The earnings call for LendingTree shows a predominantly positive performance across business segments, with strong revenue growth and successful integration of AI into operations. While there were some technical challenges earlier in the year, they have been resolved, and the company is optimistic about future growth, especially in the Insurance division.

Company Guidance -

Q3 2025

In the second quarter of 2025, LendingTree reported robust financial performance, with revenue reaching $250 million—a 19% increase year-over-year—and an adjusted EBITDA of $31.8 million, marking a 35% rise from the previous year. The company experienced double-digit growth across its three primary business segments: Consumer, Home, and Insurance. Specifically, Consumer segment revenue grew by 12%, with small business and personal loan revenues increasing by 61% and 14%, respectively. The Home segment saw a 25% revenue increase, driven by a 38% rise in home equity revenue. Meanwhile, the Insurance segment achieved a 21% year-over-year revenue growth. The company also emphasized its strategic focus on AI integration, which is expected to enhance operational efficiency and customer guidance. Looking forward, LendingTree anticipates maintaining its growth trajectory, bolstered by strategic investments and consistent execution across its business operations.

Strong Revenue Growth

LendingTree reported a revenue of $250 million for Q2 2025, representing a 19% year-over-year growth.

Increased Profitability

Adjusted EBITDA was $31.8 million, up 35% from the previous year.

Segment Performance

Consumer segment saw a 12% revenue growth and a 19% increase in segment profit. Small business loan revenue grew 61%, and personal loan revenue grew 14%. Home segment revenue climbed 25%, driven by a 38% increase in home equity revenue. Insurance segment achieved a 21% year-over-year growth.

AI Integration

LendingTree has adopted an AI-first strategy, with employees using AI tools like enterprise GPT. This integration is expected to enhance efficiency and improve customer guidance in transactions.

Positive Outlook for Insurance Division

The Insurance division is expected to achieve record revenue in Q3, with strong carrier relationships and increased traffic.

Lendingtree (TREE) Earnings, Revenues Date & History

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TREE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.70 / -	-4.34	―	―	―
Jul 31, 2025	2025 (Q2)	0.38 / 0.65	0.58	12.07% (+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	-11.43	62.03% (+7.09)	―
Jul 25, 2024	2024 (Q2)	0.21 / 0.58	-0.01	5900.00% (+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	-0.81	220.99% (+1.79)	―
Oct 31, 2023	2023 (Q3)	-0.27 / -11.43	-12.44	8.12% (+1.01)	―
Jul 27, 2023	2023 (Q2)	-0.37 / -0.01	-0.63	98.41% (+0.62)	―

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
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%
Oct 31, 2024	$57.03	$45.15	-20.83%

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.