LEN Earnings

LEN reported its FY2025Q4 earnings on 2025-12-16, showcasing a revenue of 9.00B against an estimate of 9.00B, resulting in a 2% surprise. The EPS was 2.03, surpassing the expected 2.23 by -8.97% . The stock experienced a -4.54% price change on the earnings day and a -9% change over the next five days, reflecting market reactions to the results.

Following LEN's FY2025Q4 earnings announcement on 2025-12-16, the stock price moved by -4.54% on the day of the release. Over the subsequent five days, it saw a -9.00% change. Historically, LEN's stock price tends to shift by an average of +1.98% in the 10 days leading up to earnings and -4.26% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate LEN’s annual revenue to reach 7.00B, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Downward by -4.02% and EPS estimates Revise Downward by -11.6% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between LEN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Downward by -4.02%, while EPS estimates moved Revise Downward by -11.6% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LEN's stock price typically moves by +1.98% in the 10 days before its earnings and -4.26% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.00 and revenue of 7.00B.

Lennar's earnings call reflects strong operational efficiency, financial health, and shareholder returns. Despite pressure on gross margins due to external factors, the company is optimistic about margin recovery and market improvements. The Q&A reveals confidence in strategic growth and commitment to shareholder returns. The asset-light strategy and technology investments support future growth. Overall, the sentiment is positive, with potential for stock price increase, but uncertainty around government programs and economic conditions may limit the upside.