LendingTree Q2 revenue, adjusted EPS beat estimates

Reuters
2025.07.31 20:32
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LendingTree reported a 19% year-over-year revenue growth for Q2 2025, surpassing analyst expectations with revenue of $250.1 million and adjusted EPS of $1.13. The insurance segment saw a 21% increase in revenue, while the consumer segment grew by 12%. For Q3 2025, the company anticipates revenue between $273 million and $281 million, with a full-year revenue forecast of $1.0 to $1.05 billion. Analysts maintain a "buy" rating on the stock, with a median 12-month price target of $62.00, reflecting a potential upside of 24.9%.

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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/Mis Actual Consensu

s s

Estimate

Q2 Beat $250.10 $246.30

Revenue mln mln (6

Analysts

)

Q2 Beat $1.13 $1.01 (6

Adjusted Analysts

EPS )

Q2 $15.40

Adjusted mln

Net

Income

Q2 $10.80

Pretax mln

Profit

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: (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.)

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