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
DateValue
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