LENLennar

$87.18
Lennar logo

Price

$87.18-26%1Y
1M+6.2%1Y-26%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Below average
3/10
Value49
Quality40
Momentum40
Growth8
Strongest Value, weakest Growth · ranked vs Consumer Cyclical peers. The five questions below judge the company on its own terms.
What they do

We are one of the largest homebuilders in the United States by deliveries, revenues and net earnings, an originator of residential and commercial mortgage loans, a provider of title insurance and closing services and a developer of multifamily rental properties. In addition, we are a sponsor and manager of funds and joint ventures engaged in development and ownership of multifamily rental properties and a sponsor and manager of a fund engaged in ownership of single-family rental properties.

In the company’s own words · 10-K filed Jan 28, 2026 · SEC EDGAR

P/E (TTM)-
Market Cap$22.10B
1Y Return-26%
5Y Return-7.8%

Business segments

Q2 2026 · $7.92B

The company’s own SEC segment disclosure.

  • Homebuilding West$2.76B35%
  • Homebuilding East$1.71B22%
  • Homebuilding Central$1.66B21%
  • Homebuilding South Central$1.46B18%
  • Lennar Financial Services$236.9M3%
  • Lennar Multifamily$63.6M1%
  • Other (2)$25.0M0%

Lennar (LEN) reported revenue of $7.94B in Q2 2026 (quarter ended May 31, 2026), down 5.2% from the same quarter a year earlier. That came with net income of $305M (3.8% of revenue). For the full year FY2025, revenue was $34.2B (−3.5% year on year) and net income $2.08B. Its largest segment in 2026-Q2 was Homebuilding West at $2.76B, 35% of the disclosed total, just ahead of Homebuilding East at 22%.

Raw charts

11 series · TTM

As reported to the SEC, without any scoring.