Lennar Corporation

LENleader

Lennar is one of the nation's largest homebuilders, delivering approximately 75,000 homes annually. The company pioneered the 'Everything's Included' approach, bundling premium features into the base price of homes.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($34.2B)

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East Region (30%)

Central Region (25%)

West Region (30%)

Financial Services & Other (15%)

Segment Breakdown & Key Customers

Product Details

Homebuilding92%

Single-family attached and detached homes across entry-level, move-up, and active adult segments

Financial Services5%

Mortgage origination through Universal American Mortgage Company

Multifamily & Other3%

Apartment development and Lennar Other segments

Supply Chain Relationships

Competitors

D.R. Horton, Inc.

Single-family homebuilding

Impact: Primary competitor

PulteGroup, Inc.

National homebuilding

Impact: Key competitor

Key Suppliers

The Home Depot, Inc.

Building materials and appliances

Impact: Medium

Macro & Market Context

소비재 (경기민감)Sector News

프리미엄 vs 가성비 양극화 — 고소득 소비 견조, 중간층 압박 심화

미국 소매판매 증감 (MoM)

+0.4%

소비자신뢰지수 (Conference)

98.3

명품 시장 성장률 (글로벌)

+6% YoY

전자상거래 침투율

22%

Upcoming Catalysts

◆Amazon·Tesla Q1 실적 (2026.04~05)◆중국 5.4월 소매판매 데이터◆미국 4월 CPI·PCE 발표

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AI Analysis

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Company Info

Headquarters

Miami, Florida, USA

Founded

1954

Employees

12,200

Website

lennar.com

Sector Overview — 소비재 (경기민감)

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