Earnings Edge

Earnings Edge

Darker Clouds on the Housing Horizon? A Lennar Earnings Preview

Consensus Media's avatar
Consensus Media
Jun 14, 2025
∙ Paid
1
Share

Monday at 4:30PM ET we’ll have quarterly earnings from Lennar (LEN), the world’s most important public home builder. Results here are pivotal because they give us a look at just how persistently bad consumer demand for new homes has been during a Spring Selling Season interrupted by Liberation Day and sustained high interest rates. LGIH gave us a partial preview with their May sales results, which were nothing short of awful and largely missed by investors:

Below you’ll find the Consensus metric overview for Lennar’s results:

Keep reading with a 7-day free trial

Subscribe to Earnings Edge to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Consensus Media
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture