.24 GAAP / .31 ex-MTM and $7.9B revenue (-5.2% Y/Y) clear lowered bar; deliveries +2% to 20,519 but gross margin slips to 15.6% (vs 17.8%) as ASP -5% to $371K; FY26 deliveries trimmed to 82–83K and LEN -4.5% to $93.12 on Friday June 12" /> .24 GAAP / .31 ex-MTM and $7.9B revenue (-5.2% Y/Y) clear lowered bar; deliveries +2% to 20,519 but gross margin slips to 15.6% (vs 17.8%) as ASP -5% to $371K; FY26 deliveries trimmed to 82–83K and LEN -4.5% to $93.12 on Friday June 12" />