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Lennar Corporation Class A (LEN) earnings date & stock reaction

Lennar Corporation Class A · Consumer Discretionary

Lennar Corporation Class A earnings date & time

Next earningsTue, December 15 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Wed, December 16
Reporting pattern
12 of last 12 after close
Typical move
±4.4% · 12-report avg

What the market expects

Consensus EPS

$1.44Coming in above this counts as a beat

Year-ago quarter
$2.03→-29.1%
Full earnings calendarFrom an earnings calendar

Price after the latest report

Reported September 16, 2026how the stock moved around it
Next-day move
+1.7%
After 5 days
+4.0%
Price around earnings
Around this report
Overlapped an FOMC rate hikeThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.

Lennar Corporation Class A (LEN) rose the day after earnings in 2 of its last 12 reports (17%), moving ±4.4% on average. It has fallen despite beating the consensus estimate 6 times.

Up next day
2/12
17%
Fell despite growth
3/12
Good earnings ignored
Price when beating
-5.1%
avg over 6 beats
Price when missing
-2.3%
avg over 6 misses
Avg earnings move
±4.4%
typical swing on earnings
Biggest single move
-7.6%
'24.3 · largest reaction
🔑What actually moves this stock?

Even when EPS beat expectations, the stock fell 6 of the last 6 times. The number alone doesn't move it.

What really matters here
Whether existing demand grew, plus outlook
In finance terms: Comps/demand · guidance
Growth · revenue (YoY by quarter, latest right)
-4%
25-06(May qtr)
-6%
25-09(Aug qtr)
-6%
25-12(Nov qtr)
-13%
26-03(Feb qtr)
-5%
26-06(May qtr)
-9%
26-09(Aug qtr)
Slowing · Growth slowed from -4% to -9%. It can fall even on a beat if it continues.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 6 of 12 times
Median beat +12.4%. 6 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 0 of 6 beats (0%)
Reaction is erratic and hard to predict
Avg -5.1% on a beat, -2.3% on a miss
vs Consumer Discretionary sector avg (218 peers)
This
-3.7%
Sector
+0.7%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
6xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth3/12

6/6 beats fell next day · watches Comps/demand · guidance

Next-day reaction
  • Aug 2026 report+1.7%
  • May 2026 report-4.9%
  • Feb 2026 report+2.6%
  • Nov 2025 report-4.5%
  • Aug 2025 report-4.2%
  • May 2025 report-4.5%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Jun–Aug 2026 results
Reported 2026-09-16
Next-day move
+1.7%
After 5 days +4.0%
EPS consensus $1.29 → $1.23 ▼ -4.5% missRev $8.8B → $8.0B -9% YoY
Missed by -4.5% but stock +1.7%
Price around earnings
Around this report
Overlapped an FOMC rate hikeThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.

Earnings trend · last 12 quarters

EPS$1.23YoY -39%
'23.12'26.9
Revenue$8.0BYoY -9%
'23.12'26.9

Earnings history and price reaction

Lennar Corporation Class A across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
8/20262026-09-16-4.5%+1.7%+4.0%
5/20262026-06-11+6.2%-4.9%-5.5%
2/20262026-03-12-7.2%+2.6%+1.3%
11/20252025-12-16-6.8%-4.5%-10.9%
8/20252025-09-18-4.5%-4.2%-6.7%
5/20252025-06-16-2.0%-4.5%+2.0%

12 reports, quarters ending 11/2023 to 8/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Lennar Corporation Class A earnings date?

The next Lennar Corporation Class A (LEN) earnings report is expected Tue, December 15 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Lennar Corporation Class A's next earnings?

Analysts expect EPS of about $1.44 for Lennar Corporation Class A (LEN). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Lennar Corporation Class A (LEN) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 2 of them (17%). The average move on earnings day was ±4.4%.

Does Lennar Corporation Class A react more to the earnings numbers or to guidance?

In 8 of the last 12 reports (67%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Lennar Corporation Class A stock fall even when earnings are good?

Yes. In 3 of the last 12 reports, Lennar Corporation Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Lennar Corporation Class A stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 42% of the time. This tendency is known as post-earnings announcement drift.