Lennar Corporation (LEN)

From the record

Lennar Corporation's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Lennar Corporation's 10 filed years say what it did: revenue went from $11 billion in fiscal 2016 to $34 billion in fiscal 2025, up 13.5% a year; it rose in 8 of 9 years; the deepest fall was 4% from fiscal 2024 to fiscal 2025; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-11-30, Lennar Corporation's diluted share count shrank about 3.8% a year, and dividends and buybacks returned about 87% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-10-08 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-11-30, Lennar Corporation earned about 9 cents of profit for every dollar of shareholders' money. Leverage: it owed about 36 cents per dollar of assets, and net share issuance: its share count shrank 5.2% over the year (the filed statements).

From the record

Lennar Corporation's standing among 10 graded names in its industry family: revenue of $34 billion in fiscal 2025 ranks in the top 12% by size; a net margin of 6.1% ranks in the top 30%; revenue growth of 0.5% a year over the last 3 filed years ranks in the bottom 30% (its annual reports).

From the record

Lennar Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Miller, Stuart A (Exec. Chairman, CEO, President, as filed), filing under that title since 2023-12-22, 2.9 years (top 40% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 12.6 years (top 20%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 33%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Lennar Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $3.8 billion against debt of $5.9 billion leaves -6.2% of its assets as net cash, bottom 30% of its family; cash from operations less capital spending is 0.1% of revenue (top 40%) (its annual report).

From the record

Lennar Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew 0.5% a year over the last three filed years against 13.5% over all 10, slowing (bottom 11% of its family); the newest year grew -3.5% (bottom 44%); capital spending grew 48.8% a year (top 22%) (its annual reports). Lennar Corporation reported 8 lines of business in fiscal 2025: Homebuilding West at $12 billion (35%), Homebuilding Central at $7.8 billion (23%), Homebuilding East at $7.0 billion (20%), and 5 more; 4 of 8 grew against the year before (its annual report).

From the record

Lennar Corporation's newest year against its own record: revenue of $34 billion in fiscal 2025 came in 6% below the $36 billion its prior three years' pace pointed to (bottom 44% of its family); net income of $2.1 billion against a prior three-year average of $4.2 billion (top 44%); a net margin of 6.1% against 12.1% before (top 44%) (its annual reports).