LEN
LENNAR CORP /NEW/
Overview
LENNAR CORP /NEW/ is a Consumer Cyclical company operating in Residential Construction with a $22.10B market cap.
Most recent reported earnings: Q3 FY2026 (Sep 16, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-03-139 Q&A exchanges
- Q4 FY2025Earnings2025-12-1712 Q&A exchanges
- Q3 FY2025Earnings2025-09-1916 Q&A exchanges
- Q2 FY2025Earnings2025-06-1710 Q&A exchanges
- Q1 FY2025Earnings2025-03-2128 Q&A exchanges
- Q4 FY2024Earnings2024-12-192 Q&A exchanges
- Q3 FY2024Earnings2024-09-2020 Q&A exchanges
- Q2 FY2024Earnings2024-06-1823 Q&A exchanges
- Q1 FY2024Earnings2024-03-1418 Q&A exchanges
- Q4 FY2023Earnings2023-12-1517 Q&A exchanges
- Q3 FY2023Earnings2023-09-1523 Q&A exchanges
- Q2 FY2023Earnings2023-06-1518 Q&A exchanges
- Q1 FY2023Earnings2023-03-1516 Q&A exchanges
- Q4 FY2022Earnings2022-12-1520 Q&A exchanges
- Q3 FY2022Earnings2022-09-22
- Q2 FY2022Earnings2022-06-2121 Q&A exchanges
- Q1 FY2022Earnings2022-03-1719 Q&A exchanges
- Q4 FY2021Earnings2021-12-1623 Q&A exchanges
- Q3 FY2021Earnings2021-09-2115 Q&A exchanges
- Q2 FY2021Earnings2021-06-1717 Q&A exchanges
- Q1 FY2021Earnings2021-03-1727 Q&A exchanges
History
Earnings history
- Q3 FY20262026-09-16EPS— vs $1.55—Rev— vs ——EODHD
- Q2 FY20262026-06-29EPS$1.24 vs $1.25-1.1%Rev— vs ——Finnhub
- Q1 FY20262026-03-11EPS$0.88 vs $0.96-7.9%Rev$6.62B vs ——EODHD
- Q4 FY20252025-12-16EPS$2.03 vs $2.25-9.8%Rev$9.37B vs ——EODHD
- Q3 FY20252025-09-17EPS$2.00 vs $2.09-4.3%Rev$8.80B vs ——EODHD
- Q2 FY20252025-06-15EPS$1.90 vs $1.94-2.1%Rev$8.35B vs ——EODHD
- Q1 FY20252025-03-19EPS$2.22 vs $1.71+29.3%Rev$7.62B vs ——EODHD
- Q4 FY20242024-12-17EPS$4.03 vs $4.12-2.2%Rev$10.02B vs ——EODHD
- Q3 FY20242024-09-18EPS$4.26 vs $3.63+17.4%Rev$9.39B vs ——EODHD
- Q2 FY20242024-06-16EPS$3.45 vs $3.24+6.5%Rev$8.78B vs ——EODHD
- Q1 FY20242024-03-12EPS$2.57 vs $2.20+16.8%Rev$7.29B vs ——EODHD
- Q4 FY20232023-12-13EPS$4.82 vs $4.59+5.0%Rev$10.97B vs ——EODHD
- Q3 FY20232023-09-13EPS$3.87 vs $3.51+10.3%Rev$8.73B vs ——EODHD
- Q2 FY20232023-06-13EPS$3.01 vs $2.32+29.7%Rev$8.04B vs ——EODHD
- Q1 FY20232023-03-13EPS$2.06 vs $1.55+32.9%Rev$6.48B vs ——EODHD
- Q4 FY20222022-12-13EPS$4.55 vs $4.90-7.1%Rev$10.22B vs ——EODHD
- Q3 FY20222022-09-20EPS$5.19 vs $4.87+6.6%Rev$8.91B vs ——EODHD
- Q2 FY20222022-06-20EPS$4.49 vs $3.96+13.4%Rev$8.36B vs ——EODHD
- Q1 FY20222022-03-15EPS$1.69 vs $2.59-34.8%Rev$6.21B vs ——EODHD
- Q4 FY20212021-12-14EPS$3.91 vs $4.15-5.8%Rev$8.43B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q3 FY2026 | 2026-09-16 | — | $1.55 | — | — | — | — | EODHD |
| Q2 FY2026 | 2026-06-29 | $1.24 | $1.25 | -1.1% | — | — | — | Finnhub |
| Q1 FY2026 | 2026-03-11 | $0.88 | $0.96 | -7.9% | $6.62B | — | — | EODHD |
| Q4 FY2025 | 2025-12-16 | $2.03 | $2.25 | -9.8% | $9.37B | — | — | EODHD |
| Q3 FY2025 | 2025-09-17 | $2.00 | $2.09 | -4.3% | $8.80B | — | — | EODHD |
| Q2 FY2025 | 2025-06-15 | $1.90 | $1.94 | -2.1% | $8.35B | — | — | EODHD |
| Q1 FY2025 | 2025-03-19 | $2.22 | $1.71 | +29.3% | $7.62B | — | — | EODHD |
| Q4 FY2024 | 2024-12-17 | $4.03 | $4.12 | -2.2% | $10.02B | — | — | EODHD |
| Q3 FY2024 | 2024-09-18 | $4.26 | $3.63 | +17.4% | $9.39B | — | — | EODHD |
| Q2 FY2024 | 2024-06-16 | $3.45 | $3.24 | +6.5% | $8.78B | — | — | EODHD |
| Q1 FY2024 | 2024-03-12 | $2.57 | $2.20 | +16.8% | $7.29B | — | — | EODHD |
| Q4 FY2023 | 2023-12-13 | $4.82 | $4.59 | +5.0% | $10.97B | — | — | EODHD |
| Q3 FY2023 | 2023-09-13 | $3.87 | $3.51 | +10.3% | $8.73B | — | — | EODHD |
| Q2 FY2023 | 2023-06-13 | $3.01 | $2.32 | +29.7% | $8.04B | — | — | EODHD |
| Q1 FY2023 | 2023-03-13 | $2.06 | $1.55 | +32.9% | $6.48B | — | — | EODHD |
| Q4 FY2022 | 2022-12-13 | $4.55 | $4.90 | -7.1% | $10.22B | — | — | EODHD |
| Q3 FY2022 | 2022-09-20 | $5.19 | $4.87 | +6.6% | $8.91B | — | — | EODHD |
| Q2 FY2022 | 2022-06-20 | $4.49 | $3.96 | +13.4% | $8.36B | — | — | EODHD |
| Q1 FY2022 | 2022-03-15 | $1.69 | $2.59 | -34.8% | $6.21B | — | — | EODHD |
| Q4 FY2021 | 2021-12-14 | $3.91 | $4.15 | -5.8% | $8.43B | — | — | EODHD |
Source: EODHD, Finnhub. LEN reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks LEN's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 50% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.63 | $3.76 | +23.1% | -1.9% | +1.1% |
| Q4 FY2026 | $4.63 | $3.88 | +19.4% | +5.5% | +6.8% |
| Q3 FY2026 | $4.88 | $3.80 | +28.5% | -2.4% | -1.5% |
| Q2 FY2026 | $5.18 | $4.02 | +28.8% | -2.1% | -3.7% |
| Q1 FY2025 | $5.16 | $4.09 | +26.2% | -1.7% | -3.3% |
| Q4 FY2025 | $5.35 | $4.10 | +30.5% | +5.1% | +7.3% |
| Q3 FY2025 | $4.79 | $4.08 | +17.4% | -2.8% | -3.0% |
| Q2 FY2025 | $5.23 | $4.07 | +28.4% | +5.7% | +8.3% |
| Q1 FY2024 | $5.19 | $4.06 | +27.8% | +7.4% | +6.6% |
| Q4 FY2024 | $4.88 | $4.18 | +16.8% | +7.1% | +5.2% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Stuart A MillerCEO5 mo21 callsCurrentSample
CEO since 2026 • 2/2 beats (100%) • guidance suspended Q2 FY2026
- Diane J BessetteCFO5 mo21 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Martin Katherine LeeChief Legal Officer/Secretary9 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • guidance suspended Q3 FY2026
- David M CollinsVP & Controller5 mo13 callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • last guidance raise Q1 FY2026
Peers
Other companies in Consumer Cyclical
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for LEN.
$ curl https://api.spokenalpha.com/v1/companies/LENFAQ
Frequently asked about LEN
Where can I find LENNAR CORP /NEW/'s (LEN) earnings call transcripts?
Spoken Alpha indexes LEN's earnings call transcripts at https://spokenalpha.com/companies/LEN. Each call links to attributed speakers and parsed analyst Q&A. LENNAR CORP /NEW/'s own investor relations page is at https://investors.lennar.com/.
When was LENNAR CORP /NEW/'s most recent earnings call?
LENNAR CORP /NEW/ (LEN) held its most recent earnings call on 2026-03-13, covering fiscal Q1 2026.
What sector is LEN in?
LENNAR CORP /NEW/ (LEN) operates in the Consumer Cyclical sector (Residential Construction industry).