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Side-by-side financial comparison of Bunge Global (BG) and Lennar (LEN). Click either name above to swap in a different company.
Lennar is the larger business by last-quarter revenue ($9.4B vs $4.9B, roughly 1.9× Bunge Global). Lennar runs the higher net margin — 5.2% vs 1.9%, a 3.3% gap on every dollar of revenue. On growth, Bunge Global posted the faster year-over-year revenue change (22.2% vs -5.8%). Lennar produced more free cash flow last quarter ($1.7B vs $809.0M). Over the past eight quarters, Lennar's revenue compounded faster (13.2% CAGR vs 11.3%).
Bunge Global SA (BUN-ghee) is a global agribusiness and food company, incorporated in Geneva, Switzerland and headquartered in St. Louis, Missouri, United States.
Lennar Corporation is an American home construction company based in Miami-Dade County, Florida. As of 2025, it is the second-largest home construction company in the United States based on the number of homes sold. Lennar has investments in multifamily and single-family residential rental properties, luxury development, property technology with LenX, and mortgage lending from Lennar Mortgage.
BG vs LEN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.9B | $9.4B |
| Net Profit | $95.0M | $490.2M |
| Gross Margin | 20.7% | — |
| Operating Margin | 1.8% | 7.3% |
| Net Margin | 1.9% | 5.2% |
| Revenue YoY | 22.2% | -5.8% |
| Net Profit YoY | -84.2% | -55.3% |
| EPS (diluted) | $-0.02 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $4.9B | $9.4B | ||
| Q3 25 | $4.4B | $8.8B | ||
| Q2 25 | $4.0B | $8.4B | ||
| Q1 25 | $3.7B | $7.6B | ||
| Q4 24 | $4.0B | $9.9B | ||
| Q3 24 | $3.9B | $9.4B | ||
| Q2 24 | $3.7B | $8.8B | ||
| Q1 24 | $3.9B | $7.3B |
| Q4 25 | $95.0M | $490.2M | ||
| Q3 25 | $166.0M | $591.0M | ||
| Q2 25 | $354.0M | $477.4M | ||
| Q1 25 | $201.0M | $519.5M | ||
| Q4 24 | $602.0M | $1.1B | ||
| Q3 24 | $221.0M | $1.2B | ||
| Q2 24 | $70.0M | $954.3M | ||
| Q1 24 | $244.0M | $719.3M |
| Q4 25 | 20.7% | — | ||
| Q3 25 | 24.3% | — | ||
| Q2 25 | 18.4% | — | ||
| Q1 25 | 16.3% | — | ||
| Q4 24 | 27.0% | — | ||
| Q3 24 | 19.9% | — | ||
| Q2 24 | 17.8% | — | ||
| Q1 24 | 22.2% | — |
| Q4 25 | 1.8% | 7.3% | ||
| Q3 25 | 6.2% | 9.0% | ||
| Q2 25 | 12.3% | 7.7% | ||
| Q1 25 | 7.8% | 9.1% | ||
| Q4 24 | 18.3% | 14.7% | ||
| Q3 24 | 8.3% | 16.3% | ||
| Q2 24 | 2.8% | 14.4% | ||
| Q1 24 | 9.4% | 12.7% |
| Q4 25 | 1.9% | 5.2% | ||
| Q3 25 | 3.8% | 6.7% | ||
| Q2 25 | 8.8% | 5.7% | ||
| Q1 25 | 5.5% | 6.8% | ||
| Q4 24 | 15.0% | 11.0% | ||
| Q3 24 | 5.7% | 12.3% | ||
| Q2 24 | 1.9% | 10.9% | ||
| Q1 24 | 6.2% | 9.8% |
| Q4 25 | $-0.02 | — | ||
| Q3 25 | $0.84 | $2.29 | ||
| Q2 25 | $2.61 | $1.81 | ||
| Q1 25 | $1.48 | $1.96 | ||
| Q4 24 | $4.27 | $4.03 | ||
| Q3 24 | $1.56 | $4.26 | ||
| Q2 24 | $0.48 | $3.45 | ||
| Q1 24 | $1.68 | $2.57 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.0B | $3.8B |
| Total DebtLower is stronger | $10.2B | $5.9B |
| Stockholders' EquityBook value | $15.9B | $22.0B |
| Total Assets | $44.5B | $34.4B |
| Debt / EquityLower = less leverage | 0.64× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $3.8B | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $7.1B | — | ||
| Q1 25 | $3.9B | — | ||
| Q4 24 | $3.8B | $4.9B | ||
| Q3 24 | $3.0B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $3.1B | — |
| Q4 25 | $10.2B | $5.9B | ||
| Q3 25 | $11.1B | — | ||
| Q2 25 | $7.7B | — | ||
| Q1 25 | $5.4B | — | ||
| Q4 24 | $5.4B | $4.2B | ||
| Q3 24 | $5.4B | — | ||
| Q2 24 | $4.1B | — | ||
| Q1 24 | $4.1B | — |
| Q4 25 | $15.9B | $22.0B | ||
| Q3 25 | $15.8B | $22.6B | ||
| Q2 25 | $10.9B | $22.6B | ||
| Q1 25 | $10.6B | $22.7B | ||
| Q4 24 | $9.9B | $27.9B | ||
| Q3 24 | $10.1B | $27.4B | ||
| Q2 24 | $10.0B | $26.9B | ||
| Q1 24 | $10.6B | $26.6B |
| Q4 25 | $44.5B | $34.4B | ||
| Q3 25 | $46.3B | $34.9B | ||
| Q2 25 | $31.2B | $34.4B | ||
| Q1 25 | $26.7B | $35.0B | ||
| Q4 24 | $24.9B | $41.3B | ||
| Q3 24 | $25.3B | $39.7B | ||
| Q2 24 | $24.4B | $38.7B | ||
| Q1 24 | $25.8B | $39.0B |
| Q4 25 | 0.64× | 0.27× | ||
| Q3 25 | 0.71× | — | ||
| Q2 25 | 0.71× | — | ||
| Q1 25 | 0.51× | — | ||
| Q4 24 | 0.54× | 0.15× | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.41× | — | ||
| Q1 24 | 0.39× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.3B | $1.8B |
| Free Cash FlowOCF − Capex | $809.0M | $1.7B |
| FCF MarginFCF / Revenue | 16.6% | 17.9% |
| Capex IntensityCapex / Revenue | 11.0% | 0.9% |
| Cash ConversionOCF / Net Profit | 14.18× | 3.59× |
| TTM Free Cash FlowTrailing 4 quarters | $-879.0M | $28.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $1.8B | ||
| Q3 25 | $854.0M | $-158.6M | ||
| Q2 25 | $-1.1B | $-1.1B | ||
| Q1 25 | $-285.0M | $-289.0M | ||
| Q4 24 | $1.1B | $974.5M | ||
| Q3 24 | $1.3B | $819.2M | ||
| Q2 24 | $-1.5B | $241.8M | ||
| Q1 24 | $994.0M | $367.9M |
| Q4 25 | $809.0M | $1.7B | ||
| Q3 25 | $385.0M | $-190.8M | ||
| Q2 25 | $-1.5B | $-1.1B | ||
| Q1 25 | $-595.0M | $-345.1M | ||
| Q4 24 | $564.0M | $933.1M | ||
| Q3 24 | $973.0M | $800.8M | ||
| Q2 24 | $-1.8B | $203.0M | ||
| Q1 24 | $758.0M | $294.9M |
| Q4 25 | 16.6% | 17.9% | ||
| Q3 25 | 8.8% | -2.2% | ||
| Q2 25 | -36.8% | -13.3% | ||
| Q1 25 | -16.2% | -4.5% | ||
| Q4 24 | 14.1% | 9.4% | ||
| Q3 24 | 25.1% | 8.5% | ||
| Q2 24 | -47.4% | 2.3% | ||
| Q1 24 | 19.2% | 4.0% |
| Q4 25 | 11.0% | 0.9% | ||
| Q3 25 | 10.7% | 0.4% | ||
| Q2 25 | 10.1% | 0.2% | ||
| Q1 25 | 8.5% | 0.7% | ||
| Q4 24 | 12.2% | 0.4% | ||
| Q3 24 | 9.1% | 0.2% | ||
| Q2 24 | 8.0% | 0.4% | ||
| Q1 24 | 6.0% | 1.0% |
| Q4 25 | 14.18× | 3.59× | ||
| Q3 25 | 5.14× | -0.27× | ||
| Q2 25 | -3.03× | -2.29× | ||
| Q1 25 | -1.42× | -0.56× | ||
| Q4 24 | 1.75× | 0.89× | ||
| Q3 24 | 6.00× | 0.70× | ||
| Q2 24 | -21.06× | 0.25× | ||
| Q1 24 | 4.07× | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
LEN
| Lennar Homebuilding East Central West Houstonand Other | $8.9B | 95% |
| Lennar Financial Services | $308.8M | 3% |
| Lennar Multifamily | $158.7M | 2% |
| Lennar Other | $14.8M | 0% |
| Homebuilding Other Regions | $3.9M | 0% |
