Lennar · LEN-B · NYSE

Tenet 54 · Mixed

$83.27−0.69 (−0.82%)

At close: Oct 26, 2026, 4:00 PM ET· NYSE · USD

Lennar (LEN-B) Earnings Date

Name: Lennar Corp. (LEN-B) · Tenet stock report
Creator: Tenet Investing
License: https://tenetinvesting.com/methodology

The next earnings date for Lennar (LEN-B) is around Dec 15, 2026, estimated from its own calendar.

Sources Company filings and analyst estimates Filings and estimatesLatest stored quarter reported Latest stored report Sep 16, 2026How we compute thisNot investment advice

Next earnings date: Around Dec 15, 2026; estimated from its own calendar · quarter ending Nov '26
Latest stored quarter: EPS 1.19; revenue $8.0B · reported Sep 16, 2026

Next reportEstimated from the company's own calendar

The Nov '26 quarter consensus has been lowered −29.9% over the last 90 days (it was $2.05). A beat against a raised bar is a real beat; a beat against a lowered one isn't.

Does this company deliver against its own promises? Earnings are a check on the thesis, not a catalyst to chase.

EPS BEAT STREAK

0 / 2

most recent scored quarters

AVG EPS SURPRISE

−2.5%

averaged across 2 scored quarters

AVG REACTION

−1.4%

all 2 scored quarters measured, one session each

BEATS THAT STILL FELL

1 / 1

all 1 scored beat measured

Estimate vs actual, and how the stock reacted

consensus estimateactual EPSprice reaction to the release

+2.4%−7.4%

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26

Reaction to the release

−4.0%−3.4%−3.7%−3.8%−3.6%+2.5%−4.8%+2.0%

1 of 2 scored quarters beat, yet the stock still fell after 1 of them (Jun 12, 2026). The market prices the whole print, not the headline beat. Chasing earnings pops is a coin flip.

The receipt · reported quarters most recent first · each reaction is one session, timed to the release

LEN-B reported quarters: EPS, revenue and the price reaction to each release
Report	Est EPS	Act EPS	Surprise	Est rev	Act rev	Rev surp.	Reaction
Sep 16, 20268-K, after close · 4:30 pm ET	1.28	1.19	−7.4%	$8.3B	$8.0B	−3.2%	+2.0%next session
Jun 12, 20268-K, before open · 9:00 am ET	1.24	1.27^c	+2.4%	$8.1B	$7.9B	−1.8%	−4.8%release day
Mar 12, 20268-K, after close · 4:34 pm ET	—	0.93^c	—	—	$6.6B	—	+2.5%next session
Dec 16, 20258-K, after close · 4:33 pm ET	—	1.98^c	—	—	$9.4B	—	−3.6%next session
Sep 18, 20258-K, after close · 5:52 pm ET	—	2.29	—	—	$8.8B	—	−3.8%next session
Jun 16, 20258-K, after close · 5:53 pm ET	—	1.84^c	—	—	$8.4B	—	−3.7%next session
Mar 20, 20258-K, after close · 5:15 pm ET	—	1.97^c	—	—	$7.6B	—	−3.4%next session
Dec 18, 20248-K, after close · 4:33 pm ET	—	4.13^c	—	—	$9.9B	—	−4.0%next session

Estimate-vs-actual scoring began Jul 2026 and is still accruing: 2 of the 8 quarters above carry a scored estimate. We never backfill an estimate we didn't observe.

^c Computed by Tenet. The company's diluted figure is not in our data feed for this period, so this is net income attributable to common shareholders divided by the larger of the weighted basic and diluted share counts.

What the street expects next · consensus estimates

Earnings estimate · EPS $

Earnings estimate · EPS $, by forecast horizon
Measure	Nov '26	Feb '27	FY26	FY27
No. of analysts	3	3	6	10
Avg estimate	1.44	0.72	4.82	5.05
Low estimate	1.35	0.68	4.70	4.92
High estimate	1.58	0.79	5.04	5.28
Year-ago EPS	1.98	0.93	8.41	4.82E
Implied growth	−27.5%	−22.3%	−42.7%	+4.7%

Revenue estimate · $

Revenue estimate · $, by forecast horizon
Measure	Nov '26	Feb '27	FY26	FY27
No. of analysts	7	5	10	9
Avg estimate	$8.7B	$6.9B	$31.5B	$31.8B
Low estimate	$8.6B	$6.2B	$31.2B	$30.8B
High estimate	$8.9B	$7.9B	$32.3B	$33.2B
Year-ago revenue	$9.4B	$6.6B	$34.2B	$31.5BE
Implied growth	−6.8%	+3.8%	−8.0%	+1.2%

EPS trend · where the bar has movedtracking since Jul 10, 2026

EPS consensus by forecast horizon, at each tracked age
Snapshot age	Nov '26, period ending Nov 30, 2026	Feb '27, period ending Feb 28, 2027	FY26, period ending Nov 30, 2026	FY27, period ending Nov 30, 2027
Current estimate	1.44	0.72	4.82	5.05
7 days ago	1.44	0.72	4.82	5.12
30 days ago	1.47	—	4.89	5.32
60 days ago	2.05	—	5.51	6.41
90 days ago	2.05	—	5.50	6.50

Estimate history accrues from our nightly snapshots. The 7/30/60/90-day rows fill in as tracking continues. Each column follows one fiscal period back through our snapshots; a dash means we had not recorded that period at that age. A rising bar makes a beat streak more meaningful; a falling one manufactures beats.

Estimate movement · the bar itself

−29.9%

Nov '26 quarter consensus moved $2.05 → $1.44 over 90 tracked days, the same quarter at both ends. Per-analyst up/down revision counts aren't in our data feed. We show the bar's actual movement instead of guessing.

Analysts set the bar: see it, and how much they disagreeAnalyst Forecasts →What the reported quarters add up to: full statementsFinancials →

The report date is the day the company released its results: its earnings-release filing with the SEC (an 8-K, or a 6-K for a foreign issuer), checked against the company's own press release. The reaction is the move over the one trading session that first reflects the release: a release before the open runs from the previous close to that day's close, a release after the close from that day's close to the next session's close, and a release during the session or on a day the market is shut from the last close before it to the first close after it. Where we find no release we show the date the quarterly report was filed, mark it, and show no reaction, because a filing can trail the release by days or weeks. For a fiscal fourth quarter with no release found, the date shown is the filing of the annual report, marked as filed, again with no reaction. Where we hold no usable date at all we estimate one from the period end, mark it, and again show no reaction. The bar a quarter is scored against is the consensus we recorded the night before the release, where our record reaches back that far; otherwise it is the last consensus we hold before the date shown, marked unpinned. Surprise = (actual − estimate) ÷ |estimate|. The next report date is the date the company announced in its own release, where it has published one; otherwise it is the data provider's expected date, shown as an expectation. The estimate beside it is the consensus for that quarter, matched by its period end, against the actual for the same quarter a year earlier; where no quarterly consensus is published we show the full-year consensus on its own labelled line against the last full year's actual, never against a single quarter. Where neither the company nor the data provider has a date, we estimate one from the company's own calendar: the day it reported the same quarter a year earlier, moved by 52 weeks, and only when its report dates have moved by a week or less from one year to the next. The estimate is labelled as one and no reminder is sent on it; where the dates have not been steady we show no date and say why. Not investment advice.

Common questions

When does Lennar report earnings next?

Lennar's next earnings date is around Dec 15, 2026, estimated from its own calendar.

What were Lennar's latest quarterly earnings?

Lennar reported diluted EPS of 1.19 and revenue of $8.0B on Sep 16, 2026.

How did Lennar's stock move after its last earnings report?

Lennar moved +2.0% in the session after its Sep 16, 2026 report.

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Data from Intrinio and Financial Modeling Prep.