LEN-B is trading at $106.45 (-3.3%) amid continued reaction to yesterday's Q4 earnings release, which highlighted an EPS miss and significant margin pressure.
- EPS of $1.93 missed estimates by $0.28, despite revenue of $9.37B beating expectations.
- Gross margins fell to 17% due to heavy incentives.
- Q1 2026 guidance signals further drops to 15-16% on affordability woes, driving investor focus on margin pressure over order growth.