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Lennar Looks like a Death Trap into Thursday's Print: Our Consensus Earnings Preview

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Consensus Media
Sep 15, 2025
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Risk into Thursday afternoon’s Lennar (LEN) skews undoubtedly to the downside, with the stock now trading at 15.5x forward earnings for the first time since early 2015, and with nearly 50% multiple expansion over the last three months. Take a look at this decade-plus history of earnings setups:

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