vs
Side-by-side financial comparison of Lennar (LEN) and Oracle Corporation (ORCL). Click either name above to swap in a different company.
Oracle Corporation is the larger business by last-quarter revenue ($16.1B vs $9.4B, roughly 1.7× Lennar). Oracle Corporation runs the higher net margin — 38.2% vs 5.2%, a 33.0% gap on every dollar of revenue. On growth, Oracle Corporation posted the faster year-over-year revenue change (14.2% vs -5.8%). Lennar produced more free cash flow last quarter ($1.7B vs $-10.0B). Over the past eight quarters, Lennar's revenue compounded faster (13.2% CAGR vs 10.0%).
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.
An oracle is a person or thing considered to provide insight, wise counsel or prophetic predictions, most notably including precognition of the future, inspired by deities. If done through occultic means, it is a form of divination.
LEN vs ORCL — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $9.4B | $16.1B |
| Net Profit | $490.2M | $6.1B |
| Gross Margin | — | — |
| Operating Margin | 7.3% | 29.5% |
| Net Margin | 5.2% | 38.2% |
| Revenue YoY | -5.8% | 14.2% |
| Net Profit YoY | -55.3% | 94.7% |
| EPS (diluted) | — | $2.10 |
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 | $9.4B | $16.1B | ||
| Q3 25 | $8.8B | $14.9B | ||
| Q2 25 | $8.4B | $15.9B | ||
| Q1 25 | $7.6B | $14.1B | ||
| Q4 24 | $9.9B | $14.1B | ||
| Q3 24 | $9.4B | $13.3B | ||
| Q2 24 | $8.8B | $14.3B | ||
| Q1 24 | $7.3B | $13.3B |
| Q4 25 | $490.2M | $6.1B | ||
| Q3 25 | $591.0M | $2.9B | ||
| Q2 25 | $477.4M | $3.4B | ||
| Q1 25 | $519.5M | $2.9B | ||
| Q4 24 | $1.1B | $3.2B | ||
| Q3 24 | $1.2B | $2.9B | ||
| Q2 24 | $954.3M | $3.1B | ||
| Q1 24 | $719.3M | $2.4B |
| Q4 25 | 7.3% | 29.5% | ||
| Q3 25 | 9.0% | 28.7% | ||
| Q2 25 | 7.7% | 32.1% | ||
| Q1 25 | 9.1% | 30.8% | ||
| Q4 24 | 14.7% | 30.0% | ||
| Q3 24 | 16.3% | 30.0% | ||
| Q2 24 | 14.4% | 32.8% | ||
| Q1 24 | 12.7% | 28.2% |
| Q4 25 | 5.2% | 38.2% | ||
| Q3 25 | 6.7% | 19.6% | ||
| Q2 25 | 5.7% | 21.5% | ||
| Q1 25 | 6.8% | 20.8% | ||
| Q4 24 | 11.0% | 22.4% | ||
| Q3 24 | 12.3% | 22.0% | ||
| Q2 24 | 10.9% | 22.0% | ||
| Q1 24 | 9.8% | 18.1% |
| Q4 25 | — | $2.10 | ||
| Q3 25 | $2.29 | $1.01 | ||
| Q2 25 | $1.81 | $1.19 | ||
| Q1 25 | $1.96 | $1.02 | ||
| Q4 24 | $4.03 | $1.10 | ||
| Q3 24 | $4.26 | $1.03 | ||
| Q2 24 | $3.45 | $1.11 | ||
| Q1 24 | $2.57 | $0.85 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $3.8B | $19.2B |
| Total DebtLower is stronger | $5.9B | — |
| Stockholders' EquityBook value | $22.0B | $30.0B |
| Total Assets | $34.4B | $205.0B |
| Debt / EquityLower = less leverage | 0.27× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.8B | $19.2B | ||
| Q3 25 | — | $10.4B | ||
| Q2 25 | — | $10.8B | ||
| Q1 25 | — | $17.4B | ||
| Q4 24 | $4.9B | $10.9B | ||
| Q3 24 | — | $10.6B | ||
| Q2 24 | — | $10.5B | ||
| Q1 24 | — | $9.5B |
| Q4 25 | $5.9B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $4.2B | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $22.0B | $30.0B | ||
| Q3 25 | $22.6B | $24.2B | ||
| Q2 25 | $22.6B | $20.5B | ||
| Q1 25 | $22.7B | $16.7B | ||
| Q4 24 | $27.9B | $13.7B | ||
| Q3 24 | $27.4B | $10.8B | ||
| Q2 24 | $26.9B | $8.7B | ||
| Q1 24 | $26.6B | $5.6B |
| Q4 25 | $34.4B | $205.0B | ||
| Q3 25 | $34.9B | $180.4B | ||
| Q2 25 | $34.4B | $168.4B | ||
| Q1 25 | $35.0B | $161.4B | ||
| Q4 24 | $41.3B | $148.5B | ||
| Q3 24 | $39.7B | $144.2B | ||
| Q2 24 | $38.7B | $141.0B | ||
| Q1 24 | $39.0B | $137.1B |
| Q4 25 | 0.27× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.15× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $1.8B | $2.1B |
| Free Cash FlowOCF − Capex | $1.7B | $-10.0B |
| FCF MarginFCF / Revenue | 17.9% | -62.1% |
| Capex IntensityCapex / Revenue | 0.9% | 74.9% |
| Cash ConversionOCF / Net Profit | 3.59× | 0.34× |
| TTM Free Cash FlowTrailing 4 quarters | $28.2M | $-13.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.8B | $2.1B | ||
| Q3 25 | $-158.6M | $8.1B | ||
| Q2 25 | $-1.1B | $6.2B | ||
| Q1 25 | $-289.0M | $5.9B | ||
| Q4 24 | $974.5M | $1.3B | ||
| Q3 24 | $819.2M | $7.4B | ||
| Q2 24 | $241.8M | $6.1B | ||
| Q1 24 | $367.9M | $5.5B |
| Q4 25 | $1.7B | $-10.0B | ||
| Q3 25 | $-190.8M | $-362.0M | ||
| Q2 25 | $-1.1B | $-2.9B | ||
| Q1 25 | $-345.1M | $71.0M | ||
| Q4 24 | $933.1M | $-2.7B | ||
| Q3 24 | $800.8M | $5.1B | ||
| Q2 24 | $203.0M | $3.3B | ||
| Q1 24 | $294.9M | $3.8B |
| Q4 25 | 17.9% | -62.1% | ||
| Q3 25 | -2.2% | -2.4% | ||
| Q2 25 | -13.3% | -18.4% | ||
| Q1 25 | -4.5% | 0.5% | ||
| Q4 24 | 9.4% | -19.0% | ||
| Q3 24 | 8.5% | 38.5% | ||
| Q2 24 | 2.3% | 23.0% | ||
| Q1 24 | 4.0% | 28.6% |
| Q4 25 | 0.9% | 74.9% | ||
| Q3 25 | 0.4% | 57.0% | ||
| Q2 25 | 0.2% | 57.1% | ||
| Q1 25 | 0.7% | 41.5% | ||
| Q4 24 | 0.4% | 28.2% | ||
| Q3 24 | 0.2% | 17.3% | ||
| Q2 24 | 0.4% | 19.6% | ||
| Q1 24 | 1.0% | 12.6% |
| Q4 25 | 3.59× | 0.34× | ||
| Q3 25 | -0.27× | 2.78× | ||
| Q2 25 | -2.29× | 1.80× | ||
| Q1 25 | -0.56× | 2.02× | ||
| Q4 24 | 0.89× | 0.41× | ||
| Q3 24 | 0.70× | 2.54× | ||
| Q2 24 | 0.25× | 1.93× | ||
| Q1 24 | 0.51× | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
ORCL
| Software Support | $4.9B | 31% |
| Cloud Infrastructure | $4.1B | 25% |
| Cloud Applications | $3.9B | 24% |
| Services Business | $1.4B | 9% |
| Software License | $939.0M | 6% |
| Hardware Business | $776.0M | 5% |
