Down 17% over three years while the S&P 500 rose 80%.
LEN's Quality Score fell 3 points on Tue, Nov 10, to 0. Its price fell below its falling average of the last 200 days.
We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.
| Long-term trend | −3 |
| Latest filing | 8-K, Oct 29 |
TodayHomebuilder stocks fell together: “Odds of Fed rate hike rise after US consumer prices rise above forecasts in October”
After its last 4 reports it closed -1.3% on average, higher 2 of 4 times.
LEN is #3 of 4 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score |
Share count against a year before: LEN -7%, SKY -3.9%, TOL -4.6%, KBH -8.3%.
More in Residential Builders, on the Consumer Discretionary page
Expected to report Tue Dec 15, after the close (in 35 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
“Revenues were lower primarily due to both a 3% decrease in the average sales price of homes and a 3% decrease in the number of home deliveries.”
LEN's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Deliveries | about 80,000 to 81,000 homes |
“During the third quarter of 2026, gross margins decreased primarily due to lower revenue per square foot and higher land costs year over year, which were partially offset by a decrease in construction costs, reflecting the Company's continued focus on cost-saving initiatives.”
From its results filing (SEC filing · Sep 16)
Sales grew 8.7% a year over 5 years, fiscal 2020 to 2025.
Pays $2.00 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Sep 16, 2026 | +3.4% | +1.7% | +4.0% |
| Jun 11, 2026 | -1.9% | -4.9% | -5.5% |
| Mar 12, 2026 | +3.0% | +2.6% | +1.3% |
Sales grew in six of the last seven years, to $34B in 2025. It made a profit in each of the eight years.
RSI 53.2, MACD above signal, above its 50-day, below its 200-day. Not scored.
Its dividends come to 59% of its free cash flow.
| Dividend | $2.00 a share a year |
| Paid out | About $476M a year |
| Free cash flow | $811M |
One insider bought $595M across 45 filings in the last 6 months. No open-market sales on record. The newest:
22 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: LEN is under 0.1% of VYM, under 0.1% of VOO, and under 0.1% of IVV, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026.
Lennar is the second-largest public homebuilder in the United States, behind D.R. Horton, operating in 26 states. The company's homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar's financial-services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily construction and has invested in numerous housing-related technology startups.
“The residential homebuilding industry is highly competitive.”
LEN scores 0 today, which Breakaway calls Below Average. It is #3 of 4 in General Building Contractors, Residential Buildings by Quality Score, with 1 of 14 chart checks firing. Down 17% over three years while the S&P 500 rose 80%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
LEN scores 0 today, which Breakaway calls Below Average (0 to 5). That is #3 of 4 in General Building Contractors, Residential Buildings by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind LEN's 0.
One insider bought $595M across 45 filings in the last 6 months. No open-market sales on record. The newest is Berkshire Hathaway Inc, 10% owner, who bought $67.5M on Oct 2. Every filing, with the scored weight, for Pro members.
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.
Insider and Congress trades, the chart, and the financials, in one score.
See it live, free until Thursday morning. No account. No card. Then keep going with a free account.