Lennar Lennar Financial Services — Loan origination liabilities remained flat by 0.0% to $17.40M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 4.2%, from $16.70M to $17.40M. Over 4 years (FY 2021 to FY 2025), Lennar Financial Services — Loan origination liabilities shows an upward trend with a 14.3% CAGR. This is a positive signal — lower values indicate better performance for this metric.
An increase in liabilities may signal higher expected credit losses or increased risk of loan buybacks from secondary market investors.
These are the obligations or reserves set aside by the financial services segment related to the mortgage origination pr...
Commonly reported by mortgage lenders to account for repurchase and warranty risks.
len_segment_lennar_financial_services_loan_origination_liabilities| Q1 '21 | Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $9.45M | $10.36M | $11.67M | $12.47M | $12.28M | $12.10M | $11.79M | $12.10M | $14.00M | $17.50M | $17.60M | $17.70M | $18.30M | $18.90M | $16.71M | $16.70M | $16.80M | $17.30M | $17.40M | $17.40M |
| QoQ Change | — | +9.6% | +12.6% | +6.9% | -1.5% | -1.5% | -2.6% | +2.7% | +15.7% | +25.0% | +0.6% | +0.6% | +3.4% | +3.3% | -11.6% | -0.1% | +0.6% | +3.0% | +0.6% | +0.0% |
| YoY Change | — | — | — | — | +29.9% | +16.8% | +1.0% | -3.0% | +14.0% | +44.6% | +49.3% | +46.3% | +30.7% | +8.0% | -5.0% | -5.6% | -8.2% | -8.5% | +4.1% | +4.2% |