Lennar (LEN) Inventory (2009 - 2025)
Lennar (LEN) posted Inventory of $223.6 million for Q4 2025, down 98.33% sequentially from $13.4 billion in Q3 2025, and down 98.9% YoY from $20.3 billion in Q4 2024.
Lennar (LEN) Inventory (2009 - 2025) Analysis & Trends
Lennar has reported Inventory for 12 years, with the latest figure at $223.6 million in Q4 2025.
- Quarterly Inventory fell 98.9% year-over-year to $223.6 million in Q4 2025, while the trailing twelve-month figure through Nov 2025 was $223.6 million (down 98.9% YoY) and the FY2025 annual result came in at $223.6 million, down 98.9% from the prior year.
- Inventory slipped to $223.6 million in Q4 2025 per LEN's latest filing, from $13.4 billion in the prior quarter.
- Over five years, Inventory peaked at $22.8 billion in Q3 2022 and troughed at $223.6 million in Q4 2025.
- A 5-year average of $14.8 billion and a median of $18.7 billion in 2021 frame the typical range for Inventory.
- The sharpest annual moves came in 2023 and 2025: Inventory jumped 5479.63% in 2023, then slumped 98.9% in 2025.
- Over 5 years, Inventory stood at $19.5 billion in 2021, then grew by 17.4% to $22.8 billion in 2022, then declined by 19.66% to $18.4 billion in 2023, then rose by 10.68% to $20.3 billion in 2024, then plunged by 98.9% to $223.6 million in 2025.
- According to Business Quant data, Inventory over the past three periods registered $223.6 million, $13.4 billion, and $14.5 billion for Q4 2025, Q3 2025, and Q2 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Horton D R | 41.75 Bn | 39.61 Bn | 2.15 Bn | 26.69 Bn |
| 2 | Pultegroup | 24.22 Bn | 22.84 Bn | 1.06 Bn | 13.72 Bn |
| 3 | Lennar | 20.63 Bn | 18.45 Bn | 7.69 Bn | 12.58 Bn |
| 4 | Nvr | 17.05 Bn | 15.96 Bn | 485.14 Mn | - |
| 5 | Toll Brothers | 13.82 Bn | 12.72 Bn | 604.89 Mn | 11.38 Bn |
| 6 | Taylor Morrison Home | 6.77 Bn | 6.12 Bn | 290.64 Mn | 6.24 Bn |
| 7 | Installed Building Products | 6.51 Bn | 6.12 Bn | 258.90 Mn | 223.50 Mn |
| 8 | Champion Homes | 5.01 Bn | 4.37 Bn | - | 358.31 Mn |
| 9 | Meritage Homes | 4.69 Bn | 3.88 Bn | 254.14 Mn | 5.89 Bn |
| 10 | Cavco Industries | 4.53 Bn | 4.28 Bn | - | 295.67 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Nov 30, 2025 | 223.62 Mn |
| Aug 31, 2025 | 13.38 Bn |
| May 31, 2025 | 14.52 Bn |
| Nov 30, 2024 | 20.31 Bn |
| Aug 31, 2024 | 20.64 Bn |
| May 31, 2024 | 19.90 Bn |
| Feb 29, 2024 | 19.37 Bn |
| Nov 30, 2023 | 18.35 Bn |
| Aug 31, 2023 | 22.58 Bn |
| May 31, 2023 | 479.81 Mn |
| Feb 28, 2023 | 22.07 Bn |
| Aug 31, 2022 | 22.84 Bn |
| May 31, 2022 | 400.42 Mn |
| Feb 28, 2022 | 395.51 Mn |
| Aug 31, 2021 | 19.46 Bn |
| May 31, 2021 | 18.74 Bn |
| Feb 28, 2021 | 17.98 Bn |
| Nov 30, 2020 | 249.92 Mn |
| Aug 31, 2020 | 18.01 Bn |
| May 31, 2020 | 18.28 Bn |