Company facts
- Headquarters
- Miami, Florida
- Most recent report
- 8-K, filed Oct 15, 2026
- Incorporated
- Delaware
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 920760
- Fiscal year ends
- November
- Filer status
- Large accelerated filer
Financials 8 of 46
News 8 of 135
Prospectuses and Registrations 8 of 42
- 424B5 Prospectus supplement for an offering Oct 15, 2026
- FWP Free writing prospectus Oct 13, 2026
- 424B2 Prospectus supplement for an offering Oct 13, 2026
- S-3ASR Automatic shelf registration Apr 10, 2026
- 424B5 Prospectus supplement for an offering May 13, 2025
- FWP Free writing prospectus May 12, 2025
- 424B2 Prospectus supplement for an offering May 12, 2025
- S-3ASR Automatic shelf registration Feb 2, 2023
Proxies 8 of 27
- DEFA14A Extra proxy material Feb 26, 2026
- DEF 14A Proxy statement for a shareholder vote Feb 26, 2026
- DEFA14A Extra proxy material Feb 28, 2025
- DEF 14A Proxy statement for a shareholder vote Feb 28, 2025
- DEFA14A Extra proxy material Feb 29, 2024
- DEF 14A Proxy statement for a shareholder vote Feb 29, 2024
- PRE 14A Preliminary proxy statement Feb 16, 2024
- DEFA14A Extra proxy material Mar 1, 2023
Ownership 8 of 646
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
- 4 Insider reported a trade Oct 8, 2026
Other 8 of 104
What to read: Aug 2026 10-Q
SECSift found 1 of 11 sections worth reading, with 2 positive, 7 notable, and 5 negative flags.
Management's Discussion (Item 2)
Key results and guidance; multiple earnings and margin declines.PositiveNotable- Only 2% of homesites owned; 98% controlled via options and land banks as of Aug 2026.
- Q4 2026 guidance: gross margin 15.5%-16.0%, deliveries 22k-23k, ASP $370k-$380k.
- SG&A as a % of home sales revenue rose to 9.2% from 8.2% in Q3 2026.
- Financial Services earnings included $39.2M litigation reversal benefit in Q3 2026.
- Lennar Other segment posted $53.3M mark-to-market losses on tech investments in Q3 2026.
- Stock buybacks slowed to $993M in 9M 2026 from $1.8B in 9M 2025.
- Borrowed $650M net under revolver in 9M 2026, contributing to leverage increase.
Negative
What changed: Aug 2026 vs. May 2026
About 3% of LEN's Aug 2026 10-Q is new information. 11 paragraphs were added, 195 changed, and 26 removed. Below are the most important lines SECSift identified.
New
Changed
- Multifamily unconsolidated entities' non-recourse debt fell to $410.9M from $776.3M at May 31, 2026. Item 1
- Remaining stock repurchase authorization dropped to $751M from $1.0B at May 31, 2026. Item 2
- Residential warehouse repurchase borrowings fell to $1.4 billion from $1.8 billion. Item 3
- 5.25% senior notes due 2026 fully redeemed by Aug 31, 2026; previously outstanding $400 million. Item 1
- Credit Facility borrowings rose to $650 million from $0. Item 3
- Term loan accordion feature reduced to $400 million from $500 million as of August 31, 2026. Item 1
- 30-year fixed mortgage rate rose to ~7% from mid-to-upper 6% in prior quarter; 10-year Treasury to ~5%; resales increasing in TX and FL, labor constrained. Item 2
Everything here comes from Lennar Corp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 2, 2026, from the 10-Q for Aug 2026.