For the quarter ended November 2025, Lennar (LEN) reported revenue of $9.37 billion, down 5.8% over the same period last year. EPS came in at $2.03, compared to $4.03 in the year-ago quarter.
The reported revenue represents a surprise of +2.66% over the Zacks Consensus Estimate of $9.13 billion. With the consensus EPS estimate being $2.23, the EPS surprise was -8.97%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lennar performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Deliveries - Average sales price - Total: $386.00 versus $385.77 estimated by five analysts on average.
- New orders - Homes: 20,018 compared to the 20,431 average estimate based on four analysts.
- Deliveries - Homes: 23,034 versus 21,855 estimated by four analysts on average.
- Active Communities - Total: 1,708 compared to the 1,714 average estimate based on four analysts.
- Backlog - Homes: 13,936 compared to the 15,022 average estimate based on four analysts.
- Revenue- Financial Services: $308.83 million compared to the $313.21 million average estimate based on six analysts. The reported number represents a change of +1.4% year over year.
- Revenue- Homebuilding- Sales of homes: $8.85 billion versus $8.76 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -6.8% change.
- Revenue- Homebuilding- Sales of land: $21.19 million compared to the $28.56 million average estimate based on four analysts. The reported number represents a change of -46.5% year over year.
- Revenue- Multifamily: $158.66 million versus the four-analyst average estimate of $158.92 million. The reported number represents a year-over-year change of +78.4%.
- Revenue- Homebuilding- Other homebuilding: $9.24 million versus the two-analyst average estimate of $7.09 million. The reported number represents a year-over-year change of +13.7%.
- Revenue- Homebuilding: $8.89 billion versus $8.66 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -7% change.
- Revenue- Lennar Other: $14.85 million versus the two-analyst average estimate of $7.73 million. The reported number represents a year-over-year change of +213.5%.
View all Key Company Metrics for Lennar here>>>
Shares of Lennar have returned +4.9% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Lennar Corporation (LEN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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