Growth Metrics

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 🔒
DateValue
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