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
- Adjusted EPS
- $1.23
- Estimate
- $1.29
- Surprise
- -4.5%
- Score today
- 4.1/10
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 adjusted EPS of $1.23 — a clear 4.5% shortfall.
Coverage in the report window
- Nasdaq 100 Rallies as Oil Slides, Yields Retreat: Stock Market Today — benzinga, 2026-09-17
- Transcript: Lennar Q3 2026 Earnings Conference Call — benzinga, 2026-09-17
- Lennar Misses Q3 EPS; Faces Pricing Pressure Despite Lower Incentives, Analysts Say — benzinga, 2026-09-17
Where TrendMatrix's rating stands now
TrendMatrix currently rates LEN Sell at 4.1/10; 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. Next scheduled report: 2026-12-15.
What argues against it
- Target reached (-10.3% upside)
- Quality below floor (3.2 < 4.0)
- Momentum score 1.3/10 — 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
- $76.58
- Price target
- $82.04
- Stop
- $71.22
- Upside to target
- +7.1%
At 15.1× trailing and 14.8× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-10-07 — 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
- $18.42B
- P/E (fwd)
- 14.8
- P/E (ttm)
- 15.1
- 52-week range
- $73.75–$133.76
- Off 52-week high
- 42.7%
- RSI (14)
- 45
- Volume vs avg
- 0.46×
- Score today
- 4.1/10