After-Hours Earnings Report for December 16, 2025 : LEN, WOR

Lennar (LEN) and Worthington Enterprises (WOR) are scheduled to report after hours on 12/16/2025; Lennar’s consensus EPS for the quarter ended Nov. 30 is $2.23 (5 analysts), a 44.67% year‑over‑year decline, with a 2025 P/E of 14.51 versus an industry 13.20. Worthington’s consensus EPS for the same period is $0.71 (1 analyst), an 18.33% increase year‑over‑year, though the company missed consensus by 7.5% in 3Q25 and carries a 2026 P/E of 16.13 versus an industry 22.70. The contrast highlights near‑term earnings pressure at Lennar despite a slightly richer multiple versus peers and a recovering but operationally uneven picture at Worthington, which trades at a relative valuation discount.

Analysis

Lennar (LEN) is scheduled to report for the quarter ended Nov. 30, 2025 with a consensus EPS of $2.23 from five analysts, representing a 44.67% year‑over‑year decline; Zacks shows a 2025 P/E of 14.51 versus an industry 13.20, and the per‑ticker sentiment score is negative (-0.4), indicating market concern about near‑term earnings pressure. The magnitude of the expected EPS decline is the primary driver of downside risk into the after‑hours print because the company still trades at a slight premium to peers despite the drop in profitability. Worthington Enterprises (WOR) has a consensus EPS of $0.71 from one analyst, an 18.33% year‑over‑year increase, but it missed consensus by 7.5% in 3Q25; its 2026 P/E of 16.13 is well below the industry 22.70 and the per‑ticker sentiment is modestly positive (0.2). Overall sentiment is mixed (-0.05) and market impact is low‑to‑moderate (0.25), so investor reaction will likely be driven by surprises to EPS and any company guidance; limited analyst coverage for both names increases the chance of revisions and volatile price responses to the prints.

Key Decisions for Investors

• Do not initiate significant new long exposure to Lennar ahead of the after‑hours release; wait for the EPS print and management guidance and reassess only if guidance or beat materially changes the earnings trajectory given the 44.67% expected decline and a P/E slightly above peers
• Consider selective exposure to Worthington on strength if the company delivers the expected 18.33% EPS uplift and addresses the prior 3Q miss, but size positions conservatively and demand clearer execution signals because coverage is thin
• Use event‑driven, short‑term trades or hedges around both prints and monitor analyst revisions and intraday flow rather than making large directional bets given mixed sentiment and a modest market‑impact score