美股市场表现 - 道琼斯工业平均指数上涨0.3%收于46142.42点 [1] - 标普500指数上涨0.5%收于6631.96点 [1] - 纳斯达克指数上涨近1%收于22470.73点 [1] 英特尔公司(INTC) - 股价大涨22.77%收于30.57美元 盘中创52周新高32.38美元 [1] - 与英伟达宣布建立重要合作伙伴关系 共同开发定制数据中心和PC产品 [1] - 合作旨在增强跨市场工作负载 为英特尔股票注入新活力 [1] 联邦快递(FDX) - 股价微涨0.32%收于226.50美元 盘后交易上涨近5.5%至238.91美元 [2] - 2026财年第一季度营收222亿美元 超出216.7亿美元的市场预期 [2] - 52周价格区间为194.30美元至308.53美元 [2] 莱纳建筑公司(LEN) - 股价微跌0.08%收于132.87美元 盘后交易下跌3.2%至128.62美元 [3] - 第三季度每股收益2美元 低于市场预期的2.10美元 [3] - 业绩未达预期反映市场状况疲软 影响股票表现 [3] 布雷拉控股(BREA) - 股价暴涨225.49%收于24.90美元 盘中创52周新高52.95美元 [4] - Cathie Wood旗下Ark Invest当日买入650万股 持仓价值约1.619亿美元 [4] - 公司更名为Solmate 转型为基于Solana的数字资产和加密基础设施公司 完成3亿美元融资轮 [4] Rivian汽车(RIVN) - 股价上涨4.04%收于14.68美元 52周价格区间为9.50美元至17.15美元 [5] - 其分拆公司Also Inc开发的电动自行车新图片在网上流传 引发投资者兴趣 [5] - Benzinga Edge股票排名显示Rivian动量指标位于第67百分位 [5]

Lennar (LEN) reported $8.81 billion in revenue for the quarter ended August 2025, representing a year-over-year decline of 6.4%. EPS of $2.00 for the same period compares to $3.90 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $9.04 billion, representing a surprise of -2.49%. The company delivered an EPS surprise of -5.66%, with the consensus EPS estimate being $2.12.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expe ...

Lennar (LEN) came out with quarterly earnings of $2 per share, missing the Zacks Consensus Estimate of $2.12 per share. This compares to earnings of $3.9 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -5.66%. A quarter ago, it was expected that this homebuilder would post earnings of $1.94 per share when it actually produced earnings of $1.9, delivering a surprise of -2.06%.Over the last four quarters, the company has surpass ...

Lennar Corp.  LEN released its third-quarter results after Thursday's closing bell. Here's a look at the details in the report. LEN stock is moving. See the real-time price action here.The Details: Lennar reported adjusted earnings of $2 per share, which missed the consensus estimate of $2.10.Quarterly revenue came in at $8.81 billion, which missed the Street estimate of $8.99 billion.Read Next: Quantum Stock Tracker: IonQ’s Higher Price Targets, Rigetti Climbs 30%, Nvidia’s New Quantum Investments Lennar r ...

Key TakeawaysLennar Corporation (LEN) reported mixed third-quarter 2025 earnings, with EPS beating estimates at $2.29 but revenue falling short of expectations at $8.81 billion, alongside a significant year-over-year EPS drop and conservative Q4 guidance.FedEx (FDX) is set to complete its Amazon (AMZN) onboarding by the third quarter, focusing on larger, heavier packages, marking a significant rekindling of their partnership and potentially bolstering holiday delivery capacity.Japan's Sanae Takaichi plans t ...

(Reuters) -Homebuilder Lennar (LEN) reported a 46% decline in third-quarter profit and forecast fourth-quarter home deliveries below Wall Street estimates on Thursday, as inflationary pressures continued to weigh on housing demand. Shares of Lennar fell more than 2% in premarket trading on Friday. Elevated interest rates and affordability challenges have pressured U.S. homebuilders' profitability in recent quarters. Treasury yields rose on Wednesday despite a rate cut, reversing losses seen in June. L ...

财务数据关键指标变化：收入和利润 - 总营收88亿美元，房屋销售收入82亿美元同比下降9%[3][9] - 总营收同比下降6.4%至88.1亿美元，去年同期为94.16亿美元[20] - 住宅建筑营收下降8.8%至82.54亿美元，去年同期为90.46亿美元[20] - 归属于Lennar的净收益下降49.2%至5.91亿美元，去年同期为11.63亿美元[20] - 每股收益同比下降46.2%至2.29美元，去年同期为4.26美元[20] - 住宅建筑运营收益下降48.6%至7.6亿美元，去年同期为14.78亿美元[20] 财务数据关键指标变化：成本和费用 - 房屋销售毛利率17.5%，同比下降5个百分点[3][10] - 销售及行政费用占房屋销售收入比例8.2%，同比上升1.5个百分点[3][11] 各条业务线表现 - 金融服务业务运营收益1.78亿美元同比增长23%[3][12] - 多户住宅业务运营亏损1600万美元，其他业务运营收益6200万美元[3][13] - 金融服务营收增长15.0%至3.14亿美元，去年同期为2.73亿美元[20] - 多户家庭业务营收激增144.5%至2.28亿美元，去年同期为9340万美元[20] 业务运营数据：订单和交付 - 新订单23,004套同比增长12%，待交付订单16,953套价值66亿美元[3] - 交付量21,584套与去年同期持平，平均销售价格38.3万美元同比下降9%[3][9] - 新订单增长11.7%至23,004套，去年同期为20,587套[25] - 平均销售价格同比下降9.2%至38.3万美元，去年同期为42.2万美元[24] - 新订单总数63,960套，同比增长6.5%，订单总额244.46亿美元，同比下降4.1%[28] - 未合并实体新订单346套（金额1.86亿美元），平均售价53.9万美元，同比分别增长47.9%和38.8%[29] - 未交付订单总量16,953套基本持平，但订单金额66.48亿美元同比下降14.2%，平均售价39.2万美元[30] - 未合并实体未交付订单86套（金额9300万美元），平均售价110万美元同比提升49.9%[30] - 住宅交付量基本持平为21,584套，去年同期为21,516套[24] 各地区表现 - 中南部地区新订单18,602套同比增长25.2%，但平均售价23.5万美元同比下降7.1%[28] 管理层讨论和指引 - 第四季度指引：新订单20,000-21,000套，交付量22,000-23,000套，毛利率约17.5%[5][16] 其他财务数据 - 净收益5.91亿美元，稀释后每股收益2.29美元（不包括按市值计价的科技投资收益为2.00美元）[3][4] - 回购410万股普通股耗资5.07亿美元，平均股价122.97美元[3][15] - 现金及等价物减少至14.06亿美元，较期初46.63亿美元下降69.8%[33] - 库存总额133.78亿美元，较期初197.20亿美元下降32.2%[33] - 房屋建筑债务35.24亿美元，较期初22.58亿美元增长56.1%[33][35] - 债务与总资本比率从7.5%升至13.5%，净债务比率从-9.4%转为正8.6%[35] - 股东权益225.70亿美元，较期初278.70亿美元减少19.0%[33][35]

核心财务表现 - 2025年第三季度净收益5.91亿美元 较2024年同期的12亿美元下降51% [2] - 稀释后每股收益2.29美元 若剔除技术投资按市价计算的9900万美元收益 调整后每股收益为2.00美元 [2] - 总营收88亿美元 房屋销售收入82亿美元 同比下降9% [4][6] 运营指标 - 交付房屋21,584套 与去年同期21,516套基本持平 [3][6] - 新订单23,004套 同比增长12% [3][4] - 未交付订单16,953套 对应价值66亿美元 [4] - 平均销售价格38.3万美元 较去年同期的42.2万美元下降9% [3][6] 盈利能力 - 房屋销售毛利率17.5% 较去年同期的22.5%下降500个基点 [4][7] - 销售及行政费用占收入比例8.2% 较去年同期的6.7%上升150个基点 [4][8] - 房屋销售净利率9.2% [4] 业务分部表现 - 房屋建筑业务运营收益7.6亿美元 较去年同期的14.8亿美元下降49% [4] - 金融服务业务运营收益1.78亿美元 较去年同期的1.44亿美元增长23% [4][9] - 多户住宅业务运营亏损1600万美元 去年同期为盈利7900万美元 [4][10] - 其他业务运营收益6200万美元 主要来自技术投资按市价计算收益 [4][10] 资本管理 - 回购410万股普通股 总金额5.07亿美元 平均股价122.97美元 [4][12] - 房屋建筑业务现金及等价物14亿美元 [4] - 总债务35亿美元 债务与总资本比率为13.5% [4] 运营效率 - 每社区月开工速度4.4套 销售速度4.7套 [3] - 库存周转率提升至1.9次 [3] - 周期时间缩短至126天 为历史最短 [3] - 每活跃社区未售竣工房屋少于2套 处于历史区间内 [3] 地区表现 - 东部地区交付4,770套 平均售价36.6万美元 [24] - 中部地区交付5,469套 平均售价37.9万美元 [24] - 中南地区交付6,413套 平均售价23.5万美元 [24] - 西部地区交付4,926套 平均售价59.9万美元 [24] 未来展望 - 预计第四季度新订单20,000-21,000套 [3][13] - 预计交付22,000-23,000套 [3][13] - 预计平均售价38-39万美元 [13] - 预计毛利率维持约17.5% [3][13] - 预计销售及行政费用占比7.8%-8.0% [13] - 预计金融服务业务运营收益1.3-1.35亿美元 [13]

Lennar Corporation (NYSE:LEN) will release earnings results for the third quarter, after the closing bell on Thursday, Sept. 18. Analysts expect the company to report quarterly earnings at $2.09 per share, down from $3.90 per share in the year-ago period. Lennar is projected to report quarterly revenue at $9.05 billion, compared to $9.42 billion a year earlier, according to data from Benzinga Pro. The company has beaten analyst estimates for revenue in five straight quarters and in nine of the last 10 qua ...

Investors looking for signs of a housing market rebound are watching the earnings and commentary from Lennar, one of the nation's largest home builders. ...