Sign in

LendingTree (TREE)

Earnings summaries and quarterly performance for LendingTree.

Recent press releases and 8-K filings for TREE.

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