Lennar (LEN-B) Change in Inventory (2009 - 2026)
Lennar recorded quarterly Change in Inventory of $652.0 million in Q1 2026, up 156.01% quarter-over-quarter from -$1.2 billion in Q4 2025, and up 27.03% year-over-year from $513.3 million in Q1 2025.
Lennar's Change in Inventory history runs 18 years deep, the most recent figure standing at $652.0 million for Q1 2026.
- In Q1 2026, Change in Inventory rose 27.03% year-over-year to $652.0 million; the TTM figure through Feb 2026 stood at $289.7 million (down 43.57% YoY), while the FY2025 annual figure was $150.9 million, down 47.06% from the prior year.
- Change in Inventory came in at $652.0 million for Q1 2026 at Lennar, up from -$1.2 billion in the prior quarter.
- In the past five years, Change in Inventory ranged from a high of $1.9 billion in Q1 2022 to a low of -$2.2 billion in Q4 2022.
- A 5-year average of $30.9 million and a median of $156.2 million in 2023 frame the typical range for Change in Inventory.
- Across the five-year window, Change in Inventory soared 300.25% in 2024 and tumbled 504.66% in 2025, its largest moves.
- Lennar's Change in Inventory stood at -$2.2 billion in 2022, then increased by 1.63% to -$2.1 billion in 2023, then surged by 80.31% to -$422.6 million in 2024, then tumbled by 175.44% to -$1.2 billion in 2025, then surged by 156.01% to $652.0 million in 2026.
- According to Business Quant data, Change in Inventory over the past three periods registered $652.0 million, -$1.2 billion, and -$309.7 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Horton D R | 42.35 Bn | 41.00 Bn | 1.70 Bn | 1.28 Bn |
| 2 | Pultegroup | 22.70 Bn | 20.89 Bn | 881.27 Mn | 376.39 Mn |
| 3 | Lennar | 21.95 Bn | 19.75 Bn | 6.36 Bn | 652.02 Mn |
| 4 | Nvr | 16.98 Bn | 15.33 Bn | 1.31 Bn | 214.95 Mn |
| 5 | Toll Brothers | 13.26 Bn | 12.07 Bn | 476.99 Mn | 396.10 Mn |
| 6 | Installed Building Products | 5.63 Bn | 5.15 Bn | 212.30 Mn | 2.10 Mn |
| 7 | Taylor Morrison Home | 5.62 Bn | 5.62 Bn | 290.64 Mn | 127.34 Mn |
| 8 | Meritage Homes | 4.40 Bn | 3.63 Bn | -269,000.00 | -34.05 Mn |
| 9 | Cavco Industries | 4.23 Bn | 4.20 Bn | 135.92 Mn | -15.74 Mn |
| 10 | Lennar | - | - | 6.36 Bn | 652.02 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Feb 28, 2026 | 652.02 Mn |
| Feb 28, 2026 | 652.02 Mn |
| Nov 30, 2025 | -1.16 Bn |
| Nov 30, 2025 | -1.16 Bn |
| Aug 31, 2025 | -309.65 Mn |
| Aug 31, 2025 | -309.65 Mn |
| May 31, 2025 | 1.11 Bn |
| May 31, 2025 | 1.11 Bn |
| Feb 28, 2025 | 513.26 Mn |
| Feb 28, 2025 | 513.26 Mn |
| Nov 30, 2024 | -422.61 Mn |
| Nov 30, 2024 | -422.61 Mn |
| Aug 31, 2024 | 76.52 Mn |
| Aug 31, 2024 | 76.52 Mn |
| May 31, 2024 | 346.16 Mn |
| May 31, 2024 | 346.16 Mn |
| Feb 29, 2024 | 285.02 Mn |
| Feb 29, 2024 | 285.02 Mn |
| Nov 30, 2023 | -2.15 Bn |
| Nov 30, 2023 | -2.15 Bn |
| Aug 31, 2023 | -38.21 Mn |
| Aug 31, 2023 | -38.21 Mn |
| May 31, 2023 | -245.33 Mn |
| May 31, 2023 | -245.33 Mn |
| Feb 28, 2023 | 156.23 Mn |
| Feb 28, 2023 | 156.23 Mn |
| Nov 30, 2022 | -2.18 Bn |
| Nov 30, 2022 | -2.18 Bn |
| Aug 31, 2022 | 779.81 Mn |
| Aug 31, 2022 | 779.81 Mn |
| May 31, 2022 | 1.20 Bn |
| May 31, 2022 | 1.20 Bn |
| Feb 28, 2022 | 1.91 Bn |
| Feb 28, 2022 | 1.91 Bn |
| Nov 30, 2021 | -1.07 Bn |
| Nov 30, 2021 | -1.07 Bn |
| Aug 31, 2021 | 676.40 Mn |
| Aug 31, 2021 | 676.40 Mn |
| May 31, 2021 | 714.30 Mn |
| May 31, 2021 | 714.30 Mn |
| Feb 28, 2021 | 862.12 Mn |
| Feb 28, 2021 | 862.12 Mn |
| Nov 30, 2020 | -667.93 Mn |
| Nov 30, 2020 | -667.93 Mn |
| Aug 31, 2020 | -272.57 Mn |
| Aug 31, 2020 | -272.57 Mn |
| May 31, 2020 | -617.87 Mn |
| May 31, 2020 | -617.87 Mn |
| Feb 29, 2020 | 777.01 Mn |
| Feb 29, 2020 | 777.01 Mn |
| Nov 30, 2019 | -986.69 Mn |
| Nov 30, 2019 | -986.69 Mn |
| Aug 31, 2019 | 108.91 Mn |
| Aug 31, 2019 | 108.91 Mn |
| May 31, 2019 | 428.10 Mn |
| May 31, 2019 | 428.10 Mn |
| Feb 28, 2019 | 1.07 Bn |
| Feb 28, 2019 | 1.07 Bn |
| Nov 30, 2018 | -589.15 Mn |
| Nov 30, 2018 | -589.15 Mn |
| Aug 31, 2018 | 316.10 Mn |
| Aug 31, 2018 | 316.10 Mn |
| May 31, 2018 | -139.81 Mn |
| May 31, 2018 | -139.81 Mn |
| Feb 28, 2018 | 548.73 Mn |
| Feb 28, 2018 | 548.73 Mn |
| Nov 30, 2017 | -241.09 Mn |
| Nov 30, 2017 | -241.09 Mn |
| Aug 31, 2017 | 247.40 Mn |
| Aug 31, 2017 | 247.40 Mn |
| May 31, 2017 | 53.47 Mn |
| May 31, 2017 | 53.47 Mn |
| Feb 28, 2017 | 601.71 Mn |
| Feb 28, 2017 | 601.71 Mn |
| Nov 30, 2016 | -388.68 Mn |
| Nov 30, 2016 | -388.68 Mn |
| Aug 31, 2016 | 23.43 Mn |
| Aug 31, 2016 | 23.43 Mn |
| May 31, 2016 | 191.70 Mn |
| May 31, 2016 | 191.70 Mn |
| Feb 29, 2016 | 677.08 Mn |
| Feb 29, 2016 | 677.08 Mn |
| Nov 30, 2015 | -157.20 Mn |
| Nov 30, 2015 | -157.20 Mn |
| Aug 31, 2015 | 165.32 Mn |
| Aug 31, 2015 | 165.32 Mn |
| May 31, 2015 | 397.57 Mn |
| May 31, 2015 | 397.57 Mn |
| Feb 28, 2015 | 721.22 Mn |
| Feb 28, 2015 | 721.22 Mn |
| Nov 30, 2014 | 32.71 Mn |
| Nov 30, 2014 | 32.71 Mn |
| Aug 31, 2014 | 353.61 Mn |
| Aug 31, 2014 | 353.61 Mn |
| May 31, 2014 | 389.09 Mn |
| May 31, 2014 | 389.09 Mn |
| Feb 28, 2014 | 592.01 Mn |
| Feb 28, 2014 | 592.01 Mn |
| Nov 30, 2013 | 157.76 Mn |
| Nov 30, 2013 | 157.76 Mn |
| Aug 31, 2013 | 516.72 Mn |
| Aug 31, 2013 | 516.72 Mn |
| May 31, 2013 | -225.00 Mn |
| May 31, 2013 | -225.00 Mn |
| Feb 28, 2013 | 514.60 Mn |
| Feb 28, 2013 | 514.60 Mn |
| Nov 30, 2012 | 8.18 Mn |
| Nov 30, 2012 | 8.18 Mn |
| Aug 31, 2012 | 224.94 Mn |
| Aug 31, 2012 | 224.94 Mn |
| May 31, 2012 | 157.77 Mn |
| May 31, 2012 | 157.77 Mn |
| Feb 29, 2012 | 172.16 Mn |
| Feb 29, 2012 | 172.16 Mn |
| Nov 30, 2011 | -79.23 Mn |
| Nov 30, 2011 | -79.23 Mn |
| Aug 31, 2011 | 67.41 Mn |
| Aug 31, 2011 | 67.41 Mn |
| May 31, 2011 | -30.35 Mn |
| May 31, 2011 | -30.35 Mn |
| Feb 28, 2011 | 81.07 Mn |
| Feb 28, 2011 | 81.07 Mn |
| Nov 30, 2010 | -115.08 Mn |
| Nov 30, 2010 | -115.08 Mn |
| Aug 31, 2010 | 99.06 Mn |
| Aug 31, 2010 | 99.06 Mn |
| May 31, 2010 | 39.71 Mn |
| May 31, 2010 | 39.71 Mn |
| Feb 28, 2010 | 91.55 Mn |
| Feb 28, 2010 | 91.55 Mn |
| Nov 30, 2009 | -165.08 Mn |
| Nov 30, 2009 | -165.08 Mn |