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Lennar Earnings: What To Look For From LEN

March 10, 2026 at 23:03 PM EDT

ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.

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Homebuilder Lennar (NYSE: LEN) will be reporting results this Thursday after market hours. Here’s what you need to know.

Lennar beat analysts’ revenue expectations last quarter, reporting revenues of $9.37 billion, down 5.8% year on year. It was a softer quarter for the company, with a significant miss of analysts’ adjusted operating income estimates and a significant miss of analysts’ EBITDA estimates.

Is Lennar a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Lennar’s revenue to decline 9.2% year on year, a reversal from the 4.4% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Lennar has missed Wall Street’s revenue estimates multiple times over the last two years.

With Lennar being the first among its peers to report earnings this season, we don’t have anywhere else to look to get a hint at how this quarter will unravel for industrials stocks. However, the whole sector has faced a sell-off over the last month with stocks in Lennar’s peer group down 8% on average. Lennar is down 13.5% during the same time .

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