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Company / Finance

Lennar Corporation

LEN · NYSE

Lennar reported FY2025 revenue of $34.2 billion and Q1 2026 revenue of $6.6 billion. The thesis depends on housing demand, incentives, margins, land discipline and cash conversion.

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Latest ReportMay 20, 2026LEN: Lennar needs housing-cycle proof that incentives convert to cashView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

LEN: Lennar needs housing-cycle proof that incentives convert to cash

Lennar reported FY2025 revenue of $34.2 billion and Q1 2026 revenue of $6.6 billion. The thesis depends on housing demand, incentives, margins, land discipline and cash conversion.

May 20, 2026Research reportSlides available
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Lennar CorporationLennar needs housing-cycle proof that incentives convert to cashMay 20, 2026
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LEN: Lennar needs housing-cycle proof that incentives convert to cashLennar reported FY2025 revenue of $34.2 billion and Q1 2026 revenue of $6.6 billion. The thesis depends on housing demand, incentives, margins, land discipline and cash conversion.NYSEMay 20, 2026Research reportReadSlides