Lennar Corp. （纽交所代码：LEN）在周四收盘后发布了第一季度的业绩报告。以下是报告的详细内容。

详情：Lennar报告季度每股收益 $2.14，超出分析师一致预期的 $1.73。季度GAAP收入为 $76.3 亿，也超过了预期的 $74.3 亿。

在第一季度，Lennar报告：

• 新订单增加1%至18,355套；新订单金额减少4%至 $74 亿。
• 未交付订单量为13,145套，价值 $58 亿。
• 交付量增加6%至17,834套。
• 总收入为 $76 亿。
• 房屋建造营运收益为 $8.09 亿。
• 房屋销售毛利率为18.7%（购房会计前为18.8%）。
• 销售、一般及行政费用占房屋销售收入的比例为8.5%。
• 房屋销售净利率为10.2%。
• 金融服务营运收益为 $1.43 亿。
• 多户住宅业务盈亏平衡。

“我们很高兴地报告我们2025年第一季度的业绩，这对Lennar来说既具有建设性又具有战略意义。在本季度中，我们继续专注于将生产节奏与销售节奏匹配，并维持均衡生产流量的战略，”Lennar的联席首席执行官Stuart Miller说。

Miller指出市场疲软，导致平均销售价格和其他指标低于预期。

“反映出市场的持续疲软，我们的平均售价（扣除奖励后的）降至 $408,000，比去年低1%。此外，我们的毛利为18.7%，略低于我们的指导意见，销售、一般及行政费用为8.5%，产生了10.2%的净利率，这些都促成了 $5.2 亿的收益，每股收益为 $1.96，”Miller说。

LEN股价变化：根据Benzinga Pro的数据，Lennar周四盘后股价下跌4.18%，至 $115.05。

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Lennar Corp. (NYSE:LEN) released its first-quarter results after Thursday's closing bell. Here's a look at the details from the report. 

The Details: Lennar reported quarterly earnings of $2.14 per share. which beat the analyst consensus estimate of $1.73. Quarterly GAAP revenue came in at $7.63 billion, beating the consensus estimate of $7.43 billion.

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For the first quarter, Lennar reported:

• New orders increased 1% to 18,355 homes; new orders dollar value decreased 4% to $7.4 billion.
• Backlog of 13,145 homes with a dollar value of $5.8 billion.
• Deliveries increased 6% to 17,834 homes.
• Total revenues of $7.6 billion.
• Homebuilding operating earnings of $809 million.
• Gross margin on home sales of 18.7% (18.8% before purchase accounting.)
• S,G&A expenses as a % of revenues from home sales of 8.5%.
• Net margin on home sales of 10.2%.
• Financial Services operating earnings of $143 million.
• Multifamily operations were breakeven.

“We are pleased to report our 2025 first-quarter results that were both constructive and strategic for Lennar. During the quarter, we continued to focus on our strategy of matching production pace with sales pace and maintaining even flow production,” said Stuart Miller, Co-CEO of Lennar. 

Miller did point to weakness in the market, which led to a lower average sales price and other metrics that came in below expectations.

“Reflecting continued weakness in the market, however, our average sales price, net of incentives, declined to $408,000, 1% lower than last year. Additionally, our gross margin was 18.7%, just shy of our guidance, and our SG&A expenses were 8.5%, producing a 10.2% net margin, all contributing to earnings of $520 million, or $1.96 per diluted share,” Miller said.

LEN Price Action: According to data from Benzinga Pro, Lennar shares are down 4.18% after hours at $115.05 on Thursday.  

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