Lennar (LEN) Change in Receivables (2009 - 2026)
Lennar's (LEN) quarterly Change in Receivables came in at -$296.2 million in Q1 2026, down 151.57% year-on-year from $574.4 million in Q1 2025, and down 284.47% quarter-over-quarter from -$77.0 million in Q4 2025.
Lennar (LEN) Change in Receivables (2009 - 2026) Analysis & Trends
Lennar has disclosed Change in Receivables across 18 years of filings, most recently posting -$296.2 million for Q1 2026.
- Change in Receivables for Q1 2026 came in at -$296.2 million, down 151.57% year-over-year; the trailing twelve-month figure through Feb 2026 was -$245.2 million (down 162.79% YoY), and the FY2025 annual result was -$66.8 million, down 151.67% from the prior year.
- Change in Receivables came in at -$296.2 million for Q1 2026 at Lennar, down from -$77.0 million in the prior quarter.
- In the past five years, Change in Receivables ranged from a high of $496.8 million in Q4 2023 to a low of -$602.8 million in Q1 2023.
- The 5-year median for Change in Receivables is $79.9 million (2025), against an average of $30.5 million.
- Peak annual rise in Change in Receivables reached 2273.42% in 2022, while the deepest fall reached 733.54% in 2022.
- Lennar's Change in Receivables stood at $258.0 million in 2022, then surged by 92.53% to $496.8 million in 2023, then plunged by 78.85% to $105.0 million in 2024, then tumbled by 173.35% to -$77.0 million in 2025, then slumped by 284.47% to -$296.2 million in 2026.
- The last three Change in Receivables figures came in at -$296.2 million (Q1 2026), -$77.0 million (Q4 2025), and $79.9 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Horton D R | 43.54 Bn | 42.20 Bn | 1.70 Bn | - |
| 2 | Pultegroup | 23.57 Bn | 21.76 Bn | 881.27 Mn | - |
| 3 | Lennar | 22.65 Bn | 20.45 Bn | 6.36 Bn | -296.23 Mn |
| 4 | Nvr | 17.80 Bn | 16.15 Bn | 1.31 Bn | -49.90 Mn |
| 5 | Toll Brothers | 13.73 Bn | 12.64 Bn | 604.89 Mn | - |
| 6 | Taylor Morrison Home | 6.88 Bn | 6.88 Bn | 290.64 Mn | - |
| 7 | Installed Building Products | 5.53 Bn | 5.05 Bn | 212.30 Mn | -19.40 Mn |
| 8 | Meritage Homes | 4.85 Bn | 4.09 Bn | -269,000.00 | -29.02 Mn |
| 9 | Cavco Industries | 4.56 Bn | 4.52 Bn | 135.92 Mn | -15.01 Mn |
| 10 | Champion Homes | 4.39 Bn | 3.74 Bn | 172.19 Mn | -27.08 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Feb 28, 2026 | -296.23 Mn |
| Feb 28, 2026 | -296.23 Mn |
| Nov 30, 2025 | -77.05 Mn |
| Nov 30, 2025 | -77.05 Mn |
| Aug 31, 2025 | 79.89 Mn |
| Aug 31, 2025 | 79.89 Mn |
| May 31, 2025 | 48.15 Mn |
| May 31, 2025 | 48.15 Mn |
| Feb 28, 2025 | -117.75 Mn |
| Feb 28, 2025 | -117.75 Mn |
| Nov 30, 2024 | 105.04 Mn |
| Nov 30, 2024 | 105.04 Mn |
| Aug 31, 2024 | 55.13 Mn |
| Aug 31, 2024 | 55.13 Mn |
| May 31, 2024 | 348.15 Mn |
| May 31, 2024 | 348.15 Mn |
| Feb 29, 2024 | -379.10 Mn |
| Feb 29, 2024 | -379.10 Mn |
| Nov 30, 2023 | 496.76 Mn |
| Nov 30, 2023 | 496.76 Mn |