Lennar (LEN) Change in Receivables (2009 - 2026)
Lennar's (LEN) quarterly Change in Receivables came in at $167.7 million in Q2 2026, up 248.27% year-over-year from $48.2 million in Q2 2025, and up 156.61% quarter-over-quarter from -$296.2 million in Q1 2026.
Analysis
Lennar (LEN) Change in Receivables (2009 - 2026) Analysis & Trends
Lennar has disclosed Change in Receivables across 18 years of filings, most recently posting $167.7 million for Q2 2026.
- In Q2 2026, Change in Receivables rose 248.27% year-over-year to $167.7 million; the TTM figure through May 2026 stood at -$125.7 million (down 238.78% YoY), while the FY2025 annual figure was -$66.8 million, down 151.67% from the prior year.
- Change in Receivables came in at $167.7 million for Q2 2026 at Lennar, up from -$296.2 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.
- Average Change in Receivables over 5 years is $38.1 million, with a median of $92.5 million recorded in 2024.
- The largest YoY upside for Change in Receivables was 2273.42% in 2022 against a maximum downside of 733.54% in 2022.
- Over 5 years, Change in Receivables stood at $258.0 million in 2022, then surged by 92.53% to $496.8 million in 2023, then slumped by 78.85% to $105.0 million in 2024, then sank by 173.35% to -$77.0 million in 2025, then soared by 317.66% to $167.7 million in 2026.
- Per Business Quant data, the three most recent Change in Receivables figures were $167.7 million in Q2 2026, -$296.2 million in Q1 2026, and -$77.0 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Horton D R | 38.17 Bn | 36.03 Bn | 2.15 Bn | - |
| 2 | Pultegroup | 21.99 Bn | 20.62 Bn | 1.06 Bn | - |
| 3 | Lennar | 18.75 Bn | 16.57 Bn | 7.69 Bn | 167.71 Mn |
| 4 | Nvr | 16.44 Bn | 15.35 Bn | 485.14 Mn | 16.90 Mn |
| 5 | Toll Brothers | 12.40 Bn | 11.34 Bn | 625.22 Mn | - |
| 6 | Taylor Morrison Home | 6.77 Bn | 6.12 Bn | 290.64 Mn | - |
| 7 | Meritage Homes | 4.07 Bn | 3.26 Bn | 254.14 Mn | 32.12 Mn |
| 8 | M | 3.57 Bn | 2.83 Bn | 235.50 Mn | - |
| 9 | Kb Home | 2.95 Bn | 2.88 Bn | 174.03 Mn | 27.88 Mn |
| 10 | Green Brick Partners | 2.91 Bn | 2.78 Bn | 157.52 Mn | -2.48 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 167.71 Mn |
| Feb 28, 2026 | -296.23 Mn |
| Nov 30, 2025 | -77.05 Mn |
| Aug 31, 2025 | 79.89 Mn |
| May 31, 2025 | 48.15 Mn |
| Feb 28, 2025 | -117.75 Mn |
| Nov 30, 2024 | 105.04 Mn |
| Aug 31, 2024 | 55.13 Mn |
| May 31, 2024 | 348.15 Mn |
| Feb 29, 2024 | -379.10 Mn |
| Nov 30, 2023 | 496.76 Mn |
| Aug 31, 2023 | 268.31 Mn |
| May 31, 2023 | 166.88 Mn |
| Feb 28, 2023 | -602.76 Mn |
| Nov 30, 2022 | 258.02 Mn |
| Aug 31, 2022 | 290.63 Mn |
| May 31, 2022 | 254.26 Mn |
| Feb 28, 2022 | -380.50 Mn |
| Nov 30, 2021 | 421.06 Mn |
| Aug 31, 2021 | -13.37 Mn |