Earnings summaries and quarterly performance for LendingTree.
Executive leadership at LendingTree.
Board of directors at LendingTree.
Research analysts who have asked questions during LendingTree earnings calls.
JK
Jed Kelly
Oppenheimer & Co. Inc.
4 questions for TREE
Also covers: ABNB, BKNG, CARG +11 more
RT
Ryan Tomasello
Keefe, Bruyette & Woods
4 questions for TREE
Also covers: BLND, CSGP, FIGR +6 more
MW
Melissa Wedel
JPMorgan Chase & Co.
3 questions for TREE
Also covers: ARCC, BXSL, CGBD +11 more
John Campbell
Stephens Inc.
2 questions for TREE
Also covers: CNNE, CSGP, DSGX +10 more
MG
Mike Grondahl
Lake Street Capital Markets
2 questions for TREE
Also covers: ABL, ACCS, APLD +34 more
JF
James Friedman
Susquehanna Financial Group, LLLP
1 question for TREE
Also covers: AFRM, AVDX, BETR +18 more
Luke Horton
Northland Capital Markets
1 question for TREE
Also covers: APEI, CDLX, LINC +2 more
ON
Oscar Nieves Santana
Stephens Inc.
1 question for TREE
Also covers: EXPI, QNST
RZ
Robert Zeller
Truist Securities
1 question for TREE
Also covers: MTCH, SSTK
Youssef Squali
Truist Securities
1 question for TREE
Also covers: BABA, DASH, DV +12 more
Recent press releases and 8-K filings for TREE.
LendingTree Discusses CEO Transition, Market Outlook, and Strategic Initiatives at Needham Conference
TREE
CEO Change
Revenue Acceleration/Inflection
New Projects/Investments
- Scott Peyree recently assumed the role of CEO following the unexpected passing of Doug, and he expressed high confidence in sustaining double-digit growth throughout 2026 for LendingTree.
- The insurance market experienced record revenue and VMD in 2025 across auto, home, and health categories, with 2026 also projected for record performance, indicating a continuing bull market. The online performance marketing segment within insurance is valued at over $10 billion within a total market of $150 billion.
- While the home business, particularly purchase and refinance, remains at trough levels, the HELOC segment grew almost 30% last year, and the company believes it can achieve 10-20% growth in the home business through operational excellence. Growth in consumer lending, especially personal loans, is more contingent on lenders expanding their credit boxes rather than a significant drop in interest rates.
- LendingTree received a Moody's upgrade to B2, which will reduce its cost of debt by 25 basis points, and aims to reduce net debt from approximately $330 million to a target of $200 million. The company is also investing in AI for marketing, operational efficiency, and enhancing the consumer shopping experience, and plans to reposition its brand in the latter half of the year.
7 days ago
LendingTree CEO Discusses Market Outlook and Strategic Priorities
TREE
CEO Change
Guidance Update
Debt Issuance
- Scott Peyree assumed the CEO role at LendingTree following the unexpected passing of founder Doug, bringing extensive experience in online performance marketing and prior leadership positions within the company.
- LendingTree anticipates sustaining double-digit growth throughout 2026, driven by strong performance in its insurance segment, which achieved record revenue and VMD in 2025 and expects continued growth in 2026.
- The mortgage business is currently at trough levels but is expected to see significant growth if interest rates decline to around 5.5% or 5%, with the home equity (HELOC) segment growing almost 30% last year.
- The company is actively investing in AI tools to enhance marketing technology, improve operational efficiency, and fundamentally transform the consumer shopping experience for financial products over the next two to three years.
- LendingTree recently received a Moody's upgrade to B2 and is prioritizing reducing its net debt from approximately $330 million to a target of $200 million to strengthen its capital structure, which will then enable future capital allocation for buybacks or M&A.
7 days ago
LendingTree Discusses CEO Transition, Growth Outlook, and Capital Strategy
TREE
CEO Change
Revenue Acceleration/Inflection
New Projects/Investments
- Scott Peyree assumed the CEO role in late October 2025 following the unexpected passing of Doug, having previously served as President and COO for over two years as part of the succession plan.
- LendingTree anticipates sustaining double-digit growth throughout 2026 across its businesses. The insurance segment achieved record revenue and VMD in 2025, with similar expectations for 2026. The home lending business, particularly HELOC, grew almost 30% last year, and the company holds the position of clear number one provider in the mortgage market.
- The company's capital structure saw a Moody's rating upgrade to B2 on January 12, 2026. LendingTree aims to reduce its net debt from approximately $330 million to around $200 million to establish a more conservative capital structure, which will then enable opportunities for buybacks, M&A, and brand reinvestment.
- LendingTree is actively investing in AI initiatives to enhance marketing technology, improve corporate operational efficiency, and fundamentally transform the consumer shopping experience for financial products, expecting these efforts to drive increased profitability and consumer engagement.
7 days ago
LendingTree Reports Strong Q3 2025 Results and Announces New CEO
TREE
Earnings
CEO Change
Revenue Acceleration/Inflection
- LendingTree reported Q3 2025 revenue of $308 million, which was the second-highest in company history and marked the sixth consecutive quarter of revenue growth.
- Scott Peyree was appointed CEO following the sudden passing of founder Doug Lebda.
- The company's leverage decreased to 2.6x from 4.4x a year ago, with the primary capital allocation priority being paying down debt.
- Key segments demonstrated significant year-over-year growth, including 50% in small business revenue, 35% in home equity product revenue, 80% in home insurance VMD, and 41% in health insurance VMD.
- Management expects strong VMD growth in the insurance segment for the first half of next year and anticipates a mortgage refinance "snowball" if rates reach approximately 5.75%.
Oct 30, 2025, 1:00 PM
LendingTree Reports Third Quarter 2025 Results and Updates Full-Year Outlook
TREE
Earnings
Guidance Update
CEO Change
- LendingTree reported consolidated revenue of $307.8 million and GAAP net income of $10.2 million, or $0.73 per diluted share, for the third quarter ended September 30, 2025.
- All business segments achieved double-digit year-over-year revenue growth in Q3 2025, with Insurance revenue increasing 20% to $203.5 million, Consumer revenue up 11% to $66.2 million, and Home revenue growing 18% to $38.1 million.
- The company updated its full-year 2025 outlook, projecting revenue between $1.08 and $1.09 billion and Adjusted EBITDA between $126 and $128 million.
- LendingTree successfully refinanced its debt, securing a new five-year $475 million credit facility that enhances financial flexibility by removing operating covenants.
- The company announced the passing of its founder, Chairman, and CEO, Doug Lebda, with Scott Peyree assuming the role of CEO.
Oct 30, 2025, 11:15 AM
Quarterly earnings call transcripts for LendingTree.
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