David Collins

VP & Controller, Lennar

Search every verified David Collins interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. David Collins, Vice President and Controller at Lennar, participated in the company’s Q3 2026 earnings call on September 17, 2026, where Lennar reported revenues of $8.05 billion and rising deliveries. During the call, Collins discussed the company’s financial position and capital allocation, noting that Lennar maintains a healthy cash position to manage quarterly fluctuations and continues to balance share repurchases, debt reduction, and dividend payments. He stated that the company expects to generate more cash moving forward but declined to make specific predictions given market volatility. Collins also addressed land and land costs, explaining that many land deals were negotiated at different times and price ranges, which is contributing to cost movements. He noted that option maintenance fees are accumulating because Lennar has moderated and eliminated growth, which was part of the original underwriting of those land deals. Additionally, he commented on the resale market, observing that as the resale market becomes more competitive, sellers are more willing to compromise on sales prices, which can generate more activity and prospects for new home purchases.