LEN
Residential Construction · Consumer Cyclical
Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Susan McCleary is recorded as Analyst at Goldman Sachs. Susan McCleary has spoken on 11 earnings calls and 1 other investor event across 10 companies, most recently for Frontdoor, Inc. on November 5, 2026. Those appearances were for Lennar Corp (LEN), Frontdoor, Inc. (FTDR), Horton D R Inc (DHI), Installed Building Products, Inc. (IBP), Fortune Brands Innovations, Inc. (FBIN) and 5 other companies. The companies whose calls Susan McCleary spoke on are classified in the Consumer Cyclical and Industrials sectors.
“My first question is on just the sort of general state of the consumer. You know, in the last couple of months, obviously, we've seen rates rise. We've seen consumer confidence come down.”
“My first question is on the SG&A. You've done a nice job at getting leverage there, despite all the pressures that you're seeing. Can you just talk about the forward outlook in SG&A and your ability to continue to realize that leverage, even as things decelerate?”
“I want to start by talking about the inventory turns. It's impressive to see how they're continuing to improve in spite the environment and the headwinds that you talked through.”
“I want to start by talking about the inventory turns. It's impressive to see how they're continuing to improve in spite of the environment and the headwinds that you talked through.”
“My first question is around the activity that you're seeing on the ground. I think as we ended the first quarter, you had talked about the fact that the private builders had not come back the way that you had anticipated going into the spring.”
Goldman Sachs
Analyst
Source not stated
LEN
Residential Construction · Consumer Cyclical
FTDR
Personal Services · Consumer Cyclical
DHI
Residential Construction · Consumer Cyclical
Residential Construction · Consumer Cyclical
Building Products & Equipment · Industrials
AOS
Specialty Industrial Machinery · Industrials
SWIM
Building Products & Equipment · Industrials
TREX
Building Products & Equipment · Industrials
MAS
Building Products & Equipment · Industrials
Building Products & Equipment · Industrials