Lennar LEN
NYSE LEN
$77.91 -2.85 (-3.53%)
As of: Sep 10, 2026 · 3:59 PM EDT

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

Lennar's (LEN) quarterly Change in Inventory came in at $436.8 million in Q2 2026, down 60.69% year-over-year from $1.1 billion in Q2 2025, and down 33.0% quarter-over-quarter from $652.0 million in Q1 2026.

Analysis

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

Lennar has disclosed Change in Inventory across 18 years of filings, most recently posting $436.8 million for Q2 2026.

  • In Q2 2026, Change in Inventory fell 60.69% year-over-year to $436.8 million; the TTM figure through May 2026 stood at -$384.8 million (down 130.1% YoY), while the FY2025 annual figure was $150.9 million, down 47.06% from the prior year.
  • Change in Inventory came in at $436.8 million for Q2 2026 at Lennar, down 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.
  • Average Change in Inventory over 5 years is $53.5 million, with a median of $220.6 million recorded in 2023.
  • Year-over-year, Change in Inventory soared 300.25% in 2024 and tumbled 504.66% in 2025.
  • Over 5 years, Change in Inventory stood at -$2.2 billion in 2022, then grew by 1.63% to -$2.1 billion in 2023, then jumped by 80.31% to -$422.6 million in 2024, then slumped by 175.44% to -$1.2 billion in 2025, then surged by 137.53% to $436.8 million in 2026.
  • Per Business Quant data, the three most recent Change in Inventory figures were $436.8 million in Q2 2026, $652.0 million in Q1 2026, and -$1.2 billion in Q4 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Horton D R 38.17 Bn 36.03 Bn 2.15 Bn 532.90 Mn
2 Pultegroup 21.99 Bn 20.62 Bn 1.06 Bn 430.91 Mn
3 Lennar 18.75 Bn 16.57 Bn 7.69 Bn 436.85 Mn
4 Nvr 16.44 Bn 15.35 Bn 485.14 Mn 296.78 Mn
5 Toll Brothers 12.40 Bn 11.34 Bn 625.22 Mn 328.54 Mn
6 Taylor Morrison Home 6.77 Bn 6.12 Bn 290.64 Mn 127.34 Mn
7 Meritage Homes 4.07 Bn 3.26 Bn 254.14 Mn -98.28 Mn
8 M 3.57 Bn 2.83 Bn 235.50 Mn 117.81 Mn
9 Kb Home 2.95 Bn 2.88 Bn 174.03 Mn 35.58 Mn
10 Green Brick Partners 2.91 Bn 2.78 Bn 157.52 Mn 97.55 Mn
Historic Data

Historic Data

Download Data
DateValue
May 31, 2026 436.85 Mn
Feb 28, 2026 652.02 Mn
Nov 30, 2025 -1.16 Bn
Aug 31, 2025 -309.65 Mn
May 31, 2025 1.11 Bn
Feb 28, 2025 513.26 Mn
Nov 30, 2024 -422.61 Mn
Aug 31, 2024 76.52 Mn
May 31, 2024 346.16 Mn
Feb 29, 2024 285.02 Mn
Nov 30, 2023 -2.15 Bn
Aug 31, 2023 -38.21 Mn
May 31, 2023 -245.33 Mn
Feb 28, 2023 156.23 Mn
Nov 30, 2022 -2.18 Bn
Aug 31, 2022 779.81 Mn
May 31, 2022 1.20 Bn
Feb 28, 2022 1.91 Bn
Nov 30, 2021 -1.07 Bn
Aug 31, 2021 676.40 Mn