Earnings Report · After-Hours Watch · mangostracker.ai

Last night's earnings

Thursday, September 17, 2026 — the Triple Check on that evening's after-hours reports.

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A quiet after-hours session, headlined by Lennar's housing-market warning — Thursday's after-the-bell slate was thin on watchlist names; the standout report was homebuilder Lennar (LEN), which missed on both lines and cut its full-year delivery guidance as affordability pressure and resale competition weigh on demand.

Reports covered

1 company reviewed.

LEN

Miss

EPS vs. Consensus

$1.19 GAAP / $1.23 adjusted actual vs $1.29 consensus (adjusted EPS missed by ~5%)

Revenue vs. Consensus

$8.05B actual vs ~$8.23-8.37B consensus (missed by roughly 3-4%), down from $8.8B a year ago

Forward Guidance

Cut full-year 2026 delivery target to 80,000-81,000 homes from prior 82,000-83,000 guidance, citing softer housing demand and higher affordability pressure

Price Reaction

Muted/roughly flat reaction into and after the report -- shares were already trading near their 52-week low, suggesting much of the weakness was pre-priced; no sharp after-hours drop was reported

Lennar missed both EPS and revenue and lowered full-year delivery guidance, a clean Miss under the rubric. Gross margin on home sales compressed to 15.8% from 17.5% and SG&A rose as a percent of sales, while management cited weaker demand, growing resale-market competition, and rate-driven affordability pressure on the call -- a read-through of continued softness for the homebuilding sector.

What this is (and isn't)

A fourth, independent lens — this one on the companies that just reported (or are about to), not the tape itself.

Every weekday evening around 7:30 PM ET, a separate job checks which notable companies (our own maintained watchlist, plus other market-moving names when relevant) reported earnings after that day's close, and runs each through a "Triple Check": actual EPS and revenue against Wall Street consensus, and — the part that drives most of the actual price reaction — forward guidance. On Fridays, a same-day recap is low-value heading into a weekend with no trading day right after, so that run instead previews which notable companies are scheduled to report the following week.

This job never places trades — it has no access to cash, holdings, or the trade ledger
Ideas here are commentary, not positions in the paper portfolio
It's fine, and common, for a quiet night (or week) to produce nothing to report

How reports are graded

The same rubric applied to every company reviewed.

Grade	Criteria	Typical reaction
Strong Beat	Beat EPS & revenue, raised guidance	Sharp gap up (+5% to +15%+)
Beat	Beat EPS & revenue, guidance unchanged	Moderate pop, can get sold off
In-Line / Soft Beat	EPS beat (often via cost-cutting), revenue missed or guidance lowered	Mixed to negative
Miss	Missed EPS or revenue, weak guidance	Sharp gap down (-5% to -20%+)

Timing

Weekday evenings run the recap above; Fridays run the week-ahead preview instead.

4:00 PM ET

The market closes. Most companies that report today do so shortly after this, in the after-hours session.

~7:30 PM ET

This job fires — enough time for the initial post-earnings price reaction and analyst commentary to develop — and this page updates.

Last night's earnings

Reports covered

What this is (and isn't)

How reports are graded

Timing

Archive