Brief: LendingTree Q2 Adjusted EPS USD 1.13 Vs. IBES Estimate USD 1.01

LendingTree

31/07/2025 21:20

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

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$250.10 mln
$246.30 mln (6 Analysts)
Q2 Adjusted EPS
Beat
$1.13
$1.01 (6 Analysts)
Q2 Adjusted Net Income
$15.40 mln
Q2 Pretax Profit
$10.80 mln


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

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)