Lennar's Q4 Earnings Fall Short of Expectations, Revenues Exceed Projections, Stock Declines
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 17 2025
0mins
Source: NASDAQ.COM
Fourth Quarter Performance: Lennar Corporation reported mixed results for Q4 fiscal 2025, with adjusted earnings per share (EPS) of $2.03 missing estimates, while total revenues of $9.37 billion exceeded expectations but declined year-over-year.
Market Challenges: The company's performance was impacted by a challenging housing market characterized by affordability issues and buyer uncertainty, compounded by a government shutdown and softer market conditions.
Homebuilding Segment Insights: Homebuilding revenues fell 6.9% year-over-year, despite a 3.7% increase in home deliveries. New orders rose 18.5%, indicating some recovery in demand.
Future Outlook: For Q1 fiscal 2026, Lennar anticipates home deliveries between 17,000-18,000 units and expects a decrease in average selling prices (ASP) and gross margins, reflecting ongoing market challenges.
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Analyst Views on STRL
Wall Street analysts forecast STRL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for STRL is 455.00 USD with a low forecast of 450.00 USD and a high forecast of 460.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 373.520
Low
450.00
Averages
455.00
High
460.00
Current: 373.520
Low
450.00
Averages
455.00
High
460.00
About STRL
Sterling Infrastructure, Inc. operates through a variety of subsidiaries within three segments specializing in E-Infrastructure, Transportation and Building Solutions in the United States. It serves Southern, Northeastern, Mid-Atlantic and Rocky Mountain regions and the Pacific Islands. E-Infrastructure Solutions provides advanced, site development services and electrical services for data centers, semiconductor fabrication, manufacturing, distribution centers, warehousing, and power generation. Transportation Solutions includes infrastructure and rehabilitation projects for highways, roads, bridges, airports, ports, rail and storm drainage systems. Building Solutions include residential and commercial concrete foundations for single-family and multifamily homes, parking structures, elevated slabs, other concrete work, plumbing services, and surveys for new single-family residential builds. The principal geographic market for the Company’s residential business is Texas.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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