Lennar (LEN) Change in Inventory (2009 - 2026)

Lennar (LEN) reported Change in Inventory of $436.8 million for Q2 2026, down 60.69% on a YoY basis from $1.1 billion in Q2 2025, and down 33.0% sequentially from $652.0 million in Q1 2026.

Lennar (LEN) Change in Inventory (2009 - 2026) Analysis & Trends

Lennar (LEN) has 18 years of Change in Inventory data on file, last reported at $436.8 million in Q2 2026.

  • For the quarter ending Q2 2026, Change in Inventory fell 60.69% year-over-year to $436.8 million; the trailing twelve-month figure through May 2026 stood at -$384.8 million (down 130.1% YoY), and the FY2025 full-year result was $150.9 million, down 47.06% from the prior year.
  • Change in Inventory declined to $436.8 million in Q2 2026, from $652.0 million 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 $53.5 million and a median of $220.6 million in 2023 frame the typical range for Change in Inventory.
  • Across the five-year window, Change in Inventory surged 300.25% in 2024 and slumped 504.66% in 2025, its largest moves.
  • Tracing LEN's Change in Inventory over 5 years: stood at -$2.2 billion in 2022, then climbed by 1.63% to -$2.1 billion in 2023, then soared by 80.31% to -$422.6 million in 2024, then sank by 175.44% to -$1.2 billion in 2025, then jumped by 137.53% to $436.8 million in 2026.
  • Business Quant data shows LEN's Change in Inventory at $436.8 million in Q2 2026, $652.0 million in Q1 2026, and -$1.2 billion in Q4 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Horton D R 40.90 Bn 39.56 Bn 2.15 Bn 532.90 Mn
2 Pultegroup 23.36 Bn 22.03 Bn 3.92 Bn 430.91 Mn
3 Lennar 19.77 Bn 19.63 Bn 7.69 Bn 436.85 Mn
4 Nvr 17.18 Bn 15.54 Bn 1.31 Bn 214.95 Mn
5 Toll Brothers 15.08 Bn 13.99 Bn 604.89 Mn 175.80 Mn
6 Taylor Morrison Home 6.96 Bn 6.31 Bn 290.64 Mn 127.34 Mn
7 Installed Building Products 5.97 Bn 5.50 Bn 212.30 Mn 2.10 Mn
8 Meritage Homes 4.78 Bn 4.01 Bn 68.61 Mn -34.05 Mn
9 Champion Homes 4.47 Bn 3.81 Bn 172.19 Mn -11.15 Mn
10 M 4.43 Bn 3.66 Bn 202.59 Mn -41.77 Mn

Historic Data

Download Data
DateValue
May 31, 2026 436.85 Mn
May 31, 2026 436.85 Mn
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