{"filings":[{"id":899658,"accession_number":"0001628280-26-041334","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2026-06-05T21:59:25+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Lennar appoints Jim Parker as COO, David Grove as EVP Homebuilding","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jim Parker, former Area President East, named COO effective June 5, 2026; annual cash incentive target raised to $5.75M.","David Grove, former Area President West, named EVP Homebuilding; both report to Stuart Miller.","Parker joined via 2018 CalAtlantic merger; Grove is a 27-year Lennar veteran.","No family relationships or related-party transactions disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99773,"accession_number":"0001628280-26-024894","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Lennar stockholders elect all nine director nominees, reject two shareholder proposals","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected; Serena Wolfe received highest vote (452.9M for).","Advisory say-on-pay approved with 426.6M for vs 46.2M against.","Ratification of Deloitte as auditor for FY2026 passed with 482.2M for.","Shareholder proposal for equal voting rights rejected (173.7M for, 299.0M against).","Shareholder proposal to disclose voting results by class also rejected (119.8M for, 335.9M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115969,"accession_number":"0001628280-26-017308","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2026-03-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennar Q1 diluted EPS $0.93, down from $1.96; home sales revenue falls 13% to $6.3B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $229M ($0.93 diluted EPS) vs $520M ($1.96) in Q1 2025; adjusted EPS $0.88 excluding tech gains.","Revenues from home sales $6.3B, down 13% YoY; deliveries 16,863 (-5%); avg sales price $374,000 (-$34k).","Gross margin on home sales 15.2% vs 18.7% a year ago; SG&A as % of home sales 9.8% vs 8.5%.","New orders increased 1% to 18,515 homes; backlog 15,588 homes valued at $6.0B.","Q2 guidance: deliveries 20,000-21,000; gross margin 15.5%-16.0%; Financial Services operating earnings $100M-$110M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":6619476000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132384,"accession_number":"0001628280-25-057408","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennar Q4 EPS $1.93 ($2.03 adj.) vs $4.06 prior; guides Q1 deliveries 17k-18k, gross margin 15-16%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net earnings $490M ($1.93/sh); adjusted $514M ($2.03/sh) excluding $123M tech gains and $156M Millrose loss.","Q4 deliveries 23,034 (+4% YoY), new orders 20,018 (+18% YoY); avg sales price $386,000 (-10%).","Homebuilding gross margin 17.0% (vs 22.1% prior); SG&A 7.9%; net margin 9.1%.","FY2025 deliveries 82,583 (+3% YoY); net earnings $2.1B ($7.98/sh); adjusted $8.06/sh.","Q1 FY2026 guidance: deliveries 17k-18k, ASP $365k-$375k, gross margin 15-16%, SG&A ~9.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":34186934000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132383,"accession_number":"0001628280-25-052423","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-11-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Lennar Co-CEO Jon Jaffe to retire Dec 31, 2025; no replacement; Miller stays as CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jon Jaffe retires after 42 years; resigns as director effective Dec 31, 2025.","Board size reduced from 10 to 9 members upon Jaffe's departure.","Stuart Miller continues as Executive Chairman and CEO; no successor named.","Company cites need to streamline leadership and promote affordability for housing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148955,"accession_number":"0000920760-25-000003","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-09-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennar Q3 EPS $2.29; orders up 12% but margins compress; guides Q4 deliveries 22K-23K","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $591M, diluted EPS $2.29; adjusted EPS $2.00 excluding $99M mark-to-market gains.","Deliveries flat at 21,584 homes; new orders rose 12% to 23,004. ASP fell 9% to $383K.","Homebuilding revenue $8.2B (-9% YoY); gross margin 17.5% vs 22.5% a year ago due to higher incentives and land costs.","SG&A as % of home sales 8.2% (up from 6.7%) on lower leverage and higher marketing. Homebuilding operating earnings $760M.","Q4 guidance: deliveries 22K-23K, new orders 20K-21K, gross margin ~17.5%. Repurchased 4.1M shares for $507M."],"consensus_eps_estimate":null,"consensus_eps_actual":6.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":24819325000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148954,"accession_number":"0001628280-25-037455","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["5.02","7.01","8.01","9.01"],"status":"ready","headline":"Lennar COO Fred Rothman and GC Mark Sustana to retire Sept 2; Katherine Lee Martin named Chief Legal Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["COO Fred Rothman to retire effective September 2, 2025; no replacement named, he will continue as consultant.","GC Mark Sustana to retire effective September 2, 2025; two-year consulting agreement at $110K/month ($50K/month thereafter).","Katherine Lee Martin (former Hertz EVP, GC) appointed Chief Legal Officer and Corporate Secretary, effective September 2.","Sustana's consulting agreement includes non-compete, confidentiality, and indemnification provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167895,"accession_number":"0001628280-25-031665","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennar Q2 EPS $1.81, down 48% YoY; revenue $8.4B; guides Q3 deliveries 22k-23k","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $477M ($1.81 diluted); adjusted EPS $1.90 excluding tech investment losses.","Revenue $8.4B, down 7% YoY; home deliveries up 2% to 20,131; avg sales price fell 9% to $389K.","Homebuilding gross margin 17.8% (18.0% ex purchase accounting); SG&A rose to 8.8% of home sales.","Issued $700M 5.20% notes due 2030, redeemed $500M 4.75% notes; repurchased 4.7M shares for $517M.","Q3 guidance: deliveries 22k-23k; avg sales price $380k-$385k; gross margin approx 18%; Fin Svcs op earnings $175-180M."],"consensus_eps_estimate":1.9612,"consensus_eps_actual":3.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":16009047000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167894,"accession_number":"0001628280-25-026533","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["1.01","8.01","2.03","9.01"],"status":"ready","headline":"Lennar enters $1.61B delayed draw term loan and issues $700M of 5.200% Senior Notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Delayed draw term loan of up to $1.61B with $500M accordion feature; proceeds for working capital and general corporate purposes.","Settled offering of $700M of 5.200% Senior Notes due 2030 on May 19, 2025; net proceeds for general corporate purposes including debt repayment.","Credit facility lenders include Truist, JPMorgan, BBVA, BofA, Goldman Sachs, Wells Fargo; notes underwritten by multiple banks.","Certain homebuilding subsidiaries guarantee the term loan; notes guaranteed by certain subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167893,"accession_number":"0001628280-25-017410","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-04-11T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Lennar annual meeting: all director nominees elected, say-on-pay approved, three shareholder proposals defeated","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 10 director nominees elected; highest vote count for Serena Wolfe (470.4M), lowest for Jeffrey Sonnenfeld (377.8M).","Advisory vote on executive compensation approved with 441.4M for, 57.8M against.","Ratification of Deloitte & Touche as auditor for FY2025 passed with 502.1M votes for.","Shareholder proposal for independent board chairman defeated (103.9M for, 395.4M against).","Greenhouse gas emissions disclosure proposal (52M for, 429.7M against) and LGBTQIA+ equity report (43.2M for, 437.9M against) both defeated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185139,"accession_number":"0001628280-25-014148","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-03-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennar Q1 EPS $1.96 ($2.14 adj); deliveries up 6% but gross margin down to 18.7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $520M ($1.96 diluted); adjusted EPS $2.14 excluding mark-to-market tech losses.","Home deliveries 17,834 (+6% YoY) above guidance; new orders 18,355 (+1%) also above guidance.","Gross margin on home sales 18.7% vs 21.8% YoY; average sales price $408K (-1%).","Completed spin-off of Millrose Properties and acquisition of Rausch Coleman Homes.","Repurchased 5.2M shares for $703M; Q2 guidance: 19,500-20,500 deliveries, gross margin ~18%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":7631545000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185138,"accession_number":"0001193125-25-022309","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-02-07T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Lennar completes spin-off of Millrose Properties; distributes 80% of shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Distribution: 1 Millrose share for every 2 Lennar shares; Millrose now trades on NYSE under MRP.","Lennar retains 33.2M Millrose shares (20%) for future disposal via spin-off, split-off, or sale.","Millrose received $5.5B in land assets and $1.0B cash from Lennar; book equity ~$5.8B as of Dec 31, 2024.","Millrose intends to elect REIT status; externally managed by Kennedy Lewis affiliate of $25B AUM firm.","Spin-off accelerates Lennar's land-light strategy: controlled homesites rose to 82% in 2024 from 19% in 2013."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185137,"accession_number":"0001193125-25-009205","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Lennar sets record date and election period for Millrose spin-off; distribution ratio 1:2","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Record date set for January 21, 2025; holders get one Millrose Class A share per two Lennar shares held.","Election period runs from Jan 21 to Feb 3, 2025 to receive Millrose Class B instead of Class A.","Approximately 80% of Millrose stock will be distributed; Lennar retains the remaining ~20%.","Holders who do not submit an election by 5:00 p.m. ET on Feb 3 will automatically receive Millrose Class A.","Elections must be made electronically via a dedicated portal; no mail-in option is available."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185136,"accession_number":"0001628280-25-001600","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-01-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lennar director Sidney Lapidus will not stand for re-election; board to reduce to 10","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sidney Lapidus, board member since 1997 and Chair of Independent Directors Transactions Committee, will not stand for re-election at 2025 Annual Meeting.","He will continue serving until his term expires at the 2025 Annual Meeting; no disagreement with the Company.","Board size will be reduced from 11 to 10 members effective upon expiration of Lapidus's term.","Armando Olivera was previously appointed Lead Director in April 2024, succeeding Lapidus in that role."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185135,"accession_number":"0001193125-25-004622","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2025-01-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Lennar declares Millrose spin-off dividend: 1 share per 2 Lennar shares; record and distribution dates set","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Record date Jan 21, 2025; distribution prior to trading on Feb 7, 2025.","Election period to choose Millrose Class B stock runs Jan 21 to Feb 3, 2025.","When-issued trading in Millrose Class A under MRP WI expected Feb 5, 2025.","Spin-off is taxable to Lennar stockholders; Millrose will list Class A on NYSE as MRP.","Approximately 80% of Millrose stock will be distributed; spin-off is a step toward land-light model."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201743,"accession_number":"0001628280-24-051885","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2024-12-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennar Q4 EPS $4.06 vs $4.82 YoY; orders miss guidance; Q1 margin guidance 19.0-19.25%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 deliveries 22,206 (-7% YoY); new orders 16,895 (-3%) vs guided low-end 19,000.","Homebuilding gross margin 22.1% (down from 24.2% YoY); net margin 14.9%.","Q1 2025 guidance: deliveries 17,000-17,500; gross margin 19.0%-19.25%; avg price ~$410-415K.","Repurchased 3M shares for $521M; homebuilding debt to capital 7.5%; cash $4.7B.","Agreed to acquire Rausch Coleman Homes; expected close in Q1 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":14.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":35441452000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201742,"accession_number":"0001193125-24-268928","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2024-12-02T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Lennar upsizes revolving credit facility to $2.875B with $3.5B accordion capacity, extended to 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New Ninth Amended Credit Agreement increases revolving commitments to $2.875B, reducing to $2.65B in May 2027.","Final maturity extended to November 2029; includes $625M accordion feature for up to $3.5B total capacity.","Proceeds for working capital and general corporate purposes; certain homebuilding subsidiaries guarantee obligations.","Existing lenders include JPMorgan, BofA, Mizuho; relationship notes commercial arrangements with affiliates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217739,"accession_number":"0001628280-24-040938","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2024-09-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennar Q3 EPS $4.26 (+10% YoY); deliveries +16%; Q4 guidance 22.5k-23k homes","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $1.2B, diluted EPS $4.26 vs $3.87; adjusted EPS $3.90 excluding one-time items.","Homebuilding revenue $9.0B (+9% YoY) on 21,516 deliveries (+16%); avg price $422K (-6%).","Gross margin 22.5% (down from 24.4%); SG&A improved to 6.7% of home sales revenue.","Repurchased 3.4M shares for $519M; cash $4.0B, no revolver borrowings, debt to capital 7.6%.","Q4 guidance: deliveries 22,500-23,000; gross margin flat sequentially; avg sales price ~$425K."],"consensus_eps_estimate":null,"consensus_eps_actual":10.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":25494564000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237641,"accession_number":"0001628280-24-029593","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2024-06-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Jeff McCall transitions from EVP to non-executive role at Lennar, effective June 20, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeff McCall, EVP since Jan 2020, moves to non-executive role effective June 20, 2024.","He will remain through March 1, 2025, assisting Quarterra transition and special projects.","McCall was previously CFO of CalAtlantic, joined after Lennar's acquisition; led IT improvements and Quarterra operations.","Current compensation, benefits, and equity vesting continue; fiscal 2024 cash incentive discretionary.","No executive officer successor named; duties transition to other management members."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237640,"accession_number":"0001628280-24-028512","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2024-06-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennar Q2 net earnings $954M, EPS $3.45; orders +19%, deliveries +15%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $954M ($3.45 diluted EPS), up 9% YoY; adjusted EPS $3.38.","New orders 21,293 (+19% YoY); deliveries 19,690 (+15%); avg sales price $426k (-5%).","Homebuilding gross margin 22.6% (+10bps); S,G&A 7.5%; net margin 15.1%.","Financial services earnings $146M (+$34M YoY); Multifamily loss $20M; Lennar Other loss $28M.","Q3 guidance: deliveries 20,500-21,000, gross margin ~23%, Financial Services earnings $135-140M."],"consensus_eps_estimate":null,"consensus_eps_actual":6.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":16078522000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237639,"accession_number":"0001628280-24-015846","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2024-04-11T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Lennar Corporation Announces 2024 Annual Meeting Voting Results","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 director nominees elected with significant support; Dacona Smith received highest votes for (496M).","Stockholders approved executive compensation on advisory basis (408M for, 108M against).","Ratification of Deloitte & Touche LLP as auditor for fiscal 2024 approved overwhelmingly (530M for).","Amendment to limit officer liability under Delaware law approved (486M for, 30M against).","Three shareholder proposals on political spending, LGBTQ equity, and climate reports all rejected by large margins."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.15,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255170,"accession_number":"0001628280-24-010922","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2024-03-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lennar Q1 EPS $2.57 (+25% YoY); 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orders +32%; guides FY24 deliveries 80K","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net earnings $1.4B ($4.82/diluted); adj. $1.5B ($5.17/diluted) vs $1.3B ($4.55) a year ago.","New orders 17,366 homes (+32%); deliveries 23,795 (+19%); avg sales price $441K (-9%).","Homebuilding gross margin 24.2%; net margin 17.6%; S,G&A at 6.6% of home sales revenue.","Financial Services op. earnings $168M vs $125M; Multifamily op. loss $12M; Lennar Other loss $125M from tech write-downs.","Q1 2024 guidance: deliveries 16,500-17,000 homes, gross margin 21.0%-21.25%; FY2024 deliveries ~80,000 homes; share repurchase target $2B."],"consensus_eps_estimate":null,"consensus_eps_actual":13.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":34233366000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272624,"accession_number":"0001193125-23-289172","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Lennar enters aircraft time-sharing agreements with Executive Chairman and Co-CEO","summary_kind":"llm","event_type":"other","confidence":"medium","bullets":["Stuart Miller and Jonathan Jaffe each entered aircraft time-sharing agreements with Lennar subsidiary U.S. Home, LLC on Dec 4, 2023.","Executives will pay direct operating costs plus 100% of fuel expenses for personal flights from a $100,000 prepayment fund.","Company retains sole discretion over scheduling and operational control; prior planned use takes precedence.","Agreements supplement existing 2015/2017 arrangements; either party may terminate on 30 days' notice."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272623,"accession_number":"0001628280-23-035294","cik":920760,"company_name":"LENNAR CORP /NEW/","ticker":"LEN","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Lennar redeems $378.2M of 4.875% Senior Notes due 2023 on Nov 29, 2023","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["All outstanding $378.2M principal of 4.875% Senior Notes due 2023 to be redeemed on Nov 29, 2023.","Redemption price is 100% of principal plus accrued interest to but not including the redemption date.","Notes were originally scheduled to mature on Dec 15, 2023; early redemption occurs about two weeks prior.","Notice of redemption issued Oct 25, 2023 pursuant to Supplemental Indenture dated Nov 5, 2015.","Holders must surrender notes to The Bank of New York Mellon to receive payment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":22347298459.2344,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}