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Lennar (LEN) reported $7.63 billion in revenue for the quarter ended February 2025, representing a year-over-year increase of 4.4%. EPS of $2.14 for the same period compares to $2.57 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $7.51 billion, representing a surprise of +1.61%. The company delivered an EPS surprise of +22.99%, with the consensus EPS estimate being $1.74.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lennar performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Deliveries - Homes: 17,834 versus the four-analyst average estimate of 17,557.
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Deliveries - Average sales price - Total: $408 versus the four-analyst average estimate of $411.87.
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Active Communities - Total: 1,584 compared to the 1,394 average estimate based on four analysts.
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New orders - Homes: 18,355 versus 18,223 estimated by four analysts on average.
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Backlog - Average sales price - Total: $439 versus the three-analyst average estimate of $466.
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Revenue- Financial Services: $277.08 million versus the six-analyst average estimate of $252.03 million. The reported number represents a year-over-year change of +11%.
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Revenue- Homebuilding- Sales of homes: $7.24 billion versus the six-analyst average estimate of $7.11 billion. The reported number represents a year-over-year change of +4.9%.
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Revenue- Homebuilding- Sales of land: $35.33 million versus the four-analyst average estimate of $17.10 million. The reported number represents a year-over-year change of +70.2%.
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Revenue- Multifamily: $63.20 million versus $106.56 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -51.3% change.
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Revenue- Homebuilding- Other homebuilding: $8 million compared to the $9.15 million average estimate based on two analysts. The reported number represents a change of -5.4% year over year.
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Revenue- Homebuilding: $7.28 billion versus the two-analyst average estimate of $7.14 billion. The reported number represents a year-over-year change of +5.1%.
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Revenue- Lennar Other: $7.40 million compared to the $2.61 million average estimate based on two analysts. The reported number represents a change of +191.2% year over year.