22:05:09 EDT Wed 16 Sep 2026
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or Name
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Lennar Reports Third Quarter 2026 Results

2026-09-16 16:30 ET - News Release

Lennar Reports Third Quarter 2026 Results

PR Newswire

Third Quarter 2026 Highlights

  • Net earnings per diluted share of $1.19 ($1.23 excluding mark-to-market losses on technology investments and one-time items in the Company's Financial Services segment)
  • Net earnings of $284 million
  • New orders decreased 9%, to 20,879 homes, compared to prior year
  • Backlog of 16,857 homes with a dollar value of $6.3 billion
  • Deliveries decreased 3%, to 20,840 homes, compared to prior year
  • Total revenues of $8.0 billion
  • Homebuilding operating earnings of $502 million
    • Gross margin on home sales of 15.8%
    • S,G&A expenses as a % of revenues from home sales of 9.2%
    • Net margin on home sales of 6.6%
  • Financial Services operating earnings of $129 million
  • Multifamily operating loss of $3 million
  • Lennar Other operating loss of $84 million
  • Homebuilding cash and cash equivalents of $1.2 billion
  • Redeemed $400 million of 5.25% senior notes due June 2026
  • Outstanding borrowings of $650 million under the Company's $3.1 billion revolving credit facility
  • Homebuilding debt to total capital of 16.6%
  • Repurchased 3 million shares of Lennar common stock for $256 million

MIAMI, Sept. 16, 2026 /PRNewswire/ -- Lennar Corporation (NYSE: LEN and LEN.B), one of the nation's leading homebuilders, today reported results for its third quarter ended August 31, 2026. Third quarter net earnings attributable to Lennar in 2026 were $284 million, or $1.19 per diluted share, compared to third quarter net earnings attributable to Lennar in 2025 of $591 million, or $2.29 per diluted share. Excluding mark-to-market losses of $53 million on technology investments and one-time items of $39 million, net, in the Company's Financial Services segment, third quarter net earnings attributable to Lennar in 2026 were $294 million, or $1.23 per diluted share, compared to $516 million, or $2.00 per diluted share, excluding mark-to-market gains of $99 million on technology investments, in the third quarter of 2025.

Stuart Miller, Executive Chairman, Chief Executive Officer and President of Lennar, said, "Our third quarter 2026 results reflect consistent focus on our operating strategy of maintaining volume and production while navigating a challenging economic environment. While our earnings of $1.19 per share were below expectations, they reflect the nature of the environment in which we are operating, which has deteriorated since our last earnings call."

"Mortgage rates increased through the quarter, with the 30-year rate at approximately 6.8% at quarter end and even higher since. Rates are responding as inflation remains above the Fed's target, driven by geopolitical tension and higher oil prices. Additionally, consumer confidence has declined as rates and affordability have driven more consumers to slow their purchase decision. Nevertheless, even while market conditions have weakened, the overall housing environment remains constructive as housing shortages continue to drive demand from both primary buyers as well as 'single-family for rent' and 'build-to-rent' buyers."

"Against that backdrop, our team adhered to our strategy of leveraging consistent volume in order to drive costs lower. We delivered 20,840 homes, within our guidance of 20,500 to 21,500, generated 20,879 new orders and produced total revenues of $8.0 billion. Our starts pace and sales pace were both 4.1 homes per community per month across our 1,713 active communities, reflecting the even-flow balance that drives efficiency."

"By maintaining volume, we have improved execution across numerous key metrics. Our construction cost per square foot improved another 1% sequentially, 6% year over year, and 14% since our fourth quarter 2023 baseline. Our cycle time reached a new record low of 116 days, down from 121 days last quarter and 126 days a year ago. Additionally, we reduced our completed, unsold inventory to 1.8 homes per community from 2.1 homes per community last quarter, and our inventory turn stands at 2.4 times. Of the approximately 488,000 homesites we own and control, we own fewer than 2.5%, on our balance sheet. Finally, we ended the quarter with $1.2 billion in cash, as we repurchased 3 million shares of stock for $256 million and repaid $400 million of senior notes."

"Our average sales price was $372,000, reflecting approximately 12.0% in incentives, along with base price adjustments necessary to sustain volume in a market where affordability remains the defining constraint. Our gross margin improved sequentially to 15.8%, with SG&A of 9.2% resulting in a net margin of 6.6%."

"Looking ahead to the fourth quarter of 2026, we expect to generate new orders of approximately 19,500 to 20,500 homes, and to deliver approximately 22,000 to 23,000 homes with gross margin of approximately 15.5% to 16.0%. We expect our average sales price to be in the range of approximately $370,000 to $380,000 and our SG&A to improve toward 8.7% to 9.0%. Given continued pressure on interest rates and the deterioration in market conditions through the quarter, we are moderating our target full-year 2026 deliveries to approximately 80,000 to 81,000 homes, from the 82,000 to 83,000 homes we discussed last quarter."

Mr. Miller concluded, "Our consistent strategy has been to meet demand at affordability and build supply rather than wait the market out. We have prioritized volume to create needed supply for the market, which we deliver at affordable prices, while we leverage scale advantages and ultimately improve margins. The fundamental shortage of housing in America has not been solved. We remain deeply committed to building the homes America needs, at prices families can afford, and to ultimately generate the returns our shareholders deserve."

RESULTS OF OPERATIONS
THIRD QUARTER 2026 COMPARED TO THIRD QUARTER 2025

Homebuilding

Revenues from home sales decreased 6% in the third quarter of 2026 to $7.7 billion from $8.2 billion in the third quarter of 2025. Revenues were lower primarily due to both a 3% decrease in the average sales price of homes and a 3% decrease in the number of home deliveries. New home deliveries were 20,840 homes in the third quarter of 2026, compared to 21,584 homes in the third quarter of 2025. The average sales price of homes delivered was $372,000 in the third quarter of 2026, compared to $383,000 in the third quarter of 2025. The decrease in average sales price of homes delivered in the third quarter of 2026 compared to the same period last year was primarily due to continued weakness in the market.

Gross margins on home sales were $1.2 billion, or 15.8%, in the third quarter of 2026, compared to $1.4 billion, or 17.5%, in the third quarter of 2025. During the third quarter of 2026, gross margins decreased primarily due to lower revenue per square foot and higher land costs year over year, which were partially offset by a decrease in construction costs, reflecting the Company's continued focus on cost-saving initiatives.

Selling, general and administrative expenses were $714 million in the third quarter of 2026, compared to $676 million in the third quarter of 2025. As a percentage of revenues from home sales, selling, general and administrative expenses increased to 9.2% in the third quarter of 2026, from 8.2% in the third quarter of 2025, primarily due to less leverage as a result of lower revenues and an increase in marketing and selling expenses.

Financial Services

Operating earnings for the Financial Services segment were $129 million in the third quarter of 2026, compared to operating earnings of $177 million in the third quarter of 2025, both amounts are net of noncontrolling interest. The operating earnings in the third quarter of 2026 included one-time items of $39 million, net, primarily related to a litigation accrual reversal resulting from a court judgment. Excluding the one-time items in the current quarter, the decrease in operating earnings was primarily due to lower profit per locked loan and lower lock volume in the mortgage business.

Ancillary Businesses

Operating loss for the Multifamily segment was $3 million in the third quarter of 2026, compared to an operating loss of $16 million in the third quarter of 2025. Operating loss for the Lennar Other segment was $84 million in the third quarter of 2026, compared to operating earnings of $62 million in the third quarter of 2025. The Lennar Other operating loss for third quarter of 2026 was primarily driven by mark-to-market losses of $53 million on the Company's technology investments. The Lennar Other operating earnings for third quarter of 2025 were primarily driven by mark-to-market gains of $99 million on the Company's technology investments.

Tax Rate

In the third quarter of 2026 and 2025, the Company had tax provisions of $102 million and $191 million, which resulted in an overall effective income tax rate of 26.4% and 24.4%, respectively. For both periods, the Company's effective income tax rate included state income tax expense and non-deductible executive compensation, partially offset by tax credits. The increase in the effective tax rate for the third quarter of 2026 compared to the prior period was primarily due to the Company's spin-off of Millrose Properties, Inc.

Share Repurchases

In the third quarter of 2026, the Company repurchased 3 million shares of its common stock for $256 million at an average share price of $85.49.

Guidance

The following are the Company's expected results of its homebuilding and financial services activities for the fourth quarter of 2026:


 New Orders                                19,500 -20,500



 Deliveries                                22,000 -23,000



 Average Sales Price                     
       $370,000 - $380,000



 Gross Margin % on Home Sales                          15.5% - 16.0%



 SG&A as a % of Home Sales                               8.7% - 9.0%



 Financial Services Operating Earnings 
   $90 million - $95 million

About Lennar

Lennar Corporation is one of the nation's leading homebuilders, dedicated to making the American dream of homeownership attainable for more people. Since its founding in 1954, Lennar has built more than 1.5 million homes for buyers at every stage of life in communities across the country, from first-time and move-up buyers to active adults. Lennar's Financial Services segment provides mortgage financing, title and closing services primarily for buyers of Lennar's homes. LEN? drives Lennar's technology, innovation and strategic investments, shaping the future of homebuilding. For more information, visit www.lennar.com.

Note Regarding Forward-Looking Statements: Some of the statements in this press release are "forward-looking statements," as that term is defined in the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements relating to the homebuilding market and other markets in which we participate, as well as our expected results and guidance. You can identify forward-looking statements by the fact that these statements do not relate strictly to historical or current matters. Rather, forward-looking statements relate to anticipated or expected events, activities, trends or results. Accordingly, these forward-looking statements should be evaluated with consideration given to the many risks and uncertainties inherent in our business that could cause actual results and events to differ materially from those anticipated by the forward-looking statements. We wish to caution readers not to place undue reliance on any forward-looking statements, which are expressly qualified in their entirety by this cautionary statement and speak only as of the date made.

Important factors that could cause differences between anticipated and actual results include slowdowns in real estate markets in regions where we have significant Homebuilding or Multifamily development activities or own a substantial number of single-family homes for rent; decreased demand for our homes, either for sale or for rent, or Multifamily rental apartments; the potential impact of inflation; the impact of increased cost of mortgage financing for homebuyers, increased or continued high interest rates or increased competition in the mortgage industry; supply shortages and increased costs related to construction materials and labor; changes in trade policy affecting our business, including new or increased tariffs, as well as the potential impact of retaliatory tariffs and other penalties that may impact the cost of raw materials and other goods related to our homebuilding businesses; changes in U.S. and foreign governmental laws, regulations and policies, including retaliatory policies against the United States, that may impact our business operations; cost increases related to real estate taxes and insurance; the effect of increased interest rates with regard to our funds' borrowings or the willingness of the funds to invest in new projects; increased energy prices; reductions in the market value of our investments in public companies; natural disasters or catastrophic events for which our insurance may not provide adequate coverage; our inability to successfully execute our strategies, including our land light strategy; problems exercising options to purchase homesites; a decline in the value of the land and home inventories we maintain and resulting possible future writedowns of the carrying value of our real estate assets; the forfeiture of deposits and pre-acquisition costs on real estate related to land purchase options we decide not to exercise; the potential negative impact to our business from public health issues; labor shortages and/or a decrease in the number of potential homebuyers due to increased enforcement of restrictions on immigration; possible unfavorable outcomes in legal proceedings; conditions in the capital, credit and financial markets; changes in laws, regulations or the regulatory environment affecting our business; and the other risks and uncertainties described in our filings from time to time with the Securities and Exchange Commission, including those included under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" in our most recent Annual Report on Form 10-K filed on January 28, 2026 and Quarterly Reports on Form 10-Q.

We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise.

A conference call to discuss the Company's third quarter earnings will be held at 11:00 a.m. Eastern Time on Thursday, September 17, 2026. The call will be broadcast live on the Internet and can be accessed through the Company's website at investors.lennar.com. If you are unable to participate in the conference call, the call will be archived at investors.lennar.com for 90 days. A replay of the conference call will also be available later that day by calling 203-369-1938 and entering 5723593 as the confirmation number.

###

                                                     
          
            LENNAR CORPORATION AND SUBSIDIARIES


                                                        
          Selected Revenues and Operating Information


                                                         
          (In thousands, except per share amounts)


                                                                        
          (unaudited)




                                                                                                                               Three Months Ended                         Nine Months Ended


                                                                                                                               August 31,                         August 31,


                                                                                                                       2026       2025                2026         2025



          
            Revenues:



          Homebuilding                                                                                          $7,759,497  8,253,675          21,674,374   23,381,407



          Financial Services                                                                                       226,121    314,195             678,615      889,370



          Multifamily                                                                                               38,475    228,465             184,538      521,966



          Lennar Other                                                                                              22,026     13,943              67,940       26,582



          
            Total revenues                                                                           $8,046,119  8,810,278          22,605,467   24,819,325





          Homebuilding operating earnings                                                                         $501,962    759,785           1,364,361    2,297,292



          Financial Services operating earnings                                                                    130,316    177,872             322,732      478,635



          Multifamily operating earnings (loss)                                                                    (2,869)  (16,471)             33,315     (31,248)



          Lennar Other operating earnings (loss)                                                                  (83,607)    62,498           (127,797)    (79,680)



          Corporate general and administrative expenses                                                          (137,883) (171,397)          (431,670)   (474,628)



          Charitable foundation contribution                                                                      (20,840)  (21,584)           (58,222)    (59,549)



          Earnings before income taxes                                                                             387,079    790,703           1,102,719    2,130,822



          Provision for income taxes                                                                             (101,592) (190,892)          (275,742)   (520,478)



          
            Net earnings (including net earnings attributable to                                        285,487    599,811             826,977    1,610,344
noncontrolling interests)



          
            Less: Net earnings attributable to noncontrolling                                             1,611      8,844               8,946       22,402
interests



          
            Net earnings attributable to Lennar                                                        $283,876    590,967             818,031    1,587,942





          
            Basic and diluted average shares outstanding                                                237,756    255,601             240,990      259,540





          
            Basic and diluted earnings per share                                                          $1.19       2.29                3.36         6.06





          
            Supplemental information:



          
            Interest incurred (1)                                                                       $63,173     54,868             174,629      128,203





          
            EBIT (2):



          Net earnings attributable to Lennar                                                                     $283,876    590,967             818,031    1,587,942



          Provision for income taxes                                                                               101,592    190,892             275,742      520,478



          Interest expense included in:



          Costs of homes and land sold                                                                              56,019     45,591             147,466      107,366



          Homebuilding other income, net                                                                             3,152      3,707               8,976       10,758



          Total interest expense                                                                                    59,171     49,298             156,442      118,124



          
            EBIT                                                                                       $444,639    831,157           1,250,215    2,226,544


 (1) 
 Amount represents interest incurred related to homebuilding debt.



 (2)   EBIT is a non-GAAP financial measure defined as earnings before interest and taxes. This financial measure has been presented because the Company finds it important and useful in evaluating its
          performance and believes that it helps readers of the Company's financial statements compare its operations with those of its competitors. Although management finds EBIT to be an important measure in
          conducting and evaluating the Company's operations, this measure has limitations as an analytical tool as it is not reflective of the actual profitability generated by the Company during the period.
          Management compensates for the limitations of using EBIT by using this non-GAAP measure only to supplement the Company's GAAP results. Due to the limitations discussed, EBIT should not be viewed in
          isolation, as it is not a substitute for GAAP measures.

                                                      
          
      LENNAR CORPORATION AND SUBSIDIARIES


                                                                   
     Segment Information


                                                                     
      (In thousands)


                                                                      
      (unaudited)




                                                                                                                         Three Months Ended                       Nine Months Ended


                                                                                                                         August 31,                       August 31,


                                                                                                                  2026      2025                2026       2025



       
            Homebuilding revenues:



       Sales of homes                                                                                      $7,733,588 8,213,580          21,601,549 23,242,401



       Sales of land                                                                                           18,442    30,521              46,001    109,042



       Other homebuilding                                                                                       7,467     9,574              26,824     29,964



       Total homebuilding revenues                                                                          7,759,497 8,253,675          21,674,374 23,381,407





       
            Homebuilding costs and expenses:



       Costs of homes sold                                                                                  6,512,260 6,779,563          18,246,493 19,070,239



       Costs of land sold                                                                                      16,216    41,065              69,071    133,315



       Selling, general and administrative                                                                    714,040   676,491           2,029,930  1,981,077



       Total homebuilding costs and expenses                                                                7,242,516 7,497,119          20,345,494 21,184,631



       
            Homebuilding net margins                                                                  516,981   756,556           1,328,880  2,196,776



       Homebuilding equity in earnings from unconsolidated                                                      4,808    10,190              45,659     62,910
  entities



       Homebuilding other income (expense), net                                                              (19,827)  (6,961)           (10,178)    37,606



       
            Homebuilding operating earnings                                                          $501,962   759,785           1,364,361  2,297,292





       Financial Services revenues                                                                           $226,121   314,195             678,615    889,370



       Financial Services costs and expenses (1)                                                               95,805   136,323             355,883    410,735



       
            Financial Services operating earnings                                                    $130,316   177,872             322,732    478,635





       Multifamily revenues                                                                                   $38,475   228,465             184,538    521,966



       Multifamily costs and expenses                                                                          40,868   238,791             204,084    566,844



       Multifamily equity in earnings (loss) from unconsolidated                                                (476)  (6,145)             52,861     13,630
  entities and other income (expense), net



       
            Multifamily operating earnings (loss)                                                    $(2,869) (16,471)             33,315   (31,248)





       Lennar Other revenues                                                                                  $22,026    13,943              67,940     26,582



       Lennar Other costs and expenses                                                                         48,393    45,450             135,803     99,039



       Lennar Other equity in earnings (loss) from unconsolidated                                             (3,905)  (5,218)              1,815   (14,503)
  entities and other



       Lennar Other gains (losses) from technology investments                                               (53,335)   99,223            (61,749)     7,280



       
            Lennar Other operating earnings (loss)                                                  $(83,607)   62,498           (127,797)  (79,680)


 (1) Includes one-time items of $39 million, net, primarily related to a litigation accrual reversal resulting from a court judgment, for the
        three and nine months ended August 31, 2026.

                                                                                                           
          
            LENNAR CORPORATION AND SUBSIDIARIES


                                                                                                             
          Summary of Deliveries, New Orders and Backlog


                                                                                                          
          (Dollars in thousands, except average sales price)


                                                                                                                              
          (unaudited)





 Lennar's reportable homebuilding segments and all other homebuilding operations not required to be reported separately have divisions located in:





 
            East: Florida, New Jersey and Pennsylvania



 
            Central: Alabama, Georgia, Illinois, Indiana, Maryland/Virginia, Minnesota, North Carolina, South Carolina and Tennessee



 
            South Central: Arkansas, Kansas, Oklahoma and Texas



 
            West: Arizona, California, Colorado, Idaho, Nevada, Oregon, Utah and Washington



 
            Other: Urban divisions



                                                                                                                                                   
          
            Three Months Ended August 31,


                                                                                            2026                         2025                                         2026                                2025                                        2026                            2025



 
            Deliveries:                                                             
          
            Homes                                   
          
            Dollar Value                                     
          
            Average Sales Price



 East                                                                                     5,017                        4,905                                   $1,865,545                           1,797,088                                    $372,000                         366,000



 Central                                                                                  5,322                        5,334                                    1,943,777                           2,020,518                                     365,000                         379,000



 South Central                                                                            5,969                        6,413                                    1,372,191                           1,507,314                                     230,000                         235,000



 West                                                                                     4,529                        4,926                                    2,588,288                           2,950,118                                     571,000                         599,000



 Other                                                                                        3                            6                                        1,284                               3,622                                     428,000                         604,000



 Total                                                                                   20,840                       21,584                                   $7,771,085                           8,278,660                                    $372,000                         383,000





 Of the total homes delivered listed above, 51 homes with a dollar value of $37 million and an average sales price of $735,000 represent homes from unconsolidated entities for the three months ended August 31, 2026, compared to 146 homes with a dollar value of $65 million and an average sales price of $446,000 for the three months ended August 31, 2025.



                                                                     
          
            At August 31,                                                               
          
            Three Months Ended August 31,


                                                                              2026                         2025                     2026                     2025                              2026                           2025                             2026                        2025



 
            New Orders:                                                                Active Communities                
          
            Homes                       
          
            Dollar Value                      
          
            Average Sales Price



 East                                                                         344                          360                    4,831                    5,792                        $1,800,978                      2,081,377                         $373,000                     359,000



 Central                                                                      464                          452                    5,625                    5,428                         1,927,876                      1,958,262                          343,000                     361,000



 South Central                                                                479                          411                    6,100                    7,055                         1,387,570                      1,582,753                          227,000                     224,000



 West                                                                         425                          440                    4,319                    4,725                         2,386,135                      2,814,895                          552,000                     596,000



 Other                                                                          1                            1                        4                        4                             1,830                          2,445                          457,000                     611,000



 Total                                                                      1,713                        1,664                   20,879                   23,004                        $7,504,389                      8,439,732                         $359,000                     367,000





 Of the total new orders listed above, 37 homes with a dollar value of $32 million and an average sales price of $864,000 represent homes in five active communities from unconsolidated entities for the three months ended August 31, 2026, compared to 104 homes with a dollar value of $57 million and an average sales price of $546,000 in nine active communities for the three months ended August 31, 2025.



                                                                                                                                                    
          
            Nine Months Ended August 31,


                                                                                          2026                         2025                                           2026                                  2025                                        2026                            2025



 
            Deliveries:                                                           
          
            Homes                                     
          
            Dollar Value                                       
          
            Average Sales Price



 East                                                                                  13,928                       14,031                                     $5,206,614                             5,259,789                                    $374,000                         375,000



 Central                                                                               13,729                       13,828                                      4,951,404                             5,294,015                                     361,000                         383,000



 South Central                                                                         17,294                       17,317                                      3,995,511                             4,173,587                                     231,000                         241,000



 West                                                                                  13,260                       14,351                                      7,598,188                             8,657,783                                     573,000                         603,000



 Other                                                                                     11                           22                                          7,065                                14,341                                     642,000                         652,000



 Total                                                                                 58,222                       59,549                                    $21,758,782                            23,399,515                                    $372,000                         393,000





 Of the total homes delivered listed above, 208 homes with a dollar value of $157 million and an average sales price of $756,000 represent homes from unconsolidated entities for the nine months ended August 31, 2026, compared to 339 homes with a dollar value of $157 million and an average sales price of $463,000 for the nine months ended August 31, 2025.



                                                                                                                                                    
          
            Nine Months Ended August 31,


                                                                                           2026                         2025                                          2026                                  2025                                       2026                            2025



 
            New Orders:                                                            
          
            Homes                                    
          
            Dollar Value                                      
          
            Average Sales Price



 East                                                                                   14,375                       15,459                                    $5,442,049                             5,621,317                                   $379,000                         364,000



 Central                                                                                15,435                       15,244                                     5,460,671                             5,746,412                                    354,000                         377,000



 South Central                                                                          17,398                       18,602                                     4,026,684                             4,362,932                                    231,000                         235,000



 West                                                                                   13,923                       14,634                                     7,915,169                             8,701,073                                    568,000                         595,000



 Other                                                                                      12                           21                                         7,610                                13,993                                    634,000                         666,000



 Total                                                                                  61,143                       63,960                                   $22,852,183                            24,445,727                                   $373,000                         382,000





 Of the total new orders listed above, 165 homes with a dollar value of $94 million and an average sales price of $570,000 represent homes from unconsolidated entities for the nine months ended August 31, 2026, compared to 346 homes with a dollar value of $186 million and an average sales price of $539,000 for the nine months ended August 31, 2025.



                                                                                                                                                           
          
            At August 31,


                                                                                            2026                         2025                                         2026                                2025                                        2026                            2025



 
            Backlog:                                                                
          
            Homes                                   
          
            Dollar Value                                     
          
            Average Sales Price



 East                                                                                     5,269                        4,787                                   $2,006,885                           1,847,937                                    $381,000                         386,000



 Central                                                                                  5,178                        4,795                                    1,781,944                           1,841,720                                     344,000                         384,000



 South Central                                                                            3,149                        4,072                                      689,111                             892,312                                     219,000                         219,000



 West                                                                                     3,260                        3,299                                    1,866,975                           2,066,021                                     573,000                         626,000



 Other                                                                                        1                                                                      545                                                                        545,000



 Total                                                                                   16,857                       16,953                                   $6,345,460                           6,647,990                                    $376,000                         392,000





 Of the total homes in backlog listed above, 36 homes with a backlog dollar value of $23 million and an average sales price of $635,000 represent the backlog from unconsolidated entities at August 31, 2026, compared to 86 homes with a backlog dollar value of $93 million and an average sales price of $1.1 million at August 31, 2025.



                                         
          
            LENNAR CORPORATION AND SUBSIDIARIES


                                              
          Condensed Consolidated Balance Sheets


                                             
          (In thousands, except per share amounts)


                                                           
          (unaudited)




                                                                                                     August 31, 2026 November 30, 2025



 
            ASSETS



 
            Homebuilding:



 Cash and cash equivalents                                                                               $1,150,115          3,441,324



 Restricted cash                                                                                             34,093             25,930



 Receivables, net                                                                                           924,858          1,002,629



 Inventories:



 Finished homes and construction in progress                                                             10,670,269          8,822,271



 Land and land under development                                                                            865,134          1,098,961



 Inventory owned                                                                                         11,535,403          9,921,232



 Consolidated inventory not owned                                                                         1,408,036          1,696,401



 Inventory owned and consolidated inventory not owned                                                    12,943,439         11,617,633



 Deposits and pre-acquisition costs on real estate                                                        7,327,193          6,383,633



 Investments in unconsolidated entities                                                                   1,470,473          1,545,370



 Goodwill                                                                                                 3,442,359          3,442,359



 Other assets                                                                                             1,803,804          1,794,378


                                                                                                          29,096,334         29,253,256



 
            Financial Services                                                                          2,770,652          3,377,413



 
            Multifamily                                                                                   815,039            902,136



 
            Lennar Other                                                                                  696,200            897,632



 
            Total assets                                                                              $33,378,225         34,430,437





 
            LIABILITIES AND EQUITY



 
            Homebuilding:



 Accounts payable                                                                                        $1,795,955          1,812,484



 Liabilities related to consolidated inventory not owned                                                  1,250,439          1,476,376



 Senior notes and other debts payable, net                                                                4,297,251          4,084,686



 Other liabilities                                                                                        2,448,954          2,691,876


                                                                                                           9,792,599         10,065,422



 
            Financial Services                                                                          1,720,568          2,010,598



 
            Multifamily                                                                                    76,247            113,361



 
            Lennar Other                                                                                   92,391            100,447



 
            Total liabilities                                                                          11,681,805         12,289,828





 
            Stockholders' equity:



 Preferred stock                                                                                                  -



 Class A common stock of $0.10 par value                                                                     26,312             26,158



 Class B common stock of $0.10 par value                                                                      3,660              3,660



 Additional paid-in capital                                                                               6,049,974          5,909,726



 Retained earnings                                                                                       22,923,564         22,471,471



 Treasury stock                                                                                         (7,450,306)       (6,457,609)



 Accumulated other comprehensive income                                                                       5,755              6,011



 
            Total stockholders' equity                                                                 21,558,959         21,959,417



 
            Noncontrolling interests                                                                      137,461            181,192



 
            Total equity                                                                               21,696,420         22,140,609



 
            Total liabilities and equity                                                              $33,378,225         34,430,437

                                                      
   
       LENNAR CORPORATION AND SUBSIDIARIES


                                                              
      Supplemental Data


                                                            
     (Dollars in thousands)


                                                                
       (unaudited)




                                                                                                      August 31, 2026 November 30, 2025  August 31, 2025



 Homebuilding debt                                                                                        $4,297,251          4,084,686         3,523,766



 Stockholders' equity                                                                                     21,558,959         21,959,417        22,570,320



 Total capital                                                                                           $25,856,210         26,044,103        26,094,086



 
            Homebuilding debt to total capital                                                              16.6 %            15.7 %           13.5 %





 Homebuilding debt                                                                                        $4,297,251          4,084,686         3,523,766



 Less: Homebuilding cash and cash equivalents                                                              1,150,115          3,441,324         1,406,215



 Net homebuilding debt                                                                                    $3,147,136            643,362         2,117,551



 
            Net homebuilding debt to total capital (1)                                                      12.7 %             2.8 %            8.6 %


 (1) Net homebuilding debt to total capital is a non-GAAP financial measure defined as net homebuilding debt (homebuilding debt less homebuilding cash and cash equivalents) divided by total capital (net
        homebuilding debt plus stockholders' equity). The Company believes the ratio of net homebuilding debt to total capital is a relevant and a useful financial measure to investors in understanding the
        leverage employed in homebuilding operations. However, because net homebuilding debt to total capital is not calculated in accordance with GAAP, this financial measure should not be considered in
        isolation or as an alternative to financial measures prescribed by GAAP. Rather, this non-GAAP financial measure should be used to supplement the Company's GAAP results.

Contact:
Jorge Almeida
Investor Relations
Lennar Corporation
(305) 485-4129

View original content:https://www.prnewswire.com/news-releases/lennar-reports-third-quarter-2026-results-302881102.html

SOURCE Lennar Corporation

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