Stock research

Lennar Corporation (LEN) Stock Research

Lennar builds single-family homes and provides related mortgage and title services across the United States.

For the fiscal year ended November 30, 2025, Lennar Corporation reported revenue of $34.2B and net income of $2.1B, with operating cash flow of $217M. Source: Form 10-K filed January 28, 2026

SEC data as of

Revenue
$34.2B
FY ending 2025-11-30
Net income
$2.1B
FY ending 2025-11-30
Diluted EPS
$14.31
Net margin
6.1%

Reported SEC XBRL figures. Each metric’s period and original filing are listed below.

Loading delayed market data…

Delayed Cboe One market data via TradingView. It may differ from primary-exchange or consolidated quotes.

About Lennar

Exchange
NYSE: LEN
Sector
Consumer Discretionary
SEC industry
General Bldg Contractors - Residential Bldgs (SIC 1520)
Fiscal year end
November 30

LEN key financials

Reported figures from Lennar Corporation's filings, pulled directly from SEC XBRL data rather than a third-party terminal. Each row links to the filing it came from.

MetricValuePeriodSource
Revenue$34.2B2024-12-01 – 2025-11-30SEC filing
Net income$2.1B2024-12-01 – 2025-11-30SEC filing
Operating cash flow$217M2024-12-01 – 2025-11-30SEC filing
Diluted EPS$14.312023-12-01 – 2024-11-30SEC filing
Net margin6.1%2024-12-01 – 2025-11-30SEC filing

Values are as tagged by the issuer in XBRL. Revenue for banks and insurers is net of interest expense where that is the reported line. Fiscal years that do not follow the calendar are shown by their period-end date. No price, market cap, or valuation multiple is shown because Yield Theory does not republish unlicensed market data.

Diluted EPS is the earnings figure behind the price-to-earnings ratio; the P/E multiple compression calculator shows how a change in that multiple moves a share price.

What investors should watch in LEN

Lennar Corporation sits in Consumer Discretionary. Retail, autos, travel, and restaurants — spending that expands when confidence and real incomes rise, and contracts first when they fall. We have not yet written company-specific drivers for LEN; the forces that matter most for the sector are:

  • ◆Real wage growth and consumer confidence
  • ◆Interest rates on autos and big-ticket credit
  • ◆Inventory cycles and promotional intensity
  • ◆The trade-down between premium and value

Key questions for the LEN thesis

Each question starts with what the filings show, then why it matters. None of these is a rating or a forecast.

Does LEN's reported profit turn into cash?

Operating cash flow was $217M, 0.10 times net income of $2.1B, for the fiscal year ended November 30, 2025.

Cash from operations trailed reported earnings. Working-capital build (receivables, inventory, prepayments) or non-cash gains are the usual reasons; check the cash-flow statement before relying on reported profit.

Form 10-K filed January 28, 2026

How much of LEN's revenue is left as profit?

Net income was 6.1% of revenue for the fiscal year ended November 30, 2025, based on revenue and net income reported for the same period.

Net margin reflects the business model as much as execution, so compare it with companies in the same SEC industry and read the income statement for one-time items before treating it as a run rate.

Form 10-K filed January 28, 2026

When does Lennar Corporation's fiscal year end?

The SEC lists Lennar Corporation's fiscal year end as November 30, not December 31. The latest annual figures here run from December 1, 2024 to November 30, 2025.

Annual results cover a different 12 months from calendar-year peers. Align periods before comparing growth or margins across companies.

Form 10-K filed January 28, 2026

Members-only research

What members are reading this month

The thesis, the numbers behind it, and what would break it. Full access is $39 a month.

Read the full research

Congressional trading in LEN

PoliticianTrade dateTypeOwnerAmountSource
Alan Armstrong2026-03-27PurchaseSelf$1,001 - $15,000Filing #fda235b3-bad7-4637-8fa1-053f354d929c
Gilbert Cisneros2026-01-09SaleSelf$1,001 - $15,000Filing #20033983
Gilbert Cisneros2025-12-19SaleSelf$1,001 - $15,000Filing #20033762
Gilbert Cisneros2025-11-18PurchaseSelf$1,001 - $15,000Filing #20033619
Valerie Hoyle2025-09-23SaleSpouse$1,001 - $15,000Filing #20032211
Valerie Hoyle2025-06-26PurchaseSpouse$1,001 - $15,000Filing #20032070
Gilbert Cisneros2025-05-30PurchaseSelf$1,001 - $15,000Filing #20030461
Jefferson Shreve2025-05-12SaleSelf$15,001 - $50,000Filing #20030387
Jefferson Shreve2025-05-08PurchaseSelf$15,001 - $50,000Filing #20030387
Robert Bresnahan2025-04-08SaleSelf$1,001 - $15,000Filing #20030238

All verified LEN congressional disclosures

Congressional disclosures are delayed, range-based records—not real-time signals or proof of motive. See the source-linked tracker for scope and limitations.

LEN — frequently asked questions

What does Lennar Corporation do?

Lennar builds single-family homes and provides related mortgage and title services across the United States.

What were LEN's latest reported annual revenue and net income?

For the fiscal year ended November 30, 2025, Lennar Corporation reported revenue of $34.2B and net income of $2.1B, with operating cash flow of $217M. The figures come from Lennar Corporation's SEC XBRL filings.

When does Lennar Corporation's fiscal year end?

The SEC lists Lennar Corporation's fiscal year end as November 30.

Do members of Congress trade LEN?

The current verified House and Senate snapshot contains 14 transaction rows for LEN, each linked to the original filing.

Is LEN a good investment?

This page does not rate LEN as a buy or sell. It sets out what Lennar Corporation reports, what investors should watch and the questions a thesis has to answer, with links to the SEC filings. It is research, not investment advice.

This page is independent research and educational information, not investment advice or a recommendation to buy or sell any security. Company facts are compiled from public sources. Do your own research.

What do the LEN numbers leave unanswered?

Financials describe the business. The next question is which assumptions an investment thesis depends on. Explore the member reports below for analysis of catalysts, risks, and what would change the view. $39/month or $249/year.

$39/mo or $249/yr · cancel future renewals anytime · sources included