LendingTree Q2 Revenue Jumps 25% on Insurance Surge; EPS $0.68
TREE is trading near its 52-week low of $29.77 (5.0% above the low) on elevated volume (4.6× avg).
Summary
LendingTree's Q2 2026 revenue rose 25% to $313.4M, with Insurance revenue up 42%. GAAP EPS was $0.68. Cash increased to $110.8M, and no ATM sales occurred.
Key Events · Earnings and Guidance · TREE
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Revenue Surges 25%
Driven by a 42% jump in the Insurance segment to $209.3 million, Q2 2026 revenue reached $313.4 million, up from $250.1 million a year ago.
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GAAP EPS of $0.68
Reflecting improved profitability, diluted earnings per share were $0.68, compared to $0.65 in Q2 2025.
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Cash Position Strengthens
Cash and equivalents rose to $110.8 million as of June 30, 2026, from $81.1 million at year-end 2025, with no sales under the $50 million ATM equity program.
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Insurance Segment Drives Growth
Fueled by higher carrier marketing spend and strong consumer demand for auto policies, insurance revenue increased 42% to $209.3 million.
Analysis · TREE · Finance
A strong second quarter saw revenue climb 25% to $313.4 million, propelled by a 42% surge in the Insurance segment. GAAP diluted EPS improved to $0.68 from $0.65 a year ago, while the cash position strengthened to $110.8 million. Notably, no draws were made on the $50 million ATM equity program, signaling no immediate need for dilutive financing. Although the stock trades near its 52-week low, these results underscore a business turnaround gaining momentum, particularly in insurance, where carriers are competing aggressively for customer acquisition.
How filings like this one have moved
In the 30 days to Sep 15, 2026, 29.9% of the 1678 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.25%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, TREE was trading at $31.25 on NASDAQ in the Finance sector, with a market capitalization of approximately $442.6M. The 52-week trading range was $29.77 to $77.35. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.