{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-062287","form_type":"8-K","ticker":"LEN","cik":"0000920760","company_name":"LENNAR CORP /NEW/","filed_at":"2026-09-16T20:42:59+00:00","discovered_at":"2026-09-16T20:45:04.496595+00:00","generated_at":"2026-09-16T20:45:09.553223+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Lennar Q3 EPS $1.19 vs $2.29 YoY; cuts FY2026 delivery guidance to 80-81k","bullets":["Net earnings $284M, diluted EPS $1.19; adjusted EPS $1.23 excluding $53M mark-to-market losses and $39M one-time items.","Total revenues $8.0B; home sales revenues $7.7B (-6% YoY); deliveries 20,840 homes (-3%); ASP $372k (-3%).","New orders 20,879 (-9%); backlog 16,857 homes worth $6.3B.","Q4 guidance: deliveries 22,000-23,000; new orders 19,500-20,500; gross margin 15.5%-16.0%.","FY2026 deliveries cut to 80,000-81,000 from prior 82-83k; 30-year mortgage ~6.8% at quarter-end pressured demand."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-062287","json":"https://secwatch.observer/filing/0001628280-26-062287.json","markdown":"https://secwatch.observer/filing/0001628280-26-062287.md","text":"https://secwatch.observer/filing/0001628280-26-062287.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/920760/000162828026062287/0001628280-26-062287-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/920760/000162828026062287/len-20260916.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-09-16T20:45:09.553223+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}