LendingTree Q1 revenue beats estimates, lifts FY revenue outlook

LendingTree

30/04/2026 21:13

Overview

US online financial marketplace's Q1 revenue rose 37% yr/yr, beating analyst expectations

Adjusted EBITDA for Q1 grew 71% yr/yr to $42.0 mln

Company raised full-year 2026 revenue and adjusted EBITDA outlooks

Outlook

LendingTree raises 2026 revenue outlook to $1.3-$1.35 bln from $1.275-$1.33 bln

Company now sees 2026 adj EBITDA at $152-$162 mln, up from $150-$160 mln prior

LendingTree expects Q2 revenue of $305-$325 mln and adj EBITDA of $38-$40 mln

Result Drivers

INSURANCE SEGMENT GROWTH - Co said Insurance segment delivered record revenue and profit, driven by healthy industry underwriting results and strong partner demand for new customers

MARKETING EFFICIENCY - Co said internally developed AI tools and a redesigned homepage increased marketing efficiency and customer engagement

MIXED SEGMENT PERFORMANCE - Co said Consumer segment performed well, but Home segment remained challenged by persistently higher interest rates

Company press release: ID:nPn66hgCPa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$327.30 mln
$321.07 mln (5 Analysts)
Q1 EPS
$1.22


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 $70.00, about 44.7% above its April 29 closing price of $48.38

The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 11 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)