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US housing shares shine as Fed restarts rate cuts
Yahoo Finance· 2025-09-19 10:06
By Lewis Krauskopf NEW YORK (Reuters) -As the U.S. Federal Reserve restarts interest rate cuts, housing shares are one of the areas of the stock market that may benefit, and they have perked up in recent weeks as markets priced in more monetary easing. On Wednesday, the U.S. central bank lowered its benchmark rate for the first time since December and indicated more cuts would follow as it tries to shore up a shaky labor market. The Fed's move stands to help interest-rate sensitive areas such as small-c ...
Lennar Corporation's Q3 Financial Performance: A Mixed Bag Amid Market Challenges
Financial Modeling Prep· 2025-09-19 10:00
财务业绩表现 - 第三季度每股收益2.29美元超预期2.09美元 但营收88.1亿美元低于预期102.8亿美元[1] - 调整后每股收益2.00美元低于市场共识2.10美元 营收同比下滑6.4%[2] - 净利润5.91亿美元(含投资公允价值变动) 剔除技术投资收益后为5.16亿美元 较去年同期12亿美元大幅下降[3] 运营数据指标 - 新订单数量同比增长12%达23,004套 未交付订单16,953套价值66亿美元[4] - 当期交付21,584套住宅与去年同期持平 住宅销售毛利率17.5%[4] - 住宅业务运营收益7.6亿美元 净利率9.2%[4] 估值与财务健康度 - 市盈率10.13倍 市销率0.94倍显示估值低于销售额[5] - 债务权益比0.19表明资本结构保守 流动比率9.15显示短期偿债能力强劲[5] - 技术投资公允价值变动贡献7500万美元净利润[3]
Wall Street coasts to the finish of its latest record-setting week
Yahoo Finance· 2025-09-19 04:59
NEW YORK (AP) — Wall Street tacked on some more gains Friday as it glided to the finish of its latest record-setting week. The S&P 500 rose 0.5% to close out its sixth winning week in the last seven. The Dow Jones Industrial Average added 172 points, or 0.4%, and the Nasdaq composite climbed 0.7%. All three hit all-time highs for a second straight day. They’ve been rallying on expectations that the Federal Reserve will continue to cut interest rates in order to give the economy a boost after the centra ...
Jim Cramer on Lennar: “Here’s a Home Builder That’s a Superb Operator”
Yahoo Finance· 2025-09-19 03:25
Lennar Corporation (NYSE:LEN) is one of the stocks on Jim Cramer’s radar. While Cramer expressed a bullish sentiment toward the company, he showed hesitancy in recommending the stock, as he said: “Lennar reports too, and here’s a home builder that’s a superb operator. It’s done well throughout the bond turmoil that we’ve seen in recent months. We need long-term interest rates to stay low to justify buying a home builder. That’s a tough call right now.” docstockmedia/Shutterstock.com Lennar Corporation ...
INTC, FDX, LEN, BREA, RIVN: 5 Trending Stocks Today - Intel (NASDAQ:INTC)
Benzinga· 2025-09-19 02:43
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]
Compared to Estimates, Lennar (LEN) Q3 Earnings: A Look at Key Metrics
ZACKS· 2025-09-19 01:01
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 Stock Slides After Worse-Than-Expected Q3 Report: Reflective Of 'Soft Market Conditions'
Benzinga· 2025-09-18 22:44
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 ...
Financial Markets Brace for Political Moves, Mixed Earnings, and Key Partnerships
Stock Market News· 2025-09-18 22:38
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 ...
Lennar reports lower quarterly profit as affordability pressures weigh on home buyers
Yahoo Finance· 2025-09-18 22:32
(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 ...
Lennar Reports Third Quarter 2025 Results
Prnewswire· 2025-09-18 21:48
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]