Millrose Properties operates a homesite option platform that acquires residential land, funds horizontal development and sells finished lots to homebuilders under option contracts. Spun out of Lennar, it generates recurring option payments and lot sales primarily serving Lennar and potentially other builders seeking a land-light model. The focus is residential land banking and development rather than owning rental properties or shopping centers.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q4 2024 | -348.1 | — | -449.3 | — |
| Q1 2025 | 82.7 | — | 64.8 | — |
| Q2 2025 | 149 | — | 112.8 | — |
| Q4 2025 | 189.5 | — | 122.2 | — |
| Q1 2026 | 194.9 | 135.7% | 122.9 | 89.7% |
| Q2 2026 | 196.8 | 32.1% | 125.9 | 11.6% |
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