Lennar: Weak Demand, Margin Pressure, And Management Departure [Seeking Alpha]
Lennar Corporation Class A (LEN)
Last lennar corporation class a earnings: 3/19 06:00 am
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US:NYSE Investor Relations:
investors.lennar.com
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Source: Seeking Alpha
LEN's reliance on elevated incentives (14.5% of closings) erodes revenue quality and risks a sharp demand drop when incentives are reduced. Gross margin fell to 17% in Q4 and is guided to 15–16% in Q1 2026, with EBIT margin at a multi-year low of 9.1%. Jon Jaffe's departure increases execution risk, while LEN's 14x forward PE remains a premium despite deteriorating fundamentals. Tony Anderson/DigitalVision via Getty Images Investment Action I had a hold rating for Lennar Corporation ( LEN ) previously, as I thought the valuation was not cheap enough to take the risk, especially with pricing yet to stabilize and incentive usage This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I
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News
- Cathie Wood Predicts 'Goldilocks' Boom In 2026: 5% GDP With Deflation, Calls Bitcoin 'Ultimate Diversifier' For Portfolios [Yahoo! Finance]Yahoo! Finance
- Lennar (NYSE:LEN) had its "neutral" rating reaffirmed by analysts at The Goldman Sachs Group, Inc..MarketBeat
- Take A Spin On Whirlpool Corp [Seeking Alpha]Seeking Alpha
- Lennar (NYSE:LEN) was downgraded by analysts at Zacks Research from a "hold" rating to a "strong sell" rating.MarketBeat
- Why are housing starts still falling despite lower mortgage rates? [Los Angeles Times (CA)]Los Angeles Times
LEN
Earnings
- 12/16/25 - Miss
LEN
Sec Filings
- 1/13/26 - Form SCHEDULE
- 12/16/25 - Form 8-K
- 12/2/25 - Form 4
- LEN's page on the SEC website