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Side-by-side financial comparison of Lennar (LEN) and McDonald's (MCD). Click either name above to swap in a different company.
Lennar is the larger business by last-quarter revenue ($6.6B vs $6.5B, roughly 1.0× McDonald's). McDonald's runs the higher net margin — 30.4% vs 3.5%, a 27.0% gap on every dollar of revenue. On growth, McDonald's posted the faster year-over-year revenue change (9.4% vs -13.3%). Over the past eight quarters, McDonald's's revenue compounded faster (0.2% CAGR vs -13.1%).
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.
McDonald's Corporation, doing business as McDonald's, is an American multinational fast food restaurant chain. As of 2024, it is the second-largest by number of locations in the world, behind the Chinese chain Mixue Ice Cream & Tea.
LEN vs MCD — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $6.6B | $6.5B |
| Net Profit | $229.4M | $2.0B |
| Gross Margin | — | — |
| Operating Margin | — | 0.1% |
| Net Margin | 3.5% | 30.4% |
| Revenue YoY | -13.3% | 9.4% |
| Net Profit YoY | -55.8% | — |
| EPS (diluted) | $0.93 | $2.00 |
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.
| Q1 26 | $6.6B | $6.5B | ||
| Q4 25 | $9.4B | $7.0B | ||
| Q3 25 | $8.8B | $7.1B | ||
| Q2 25 | $8.4B | $6.8B | ||
| Q1 25 | $7.6B | $6.0B | ||
| Q4 24 | $9.9B | $6.4B | ||
| Q3 24 | $9.4B | $6.9B | ||
| Q2 24 | $8.8B | $6.5B |
| Q1 26 | $229.4M | $2.0B | ||
| Q4 25 | $490.2M | $2.2B | ||
| Q3 25 | $591.0M | $2.3B | ||
| Q2 25 | $477.4M | $2.3B | ||
| Q1 25 | $519.5M | $1.9B | ||
| Q4 24 | $1.1B | $2.0B | ||
| Q3 24 | $1.2B | $2.3B | ||
| Q2 24 | $954.3M | $2.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 90.6% | ||
| Q2 25 | — | 90.4% | ||
| Q1 25 | — | 89.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 90.6% | ||
| Q2 24 | — | 90.3% |
| Q1 26 | — | 0.1% | ||
| Q4 25 | 7.3% | 45.0% | ||
| Q3 25 | 9.0% | 47.4% | ||
| Q2 25 | 7.7% | 47.2% | ||
| Q1 25 | 9.1% | 44.5% | ||
| Q4 24 | 14.7% | 44.9% | ||
| Q3 24 | 16.3% | 46.4% | ||
| Q2 24 | 14.4% | 45.0% |
| Q1 26 | 3.5% | 30.4% | ||
| Q4 25 | 5.2% | 30.9% | ||
| Q3 25 | 6.7% | 32.2% | ||
| Q2 25 | 5.7% | 32.9% | ||
| Q1 25 | 6.8% | 31.4% | ||
| Q4 24 | 11.0% | 31.6% | ||
| Q3 24 | 12.3% | 32.8% | ||
| Q2 24 | 10.9% | 31.2% |
| Q1 26 | $0.93 | $2.00 | ||
| Q4 25 | — | $3.03 | ||
| Q3 25 | $2.29 | $3.18 | ||
| Q2 25 | $1.81 | $3.14 | ||
| Q1 25 | $1.96 | $2.60 | ||
| Q4 24 | $4.03 | $2.80 | ||
| Q3 24 | $4.26 | $3.13 | ||
| Q2 24 | $3.45 | $2.80 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.1B | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $21.9B | — |
| Total Assets | $33.2B | — |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $2.1B | — | ||
| Q4 25 | $3.8B | $774.0M | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | $4.9B | $1.1B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | — | $792.0M |
| Q1 26 | — | — | ||
| Q4 25 | $5.9B | $40.0B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $4.2B | $38.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $21.9B | — | ||
| Q4 25 | $22.0B | $-1.8B | ||
| Q3 25 | $22.6B | $-2.2B | ||
| Q2 25 | $22.6B | $-2.8B | ||
| Q1 25 | $22.7B | $-3.5B | ||
| Q4 24 | $27.9B | $-3.8B | ||
| Q3 24 | $27.4B | $-5.2B | ||
| Q2 24 | $26.9B | $-4.8B |
| Q1 26 | $33.2B | — | ||
| Q4 25 | $34.4B | $59.5B | ||
| Q3 25 | $34.9B | $60.6B | ||
| Q2 25 | $34.4B | $59.6B | ||
| Q1 25 | $35.0B | $56.3B | ||
| Q4 24 | $41.3B | $55.2B | ||
| Q3 24 | $39.7B | $56.2B | ||
| Q2 24 | $38.7B | $53.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.27× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LEN
| Homebuilding | $6.3B | 95% |
| Financial Services | $215.6M | 3% |
| Multifamily | $82.5M | 1% |
| Lennar Other | $22.9M | 0% |
MCD
| Other | $2.5B | 38% |
| International Operated Markets | $1.8B | 27% |
| U.S | $1.8B | 27% |
| International Developmental Licensed Markets & Corporate | $476.0M | 7% |
