Consumer Cyclical · Residential Construction · NYSE
| Market cap | $21.11B |
|---|---|
| Trailing P/E | 16.3 |
| Price / book | 1.0 |
| Price / sales | 0.7 |
| FCF yield | 0.1% |
| Dividend yield | 2.2% |
| Gross margin | 7.5% |
| Operating margin | 5.6% |
| Net margin | 4.1% |
| Revenue growth (YoY) | -3.5% |
| Revenue growth (3-yr annual) | +0.5% |
| EPS growth (YoY) | -42.0% |
| FCF/share growth (YoY) | -98.7% |
| Beta | 1.4 |
| Exchange | NYSE |
| Sector | Consumer Cyclical |
| Industry | Residential Construction |
Next report: Dec 15, 2026 (Q4 2026, EPS estimate $1.44). Beat the EPS estimate in 1 of 4 recent quarters.
| Quarter | Reported | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|---|
| Q3 2026 | Sep 16, 2026 | $1.23 | $1.29 | -4.7% | $8.05B |
| Q2 2026 | Jun 11, 2026 | $1.31 | $1.23 | +6.5% | $7.94B |
| Q1 2026 | Mar 12, 2026 | $0.88 | $0.95 | -7.4% | $6.62B |
| Q4 2025 | Dec 16, 2025 | $2.03 | $2.18 | -6.9% | $9.37B |
Median target $73.00 from 15 analysts, ranging $58.00 – $120.00.
| Ticker | Company | Market cap | P/E |
|---|---|---|---|
| DHI | D.R. Horton | $41.33B | 15.0 |
| PHM | PulteGroup | $25.24B | 13.7 |
| NVR | NVR | $16.66B | 17.4 |
| TOL | Toll Brothers | $14.06B | 12.2 |
| IBP | Installed Building Products | $5.85B | 20.6 |
| SKY | Champion Homes | $4.91B | 26.3 |
| CVCO | Cavco Industries | $4.87B | 27.1 |
| MTH | Meritage Homes | $4.38B | 14.8 |
Lennar trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →
| Member | Chamber | Trade | Amount | Disclosed |
|---|---|---|---|---|
| Alan Armstrong | Senate | Buy | $1,001 - $15,000 | Jul 21, 2026 |
| Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Feb 13, 2026 |
| Gilbert Cisneros | House | Sell | $1,001 - $15,000 | Jan 12, 2026 |
| Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Dec 15, 2025 |
| Valerie Hoyle | House | Sell | $1,001 - $15,000 | Oct 10, 2025 |
| Valerie Hoyle | House | Buy | $1,001 - $15,000 | Sep 12, 2025 |
| Ritchie John Torres | House | Sell | $1,001 - $15,000 | Aug 20, 2025 |
| Jefferson Shreve | House | Sell | $15,001 - $50,000 | Jun 22, 2025 |
| Jefferson Shreve | House | Buy | $15,001 - $50,000 | Jun 22, 2025 |
| Gilbert Cisneros | House | Buy | $1,001 - $15,000 | Jun 6, 2025 |
| Rob Bresnahan | House | Sell | $1,001 - $15,000 | Apr 28, 2025 |
| Jefferson Shreve | House | Sell | $15,001 - $50,000 | Apr 11, 2025 |