Lennar Corporation (LEN · NYSE)
LEN · MARKET VIEW
Market view · as of Jul 13, 2026
Revenue (TTM)
$32.74B
-5.2% YoY
Gross margin
16.4%
EPS (latest q)
$1.31
vs $1.23 est · beat
52-wk position
4.2%
-39.6% vs 52w high · -5.7% 1mo
Price (last ~year)
Lennar Corporation (LEN) is navigating a challenging housing environment, reporting a 5.2% year-over-year revenue decline and a 31.5% drop in earnings. For the quarter ending May 31, 2026, the company generated $7.94 billion in revenue but posted negative free cash flow of $303.2 million. Shares are currently trading at $84.27, or 19.6% below the 200-day moving average, following a recent downward revision of the price target to $108 by Argus analysts.
Valuation
- Market cap
- $20.30B
- P/E
- 13.21
- PEG
- 11.6
- P/B
- 0.939
- P/S
- 0.62
- EV/EBITDA
- 11.08
- Beta
- 1.394
- Analyst target
- $88.54
Quality & returns
- Gross margin
- 16.4%
- Operating margin
- 5.3%
- Profit margin
- 4.9%
- ROE
- 7.4%
- ROA
- 3.9%
Price movement
- Last
- $84.27
- 1-month
- -5.7%
- 3-month
- -4.1%
- RSI (14)
- 39
- vs SMA200
- -19.6%
- 52-wk position
- 4.2% -39.6% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-05-31 | $7.94B | $348.4M | $308.1M | $468.5M |
| 2026-02-28 | $6.62B | $233.1M | $229.4M | $335.8M |
| 2025-11-30 | $9.37B | $667.0M | $490.2M | $718.0M |
| 2025-08-31 | $8.81B | $721.2M | $591.0M | $824.9M |
Recent news
- Somewhat-Bullish NVR stock reflects a steady U.S. homebuilding business in a cautious housing market · 2026-07-13
- Neutral Century Communities, Inc. (NYSE:CCS) Given Consensus Rating of "Reduce" by Brokerages · 2026-07-12
- Somewhat-Bullish D.R. Horton stock reflects the homebuilder’s scale in a changing US housing market · 2026-07-11
- Somewhat-Bullish Century Communities (CCS) Launches New Arizona And North Carolina Communities Online · 2026-07-11
- Neutral Lennar stock price target lowered to $108 by Argus on lower estimates · 2026-07-10
- Somewhat-Bearish Lennar stock price target lowered to $108 by Argus on lower estimates · 2026-07-10
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)