Lennar (LEN) closed at $174 in the latest trading session, marking a -0.84% move from the prior day. This move lagged the S&P 500's daily loss of 0.2%. Meanwhile, the Dow experienced a drop of 0.15%, and the technology-dominated Nasdaq saw a decrease of 0.34%.The homebuilder's shares have seen an increase of 1.72% over the last month, not keeping up with the Construction sector's gain of 2.3% and the S&P 500's gain of 1.93%.The investment community will be paying close attention to the earnings performance ...

Lennar (LEN) closed at $170.37 in the latest trading session, marking a +1.45% move from the prior day. The stock fell short of the S&P 500, which registered a gain of 1.69% for the day. Meanwhile, the Dow experienced a rise of 1.04%, and the technology-dominated Nasdaq saw an increase of 2.43%.Heading into today, shares of the homebuilder had gained 5.5% over the past month, outpacing the Construction sector's gain of 0.68% and the S&P 500's loss of 4.78% in that time.Analysts and investors alike will be k ...

268-home luxury community creates ideal connectivity throughout Phoenix Metro PHOENIX, July 30, 2024 /PRNewswire/ -- Quarterra Multifamily, a subsidiary of Lennar Corporation and a vertically integrated multifamily apartment builder, developer, and property manager, today announced the start of leasing at Harwood, a luxury community ideally located in North Phoenix. Harwood includes 268 upscale apartment homes that offer the ultimate in comfort and convenience. Its spacious, well-appointed homes feature top ...

The latest trading session saw Lennar (LEN) ending at $178.18, denoting a +0.83% adjustment from its last day's close. The stock outperformed the S&P 500, which registered a daily gain of 0.08%. Meanwhile, the Dow experienced a drop of 0.12%, and the technology-dominated Nasdaq saw an increase of 0.07%.The homebuilder's stock has climbed by 17.91% in the past month, exceeding the Construction sector's gain of 10.96% and the S&P 500's loss of 0.21%.The investment community will be closely monitoring the perf ...

报告公司投资评级 无评级 [2] 报告的核心观点 公司业绩符合预期 - 公司2024年第二季度营收为87.66亿美元,同比增长9.0%;归属股东净利润为9.54亿美元,同比增长9.5%。[3] - 公司房屋销售业务收入占总收入的95.6%。[3] 房屋销售业务稳健增长 - 公司2024年第二季度交付房屋19690间,同比增长15%;销售房屋21293间,同比增长19%。[15] - 公司存货数量和价值保持在较低水平。[15] 利润率保持平稳 - 公司房屋销售毛利率和净利率分别为22.6%和15.1%,保持稳定。[16] - 公司预计2024年第三季度毛利率将维持在23%左右。[16] 现金充足,积极回报股东 - 公司有息负债22亿美元,持有现金36亿美元,财务实力雄厚。[19] - 公司通过回购和派息积极回报股东,2024年第二季度回购380万股,派息0.5美元/股。[19] 分析师观点 - 公司2024年第三季度交付量预计同比增长10-13%,利润率保持稳定。[21] - 公司财务实力强大,处于净现金状况,回购额度充足。[21] - 随着美国降息预期加强,公司业绩对降息的敏感性及股价弹性将会体现,建议积极关注。[21]

Lennar Corp. (LEN, Financial) is the second-largest homebuilder in the United States, trailing only D.R. Horton (DHI). Over the past five years, the two companies have outperformed the industry. D.R. Horton only slightly outperformed Lennar over this period, but the difference is pretty negligible. LEN Data by GuruFocusHomebuilding industry is poised to growSingle-family housing starts have been steadily increasing since the Great Recession in 2009.Source: Federal Reserve Bank of St. LouisThis increase is e ...

文章核心观点 - 文章关注了三家公司,分别是防务科技公司Lockheed Martin、零售家居改造公司Lowe's和房地产建筑公司Lennar [1][2] - 这三家公司在各自行业中表现出良好的运营能力和战略远见,在当前经济环境下展现出较强的抗风险能力和增长潜力 [1][2] Lockheed Martin - 公司Q1 2024年销售额为172亿美元,同比增长14% [4] - 公司拥有1590亿美元的高额订单量,反映了良好的收入可见性 [5] - 公司获得政府大力支持,2024年和2025年国防预算增加将进一步推动公司增长 [5][6] Lowe's - 公司Q1销售额为214亿美元,同比下降4.1% [7] - 公司通过战略灵活性,如加强专业客户(Pro)销售和在线销售,提高了市场吸引力和客户忠诚度 [8][9] - 公司拓展了同日送货等服务,提升了客户体验 [9] Lennar - 公司保持了较为一致的房屋开工、销售和交付数据,体现了出色的运营规划和执行能力 [12] - 公司毛利率达到22.6%,并有望在第三季度达到23%的目标 [13] - 公司注重现金流管理和资本配置,为未来发展奠定了良好基础 [13]

It has been about a month since the last earnings report for Lennar (LEN) . Shares have added about 14.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Lennar due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Lennar Q2 Earnings & Revenues Beat Estimates, Orders UpLe ...

文章核心观点 - 美国主要房地产开发商股价下跌,因花旗银行下调了Lennar和D.R. Horton的评级,并降低了5家公司的目标价格 [1][2][3] - 花旗分析师认为,房地产数据疲软可能会持续到2024年下半年 [4][5] - 花旗将Lennar和D.R. Horton的评级从买入下调至中性 [3] 行业总结 - 房地产开发商股价普遍下跌,Lennar和D.R. Horton跌幅超过2% [6] - 花旗还下调了Forestar Group、Pultegroup和Toll Brothers的目标价格 [3] - 分析师认为,尽管Lennar和D.R. Horton有强劲的现金流,但未来6个月内风险和回报大致平衡 [5] - 分析师表示,尽管预期的联储降息可能会带来下半年的反弹,但历史记录显示股票不一定会在降息周期中上涨 [5]

Homebuilding stocks Lennar Corp (NYSE:LEN) and DR Horton Inc (NYSE:DHI) are lower today, after Citigroup downgraded both names to "neutral" from "buy," while also trimming their price targets to $164 from $174 and $156 from $181, respectively, due to their risk/reward ratios. LEN also was downgraded by Raymond James to "market perform" from "outperform."Lennar stock was last seen down 2.4% to trade at $142.38, and earlier hit its lowest level since December. The equity is poised to close below its 200-day m ...