LEN · XBRL financial data
Lennar financial statements, every quarter
The same tables from 12 filings, lined up. Matched by XBRL tag: renamed lines keep their history.
How these numbers work
- Every number comes from the company's XBRL financial data filed with the SEC, and each one links to its filing.
- Lines are matched by XBRL tag, so a line renamed between filings keeps its history.
- * marks a quarter worked out from the filing totals: the 10-K year minus the first three quarters, or a year-to-date total minus the earlier one. Fourth-quarter earnings per share is fourth-quarter net income over the fourth-quarter weighted shares.
- 0 means a filing states zero; a dash (—) means no filing states that number.
- “year only” means the 10-K gives the full year but not the quarters needed to work out the fourth. A worked-out quarter of revenue, cost of revenue or operating cash flow more than twice the company's largest quarter of the two years before is shown this way too.
- Gross profit is shown as the company reports it; a worked-out quarter must equal revenue less cost of revenue for that quarter, or it is a dash.
- Operating income can be above gross profit when the company books other operating income between the two, shown on its own line.
- Shares outstanding come from each filing's cover page, as of the date printed there.
- Quarters are fiscal: Q2 FY27 is the second quarter of the company's fiscal 2027.
Income statement
CSVFiscal quarters (LEN's year ends in late November)
| In millions of dollars | Nov 30, 2023 | Feb 29, 2024 | May 31, 2024 | Aug 31, 2024 | Nov 30, 2024 | Feb 28, 2025 | May 31, 2025 | Aug 31, 2025 | Nov 30, 2025 | Feb 28, 2026 | May 31, 2026 | Aug 31, 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 10,968* | 7,313 | 8,766 | 9,416 | 9,947* | 7,632 | 8,378 | 8,810 | 9,368* | 6,619 | 7,940 | 8,046 |
| Selling, general and administrative | year only | — | — | — | year only | 616 | 689 | 676 | 697* | 617 | 698 | 714 |
| General and administrative | 136* | 157 | 157 | 165 | 170* | 147 | 156 | 171 | 162* | 158 | 136 | 138 |
| Income tax expense (benefit) | 417* | 211 | 300 | 348 | 358* | 170 | 160 | 191 | 185* | 69 | 105 | 102 |
| Net income (loss) | 1,361* | 719 | 954 | 1,163 | 1,096* | 520 | 477 | 591 | 490* | 229 | 305 | 284 |
| Earnings per share, basic USD per share | 4.87* | 2.57 | 3.45 | 4.26 | 4.10* | 1.96 | 1.81 | 2.29 | 1.94* | 0.93 | 1.24 | 1.19 |
| Earnings per share, diluted USD per share | 4.87* | 2.57 | 3.45 | 4.26 | 4.10* | 1.96 | 1.81 | 2.29 | — | 0.93 | 1.24 | 1.19 |
| Weighted average shares, basic millions of shares | 279* | 277 | 274 | 270 | 267* | 263 | 260 | 256 | 252* | 244 | 241 | 238 |
| Weighted average shares, diluted millions of shares | 279* | 277 | 274 | 270 | 267* | 263 | 260 | 256 | — | 244 | 241 | 238 |
Balance sheet
CSVFiscal quarters (LEN's year ends in late November)
| In millions of dollars | Nov 30, 2023 | Feb 29, 2024 | May 31, 2024 | Aug 31, 2024 | Nov 30, 2024 | Feb 28, 2025 | May 31, 2025 | Aug 31, 2025 | Nov 30, 2025 | Feb 28, 2026 | May 31, 2026 | Aug 31, 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash and cash equivalents | 6,571 | 5,261 | 3,921 | 4,311 | 4,910 | 2,588 | 1,479 | 1,757 | 3,756 | 2,395 | 2,174 | 1,499 |
| Property and equipment, net | 405 | — | — | — | 516 | — | — | — | 643 | — | — | — |
| Right-of-use asset | 146 | 105 | 152 | 224 | 275 | 271 | 277 | 285 | 269 | 252 | 233 | 238 |
| Goodwill | — | — | — | — | 3,632 | — | — | — | 3,632 | — | — | — |
| Total assets | 39,234 | 38,951 | 38,668 | 39,741 | 41,313 | 34,986 | 34,375 | 34,878 | 34,430 | 33,210 | 33,701 | — |
| Total liabilities | 12,532 | 12,173 | 11,652 | 12,183 | 13,292 | 12,119 | 11,643 | 12,127 | 12,290 | 11,178 | 11,936 | — |
| Retained earnings | 22,369 | 22,949 | 23,765 | 24,792 | 25,753 | 21,302 | 21,646 | 22,108 | 22,471 | 22,577 | 22,759 | 22,924 |
| Total stockholders' equity | 26,581 | 26,648 | 26,878 | 27,413 | 27,870 | 22,728 | 22,579 | 22,570 | 21,959 | 21,879 | 21,621 | 21,559 |
| Total liabilities and equity | 39,234 | 38,951 | 38,668 | 39,741 | 41,313 | 34,986 | 34,375 | 34,878 | 34,430 | 33,210 | 33,701 | 33,378 |
Cash flows
CSVFiscal quarters (LEN's year ends in late November)
| In millions of dollars | Nov 30, 2023 | Feb 29, 2024 | May 31, 2024 | Aug 31, 2024 | Nov 30, 2024 | Feb 28, 2025 | May 31, 2025 | Aug 31, 2025 | Nov 30, 2025 | Feb 28, 2026 | May 31, 2026 | Aug 31, 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income (loss) | 1,361* | 719 | 954 | 1,163 | 1,096* | 520 | 477 | 591 | 490* | 229 | 305 | 284 |
| Stock-based compensation | 21* | 88 | 35* | 32* | 23* | 84 | 29* | 26* | 25* | 62 | 26* | 29* |
| Net cash from operating activities | 2,589* | 368 | 242* | 819* | 975* | (289) | (1,095)* | (159)* | 1,759* | (434) | (284)* | (104)* |
| Purchases of property and equipment | 46* | 73 | 39* | 18* | 41* | 56 | 15* | 32* | 85* | 30 | 19* | (8)* |
| Net cash from investing activities | (62)* | (148) | (127)* | 98* | (126)* | 21 | 161* | (7)* | 46* | 93 | (16)* | 37* |
| Share repurchases | 341* | 595 | 610* | 525* | 527* | 774 | 521* | 512* | 0* | 270 | 467* | 256* |
| Dividends paid | 105* | 139 | 139* | 136* | 135* | 132 | 134* | 129* | 127* | 123 | 123* | 119* |
| Net cash from financing activities | (80)* | (1,529) | (1,455)* | (527)* | (170)* | (2,135) | (175)* | 444* | 268* | (1,096) | 79* | (608)* |
| Net change in cash | 2,447* | (1,309) | (1,340)* | 390* | 679* | (2,402) | (1,109)* | 278* | 2,074* | (1,436) | (221)* | (675)* |
Compare with peers
SIC 1520 and related industry codes, similar size; rows marked “added: same SIC” fill a short list. Each row is the latest quarter reported.
How peers are chosen
- SIC 1520 and related industry codes with public float (or, where float is missing, quarterly revenue) between 0.2x and 5x the company's.
- Each row is the latest quarter the company has reported, named in the Quarter column; when that filing is a 10-K, it is the fourth quarter, never the full year.
- Fewer than three companies fall in that range, so the list adds same-SIC (1520) companies nearest in public float, each marked “added: same SIC”.
- Runway shows only for companies burning cash with under $10B of public float.
- * marks a quarter worked out from the filing totals: for a 10-Q, the year-to-date total less the earlier one.
- A cell reading “not reported” means the filings give no figure for that quarter alone.
- A cell reading “year only” links to a 10-K that gives only the full year: without all three earlier quarters there is no fourth quarter to work out, and the year total is never shown as a quarter.
| Company | Cash ($M) | Revenue, quarter ($M) | Operating cash flow, quarter ($M) | Shares outstanding | Runway | Quarter |
|---|---|---|---|---|---|---|
| Lennar | 1,499 | 8,046 | (104)* | not reported | — | 10-QAug 31, 2026 |
| Installed Building Productsadded: same SIC | 395 | 778 | 69* | 26.6M | — | 10-QJun 30, 2026 |
| Geo Groupadded: same SIC | 55 | 732 | 80* | 131.6M | — | 10-QJun 30, 2026 |
| BOXABLadded: same SIC | 0.1 | not reported | (0.9)* | 2.3M | 0.1 quarters | 10-QJun 30, 2026 |
| Eline Entertainment Groupadded: same SIC | 0 | 0 | (0)* | 8.5B | — | 10-QJun 30, 2026 |
| Blackwell 3D Constructionadded: same SIC | 0 | 0 | (0)* | 42.5M | 0.0 quarters | 10-QNov 30, 2025 |
| Amatuhi Holdingsadded: same SIC | not reported | not reported | not reported | not reported | — | — |
| FBS Globaladded: same SIC | 5.3 | year only | year only | 13.5M | — | 20-FDec 31, 2025 |
| Gafisaadded: same SIC | not reported | not reported | not reported | not reported | — | — |
Not investment advice. Not affiliated with the U.S. SEC.
