Non-Current Assets

Net Investment in Lease

Lennar Net Investment in Lease decreased by 6.2% to $252.32M in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 6.8%, from $270.68M to $252.32M. Over 5 years (FY 2020 to FY 2025), Net Investment in Lease shows an upward trend with a 18.9% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryGrowth
SignalContext dependent
VolatilityModerate
First reportedQ1 2021
Last reportedQ1 2026

How to read this metric

An increase indicates growth in the bank's leasing business, while a decrease suggests a contraction in this lending segment.

Detailed definition

This represents the present value of future lease payments receivable from lessees, plus the unguaranteed residual value...

Peer comparison

Common among diversified regional banks with strong commercial and industrial lending divisions.

Metric ID: net_investment_in_lease

Historical Data

20 periods
 Q1 '21Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$157.44M$157.16M$155.62M$152.07M$149.77M$151.98M$149.97M$143.46M$138.75M$137.82M$145.81M$104.78M$151.60M$223.61M$275.25M$270.68M$277.13M$285.19M$269.01M$252.32M
QoQ Change-0.2%-1.0%-2.3%-1.5%+1.5%-1.3%-4.3%-3.3%-0.7%+5.8%-28.1%+44.7%+47.5%+23.1%-1.7%+2.4%+2.9%-5.7%-6.2%
YoY Change-4.9%-3.3%-3.6%-5.7%-7.4%-9.3%-2.8%-27.0%+9.3%+62.2%+88.8%+158.3%+82.8%+27.5%-2.3%-6.8%
Range$104.78M$285.19M
CAGR+10.4%
Avg YoY Growth+22.3%
Median YoY Growth-3.0%
Current Streak2 quarters decline

Frequently Asked Questions

What is Lennar's net investment in lease?
Lennar (LEN) reported net investment in lease of $252.32M in Q4 2025.
How has Lennar's net investment in lease changed year-over-year?
Lennar's net investment in lease decreased by 6.8% year-over-year, from $270.68M to $252.32M.
What is the long-term trend for Lennar's net investment in lease?
Over 5 years (2020 to 2025), Lennar's net investment in lease has grown at a 18.9% compound annual growth rate (CAGR), from $113.39M to $269.01M.
What does net investment in lease mean?
The total amount owed to the bank by customers under lease agreements, adjusted for present value.