lennar
Lennar Q3 earnings were a disaster.
Lennar Q3 earnings were a disaster. Margins collapsed as Lennar had to offer incentives to sell inventory. The housing story continues to deteriorate. pic.twitter.com/uBmRYGUmUj — QE Infinity (@StealthQE4) September 19, 2025
Housing market weakness triggers Lennar to offer biggest incentives since 2009; It was only 4 states defaulting on mortgages that kicked off the GFC.
There’s nothing biased about labeling this the biggest bubble in US equity & housing history – it’s called the reality. Bubbles are rarely linear. — Don Johnson (@DonMiami3) August 24, 2025 Housing market weakness triggers Lennar to offer biggest incentives since 2009#RESights #MacroEdge — MacroEdge RESights (@RESightsbyME) August 24, 2025 July 2025 saw the second …
Housing stocks crushed again on the Lennar earnings (and general macro risk off)
https://twitter.com/rev_cap/status/1935035951115587783
Lennar just posted a 52% decline in net earnings Y/Y. Is it bad when your net earnings get cut in half. In the “strong sales season”?
Forget the daily market chatter about flashy tech or quick trades. If you want the real pulse of the American economy, look no further than where people actually live: the housing market. Right now, that vital sector, for some of its biggest players, is signaling real trouble, not just a passing chill. Is it bad …