LEN
Lennar Corporation · Consumer Cyclical · Residential Construction
TECHSellZACKSStrong Sell
R500#488 today
$79.81
-2.80% today · -2.85% 1W
Oct 2 close or latest
PreviewWhy it's moving
Underperforming without a clear catalyst yet
- LEN −2.80% on the last session vs SPY +0.74%: −3.5 pts of stock-specific move.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Dec 15
In 72 days
estimated date
EPS estimate
$1.44
$1.37 to $1.55 · 11 analysts
Revenue estimate
$8.8B
$8.7B to $9.0B
Track record
2/8 beats
last 8 reports · moved ±4.0% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Sep 16, 2026 AMC | 3Q2026 | $1.29 | $1.23 | −$0.06 (−4.5%) miss | $8.0B | +1.7% +0.6 vs SPY | +3.4% | +4.0% |
| Jun 11, 2026 AMC | 2Q2026 | $1.23 | $1.31 | +$0.08 (+6.1%) beat | $7.9B | -4.9% -5.4 vs SPY | -1.9% | -5.5% |
| Mar 12, 2026 AMC | 1Q2026 | $0.95 | $0.88 | −$0.07 (−7.2%) miss | $6.6B | +2.6% +3.2 vs SPY | +3.0% | +1.3% |
| Dec 16, 2025 AMC | 4Q2025 | $2.18 | $2.03 | −$0.15 (−6.8%) miss | $9.4B | -4.5% -3.4 vs SPY | -3.3% | -10.9% |
| Sep 18, 2025 AMC | $2.09 | $2.00 | −$0.09 (−4.3%) miss | — | -4.2% -4.7 vs SPY | -4.8% | -6.7% | |
| Jun 16, 2025 AMC | $1.94 | $1.90 | −$0.04 (−2.1%) miss | — | -4.5% -3.6 vs SPY | +4.1% | +2.0% | |
| Mar 20, 2025 AMC | $1.71 | $2.14 | +$0.43 (+25.1%) beat | — | -4.0% -4.1 vs SPY | -5.9% | -1.7% | |
| Dec 18, 2024 AMC | $4.12 | $4.03 | −$0.09 (−2.2%) miss | — | -5.2% -5.1 vs SPY | -6.1% | -5.0% | |
| Sep 19, 2024 AMC | $3.62 | $3.90 | +$0.28 (+7.7%) beat | — | -5.3% -5.2 vs SPY | -3.6% | -4.9% | |
| Jun 17, 2024 AMC | $3.23 | $3.38 | +$0.15 (+4.6%) beat | — | -5.0% -5.2 vs SPY | -3.7% | -4.7% | |
| Mar 13, 2024 AMC | $2.22 | $2.61 | +$0.39 (+17.6%) beat | — | -7.6% -7.4 vs SPY | -2.2% | -1.1% | |
| Dec 14, 2023 AMC | $4.60 | $5.17 | +$0.57 (+12.4%) beat | — | -3.6% -3.4 vs SPY | -5.5% | -4.5% | |
| Sep 13, 2023 AMC | $3.53 | $3.91 | +$0.38 (+10.8%) beat | — | +1.5% +0.6 vs SPY | +0.9% | +0.5% | |
| Jun 14, 2023 AMC | $2.32 | $2.94 | +$0.62 (+26.7%) beat | — | +4.4% +3.2 vs SPY | +3.6% | +5.7% | |
| Mar 14, 2023 AMC | $1.55 | $2.12 | +$0.57 (+36.8%) beat | — | -0.6% +0.1 vs SPY | +1.6% | +2.7% | |
| Dec 14, 2022 AMC | $4.90 | $5.02 | +$0.12 (+2.4%) beat | — | +3.8% +6.3 vs SPY | -2.6% | -0.3% | |
| Sep 21, 2022 AMC | $4.86 | $5.18 | +$0.32 (+6.6%) beat | — | +2.0% +2.8 vs SPY | +0.5% | +2.0% | |
| Jun 21, 2022 BMO | $3.95 | $4.69 | +$0.74 (+18.7%) beat | — | +1.6% -0.9 vs SPY | +2.0% | +11.4% | |
| Mar 16, 2022 AMC | $2.58 | $2.70 | +$0.12 (+4.7%) beat | — | +0.9% -0.4 vs SPY | +0.9% | -4.1% | |
| Dec 15, 2021 AMC | $4.15 | $4.36 | +$0.21 (+5.1%) beat | — | -4.1% -3.2 vs SPY | -3.7% | -0.7% | |
| Sep 20, 2021 AMC | $3.27 | $3.27 | $0.00 (0.0%) in line | — | — | — | — | |
| Jun 16, 2021 AMC | $2.38 | $2.95 | +$0.57 (+23.9%) beat | — | — | — | — | |
| Mar 16, 2021 AMC | $1.74 | $2.04 | +$0.30 (+17.2%) beat | — | — | — | — | |
| Dec 16, 2020 AMC | $2.36 | $2.82 | +$0.46 (+19.5%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Nov 30, 2026 | $1.44 (11) | $1.37 – $1.55 | -29% | -29.3% | ▲0 ▼9 | $8.8B | -6% |
| Next quarter · Feb 28, 2027 | $0.65 (8) | $0.44 – $0.84 | -27% | -24.3% | ▲0 ▼6 | $7.0B | +5% |
| Current year · Nov 30, 2026 | $4.94 (10) | $4.75 – $5.39 | -39% | -11.5% | ▲0 ▼5 | $31.5B | -8% |
| Next year · Nov 30, 2027 | $5.25 (12) | $4.01 – $6.98 | +6% | -20.5% | ▲0 ▼10 | $32.5B | +3% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.