Lennar (LEN) reported $8.81 billion in revenue for the quarter ended August 2025, representing a year-over-year decline of 6.4%. EPS of $2.00 for the same period compares to $3.90 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $9.04 billion, representing a surprise of -2.49%. The company delivered an EPS surprise of -5.66%, with the consensus EPS estimate being $2.12.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lennar performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Deliveries - Average sales price - Total: $383.00 versus $381.82 estimated by four analysts on average.
- Active Communities - Total: 1,664 compared to the 1,613 average estimate based on four analysts.
- Backlog - Homes: 16,953 versus the three-analyst average estimate of 15,522.
- Deliveries - Homes: 21,584 versus 22,546 estimated by three analysts on average.
- New orders - Homes: 23,004 compared to the 22,504 average estimate based on three analysts.
- Revenue- Financial Services: $314.2 million versus $285.03 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +15% change.
- Revenue- Homebuilding- Sales of homes: $8.21 billion versus $8.59 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -8.9% change.
- Revenue- Homebuilding- Sales of land: $30.52 million compared to the $19.62 million average estimate based on four analysts. The reported number represents a change of +56.8% year over year.
- Revenue- Multifamily: $228.47 million versus $120.27 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +144.5% change.
- Revenue- Homebuilding- Other homebuilding: $9.57 million compared to the $8.1 million average estimate based on two analysts. The reported number represents a change of +11.3% year over year.
- Revenue- Homebuilding: $8.25 billion versus $8.63 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -8.8% change.
- Revenue- Lennar Other: $13.94 million versus $4.96 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +283.4% change.
View all Key Company Metrics for Lennar here>>>
Shares of Lennar have returned +2% over the past month versus the Zacks S&P 500 composite's +2.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Beyond Nvidia: AI's Second Wave Is Here
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
