LE
Lennar Corporation Class A
LEN · Lennar Corporation Class A · Consumer Discretionary
Up next day
3/12
25%
Fell despite growth
3/12
Good earnings ignored
Avg earnings move
±1.3%
typical swing on earnings
Price when beating
-1.3%
avg over 7 beats
Biggest single move
-3.6%
'25.2 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 1 of 7 beats (14%)
Reaction is erratic and hard to predict
Avg -1.3% on a beat, -0.8% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 75% of last 12
vs Consumer Discretionary sector avg (201 peers)
This
-1.1%
Sector
+0.5%
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
Earnings timeline · tap a bar for that quarter
Sep 17After close
'26.8 expectedEst. EPS $1.30
Quarter ended 5/2026
Reported 2026-06-29
Next-day move
-0.4%
After 5 days -4.5%
vs Consensus$1.23→$1.31+6.2% beat
EPS
$1.31
YoY -31%
Revenue
$7.9B
YoY -5%
Next-Q guidance
—
N/A
Price around earnings
Earnings trend · last 12 quarters
EPS$1.31YoY -31%
'23.8'26.5
Revenue$7.9BYoY -5%
'23.8'26.5
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
1x8%
Disappointment
weak · down ↓
7x58%
Good earnings ignored
good · down ↓
2x17%
← ← Weak earningsStrong earnings → →
Weak earnings, price down — reacts honestly to earnings · 7 of 12q (58%)
Community · LEN
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