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EarningsCallAI

Updated May 2026 · SEC EDGAR data

LEN

Lennar Corporation, Q1 2026 Earnings

Consumer Discretionary · Period ending 2026-03-31

MIXED(HIGH)

Lennar Corporation (LEN) reported Q1 2026 earnings to the SEC: revenue of $6.6B, EPS of $0.93, and net income of $229.4M. Revenue moved -13.3 percent year-over-year. Sourced directly from Lennar Corporation's SEC EDGAR XBRL filings. Sector: Consumer Discretionary.

Headline Numbers

Revenue
$6.6B
QoQ: -24.9%YoY: -13.3%
Net Income
$229.4M
QoQ: -61.2%YoY: -55.8%
EPS (Diluted)
$0.93
QoQ: -59.4%YoY: -52.6%

Q1 2026 in Context

Lennar Corporation's Q1 2026 revenue contracted 13.3 percent year-over-year, a sharp decline. Drops of this magnitude typically reflect macro shocks, segment exits, or material loss of share. Read the prepared remarks for management framing.

That works out to a 3.5 percent net margin, thin but positive. Margin expansion would meaningfully grow earnings; compression would push the company near breakeven.

The MIXED Operator Read

Across the 8 quarters tracked, Lennar Corporation carries an operator signal of MIXED with high confidence. Recent quarters show conflicting signals; segment-level results vary. Look at segment commentary in the call for the more granular read.

How This Data Was Sourced

All numbers on this page come directly from Lennar Corporation's SEC EDGAR filing for Q1 2026. EDGAR is the U.S. Securities and Exchange Commission's public filing system; quarterly results are filed on Form 10-Q and annual results on Form 10-K. XBRL tagging ensures revenue means revenue across every filer. The earnings press release is typically furnished as a Form 8-K. Both forms are public domain. Read the methodology for the operator-signal classification rules.

Frequently Asked Questions

What did Lennar Corporation report in Q1 2026?

Lennar Corporation reported revenue of $6.6B, EPS of $0.93, and net income of $229.4M for Q1 2026. Revenue fell 13.3 percent year-over-year. Figures come from the company's SEC EDGAR XBRL filing.

Where does this earnings data come from?

All numbers on this page are pulled directly from Lennar Corporation's SEC EDGAR XBRL filing for Q1 2026 (Form 10-Q for quarterly results, Form 10-K for annual). EDGAR is the SEC's public filing system; XBRL is a structured tagging standard that ensures revenue means revenue across every filer. Data is in the public domain.

What is Lennar Corporation's current operator signal?

Lennar Corporation currently carries a MIXED operator signal with HIGH confidence. The signal is calculated across all available quarters, not just this one, and combines a quantitative read of revenue trajectory with a qualitative read of management commentary. Read the methodology page for the formal classification rules.

Is this earnings analysis investment advice?

No. EarningsCallAI is built for business operators evaluating market trends, demand signals, and competitive dynamics, not for stock trading decisions. Operator signals are not buy/sell recommendations. Always consult a licensed financial advisor before making investment decisions.

When was the Q1 2026 report filed?

Lennar Corporation filed its Q1 2026 results to the SEC for the period ending 2026-03-31. Quarterly filings (10-Q) are typically due within 40 days of period end for large accelerated filers; annual reports (10-K) are typically due within 60 days.

Lennar Corporation (LEN) reported Q1 2026 earnings to the SEC: revenue of $6.6B, EPS of $0.93, and net income of $229.4M. Revenue moved -13.3 percent year-over-year. Sourced directly from Lennar Corporation's SEC EDGAR XBRL filings. Sector: Consumer Discretionary.