Lennar Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Lennar kazanç ve gelirin sırasıyla yıllık 4.6% ve 5.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 14.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 11.5% olacağı tahmin edilmektedir.

Anahtar bilgiler

4.6%

Kazanç büyüme oranı

14.70%

EPS büyüme oranı

Consumer Durables kazanç büyümesi	7.6%
Gelir büyüme oranı	5.7%
Gelecekteki özkaynak getirisi	11.50%
Analist kapsamı	Good
Son güncelleme	06 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Jun 17

Lennar: Margin Pressures Weigh On A Mixed Q2

Summary Lennar's earnings and guidance were better than feared, but ongoing margin pressure and weak Sun Belt pricing keep me cautious about the stock. The company is sacrificing margins to support volumes through increased incentives, resulting in lower profits and persistent margin headwinds. Lennar's solid balance sheet supports buybacks and a secure dividend, but near-term stability depends on new orders in riskier markets. At 10.7x 2025 earnings, LEN isn't cheap for the sector; I maintain a 'hold' rating and see better opportunities elsewhere in homebuilders. Read the full article on Seeking Alpha

Seeking Alpha • Sep 21

Lennar Corporation: Rating Upgrade As Orders Momentum Was A Positive Surprise

Summary Lennar Corporation's 3Q23 results show strong order growth, leading to a revision of the rating from hold to buy. The company's performance exceeded expectations, with operating EPS of $3.91 and robust order increases in multiple regions. Management's proactive approach to reducing cycle times and improving efficiency, along with a solid balance sheet, support positive near-term outlook and continued growth. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:LEN.B - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
Tarih	Gelir	Kazançlar	Serbest Nakit Akışı	Faaliyetlerden Nakit	Avg. Analist Sayısı
11/30/2028	37,614	2,125	N/A	343	5
11/30/2027	35,182	1,722	1,847	1,649	8
11/30/2026	33,324	1,478	1,189	1,457	8
2/28/2026	33,175	1,770	-90	72	N/A
11/30/2025	34,187	2,058	28	217	N/A
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	N/A	1,482	N/A
8/31/2019	21,747	1,954	N/A	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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: LEN.B 'nin tahmini kazanç büyümesi (yıllık 4.6% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: LEN.B şirketinin kazançlarının (yıllık 4.6% ) US pazarından (yıllık 16.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: LEN.B şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: LEN.B şirketinin gelirinin (yıllık 5.7% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: LEN.B şirketinin gelirinin (yıllık 5.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: LEN.B 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 11.5 %).

Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

Veri	Son Güncelleme (UTC saati)
Şirket Analizi	2026/05/11 11:40
Gün Sonu Hisse Fiyatı	2026/05/11 00:00
Kazançlar	2026/02/28
Yıllık Kazançlar	2025/11/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

Paket	Veri	Zaman Çerçevesi	Örnek ABD Kaynağı ^*
Şirket Finansalları	10 yıl	Gelir tablosu Nakit akış tablosu Bilanço	SEC Form 10-K SEC Form 10-Q
Analist Konsensüs Tahminleri	+3 yıl	Finansal tahminler Analist fiyat hedefleri	Analist Araştırma Raporları Blue Matrix
Piyasa Fiyatları	30 yıl	Hisse senedi fiyatları Temettüler, Bölünmeler ve Eylemler	ICE Piyasa Verileri SEC Form S-1
Sahiplik	10 yıl	En büyük hissedarlar İçeriden öğrenenlerin ticareti	SEC Form 4 SEC Form 13D
Yönetim	10 yıl	Liderlik ekibi Yönetim Kurulu	SEC Form 10-K SEC Form DEF 14A
Önemli Gelişmeler	10 yıl	Şirket duyuruları	SEC Form 8-K

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Lennar Corporation 34 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

Analist	Kurum
Christopher Graja	Argus Research Company
Stephen Kim	Barclays
Matthew Bouley	Barclays

Lennar Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Anahtar bilgiler

Gelecekteki son büyüme güncellemeleri

Lennar Corporation Provides Operating Guidance for the Second Quarter of 2026

Lennar Corporation Provides Operating Guidance for the First Quarter of 2025

Lennar Corporation Provides Operating Guidance for the Third Quarter of 2024

Lennar Corporation Provides Operating Guidance for the Second Quarter of 2024

Lennar Corporation Provides Operating Guidance for the Fourth Quarter of 2023

Recent updates

Lennar Corporation Debuts Vinova Luxury Community in Rancho Cucamonga

Lennar Corporation Debuts 121 West, Central Oregon's Newest Duplex and Townhome Community

Lennar Debuts Two New Home Collections At Harvest At Limoneira, an Amenity-Rich Master-Planned Community in Santa Paula

Lennar Corporation Declares Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on May 6, 2026

Lennar Corporation Announces Three New Townhome Communities in Southwest Florida

Lennar Corporation Provides Operating Guidance for the Second Quarter of 2026

Lennar Corporation Debuts Deer Creek Community in Lincoln, Al

Lennar Corporation, Annual General Meeting, Apr 08, 2026

Lennar Corporation Declares Quarterly Dividend, Payable on February 19, 2026

TPG Real Estate acquired an unknown majority stake in Quarterra Services LLC from Lennar Corporation (NYSE:LEN).

Lennar Corporation to Report Q4, 2025 Results on Dec 16, 2025

Lennar Corporation Debuts Magnolia Ridge and Cross Creek in the Greater Panama City Area

Lennar Corporation Announces Retirement of Jon Jaffe as President , Effective December 31, 2025

Lennar Corporation Unveils River Bridge Ranch in San Marcos, TX

GAMCO Investors Sends Letter to Lennar Corporation

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

Lennar Announces Now Selling At West Square

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

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

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

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

Lennar: Margin Pressures Weigh On A Mixed Q2

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

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

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

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

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

Lennar Announces the Grand Opening of Desert Star

Lennar Debuts Russell Retreat, Exclusive Community in Green Cove Springs

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

Lennar Debuts New Model Homes in Cape Coral, FL

Lennar Corporation Provides Operating Guidance for the First Quarter of 2025

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

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

Lennar Corporation (NYSE:LEN) entered into an agreement to acquire Rausch Coleman Development Group, Inc.

Lennar Announces the Grand Opening of Three New Communities in Johnston County, NC

Lennar Corporation Announces Venue Active Adult Community Coming Soon to Delaware

Lennar Corporation Announces Opening of Foree Ranch, A New Master-Planded Community Located in Providence Village, Texas

Lennar Corporation Announces Grand Opening of Seagrove in Fort Pierce, Florida

Lennar Debuts Pearl Estates in Lutz, Florida, Offering Luxury New Home Living with an Exceptional Metro Tampa Location

Lennar Corporation Debuts Two New Communities Just Minutes from the Sparking Beach of Aberdeen's Gulf Coast

Lennar Announces the Grand Opening of Cartwright Ranch, Offering Master-Planned Amenities and Competitive Pricing in Crandall, Texas

Lennar Corporation Declares Quarterly Cash Dividend, Payable on July 19, 2024

Lennar Corporation Provides Operating Guidance for the Third Quarter of 2024

Lennar Corporation to Report Q2, 2024 Results on Jun 17, 2024

Lennar Debuts Magnolia at Pembroke Park

Lennar Announces Opening of the Carriage Home Collection At Ibis Landing, Offering Affordable Laidback Golf and Country Club-Style Living in Lehigh Acres

Lennar Corporation Selling Three New-Home Collections At Junipers, San Diego's Resort-Style Community for Active Adults Aged 55 and Better

Lennar Corporation Announces Opening of Tuscan Springs, A New Townhome Community in the Coveted Location of Pembroke Pines

Lennar Corporation Declares Quarterly Dividends, Payable on May 8, 2024

Lennar Corporation Announces Model Grand Opening of Five new Nated Homes at Tesoro Highlands in Santa Clarita

Lennar Corporation Announces Start of Sales At Settlers Brook in Buffalo, MN

Lennar Corporation Kicks Off Sales at Townes at Southshore Pointe, Bring Premium, Antractively Priced Townhome Living to Ruskin, Florida

Lennar Corporation Announces the Grand Opening of Angeline Active Adult Active Adult Amenity Center & Club