LEN · Lennar Corp /New/
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Jan 21, 2025; bars on opposite sides are not compared.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Average sales price of homes delivered | $371,000 | Second Quarter 2026 | — |
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| Backlog | 16,818 | Second Quarter 2026 | — |
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| Backlog dollar value | $6.6B | Second Quarter 2026 | — |
| Cycle time | 121 | Second Quarter 2026 | — |
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| Deliveries | 20,519 | Second Quarter 2026 | — |
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| Financial Services operating earnings | $100M | Second Quarter 2026 | — |
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| Gross margin on home sales | 15.6% | Second Quarter 2026 | — |
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| Homebuilding cash and cash equivalents | $1.8B | Second Quarter 2026 | — |
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| Homebuilding debt to total capital | 15.8% | Second Quarter 2026 | — |
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| Homebuilding operating earnings | $489M | Second Quarter 2026 | — |
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| Inventory turn | 2.5 | Second Quarter 2026 | — |
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| Lennar Other operating loss | $39M | Second Quarter 2026 | — |
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| Multifamily operating earnings | $18M | Second Quarter 2026 | — |
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| Net margin on home sales | 6.4% | Second Quarter 2026 | — |
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| New orders | 21,749 | Second Quarter 2026 | — |
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| Revolving credit facility size | $3.1B | Second Quarter 2026 | — |
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| S,G&A expenses as a % of revenues from home sales | 9.2% | Second Quarter 2026 | — |
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| Shares repurchased | 5M | Second Quarter 2026 | — |
| Active communities | 1,678 | Q1 FY2026 | — |
| Effective income tax rate | 23.1% | Q1 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Residential Construction — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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LEN
this stock
Lennar Corp /New/
|
$20.85B | -15.1% | -3.5% | — | 7.0% |
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DHI
Horton D R Inc /De/
|
$42.49B | +5.4% | -6.9% | 14.5 | 3.8% |
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PHM
Pultegroup Inc/Mi/
|
$24.09B | +11.4% | +11.8% | 13.1 | 4.9% |
|
NVR
Nvr Inc
|
$16.79B | -12.0% | -1.9% | 16.4 | 4.3% |
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TOL
Toll Brothers, Inc.
|
$13.60B | +9.9% | +1.1% | 11.0 | 4.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Jan 21, 2025; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LEN | +2.5% | +6.3% | -22.1% | +6.0% | -15.1% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +2.9% | +3.4% | -33.6% | +3.1% | -27.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.