Lennar 향후 성장

Future 기준 점검 0/6

Lennar 의 수익은 연간 0.9% 감소할 것으로 예상되는 반면, 연간 수익은 4.7% 로 증가할 것으로 예상됩니다. EPS는 연간 11.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.5% 로 예상됩니다.

핵심 정보

-0.9%

이익 성장률

11.24%

EPS 성장률

Consumer Durables 이익 성장	4.9%
매출 성장률	4.7%
향후 자기자본이익률	13.46%
애널리스트 커버리지	Good
마지막 업데이트	01 Oct 2025

최근 향후 성장 업데이트

Recent updates

Improved Earnings Required Before Lennar Corporation (NYSE:LEN) Shares Find Their Feet

May 26

Lennar: Rating Downgrade As Various Indicators Point To Poor Earnings Outlook In 2025

Mar 26

Lennar Q1 Earnings Preview: Caution About The Outlook Is Merited

Mar 10

Lennar (NYSE:LEN) Will Pay A Dividend Of $0.50

Jan 20

The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth

Jan 191y Price Target: $149.57, a 13.7% increase from 131.58, 10.5% below analysts’ 23.3% consensus because I believe earnings will grow from 2024’s $3.9B to $4B, with a slightly elevated PE ratio from toda

Earnings Working Against Lennar Corporation's (NYSE:LEN) Share Price

Jan 16

A Look At The Intrinsic Value Of Lennar Corporation (NYSE:LEN)

Jan 02

Lennar: Weak Q4 Results Significantly Dampen The 2025 Outlook (Rating Downgrade)

Dec 19

There's Been No Shortage Of Growth Recently For Lennar's (NYSE:LEN) Returns On Capital

Dec 15

Is There Now An Opportunity In Lennar Corporation (NYSE:LEN)?

Nov 29

Lennar: A Solid Investment With Its Land-Light Strategy

Nov 23

Is Lennar (NYSE:LEN) Using Too Much Debt?

Nov 15

Lennar Stock: Heading In The Right Direction, But Economic Uncertainties Remain

Oct 16

Asset-Light Shift And Tech Efficiency Boost Real Estate Giant's Growth Prospects

Sep 24 Transition to an asset-light model and strategic reductions in construction costs indicate potential for improved operational efficiency and higher profitability.

Lennar Stock: A Sell After Disappointing Q3 Earnings And A Changing Environment?

Sep 22

Lennar Q3 2024 Preview: Asset-Light Shift Boosts Outlook, But Valuation Is Stretched

Sep 13

Lennar: Further Upside As Mortgage Rates Begin Their Decline

Sep 02

이익 및 매출 성장 예측

NYSE:LEN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
11/30/2027	37,565	2,566	N/A	1,666	7
11/30/2026	35,021	2,197	2,153	2,307	12
11/30/2025	33,990	2,154	6,536	3,865	12
8/31/2025	34,766	2,658	-713	-568	N/A
5/31/2025	35,372	3,224	279	410	N/A
2/28/2025	35,760	3,696	1,592	1,746	N/A
11/30/2024	35,441	3,894	2,232	2,403	N/A
8/31/2024	36,463	4,154	3,842	4,018	N/A
5/31/2024	35,776	4,098	3,970	4,151	N/A
2/29/2024	35,056	4,012	4,402	4,569	N/A
11/30/2023	34,233	3,890	5,080	5,180	N/A
8/31/2023	33,440	3,853	5,221	5,305	N/A
5/31/2023	33,644	4,208	4,774	4,852	N/A
2/28/2023	33,958	4,654	4,259	4,316	N/A
11/30/2022	33,671	4,562	3,208	3,266	N/A
8/31/2022	31,930	4,431	1,719	1,772	N/A
5/31/2022	29,937	4,370	1,816	1,867	N/A
2/28/2022	28,009	3,886	2,013	2,075	N/A
11/30/2021	27,131	4,377	2,468	2,533	N/A
8/31/2021	25,523	4,072	2,536	2,606	N/A
5/31/2021	24,452	3,341	3,527	3,598	N/A
2/28/2021	23,309	3,032	4,130	4,193	N/A
11/30/2020	22,489	2,437	4,118	4,191	N/A
8/31/2020	22,634	2,232	4,021	4,081	N/A
5/31/2020	22,621	2,082	3,159	3,223	N/A
2/29/2020	22,897	1,989	2,313	2,390	N/A
11/30/2019	22,260	1,833	1,396	1,482	N/A
8/31/2019	21,747	1,954	1,145	1,264	N/A
5/31/2019	21,563	1,895	N/A	1,242	N/A
2/28/2019	21,459	1,784	N/A	1,323	N/A
11/30/2018	20,572	1,681	N/A	1,692	N/A
8/31/2018	17,898	1,198	N/A	1,396	N/A
5/31/2018	15,487	996	N/A	1,176	N/A
2/28/2018	13,290	900	N/A	762	N/A
11/30/2017	12,646	803	N/A	982	N/A
8/31/2017	12,237	806	N/A	839	N/A
5/31/2017	11,810	793	N/A	523	N/A
2/28/2017	11,294	798	N/A	803	N/A
11/30/2016	10,950	903	N/A	508	N/A
8/31/2016	10,519	871	N/A	666	N/A
5/31/2016	10,177	858	N/A	400	N/A
2/29/2016	9,824	823	N/A	95	N/A
11/30/2015	9,474	794	N/A	-420	N/A
8/31/2015	9,112	758	N/A	-978	N/A
5/31/2015	8,635	713	N/A	-1,061	N/A
2/28/2015	8,061	668	N/A	-1,124	N/A
11/30/2014	7,780	631	N/A	-788	N/A

애널리스트 향후 성장 전망

수입 대 저축률: LEN 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.9%).

수익 vs 시장: LEN 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.9%).

고성장 수익: LEN 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: LEN 의 수익(연간 4.7%)이 US 시장(연간 9.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: LEN 의 수익(연간 4.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: LEN의 자본 수익률은 3년 후 13.5%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/10/05 23:03
종가	2025/10/03 00:00
수익	2025/08/31
연간 수익	2024/11/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Lennar Corporation는 43명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Christopher Graja	Argus Research Company
Stephen Kim	Barclays
Matthew Bouley	Barclays

Lennar 향후 성장

Future 기준 점검 0/6

핵심 정보

최근 향후 성장 업데이트

Price target decreased by 8.9% to US$139

Consensus EPS estimates fall by 11%

Consensus EPS estimates fall by 20%

Price target decreased by 13% to US$170

Lennar Corporation Provides Operating Guidance for the First Quarter of 2025

Price target increased by 7.3% to US$196

Recent updates

Dividend of US$0.50 announced

Now 21% overvalued after recent price rise

Lennar Corporation Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on October 27, 2025

Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind

Lennar Announces Now Selling At West Square

Lennar Corporation Q3 Preview: Still Too Many Questions Regarding The Outlook

Lennar Now Selling At Tuxedo Reserve, Hudson Valley's Brand-New Landmark Community

Lennar Corporation to Report Q3, 2025 Results on Sep 18, 2025

Now 22% overvalued after recent price rise

Lennar Corporation Debuts North River Farms in Oceanside, CA

Lennar Introduces Shearwater, Offering Rear-Entry Garage Townhomes in St. Augustine

Berkshire Hathaway Inc. (NYSE:BRK.A) acquired an unknown minority stake in Lennar Corporation (NYSE:LEN) for approximately $600 million.

Lennar Corporation Announces Executive Changes

Lennar Corporation Now Selling at New Port Corners, Bringing Family-Friendly and 55+ Lifestyle Living to New Port Richey, FL

Lennar Corporation Announces Stillwater Community Coming Soon to Lakewood Ranch, Florida

Lennar Corporation Announces Grand Opening of Four New Home Collections at Valencia by FivePoint

New minor risk - Dividend sustainability

New major risk - Revenue and earnings growth

Lennar (NYSE:LEN) Has Affirmed Its Dividend Of $0.50

Lennar Corporation Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on July 18, 2025

Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Is Now An Opportune Moment To Examine Lennar Corporation (NYSE:LEN)?

RKW Residential acquired Quarterra Multifamily Communities LLC from Lennar Corporation (NYSE:LEN).

Lennar Unveils the Townes At Arbors At Wiregrass, Bringing Luxury Townhomes to Wesley Chapel, FL

Lennar Corporation to Report Q2, 2025 Results on Jun 16, 2025

Lennar Corporation Begins Sales At Highpointe in Aubrey, Texas

Improved Earnings Required Before Lennar Corporation (NYSE:LEN) Shares Find Their Feet

Lennar Debuts the Townes At Manhattan Crossing, Luxury Townhomes in South Tampa

Lennar Corporation Debuts North River Farms, Offering Five Home Collections with Large Homesites in Amenity-Rich Master-Planned Community in Oceanside, Ca

Dividend of US$0.50 announced

Lennar Corporation Declares Quarterly Dividend, Payable on May 7, 2025

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

Now 21% undervalued after recent price drop

Lennar: Rating Downgrade As Various Indicators Point To Poor Earnings Outlook In 2025

Price target decreased by 8.9% to US$139

Consensus EPS estimates fall by 11%

Lennar Debuts Holstein Crossing, Offering New Single-Family Homes in Green Cove Springs

Lennar Q1 Earnings Preview: Caution About The Outlook Is Merited

Lennar Corporation Announces the Opening of Chaselynd Hills, a New Community in Charming Magnolia, DE

Lennar Corporation to Report Q1, 2025 Results on Mar 20, 2025

Lennar Corporation Expands into Temple/Killeen Market with Six New Communities

Lennar Corporation, Annual General Meeting, Apr 09, 2025

Lennar Corporation Announces Opening of Edenbrooke at Hyland Trail's Amenity Center & Clubhouse

Lennar Corporation (NYSE:LEN) completed the acquisition of Rausch Coleman Development Group, Inc.

Lennar Continues Growth in Dallas-Fort Worth with Three New Communities

New major risk - Revenue and earnings growth

Full year 2024 earnings: Revenues and EPS in line with analyst expectations

Lennar Announces the Grand Opening of Desert Star

Now 20% undervalued after recent price drop

Lennar (NYSE:LEN) Will Pay A Dividend Of $0.50

The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth

Fourth quarter dividend of US$0.50 announced

Lennar Debuts Russell Retreat, Exclusive Community in Green Cove Springs

Earnings Working Against Lennar Corporation's (NYSE:LEN) Share Price

Lennar Corporation Declares Quarterly Dividend, Payable on February 12, 2025

New major risk - Revenue and earnings growth

Now 20% undervalued after recent price drop

A Look At The Intrinsic Value Of Lennar Corporation (NYSE:LEN)

Consensus EPS estimates fall by 20%

Price target decreased by 13% to US$170

Lennar Debuts New Model Homes in Cape Coral, FL

Full year 2024 earnings: Revenues and EPS in line with analyst expectations

Lennar: Weak Q4 Results Significantly Dampen The 2025 Outlook (Rating Downgrade)

Lennar Corporation Provides Operating Guidance for the First Quarter of 2025

There's Been No Shortage Of Growth Recently For Lennar's (NYSE:LEN) Returns On Capital

Lennar Corporation to Report Q4, 2024 Results on Dec 18, 2024

Is There Now An Opportunity In Lennar Corporation (NYSE:LEN)?

Lennar Introduces Easton, Avon's Premier Active Adult Community Within Master-Planned Easton Grey

Lennar: A Solid Investment With Its Land-Light Strategy