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LENNAR CORP /NEW/ FY 2025 10-K, explained in plain English

LEN · 10-K for the period ending November 30, 2025, filed January 28, 2026 · Read the original on SEC.gov →

Key financials — as reported

Total revenue$34.2B
Gross margin— not reported
Operating income— not reported
Net income$2.1B
Diluted EPS$7.98
Cash & equivalents$3.8B
Total assets$34.4B
Long-term debt$5.9B

Key takeaway

New home deliveries rose to 82,583 in fiscal 2025 from 80,210 in 2024, but average sales price fell to $391,000 from $423,000 as the company cut prices and increased incentives to offset higher interest rates.

🔒 4 more takeaways in the full analysis

Beneath the surface

Operating cash flow of only $216.8 million is unusually low relative to $2.08 billion net income, largely because loans held for sale increased $123.7 million and other operating assets/payables moved unfavorably, suggesting reported earnings didn't translate directly into cash generation this year.

🔒 4 more insights a headline reader would miss

This is the free preview. The full analysis explains every line item above and includes 8 more findings — plus insider trades, activist stakes, and 8-K events for LEN.

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