Lennar (LEN) Inventory (2009 - 2026)
Lennar's (LEN) quarterly Inventory came in at $12.6 billion in Q2 2026, down 13.31% year-over-year from $14.5 billion in Q2 2025, and up 2.02% quarter-over-quarter from $12.3 billion in Q1 2026.
Analysis
Lennar (LEN) Inventory (2009 - 2026) Analysis & Trends
Lennar has disclosed Inventory across 14 years of filings, most recently posting $12.6 billion for Q2 2026.
- In Q2 2026, Inventory fell 13.31% year-over-year to $12.6 billion; the TTM figure through May 2026 stood at $12.6 billion (down 13.31% YoY), while the FY2025 annual figure was $11.8 billion, down 41.7% from the prior year.
- Inventory came in at $12.6 billion for Q2 2026 at Lennar, up from $12.3 billion in the prior quarter.
- In the past five years, Inventory ranged from a high of $23.3 billion in Q3 2022 to a low of $11.8 billion in Q4 2025.
- Average Inventory over 5 years is $18.5 billion, with a median of $20.2 billion recorded in 2022.
- Year-over-year, Inventory gained 20.04% in 2022 and sank 41.7% in 2025.
- Over 5 years, Inventory stood at $20.1 billion in 2022, then decreased by 5.98% to $18.9 billion in 2023, then climbed by 7.49% to $20.3 billion in 2024, then slumped by 41.7% to $11.8 billion in 2025, then gained by 6.27% to $12.6 billion in 2026.
- Per Business Quant data, the three most recent Inventory figures were $12.6 billion in Q2 2026, $12.3 billion in Q1 2026, and $11.8 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Horton D R | 39.14 Bn | 37.01 Bn | 2.15 Bn | 26.69 Bn |
| 2 | Pultegroup | 22.45 Bn | 21.07 Bn | 1.06 Bn | 13.72 Bn |
| 3 | Lennar | 19.43 Bn | 17.25 Bn | 7.69 Bn | 12.58 Bn |
| 4 | Nvr | 16.68 Bn | 15.59 Bn | 485.14 Mn | - |
| 5 | Toll Brothers | 12.67 Bn | 11.61 Bn | 625.22 Mn | 11.65 Bn |
| 6 | Taylor Morrison Home | 6.77 Bn | 6.12 Bn | 290.64 Mn | 6.24 Bn |
| 7 | Meritage Homes | 4.20 Bn | 3.39 Bn | 254.14 Mn | 5.89 Bn |
| 8 | M | 3.64 Bn | 2.91 Bn | 235.50 Mn | 3.51 Bn |
| 9 | Kb Home | 3.06 Bn | 3.00 Bn | 174.03 Mn | 5.73 Bn |
| 10 | Green Brick Partners | 2.95 Bn | 2.82 Bn | 157.52 Mn | 2.25 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| May 31, 2026 | 12.58 Bn |
| Feb 28, 2026 | 12.33 Bn |
| Nov 30, 2025 | 11.84 Bn |
| Aug 31, 2025 | 13.70 Bn |
| May 31, 2025 | 14.52 Bn |
| Feb 28, 2025 | 14.25 Bn |
| Nov 30, 2024 | 20.31 Bn |
| Aug 31, 2024 | 20.64 Bn |
| May 31, 2024 | 20.51 Bn |
| Feb 29, 2024 | 19.94 Bn |
| Nov 30, 2023 | 18.90 Bn |
| Aug 31, 2023 | 22.58 Bn |
| May 31, 2023 | 22.17 Bn |
| Feb 28, 2023 | 22.07 Bn |
| Nov 30, 2022 | 20.10 Bn |
| Aug 31, 2022 | 23.27 Bn |
| May 31, 2022 | 22.49 Bn |
| Feb 28, 2022 | 20.99 Bn |
| Nov 30, 2021 | 19.17 Bn |
| Aug 31, 2021 | 19.46 Bn |