LEN Lennar

FY2025 10-K
Filed: Jan 28, 2026
Industrials
General Bldg Contractors - Residential BldgsSEC EDGAR

Lennar (LEN) filed its fiscal year 2025 10-K annual report with the SEC on Jan 28, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Core business model: U.S.-based homebuilding, mortgage origination, title services, multifamily rental development, fund sponsorship and technology investments
  • New emphasis on multifamily and single-family rental property fund sponsorship and management
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Management Discussion & Analysis

  • Revenue $34.2B in 2025, down 3.6% YoY from $35.4B in 2024; home sales revenue down 5% to $32.1B from $33.8B
  • Homebuilding gross margin 17.7% in 2025 vs 22.3% in 2024; operating earnings $3.0B vs $5.3B prior year
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Risk Factors

  • Key-person risk from interim CTO appointed May 2025 after prior CTO retirement, responsible for cybersecurity risk management
  • Cybersecurity risk oversight by Audit Committee, with CTO reports at least quarterly including incident response plans
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Financial Summary
XBRL

Revenue

$34.2B

Net Income

$2.1B

Net Margin

6.1%

ROE

9.5%

Total Assets

$34.4B

EPS (Diluted)

$7.98

Operating Cash Flow

$217M

Source: XBRL data from Lennar FY2025 10-K filing on SEC EDGAR. All figures in USD.

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