Lennar CorporationLEN
▼ NegativeCapitalrelevance
Zacks强烈卖出评级，盈利下滑、利润率压缩、交付指引下调，分析师持续下调预测
Impact on stocks 1
Consumer Discretionary
Lennar CorporationLennar Named Bear of the Day as Earnings Slide and Margins Shrink
Earnings
Zacks Investment Research has designated Lennar Corporation a Zacks Rank #5 (Strong Sell), citing a steady erosion in earnings, declining average selling prices, and persistent margin compression. The homebuilder’s adjusted earnings of $1.31 per share in its most recent second-quarter fiscal 2026 report represented a 31% collapse from $1.90 a year earlier, while revenues of $7.94 billion missed the consensus estimate by 1.6% and fell more than 5% year over year. Management trimmed its full-year 2026 delivery outlook to roughly 82,000 to 83,000 homes from about 85,000 and guided gross margins on home sales down toward 16%. The stock has lost roughly 14% year-to-date against about a 7% gain for the S&P 500, and its industry group, Zacks Building Products – Home Builders, ranks in the bottom 7% of approximately 250 industries. Technical indicators show a death cross with both the 50-day and 200-day moving averages sloping lower, and the company carries a VGM Score of F, a Value Score of D, a Growth Score of F, and a Momentum Score of F.
Lennar CorporationZacks强烈卖出评级，盈利下滑、利润率压缩、交付指引下调，分析师持续下调预测