LendingTree Q3 revenue up 18%, beats estimates

LendingTree

30/10/2025 11:22

Overview

LendingTree Q3 2025 revenue grows 18% yr/yr, beating analyst expectations

Adjusted EPS for Q3 2025 beats consensus, reflecting strong operational performance

Company refinances debt with new $475 mln credit facility, enhancing financial flexibility

Outlook

LendingTree sees full-year 2025 revenue between $1.08 bln and $1.09 bln

Company expects full-year 2025 adjusted EBITDA of $126 mln to $128 mln

LendingTree projects Q4 2025 revenue between $280 mln and $290 mln

Result Drivers

INSURANCE SEGMENT - Revenue increased 20% year-over-year, contributing to a 15% rise in segment profit

CONSUMER SEGMENT - Revenue grew 11% year-over-year, with personal loans revenue up 12%

HOME SEGMENT - Revenue increased 18% year-over-year, with a 27% rise in segment profit

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$307.80 mln
$278.42 mln (6 Analysts)
Q3 Adjusted EPS
Beat
$1.70
$1.15 (6 Analysts)
Q3 Adjusted Net Income
$23.80 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 $70.00, about 13.7% above its October 29 closing price of $60.40

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

Press Release: ID:nPnbsK0JTa

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