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Side-by-side financial comparison of Edison International (EIX) 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 $5.2B, roughly 1.8× Edison International). Edison International runs the higher net margin — 35.4% vs 5.2%, a 30.2% gap on every dollar of revenue. On growth, Edison International posted the faster year-over-year revenue change (30.8% vs -5.8%). Lennar produced more free cash flow last quarter ($1.7B vs $-319.0M). Over the past eight quarters, Lennar's revenue compounded faster (13.2% CAGR vs 13.1%).
Edison International is a public utility holding company based in Rosemead, California. Its subsidiaries include Southern California Edison, and unregulated non-utility business assets Edison Energy. Edison's roots trace back to Holt & Knupps, a company founded in 1886 as a provider of street lights in Visalia, California.
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.
EIX vs LEN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $5.2B | $9.4B |
| Net Profit | $1.8B | $490.2M |
| Gross Margin | — | — |
| Operating Margin | 52.8% | 7.3% |
| Net Margin | 35.4% | 5.2% |
| Revenue YoY | 30.8% | -5.8% |
| Net Profit YoY | 443.5% | -55.3% |
| EPS (diluted) | $4.78 | — |
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 | $5.2B | $9.4B | ||
| Q3 25 | $5.8B | $8.8B | ||
| Q2 25 | $4.5B | $8.4B | ||
| Q1 25 | $3.8B | $7.6B | ||
| Q4 24 | $4.0B | $9.9B | ||
| Q3 24 | $5.2B | $9.4B | ||
| Q2 24 | $4.3B | $8.8B | ||
| Q1 24 | $4.1B | $7.3B |
| Q4 25 | $1.8B | $490.2M | ||
| Q3 25 | $832.0M | $591.0M | ||
| Q2 25 | $343.0M | $477.4M | ||
| Q1 25 | $1.4B | $519.5M | ||
| Q4 24 | $340.0M | $1.1B | ||
| Q3 24 | $516.0M | $1.2B | ||
| Q2 24 | $439.0M | $954.3M | ||
| Q1 24 | $-11.0M | $719.3M |
| Q4 25 | 52.8% | 7.3% | ||
| Q3 25 | 24.9% | 9.0% | ||
| Q2 25 | 17.1% | 7.7% | ||
| Q1 25 | 56.0% | 9.1% | ||
| Q4 24 | 19.8% | 14.7% | ||
| Q3 24 | 19.1% | 16.3% | ||
| Q2 24 | 20.8% | 14.4% | ||
| Q1 24 | 6.0% | 12.7% |
| Q4 25 | 35.4% | 5.2% | ||
| Q3 25 | 14.5% | 6.7% | ||
| Q2 25 | 7.6% | 5.7% | ||
| Q1 25 | 37.7% | 6.8% | ||
| Q4 24 | 8.5% | 11.0% | ||
| Q3 24 | 9.9% | 12.3% | ||
| Q2 24 | 10.1% | 10.9% | ||
| Q1 24 | -0.3% | 9.8% |
| Q4 25 | $4.78 | — | ||
| Q3 25 | $2.16 | $2.29 | ||
| Q2 25 | $0.89 | $1.81 | ||
| Q1 25 | $3.72 | $1.96 | ||
| Q4 24 | $0.89 | $4.03 | ||
| Q3 24 | $1.32 | $4.26 | ||
| Q2 24 | $1.13 | $3.45 | ||
| Q1 24 | $-0.03 | $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 | $158.0M | $3.8B |
| Total DebtLower is stronger | $38.0B | $5.9B |
| Stockholders' EquityBook value | $17.6B | $22.0B |
| Total Assets | $94.0B | $34.4B |
| Debt / EquityLower = less leverage | 2.16× | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $158.0M | $3.8B | ||
| Q3 25 | $364.0M | — | ||
| Q2 25 | $140.0M | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $193.0M | $4.9B | ||
| Q3 24 | $200.0M | — | ||
| Q2 24 | $465.0M | — | ||
| Q1 24 | $992.0M | — |
| Q4 25 | $38.0B | $5.9B | ||
| Q3 25 | $36.4B | — | ||
| Q2 25 | $37.7B | — | ||
| Q1 25 | $38.4B | — | ||
| Q4 24 | $35.6B | $4.2B | ||
| Q3 24 | $34.9B | — | ||
| Q2 24 | $34.8B | — | ||
| Q1 24 | $34.7B | — |
| Q4 25 | $17.6B | $22.0B | ||
| Q3 25 | $17.2B | $22.6B | ||
| Q2 25 | $16.7B | $22.6B | ||
| Q1 25 | $16.6B | $22.7B | ||
| Q4 24 | $15.6B | $27.9B | ||
| Q3 24 | $15.7B | $27.4B | ||
| Q2 24 | $15.4B | $26.9B | ||
| Q1 24 | $15.2B | $26.6B |
| Q4 25 | $94.0B | $34.4B | ||
| Q3 25 | $90.5B | $34.9B | ||
| Q2 25 | $88.8B | $34.4B | ||
| Q1 25 | $88.4B | $35.0B | ||
| Q4 24 | $85.6B | $41.3B | ||
| Q3 24 | $84.7B | $39.7B | ||
| Q2 24 | $84.8B | $38.7B | ||
| Q1 24 | $83.6B | $39.0B |
| Q4 25 | 2.16× | 0.27× | ||
| Q3 25 | 2.12× | — | ||
| Q2 25 | 2.26× | — | ||
| Q1 25 | 2.31× | — | ||
| Q4 24 | 2.29× | 0.15× | ||
| Q3 24 | 2.23× | — | ||
| Q2 24 | 2.26× | — | ||
| Q1 24 | 2.29× | — |
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 | $1.6B | $1.8B |
| Free Cash FlowOCF − Capex | $-319.0M | $1.7B |
| FCF MarginFCF / Revenue | -6.1% | 17.9% |
| Capex IntensityCapex / Revenue | 36.3% | 0.9% |
| Cash ConversionOCF / Net Profit | 0.85× | 3.59× |
| TTM Free Cash FlowTrailing 4 quarters | $-715.0M | $28.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.6B | $1.8B | ||
| Q3 25 | $2.1B | $-158.6M | ||
| Q2 25 | $882.0M | $-1.1B | ||
| Q1 25 | $1.2B | $-289.0M | ||
| Q4 24 | $1.2B | $974.5M | ||
| Q3 24 | $2.5B | $819.2M | ||
| Q2 24 | $329.0M | $241.8M | ||
| Q1 24 | $1.0B | $367.9M |
| Q4 25 | $-319.0M | $1.7B | ||
| Q3 25 | $618.0M | $-190.8M | ||
| Q2 25 | $-830.0M | $-1.1B | ||
| Q1 25 | $-184.0M | $-345.1M | ||
| Q4 24 | $-326.0M | $933.1M | ||
| Q3 24 | $961.0M | $800.8M | ||
| Q2 24 | $-1.1B | $203.0M | ||
| Q1 24 | $-236.0M | $294.9M |
| Q4 25 | -6.1% | 17.9% | ||
| Q3 25 | 10.7% | -2.2% | ||
| Q2 25 | -18.3% | -13.3% | ||
| Q1 25 | -4.8% | -4.5% | ||
| Q4 24 | -8.2% | 9.4% | ||
| Q3 24 | 18.5% | 8.5% | ||
| Q2 24 | -25.2% | 2.3% | ||
| Q1 24 | -5.8% | 4.0% |
| Q4 25 | 36.3% | 0.9% | ||
| Q3 25 | 26.2% | 0.4% | ||
| Q2 25 | 37.7% | 0.2% | ||
| Q1 25 | 36.9% | 0.7% | ||
| Q4 24 | 37.6% | 0.4% | ||
| Q3 24 | 29.1% | 0.2% | ||
| Q2 24 | 32.8% | 0.4% | ||
| Q1 24 | 31.4% | 1.0% |
| Q4 25 | 0.85× | 3.59× | ||
| Q3 25 | 2.55× | -0.27× | ||
| Q2 25 | 2.57× | -2.29× | ||
| Q1 25 | 0.85× | -0.56× | ||
| Q4 24 | 3.44× | 0.89× | ||
| Q3 24 | 4.79× | 0.70× | ||
| Q2 24 | 0.75× | 0.25× | ||
| Q1 24 | — | 0.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EIX
| Commercial | $2.2B | 43% |
| Residential | $1.2B | 23% |
| Other | $966.0M | 19% |
| Other Operating Revenue | $802.0M | 15% |
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% |
