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Feb 29, 2020

Lennar Q1 2020 Earnings Report

Lennar reported first quarter results, exceeding expectations across key metrics. However, guidance was suspended due to widespread shutdowns.

Key Takeaways

Lennar Corporation reported a strong first quarter with significant increases in deliveries, new orders, and revenue. Net earnings attributable to Lennar were $398.5 million, or $1.27 per diluted share, compared to $239.9 million, or $0.74 per diluted share in the prior year. The company has suspended guidance due to the economic uncertainty.

Net earnings per diluted share increased to $1.27 from $0.74.

Home deliveries rose by 17% to 10,321 homes.

New orders increased by 18% to 12,376 homes, with a dollar value of $5.0 billion, up 20%.

Total revenues increased by 16% to $4.5 billion.

Total Revenue
$4.51B
Previous year: $3.87B
+16.5%
EPS
$1.27
Previous year: $0.74
+71.6%
New Orders
12.38K
Previous year: 10.46K
+18.3%
Homebuilding Debt to Capital
33.6%
Gross Profit
$849M
Previous year: $745M
+13.9%
Cash and Equivalents
$785M
Previous year: $1.06B
-26.1%
Free Cash Flow
$365M
Previous year: -$552M
-166.2%
Total Assets
$29.2B
Previous year: $28.7B
+1.5%

Lennar

Lennar

Lennar Revenue by Segment

Forward Guidance

Lennar has suspended its forward guidance due to the economic uncertainty caused by widespread shutdowns.

Revenue & Expenses

Visualization of income flow from segment revenue to net income