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Nov 30, 2020

Lennar Q4 2020 Earnings Report

Lennar reported Q4 2020 earnings with EPS of $2.82.

Key Takeaways

Lennar's Q4 2020 net earnings were $882.8 million, or $2.82 per diluted share, compared to $674.3 million, or $2.13 per diluted share in Q4 2019. Revenues were $6.8 billion, down 2% year-over-year. The company's homebuilding operations saw a gross margin on home sales of 25.0%, compared to 21.5% in the prior year.

Net earnings were $882.8 million, or $2.82 per diluted share, compared to $674.3 million, or $2.13 per diluted share.

Deliveries of 16,090 homes, down 2%.

New orders of 15,214 homes, up 16%; new orders dollar value of $6.3 billion, up 22%.

Revenues of $6.8 billion, down 2%.

Total Revenue
$6.83B
Previous year: $6.97B
-2.1%
EPS
$2.82
Previous year: $2.13
+32.4%
Homebuilding Debt to Capital
24.9%
Previous year: 32.8%
-24.1%
Gross Margin on Home Sales
25%
Previous year: 21.5%
+16.3%
Gross Profit
$1.6B
Previous year: $1.47B
+8.5%
Cash and Equivalents
$2.7B
Previous year: $1.45B
+86.7%
Free Cash Flow
$1.26B
Previous year: $1.17B
+8.3%
Total Assets
$29.9B
Previous year: $29.4B
+2.0%

Lennar

Lennar

Lennar Revenue by Segment

Forward Guidance

The Company's expected results of its homebuilding and financial services activities for the first quarter of 2021 include new orders between 14,500 and 14,800 and deliveries between 12,200 and 12,500. The average sales price is expected to be $390,000 and the gross margin % on home sales is expected to be between 23.5% and 23.75%.

Positive Outlook

  • New Orders: 14,500 - 14,800
  • Deliveries: 12,200 - 12,500
  • Average Sales Price: $390,000
  • Gross Margin % on Home Sales: 23.5% - 23.75%
  • Financial Services Operating Earnings: $110 million - $115 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income