Lennar Corporation (LEN · NYSE)
LEN · MARKET VIEW
Market view · as of Jun 1, 2026
Revenue (TTM)
$33.17B
-13.3% YoY
Gross margin
16.9%
EPS (latest q)
$0.88
vs $0.96 est · miss
52-wk position
13.4%
-35.8% vs 52w high · +1.9% 1mo
Price (last ~year)
Lennar Corporation reported a contraction in its most recent quarter ending February 28, 2026, with revenue falling to $6.62 billion and net income dropping to $229.4 million, resulting in a negative free cash flow of $358.5 million. The homebuilder has missed earnings estimates in each of the last four quarters, with its latest report of $0.88 per share falling short of the $0.9556 estimate. Amid broader residential construction sector consolidation, including Berkshire Hathaway’s recent acquisition of competitor Taylor Morrison, Lennar currently maintains a market capitalization of $22.11 billion and a P/E ratio of 12.92.
Valuation
- Market cap
- $22.11B
- P/E
- 12.92
- PEG
- 0.755
- P/B
- 1.011
- P/S
- 0.666
- EV/EBITDA
- 10.36
- Beta
- 1.422
- Analyst target
- $91.5
Quality & returns
- Gross margin
- 16.9%
- Operating margin
- 3.6%
- Profit margin
- 5.4%
- ROE
- 8.1%
- ROA
- 4.3%
Price movement
- Last
- $90.11
- 1-month
- +1.9%
- 3-month
- -13.1%
- RSI (14)
- 59
- vs SMA200
- -18.9%
- 52-wk position
- 13.4% -35.8% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-02-28 | $6.62B | $233.1M | $229.4M | $266.5M |
| 2025-11-30 | $9.37B | $667.0M | $490.2M | $701.9M |
| 2025-08-31 | $8.81B | $721.2M | $591.0M | $755.4M |
| 2025-05-31 | $8.38B | $648.6M | $477.4M | $682.4M |
Recent news
- Somewhat-Bullish Berkshire Hathaway: Abel Embarks on First Acquisition as CEO with Purchase of Taylor Morrison Home · 2026-06-01
- Somewhat-Bullish 'Hated' Homebuilder Stocks Making A Comeback? Jim Cramer Thinks Berkshire Hathaway's $6.8 Billion Taylor · 2026-06-01
- Somewhat-Bullish Buffett Successor’s Debut: Cuts Chevron Stake, $8.5 Billion Taylor Morrison Acquisition · 2026-06-01
- Neutral What ITB Investors Need to Watch Before Mortgage Rates Spike Again · 2026-05-30
- Neutral CoStar Reportedly Near $800M Deal To Acquire Housing Data Company · 2026-05-28
- Somewhat-Bullish MasterBrand completes all-stock merger with American Woodmark · 2026-05-28
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)