LendingTree Q2 Revenue Climbs 25% to $313M; Q3 Guidance Set at $325M–$335M

summarizeSummary

LendingTree's Q2 2026 revenue rose 25% year-over-year to $313.4M, delivering GAAP EPS of $0.68. Insurance revenue jumped 42%, but the Consumer segment contracted 4%. The company guided Q3 revenue to $325M–$335M, roughly flat with Q1.

check_boxKey Events · Earnings and Guidance · TREE

• Q2 Revenue Grows 25% YoY

  Driven by a 42% surge in the Insurance segment to $209.3 million, consolidated revenue reached $313.4 million, up from $250.1 million in the prior-year quarter.

• Consumer Segment Weakness

  Revenue in the Consumer segment fell 4% year-over-year to $60.3 million, and segment profit dropped 14%, as demand for small business loans deteriorated through the quarter.

• Q3 Guidance Brackets Q1 Levels

  For the third quarter of 2026, management guided revenue to $325–$335 million, variable marketing margin to $88–$93 million, and adjusted EBITDA to $34–$36 million, roughly matching Q1 2026 results.

• Full-Year Outlook Raised

  Full-year 2026 revenue guidance was lifted to $1.30–$1.32 billion, with adjusted EBITDA of $145–$152 million, signaling confidence in sequential growth through year-end.

auto_awesomeAnalysis · TREE · Finance

A strong second quarter saw LendingTree post 25% revenue growth, fueled by its Insurance segment, yet softness in Consumer and a sequential dip from Q1 temper the enthusiasm. The Q3 revenue guide of $325M–$335M essentially brackets the first quarter's $327.3M, hinting at stabilization. With the stock hovering near its 52-week low, the print offers a split narrative: vigorous Insurance expansion versus deteriorating small business loan demand. Whether investors reward the 25% top-line surge or fixate on the 4% sequential revenue decline and Consumer weakness will determine the market's reaction.