LEN · Lennar Corp /New/
$84.82
-3.06 (-3.48%)
At close · Aug 6
Market Cap
$20.43B
Shares
240.90M
Lennar Corp /New/ Earnings Call Transcripts
Every quarterly earnings call for Lennar Corp /New/ (LEN) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
·
$8.05B
$871.69M
'23 Q2
23-06-14
·
$8.73B
$1.11B
'23 Q3
23-09-14
·
$7.31B
$719.33M
'24 Q1
24-03-13
▲9%
$8.77B
$954.31M
'24 Q2
24-06-17
▲7.9%
$9.42B
$1.16B
'24 Q3
24-09-19
·
$9.95B
$1.10B
'24 Q4
24-12-18
▲4.4%
$7.63B
$519.53M
'25 Q1
25-03-20
▼4.4%
$8.38B
$477.45M
'25 Q2
25-06-17
▼6.4%
$8.81B
$590.97M
'25 Q3
25-09-19
▼5.8%
$9.37B
$490.24M
'25 Q4
25-12-16
▼13.3%
$6.62B
$229.38M
'26 Q1
26-03-13
LATEST
▼5.2%
$7.94B
$304.77M
'26 Q2
26-06-12
Earnings call
FY26 · Q2
2026-06-12
Lennar Corp /New/ Q2 FY2026 Earnings Call
Positive tone
Asset-light transformation and land bank WAC
Sales incentives and margin recovery
Mortgage rates and affordability
Revenue
$7.94B
▼ 5.2% YoY Diluted EPS
$1.24
▼ 31.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-03-13
Lennar Corp /New/ Q1 FY2026 Earnings Call
Positive tone
Affordability and Housing Market Headwinds
Asset-Light Land-Light Manufacturing Platform
Cost Management and Trade Partners
Revenue
$6.62B
▼ 13.3% YoY Diluted EPS
$0.93
▼ 52.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-12-16
Lennar Corp /New/ Q4 FY2025 Earnings Call
Revenue
$9.37B*
▼ 5.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-09-19
Lennar Corp /New/ Q3 FY2025 Earnings Call
Revenue
$8.81B
▼ 6.4% YoY Diluted EPS
$2.29
▼ 44.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-06-17
Lennar Corp /New/ Q2 FY2025 Earnings Call
Cautious tone
Volume and even flow production strategy
Margin pressure and path to rebuild
Affordability and pricing strategy
Revenue
$8.38B
▼ 4.4% YoY Diluted EPS
$1.81
▼ 45.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-03-20
Lennar Corp /New/ Q1 FY2025 Earnings Call
Cautious tone
Margins and profitability
Asset-light, land-light transition
Operating strategy: consistent volume and even flow
Revenue
$7.63B
▲ 4.4% YoY Diluted EPS
$1.96
▼ 21.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-12-18
Lennar Corp /New/ Q4 FY2024 Earnings Call
Revenue
$9.95B*
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-09-19
Lennar Corp /New/ Q3 FY2024 Earnings Call
Confident tone
Land-light transformation and Millrose spin-off
Macroeconomic and interest rate outlook
Realtor and broker cost strategy
Revenue
$9.42B
▲ 7.9% YoY Diluted EPS
$4.12
▲ 10.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-06-17
Lennar Corp /New/ Q2 FY2024 Earnings Call
Revenue
$8.77B
▲ 9% YoY Diluted EPS
$3.34
▲ 14.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-03-13
Lennar Corp /New/ Q1 FY2024 Earnings Call
Confident tone
Operating Execution and Manufacturing Model
Margin Outlook
Cycle Time and Construction Costs
Revenue
$7.31B
Diluted EPS
$2.49
▲ 24.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-12-14
Lennar Corp /New/ Q4 FY2023 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-09-14
Lennar Corp /New/ Q3 FY2023 Earnings Call
Revenue
$8.73B
Diluted EPS
$3.75
▼ 23.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-06-14
Lennar Corp /New/ Q2 FY2023 Earnings Call
Revenue
$8.05B
Diluted EPS
$2.91
▼ 33% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-03-14
Lennar Corp /New/ Q1 FY2023 Earnings Call
Diluted EPS
$1.99
▲ 21.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-12-14
Lennar Corp /New/ Q4 FY2022 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-09-21
Lennar Corp /New/ Q3 FY2022 Earnings Call
Diluted EPS
$4.87
▲ 11.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-06-21
Lennar Corp /New/ Q2 FY2022 Earnings Call
Diluted EPS
$4.35
▲ 69.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-03-16
Lennar Corp /New/ Q1 FY2022 Earnings Call
Revenue
$6.20B
▲ 16.5% YoY Diluted EPS
$1.64
▼ 47.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-12-15
Lennar Corp /New/ Q4 FY2021 Earnings Call
Revenue
$8.43B*
▲ 23.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-09-20
Lennar Corp /New/ Q3 FY2021 Earnings Call
Revenue
$6.94B
▲ 18.2% YoY Diluted EPS
$4.38
▲ 113.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-06-16
Lennar Corp /New/ Q2 FY2021 Earnings Call
Revenue
$6.43B
▲ 21.6% YoY Diluted EPS
$2.57
▲ 60.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-03-16
Lennar Corp /New/ Q1 FY2021 Earnings Call
Revenue
$5.33B
▲ 18.2% YoY Diluted EPS
$3.10
▲ 152% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-12-16
Lennar Corp /New/ Q4 FY2020 Earnings Call
Revenue
$6.83B
▼ 2.1% YoY Diluted EPS
$2.73
▲ 32.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-09-14
Lennar Corp /New/ Q3 FY2020 Earnings Call
Revenue
$5.87B
▲ 0.2% YoY Diluted EPS
$2.05
▲ 33.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-06-15
Lennar Corp /New/ Q2 FY2020 Earnings Call
Revenue
$5.29B
▼ 5% YoY Diluted EPS
$1.60
▲ 26.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-03-19
Lennar Corp /New/ Q1 FY2020 Earnings Call
Revenue
$4.51B
▲ 16.5% YoY Diluted EPS
$1.23
▲ 71.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-08
Lennar Corp /New/ Q4 FY2019 Earnings Call
Revenue
$6.97B
▲ 7.9% YoY Diluted EPS
$2.06
▼ 12% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
920760
CUSIP
526057104
13F (30d)
478 filings
437 filers
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