LEN-BLENNAR CORP /NEW/
General Bldg Contractors - Residential Bldgs
- Revenue
- $34.2B
- 3.5% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $5.2B net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired10% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowFired11× cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear11% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $27.1B | $33.7B | $34.2B | $35.4B | $34.2B | 3.5% |
| Net income | $4.4B | $4.6B | $3.9B | $3.9B | $2.1B | 47% |
| Operating cash flow | $2.5B | $3.3B | $5.2B | $2.4B | $217M | 91% |
| Capex | $65M | $57M | $100M | $172M | $189M | 10.0% |
| Stock-based comp | $135M | $184M | $161M | $177M | $163M | 7.5% |
| Buybacks | $1.4B | $1.0B | $1.2B | $2.3B | $1.8B | 20% |
| Dividends | $310M | $438M | $431M | $549M | $521M | 5.1% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.