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LendingTree Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $1.49 |
| EPS actual | $1.66 |
| EPS Surprise | 11.41% |
| Revenue estimate | 321.325M |
| Revenue actual | 327.267M |
| Revenue Surprise | 1.85% |
| Release date | Mar 02, 2026 |
| EPS estimate | $0.478 |
| EPS actual | -$0.390 |
| EPS Surprise | -181.66% |
| Revenue estimate | 284.884M |
| Revenue actual | 319.688M |
| Revenue Surprise | 12.22% |
| Release date | Oct 30, 2025 |
| EPS estimate | $1.23 |
| EPS actual | $1.70 |
| EPS Surprise | 38.21% |
| Revenue estimate | 286.564M |
| Revenue actual | 307.792M |
| Revenue Surprise | 7.41% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.97 |
| EPS actual | $1.13 |
| EPS Surprise | 16.49% |
| Revenue estimate | 278.364M |
| Revenue actual | 250.116M |
| Revenue Surprise | -10.15% |
Last 4 Quarters for LendingTree
Below you can see how TREE performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $46.68 |
| EPS estimate | $0.97 |
| EPS actual | $1.13 |
| EPS surprise | 16.49% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $49.06 |
| Jul 28, 2025 | $48.20 |
| Jul 29, 2025 | $47.44 |
| Jul 30, 2025 | $46.55 |
| Jul 31, 2025 | $46.68 |
| Aug 01, 2025 | $49.47 |
| Aug 04, 2025 | $53.09 |
| Aug 05, 2025 | $53.23 |
| Aug 06, 2025 | $54.52 |
| 4 days before | -4.85% |
| 4 days after | 16.80% |
| On release day | 5.98% |
| Change in period | 11.13% |
| Release date | Oct 30, 2025 |
| Price on release | $64.22 |
| EPS estimate | $1.23 |
| EPS actual | $1.70 |
| EPS surprise | 38.21% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $62.86 |
| Oct 27, 2025 | $61.45 |
| Oct 28, 2025 | $61.13 |
| Oct 29, 2025 | $60.40 |
| Oct 30, 2025 | $64.22 |
| Oct 31, 2025 | $64.00 |
| Nov 03, 2025 | $65.74 |
| Nov 04, 2025 | $62.02 |
| Nov 05, 2025 | $58.02 |
| 4 days before | 2.16% |
| 4 days after | -9.65% |
| On release day | -0.343% |
| Change in period | -7.70% |
| Release date | Mar 02, 2026 |
| Price on release | $37.74 |
| EPS estimate | $0.478 |
| EPS actual | -$0.390 |
| EPS surprise | -181.66% |
| Date | Price |
|---|---|
| Feb 24, 2026 | $34.30 |
| Feb 25, 2026 | $35.49 |
| Feb 26, 2026 | $38.32 |
| Feb 27, 2026 | $37.37 |
| Mar 02, 2026 | $37.74 |
| Mar 03, 2026 | $46.75 |
| Mar 04, 2026 | $47.36 |
| Mar 05, 2026 | $45.96 |
| Mar 06, 2026 | $42.90 |
| 4 days before | 10.03% |
| 4 days after | 13.67% |
| On release day | 23.87% |
| Change in period | 25.07% |
| Release date | Apr 30, 2026 |
| Price on release | $49.59 |
| EPS estimate | $1.49 |
| EPS actual | $1.66 |
| EPS surprise | 11.41% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $48.26 |
| Apr 27, 2026 | $48.66 |
| Apr 28, 2026 | $50.32 |
| Apr 29, 2026 | $48.38 |
| Apr 30, 2026 | $49.59 |
| May 01, 2026 | $38.81 |
| May 04, 2026 | $38.91 |
| May 05, 2026 | $40.62 |
| May 06, 2026 | $39.67 |
| 4 days before | 2.76% |
| 4 days after | -20.00% |
| On release day | -21.74% |
| Change in period | -17.80% |
LendingTree Earnings Call Transcript Summary of Q1 2026
LendingTree reported a very strong start to 2026 with record revenue and the highest quarterly adjusted EBITDA in years: adjusted EBITDA grew 71% year-over-year on 37% revenue growth. The company improved its balance sheet (net leverage down to 2.1x and an S&P upgrade to B+), and insurance led performance with record revenue and segment profit. Consumer (notably small business lending) also grew strongly but began to show softer demand in March/April tied to weak consumer sentiment, elevated gas prices, and geopolitical uncertainty; home remains pressured by elevated mortgage rates. Management emphasized the benefits of a diversified marketplace, operating leverage, and a long-term growth outlook (midpoint of 2026 outlook implies ~26% 3-year CAGR in adjusted EBITDA). They are investing in brand, consumer experience, organic traffic, and AI capabilities (using AI across marketing, sales, operations, and consumer engagement) while taking a conservative posture in guidance assuming muted seasonality and potential credit tightening in consumer channels.
