Lennar (LEN) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $1.23
- Estimate
- $1.29
- Surprise
- -4.5%
- Score today
- 4.5/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Lennar (LEN) missed the $1.29 estimate with diluted EPS of $1.23 — a clear 4.5% shortfall.
Coverage in the report window
- Lennar Misses Q3 EPS; Faces Pricing Pressure Despite Lower Incentives, Analysts Say — benzinga, 2026-09-17
- Stock Market Today: S&P 500, Dow, Nasdaq 100 Futures Gain Despite 25 Bps Fed Rate Hike— SNAP, LEN, GNRC in Focus (UPDATE — benzinga, 2026-09-17
- What's Going On With Lennar Shares Thursday? — benzinga, 2026-09-17
Where TrendMatrix's rating stands now
TrendMatrix currently rates LEN Sell at 4.5/10; no pre/post engine snapshot brackets this report.
1 of the last 4 quarters beat the estimate; this quarter's -4.5% surprise compares with a -3.1% four-quarter average.
What argues against it
- Target reached (-5.9% upside)
- Quality below floor (3.2 < 4.0)
- Momentum score 3.7/10 — below 4.5 minimum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $78.66
- Price target
- $87.37
- Stop
- $73.78
- Upside to target
- +11.1%
At 12.5× trailing and 12.3× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-09-17 — shown for context, not personalized investment advice.
LEN at TrendMatrix's latest read
Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.
- Industry
- Residential Construction
- Market cap
- $18.88B
- P/E (fwd)
- 12.3
- P/E (ttm)
- 12.5
- 52-week range
- $76.63–$134.07
- Off 52-week high
- 41.3%
- RSI (14)
- 32
- Volume vs avg
- 1.08×
- Score today
- 4.5/10