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Lendingtree Inc (TREE)
NASDAQ:TREE
US Market
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Lendingtree (TREE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 03, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.48
Last Year’s EPS
0.55
Same Quarter Last Year
Based on 6 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
LendingTree demonstrated robust growth across its business segments, particularly in insurance and consumer loans, while maintaining financial health by reducing leverage. However, challenges remain in the mortgage segment due to high rates, and there is a need to adapt to changes in search engine and AI traffic. Overall, the positives in revenue growth and strategic positioning outweigh these challenges.
Company Guidance
During the LendingTree Third Quarter 2025 Earnings Conference Call, the company reported a strong performance with revenue reaching $308 million, marking the second-highest in its history. The call highlighted significant year-over-year growth across its three segments, with double-digit increases in both revenue and variable margin dollars (VMD). Notably, the Consumer segment saw a 26% growth in VMD and an 11% revenue increase, driven by a 30% rise in closed loans in the small business division, contributing to a 50% year-over-year revenue surge. The Home segment also performed well, with home equity product revenue rising by 35%, even amidst high mortgage rates. The company is leveraging operational excellence and AI advancements to enhance consumer experiences and is well-positioned to capitalize on future market opportunities. Additionally, the insurance segment benefited from a 60% increase in spending by its 4 through 10 largest carriers, indicating strong demand. Looking ahead, LendingTree plans to prioritize debt reduction as part of its capital allocation strategy, but is open to considering share buybacks and strategic acquisitions if opportunities arise.
Strong Revenue Performance
LendingTree reported revenue of $308 million, marking the second highest in the company's history, with each segment recording double-digit year-over-year revenue growth and VMD growth.
Insurance Segment Leadership
LendingTree regained a leadership position in the insurance marketplace, with a 60% increase in spend from carriers outside the top three. Home insurance VMD was up 80% year-over-year, and health insurance VMD increased by 41%.
Consumer Segment Success
The Consumer segment saw VMD growth of 26% and revenue growth of 11%, with the small business team driving a 30% increase in loans closed and a 50% year-over-year revenue increase.
Home Equity Product Growth
Despite high mortgage rates and a sluggish housing market, revenue from LendingTree's home equity product increased 35% in the third quarter.
Debt Reduction and Financial Flexibility
The company successfully reduced leverage to 2.5x, down from 4.4x a year ago, providing more flexibility for capital allocation, including paying down debt, share buybacks, and selective acquisitions.

Lendingtree (TREE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

TREE Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 03, 2026
2025 (Q4)
0.48 / -
0.55
Oct 30, 2025
2025 (Q3)
0.79 / 0.73
-4.34116.82% (+5.07)
Jul 31, 2025
2025 (Q2)
0.38 / 0.65
0.5812.07% (+0.07)
May 01, 2025
2025 (Q1)
0.20 / -0.92
0.08-1250.00% (-1.00)
Mar 05, 2025
2024 (Q4)
-0.09 / 0.55
0.98-43.88% (-0.43)
Oct 31, 2024
2024 (Q3)
0.08 / -4.34
-11.4362.03% (+7.09)
Jul 25, 2024
2024 (Q2)
0.21 / 0.58
-0.015900.00% (+0.59)
Apr 30, 2024
2024 (Q1)
-0.09 / 0.08
1.04-92.31% (-0.96)
Feb 27, 2024
2023 (Q4)
-0.05 / 0.98
-0.81220.99% (+1.79)
Oct 31, 2023
2023 (Q3)
-0.27 / -11.43
-12.448.12% (+1.01)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

TREE Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$60.40$64.22+6.32%
Jul 31, 2025
$46.55$46.68+0.28%
May 01, 2025
$54.12$43.22-20.14%
Mar 05, 2025
$40.27$49.34+22.52%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Lendingtree Inc (TREE) report earnings?
Lendingtree Inc (TREE) is schdueled to report earning on Mar 03, 2026, Before Open (Confirmed).
    What is Lendingtree Inc (TREE) earnings time?
    Lendingtree Inc (TREE) earnings time is at Mar 03, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is TREE EPS forecast?
          TREE EPS forecast for the fiscal quarter 2025 (Q4) is 0.48.

            Lendingtree (TREE) Earnings News

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