Lennar (LEN): FY25 Q2 earnings call, Jun 17, 2025

Tue, Jun 17Earnings callSpeaker-labelled transcriptLennar

No Kalshi or Polymarket word markets were listed for Lennar’s Jun 17, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

11 matches for “Incentive”; 5 quoted, at least 25 words apart.

Stuart A. Millercompanyprepared

…to have to bring down the price of homes we build through incentives and mortgage buydowns to meet affordability and normalize the supply and demand…

Stuart A. Millercompanyprepared

…will define affordability. This trend has started with reducing margins and using incentives to enable affordability. But looking ahead, it is much more about transitioning…

Stuart A. Millercompanyprepared

…sales to enable affordability. As a result, during the second quarter, sales incentives rose again to 13.3%, reducing our gross margin to 18%, excluding purchase…

Jonathan M. Jaffecompanyprepared

…pace and inventory, we would even make no adjustments to prices, increased incentives or decrease incentives. This is powered by some of the technology that…

Jonathan M. Jaffecompanyprepared

…softening. Even in our strongest performing markets, buyers needed the assistance of incentives. Incentives while vary across the different markets, were primarily in the form…

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