Lennar Corp. (LEN) reported results in line with expectations in Q2 FY2026 on revenue of $7.9B versus the $8.1B estimate (-5.2% YoY) and EPS of $1.24. The next Lennar Corp. (LEN) earnings date is Sep 17, 2026. Below is the full Lennar Corp. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Lennar Corp. (LEN) Earnings Analysis — key stats
Next earnings date
Sep 17, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
In line
EPS beat rate
2 of last 8 (quarters above estimate)
Avg next-day move
±4.1% (over the last 8 reports)
Post-earnings direction
Up 1 / Down 7 (of the last 8 reports)
Implied move (next report)
±12.2% (options-derived · into Sep 17, 2026)
Institutional ownership
88.1% (13F as of 2026-06-30)
Top 10 holders
44.0% (of shares outstanding)
Insider activity
10 buys / 1 sells (recent Form 4 filings)
Revenue
$7.9B (vs $8.1B est · -1.8% surprise · -5.2% YoY)
EPS
$1.24 (vs $1.24 est · +0.0% surprise · -32.0% YoY)
Share price
$86.83 (-0.8%)
Market cap
$21.6B
Lennar Corp. (LEN) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$7.9B vs $8.1B est
$1.24 vs $1.24 est
+0.0%
+0.5%
In line
Q2 FY2026
$6.6B vs $6.8B est
$0.93 vs $0.95 est
-2.4%
-1.7%
Miss
Q1 FY2026
$9.4B vs $9.0B est
$1.93 vs $2.21 est
-12.7%
-6.3%
Mixed
Q4 FY2025
$8.8B vs $9.0B est
$2.00 vs $2.10 est
-4.8%
-4.2%
Mixed
Q3 FY2025
$8.4B vs $8.2B est
$1.90 vs $1.94 est
-2.1%
-3.7%
Mixed
Q2 FY2025
$7.6B vs $7.4B est
$2.14 vs $1.70 est
+25.9%
-4.2%
Beat
Q1 FY2025
$9.9B vs $10.1B est
$4.03 vs $4.21 est
-4.3%
-8.6%
Mixed
Q4 FY2024
$9.4B vs $9.1B est
$4.26 vs $3.63 est
+17.4%
-3.3%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.6%
18.3M
$1.7B
+0.5%
Berkshire Hathaway INC
5.4%
13.1M
$1.2B
+29.8%
Vanguard Capital Management LLC
5.4%
13.0M
$1.2B
+0.6%
Greenhaven Associates INC
4.7%
11.3M
$1.0B
+6.4%
Eagle Capital Management LLC
4.4%
10.7M
$967.1M
-1.8%
State Street Corp
4.3%
10.4M
$943.6M
+3.9%
Undisclosed filer
3.9%
9.5M
$863.9M
+0.2%
Aristotle Capital Management, LLC
3.2%
7.8M
$709.1M
-6.1%
Manufacturers Life Insurance Company, The
2.8%
6.7M
$604.8M
+11.8%
Geode Capital Management, LLC
2.4%
5.8M
$525.8M
+1.4%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
SONNENFELD JEFFREY
director
2026-07-10
Buy
17
$1433
McClure Teri P
director
2026-07-10
Buy
14
$1180
Wolfe Serena
director
2026-07-10
Buy
14
$1180
Smith Dacona
director
2026-07-10
Buy
14
$1180
Gilliam Theron I
director
2026-07-10
Buy
14
$1180
HUDSON SHERRILL W
director
2026-07-10
Buy
14
$1180
OLIVERA ARMANDO J
director
2026-07-10
Buy
19
$1601
Banse Amy
director
2026-07-10
Buy
14
$1180
What you'll find
Next Lennar Corp. (LEN) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Lennar Corp. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Lennar Corp. (LEN)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Lennar Corp.'s next earnings date?
Lennar Corp.'s (LEN) next scheduled earnings date is Sep 17, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Lennar Corp. (LEN) beat or miss earnings?
In Q2 FY2026, Lennar Corp. (LEN) posted in-line results — revenue of $7.9B versus the $8.1B estimate (-1.8% surprise) and EPS of $1.24 versus $1.24 expected (+0.0% surprise). Magnisto decodes every Lennar Corp. (LEN) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Lennar Corp. beat earnings estimates?
Over its last 8 reported quarters, Lennar Corp. (LEN) beat Wall Street EPS estimates 2 times, most recently a in-line result in Q3 FY2026. Magnisto tracks every Lennar Corp. (LEN) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Lennar Corp. stock move after earnings?
Over its last 8 quarterly reports, Lennar Corp. (LEN) moved an average of ±4.1% the day after earnings — ranging from -8.6% (Q1 FY2025) to +0.5% (Q3 FY2026). The stock rose after 1 of those 8 reports and fell after 7. Heading into its next report on Sep 17, 2026, options-implied volatility is pricing in a move of roughly ±12.2% (derived). Magnisto tracks the realized post-earnings move for every Lennar Corp. (LEN) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Lennar Corp.?
Institutions hold about 88.1% of Lennar Corp.'s (LEN) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.6%), Berkshire Hathaway INC (5.4%), Vanguard Capital Management LLC (5.4%). Magnisto lists Lennar Corp.'s (LEN) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Lennar Corp. (LEN)?
In the most recent Form 4 filings Magnisto tracks, Lennar Corp. (LEN) insiders recorded 10 purchases and 1 sale — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Lennar Corp. (LEN) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Lennar Corp. (LEN), anchored to the current $86.83 share price, so you can weigh the bull, base and bear cases for Lennar Corp. side by side.
Is Lennar Corp. (LEN) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Lennar Corp. fits your own thesis and risk profile. This is research, not investment advice.