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Lennar vs GEO Group: LEN and GEO compared
Lennar is the larger company: $8.0B of revenue in its latest quarter (Q3 FY26) against $761M for GEO Group (Q3 2026). GEO Group is growing faster (+12% against -9% a year earlier). GEO Group is more profitable, with an operating margin of 13.5% against 5.7%.
Where the money goes: LEN and GEO
Lennar (LEN) · Q3 FY26
Lennar, Q3 FY26: revenue $8.0B (-9% year over year), operating margin 5.7%, net earnings $284M, operating cash flow −$104M. The chart follows the revenue to costs, profit and cash.
GEO Group (GEO) · Q3 2026
GEO Group, Q3 2026: revenue $761M (+12% year over year), operating margin 13.5%, net earnings $49.2M, operating cash flow $209M. The chart follows the revenue to costs, profit and cash.
| Lennar (LEN) | GEO Group (GEO) | |
|---|---|---|
| Latest quarter | Q3 FY26 | Q3 2026 |
| Revenue | $8.0B | $761M |
| Revenue growth, Y/Y | -9% | +12% |
| Operating margin | 5.7% | 13.5% |
| Net earnings | $284M | $49.2M |
| Net margin | 3.5% | 6.5% |
| Operating cash flow | −$104M | $209M |
| Free cash flow | — | $177M |
| Market value | $21.1B | $3.7B |
| P/E | 16.1× | 22.4× |
| Analysts’ mean target | $77.27 | $39.00 |
Where the revenue comes from
Lennar
- Homebuilding: $7.8B (96%)
- Lennar Financial Services: $226M (3%)
- Multifamily: $38.5M (0%)
- Lennar Other: $22.0M (0%)
GEO Group
- GEO Secure Services: $605M (79%)
- Electronic Monitoring and Supervision Services: $81.8M (11%)
- Reentry Services: $74.3M (10%)
Questions
Which is bigger, Lennar or GEO Group?
Lennar is the larger company: $8.0B of revenue in its latest quarter (Q3 FY26) against $761M for GEO Group (Q3 2026).
Is Lennar or GEO Group growing faster?
GEO Group is growing faster (+12% against -9% a year earlier).
Which is more profitable, Lennar or GEO Group?
GEO Group is more profitable, with an operating margin of 13.5% against 5.7%.
More: Lennar earnings · how Lennar makes money · GEO Group earnings · how GEO Group makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 2, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.