Margin

16.3%

Net Margin: 5.2%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$9.37B	-6.5%	16.3%	7.1%	$490.2M
Q3'25	$8.80B	-6.4%	17.7%	7.8%	$591.0M
Q2'25	$8.35B	-4.9%	17.6%	7.2%	$477.4M
Q1'25	$7.62B	+4.5%	19.2%	9.0%	$519.5M
Q4'24	$10.02B	-8.7%	23.0%	14.3%	$1.10B
Q3'24	$9.39B	+7.6%	21.8%	13.4%	$1.16B
Q2'24	$8.78B	+9.2%	23.2%	14.0%	$954.3M
Q1'24	$7.29B	+12.5%	22.2%	12.0%	$719.3M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Dec 17, 2025	$2.25	$2.30	$2.03	-9.78%	Missed
Q3 2025	Sep 18, 2025	$2.09	$2.21	$2.00	-4.31%	Missed
Q2 2025	Jun 16, 2025	$1.94	$2.09	$1.90	-2.06%	Missed
Q1 2025	Mar 20, 2025	$1.71	$1.83	$2.22	+29.25%	Beat
Q4 2024	Dec 18, 2024	$4.12	$4.40	$4.03	-2.18%	Missed
Q3 2024	Sep 19, 2024	$3.63	$3.86	$4.26	+17.36%	Beat
Q2 2024	Jun 17, 2024	$3.24	$3.50	$3.45	+6.48%	Missed
Q1 2024	Mar 13, 2024	$2.20	$2.40	$2.57	+16.82%	Beat
Q4 2023	Dec 14, 2023	$4.59	$4.99	$4.82	+5.01%	Missed
Q3 2023	Sep 14, 2023	$3.51	$3.79	$3.87	+10.26%	Beat
Q2 2023	Jun 14, 2023	$2.32	$2.49	$3.01	+29.74%	Beat
Q1 2023	Mar 14, 2023	$1.55	$1.51	$2.06	+32.90%	Beat