Lennar Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-0.1%projected annual EPS growth
Analyst Coverage
13analysts covering
FY EPS (est.)
$5.54next fiscal year
Monitoring Framework
Key Performance Indicators
New Home Deliveries Quarterly20.5KTarget: 20,500 - 21,500 (Q3 2026 Guidance)
Gross Margin on Home Sales Quarterly15.6%Target: Approximately 16.0% (Q3 2026 Guidance)
Average Sales Price of Homes Delivered Quarterly371KTarget: $375,000 - $380,000 (Q3 2026 Guidance)
New Orders (Homes) Quarterly21.7KTarget: 21,000 - 22,000 (Q3 2026 Guidance)
Watch Items
- Mortgage Interest Rates and Affordability PressuresTrigger: Mortgage rates remaining in the mid-to-upper 6% range or higherAction: Monitor the level of sales incentives (currently at 12.9% in Q2 2026) and base price adjustments required to sustain sales volume.
- Gross Margin CompressionTrigger: Gross margin falling below 15.0%Action: Evaluate the impact of land costs and construction cost-saving initiatives to determine if margin compression is structural or cyclical.
Research as of 2 Sep 2026