Lennar (LEN) Change in Receivables (2009 - 2026)
Lennar (LEN) posted Change in Receivables of $167.7 million for Q2 2026, up 156.61% sequentially from -$296.2 million in Q1 2026, and up 248.27% YoY from $48.2 million in Q2 2025.
Lennar (LEN) Change in Receivables (2009 - 2026) Analysis & Trends
Lennar has reported Change in Receivables for 18 years, with the latest figure at $167.7 million in Q2 2026.
- Quarterly Change in Receivables rose 248.27% year-over-year to $167.7 million in Q2 2026, while the trailing twelve-month figure through May 2026 was -$125.7 million (down 238.78% YoY) and the FY2025 annual result came in at -$66.8 million, down 151.67% from the prior year.
- Change in Receivables grew to $167.7 million in Q2 2026 per LEN's latest filing, from -$296.2 million in the prior quarter.
- Over five years, Change in Receivables peaked at $496.8 million in Q4 2023 and troughed at -$602.8 million in Q1 2023.
- A 5-year average of $38.1 million and a median of $92.5 million in 2024 frame the typical range for Change in Receivables.
- The widest YoY moves for Change in Receivables: up 2273.42% in 2022, down 733.54% in 2022.
- Over 5 years, Change in Receivables stood at $258.0 million in 2022, then jumped 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 surged by 317.66% to $167.7 million in 2026.
- According to Business Quant data, Change in Receivables over the past three periods registered $167.7 million, -$296.2 million, and -$77.0 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Receivables (Qtr) |
|---|---|---|---|---|---|
| 1 | Horton D R | 41.90 Bn | 39.76 Bn | 2.15 Bn | - |
| 2 | Pultegroup | 24.44 Bn | 23.06 Bn | 1.06 Bn | - |
| 3 | Lennar | 20.88 Bn | 18.70 Bn | 7.69 Bn | 167.71 Mn |
| 4 | Nvr | 17.20 Bn | 16.11 Bn | 485.14 Mn | 16.90 Mn |
| 5 | Toll Brothers | 13.98 Bn | 12.88 Bn | 604.89 Mn | - |
| 6 | Taylor Morrison Home | 6.77 Bn | 6.12 Bn | 290.64 Mn | - |
| 7 | Installed Building Products | 6.60 Bn | 6.20 Bn | 258.90 Mn | 43.50 Mn |
| 8 | Champion Homes | 5.09 Bn | 4.45 Bn | - | - |
| 9 | Meritage Homes | 4.73 Bn | 3.92 Bn | 254.14 Mn | 32.12 Mn |
| 10 | Cavco Industries | 4.55 Bn | 4.30 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| May 31, 2026 | 167.71 Mn |
| May 31, 2026 | 167.71 Mn |
| 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 |