Lennar Corporation will publish its fourth‑quarter 2025 earnings after the market close on December 16, 2025, and will host a conference call on December 17, 2025 at 11:00 a.m. Eastern Time to discuss the results.
The company’s most recent quarterly performance, reported in Q3 2025, showed net earnings of $591 million, or $2.29 per diluted share, and revenue of $8.8 billion. Gross margins on home sales contracted to 17.5% from 22.5% in the same quarter a year earlier, reflecting higher land costs and lower revenue per square foot. The earnings miss analysts’ expectations of $2.10 per share and $8.97 billion in revenue.
For the upcoming quarter, Lennar has guided new home orders of 20,000–21,000 units and deliveries of 22,000–23,000 units, with an average sales price of $380,000–$390,000 and gross margins around 17.5%. Management highlighted a strategic slowdown in production to stabilize margins amid elevated mortgage rates and affordability constraints, signaling a cautious but controlled approach to growth.
The broader housing market remains challenged by high mortgage rates, which dampen demand and compress sales pace. Lennar’s guidance reflects the company’s focus on maintaining profitability while navigating these headwinds.
The forthcoming earnings release will shed light on how Lennar’s margin strategy and production adjustments perform under current market conditions and whether the company can sustain its financial trajectory in a tightening environment.
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