Reported Q: Q2 2024 Rev YoY: +9.0% EPS YoY: +14.6% Move: -0.25%
Lennar Corporation
LEN-B
$106.40 -0.25%
Exchange NYSE Sector Consumer Cyclical Industry Residential Construction
Q2 2024
Published: Jun 28, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for LEN-B

Reported

Report Date

Jun 28, 2024

Quarter Q2 2024

Revenue

8.77B

YoY: +9.0%

EPS

3.45

YoY: +14.6%

Market Move

-0.25%

Previous quarter: Q4 2023

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Earnings Highlights

  • Revenue of $8.77B up 9% year-over-year
  • EPS of $3.45 increased by 14.6% from previous year
  • Gross margin of 15.9%
  • Net income of 954.31M
  • ""We confidentially submitted a draft registration statement to the SEC a few weeks ago. We are currently looking at approximately a $6 billion to $8 billion of land that we expect to spin-off into a new public company with no associated debt."" - Stuart Miller
LEN-B
Company LEN-B

Executive Summary

Lennar reported a solid Q2 2024, delivering revenue of approximately $8.77 billion and a gross margin of about 23.2%, with net income of $954.3 million and earnings per share of $3.45. The quarter featured meaningful margin resilience amid a volatile mortgage rate backdrop, supported by ongoing execution of its core asset-light and land-light strategy, disciplined capital allocation, and robust liquidity. Lennar reaffirmed its full-year target of roughly 80,000 homes and continued to emphasize a move toward a pure-play asset-light manufacturing model, reinforced by a durable just-in-time homesite delivery program. A centerpiece of the call was the strategic spin-off of a substantial portion of land assets, with a projected $6–$8 billion of land and no debt on the spun entity, intended to unlock value, optimize capital allocation, and reduce on-balance-sheet land risk.

Key Performance Indicators

Revenue
Increasing
8.77B
QoQ: -20.08% | YoY: 8.95%
Gross Profit
Increasing
1.40B
15.92% margin
QoQ: -31.83% | YoY: 4.55%
Operating Income
Increasing
1.24B
QoQ: -35.18% | YoY: 2.35%
Net Income
Increasing
954.31M
QoQ: -29.90% | YoY: 9.48%
EPS
Increasing
3.45
QoQ: -28.42% | YoY: 14.62%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2025 7,631.55 1.98 -30.4% View
Q4 2024 9,946.89 4.06 +36.0% View
Q3 2024 9,416.04 4.26 +7.9% View
Q2 2024 8,765.59 3.45 +9.0% View
Q4 2023 10,968.18 4.82 +69.0% View