Lennar(US:LEN) ZACKS·2025-12-11 15:15Core Insights - Lennar (LEN) is expected to report quarterly earnings of $2.23 per share, reflecting a decline of 44.7% year-over-year, with revenues projected at $9.13 billion, down 8.3% from the previous year [1] Earnings Projections - The consensus EPS estimate has been revised upward by 4.1% in the last 30 days, indicating analysts' reassessment of their initial estimates [1][2] Revenue Estimates - Analysts predict 'Revenue - Financial Services' to be $313.21 million, showing a 2.8% increase from the prior-year quarter [3] - 'Revenue - Homebuilding - Sales of homes' is estimated at $8.76 billion, down 7.8% from the year-ago quarter [4] - 'Revenue - Homebuilding - Sales of land' is expected to be $28.56 million, reflecting a decline of 27.8% year-over-year [4] - 'Revenue - Multifamily' is projected at $158.92 million, indicating a significant increase of 78.7% from the previous year [4] Deliveries and Orders - 'Deliveries - Average sales price - Total' is expected to be $385.77, down from $430.00 in the same quarter last year [5] - 'New orders - Homes' are projected to reach 20,431, compared to 16,895 in the previous year [5] - 'Deliveries - Homes' are estimated at 21,855, slightly down from 22,206 year-over-year [6] - 'Active Communities - Total' is forecasted to be 1,714, up from 1,447 in the same quarter last year [6] - 'Backlog - Homes' is expected to reach 15,022, compared to 11,633 in the previous year [6] Backlog and Dollar Value - 'Backlog - Average sales price - Total' is projected at $390.76, down from $462.00 in the same quarter last year [7] - 'Backlog - Dollar Value - Total' is expected to be $5.88 billion, compared to $5.37 billion in the same quarter last year [7] - 'New orders - Dollar Value - Total' is projected to reach $7.76 billion, up from $7.18 billion year-over-year [8] Stock Performance - Shares of Lennar have decreased by 3.3% over the past month, contrasting with a 0.9% increase in the Zacks S&P 500 composite [8]