Lennar Corporation’s Q4 2025 Earnings: What to Expect

Company Overview - Lennar Corporation (LEN) is a prominent U.S. home-builder and diversified real-estate company, with a market capitalization of approximately $32.7 billion [1] Earnings Projections - Analysts anticipate Lennar to report a profit of $2.30 per share for fiscal Q4 2025, representing a decline of 42.9% from $4.03 per share in the same quarter last year [2] - For the full fiscal year, EPS is expected to be $8.25, down 40.5% from $13.86 per share in fiscal 2024, with a projected rebound in fiscal 2026 to $9.01, reflecting a year-over-year growth of 9.2% [3] Stock Performance - LEN stock has decreased by 26.4% over the past 52 weeks, underperforming the S&P 500 Index's return of 18.3% and the Consumer Discretionary Select Sector SPDR Fund's increase of 19.8% during the same period [4] - The stock is currently trading slightly above its mean price target of $127.57, with a Street-high target price of $161, indicating a potential rally of up to 25.6% from current levels [5] Market Conditions - The U.S. housing market remains weak, with home-buying affordability impacted by high mortgage rates, leading to reduced demand and affecting sales [5] - Wall Street analysts maintain a cautious stance on LEN stock, with an overall "Hold" rating; among 19 analysts, four recommend a "Strong Buy," 13 advise a "Hold," and two suggest a "Strong Sell" [5]