For the quarter ended February 2026, Lennar (LEN Quick QuoteLEN - Free Report) reported revenue of $6.62 billion, down 13.3% over the same period last year. EPS came in at $0.88, compared to $2.14 in the year-ago quarter.

The reported revenue represents a surprise of -3.12% over the Zacks Consensus Estimate of $6.83 billion. With the consensus EPS estimate being $0.96, the EPS surprise was -8.74%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Lennar performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Deliveries - Average sales price - Total: $374.00 versus $369.66 estimated by four analysts on average.
• Active Communities - Total: 1,678 compared to the 1,784 average estimate based on four analysts.
• Backlog - Homes: 15,588 versus the three-analyst average estimate of 14,938.
• Deliveries - Homes: 16,863 versus 17,571 estimated by three analysts on average.
• New orders - Homes: 18,515 compared to the 18,572 average estimate based on three analysts.
• Revenue- Financial Services: $215.56 million versus the five-analyst average estimate of $257.36 million. The reported number represents a year-over-year change of -22.2%.
• Revenue- Homebuilding- Sales of homes: $6.27 billion versus the five-analyst average estimate of $6.49 billion. The reported number represents a year-over-year change of -13.4%.
• Revenue- Multifamily: $82.5 million versus the three-analyst average estimate of $103.08 million. The reported number represents a year-over-year change of +30.5%.
• Revenue- Homebuilding: $6.3 billion compared to the $6.53 billion average estimate based on three analysts. The reported number represents a change of -13.5% year over year.
• Revenue- Homebuilding- Sales of land: $15.16 million compared to the $37.22 million average estimate based on three analysts. The reported number represents a change of -57.1% year over year.
• Revenue- Lennar Other: $22.86 million versus the two-analyst average estimate of $14.31 million. The reported number represents a year-over-year change of +208.8%.
• Revenue- Homebuilding- Other homebuilding: $10.48 million versus $6.97 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +31.1% change.

View all Key Company Metrics for Lennar here>>>

Shares of Lennar have returned -20.2% over the past month versus the Zacks S&P 500 composite's -2.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.