LendingTree Q2 revenue, adjusted EPS beat estimates

Overview

• LendingTree Q2 2025 revenue grows 19% yr/yr, beating analyst expectations

• Adjusted EPS for Q2 exceeds analyst estimates, per LSEG data

• Insurance segment revenue up 21% yr/yr, contributing to overall growth

Outlook

• LendingTree sees Q3 2025 revenue between $273 mln and $281 mln

• Company expects full-year 2025 revenue of $1.0 to $1.05 bln

• LendingTree projects Q3 variable marketing margin of $86 to $89 mln

• Company forecasts full-year adjusted EBITDA of $119 to $126 mln

Result Drivers

• INSURANCE DEMAND - Insurance segment revenue rose 21% due to increased carrier demand for homeowners and health insurance customers

• CONSUMER GROWTH - Consumer segment saw 12% revenue growth, with personal loans up 14% and small business offerings up 61%

• HOME SEGMENT GAINS - Home segment revenue increased 25%, driven by a 38% rise in home equity revenue

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the consumer lending peer group is "buy"

• Wall Street's median 12-month price target for Lendingtree Inc is $62.00, about 24.9% above its July 30 closing price of $46.55

• The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nPn6tP1bYa