LendingTree prelim Q2 revenue beats estimates, raises FY guidance

LendingTree

23/07/2025 21:28

Overview

LendingTree  preliminary Q2 revenue $250 mln, beating analyst expectations, per LSEG data

 Preliminary adjusted EBITDA for Q2 $31.8 mln, surpassing analyst estimates, per LSEG data

Co revises full-year 2025 guidance upwards

Outlook

LendingTree sees  preliminary Q3 revenue between $273 mln and $281 mln

Company expects preliminary Q3 variable marketing margin of $86 mln to $89 mln

LendingTree projects full-year revenue of $1 bln to $1.05 bln

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

Result Drivers

DOUBLE-DIGIT GROWTH - All segments reported double-digit year-over-year revenue growth, per CEO Doug Lebda

OPERATING LEVERAGE - Improved operating leverage attributed to management's focus on efficiency

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$250 mln
$244.10 mln (6 Analysts)
Q2 Adjusted EBITDA
Beat
$31.79 mln
$30 mln (6 Analysts)

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 34.7% above its July 22 closing price of $40.49

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nPn7nHjMha

(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.)