Lennar Corporation (LEN-B)
NYSE NYSE Primary 
Here's Why Lennar (LEN) Fell More Than Broader Market
The latest trading day saw Lennar (LEN) settling at $88.71, representing a -3.91% change from its previous close.
D.R. Horton Vs. Lennar: Homebuilder Showdown As Mortgage Rates Jump
D.R. Horton is my clear top pick among homebuilders, rated 'Buy,' while Lennar remains a 'Hold.' DHI's asset-light model, superior efficiency, and management quality position it to outperform through inflation-driven down cycles. Despite similar valuations, DHI's fundamentals decisively outshine LEN's, especially in return metrics and business model execution.
Lennar's Margin Pressures Persist
Lennar remains a "Sell" as persistent housing market weakness and elevated mortgage rates pressure margins and earnings. LEN's aggressive delivery targets and high inventory levels force reliance on incentives, further eroding pricing power and profitability. Gross margins declined to 15.2% in Q1, with EPS now expected at $5.00–$6.00 for the year, implying a stretched 16x P/E valuation.
Lennar Corporation (LEN) Q1 2026 Earnings Call Transcript
Lennar Corporation (LEN) Q1 2026 Earnings Call Transcript
Lennar's Q1 Earnings & Revenues Miss, New Home Orders Up Y/Y
Lennar Corporation LEN reported tepid results for the first quarter of fiscal 2026, wherein its adjusted earnings and total revenues missed the Zacks Consensus Estimate and declined year over year. The quarter's performance was adversely impacted by the softness in the housing market due to ongoing affordability challenges and a decline in consumer confidence.
Lennar's Weak Deliveries Expose Strain In The Housing Market
Lennar Corp. (NYSE: LEN) reported quarterly earnings that narrowly beat expectations, but softer revenue, declining home deliveries, and persistently elevated incentives signaled that high mortgage rates and affordability pressures continue to weigh on demand in the U.S. housing market.
Lennar Earnings Miss Is a Bad Sign for Home Builder Stocks—Even if They're Rising Today
The company's 16,863 deliveries, a measure of home closings, missed both guidance and consensus expectations, which called for 17,698.
Lennar Reports Q1 Earnings: Double Miss, Deliveries Fall
Lennar Corporation (NYSE: LEN) reported first-quarter financial results after the market closed on Thursday. Here's a look at key highlights from the quarter.
Lennar (LEN) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for Lennar (LEN) give insight into how the company performed in the quarter ended February 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Lennar (LEN) Lags Q1 Earnings and Revenue Estimates
Lennar (LEN) came out with quarterly earnings of $0.88 per share, missing the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $2.14 per share a year ago.
Lennar First-Quarter Sales Fall as Tough Housing Market Persists
The homebuilder's revenue fell 13% in the first quarter as a tough housing market has resulted in lower average home sale prices.
