LendingTree's Q2 Earnings Call Highlights Strong Growth and AI Focus, Outweighing Technical Issues.
ByAinvest
Friday, Aug 1, 2025 11:16 pm ET1min read
TREE--
The company's Chairman and CEO, Doug Lebda, highlighted the importance of the platform's growing strategic importance to partners, who increasingly turn to LendingTree to expand their lending and insurance operations. The Insurance segment revenue increased by 21% YoY, translating into a segment profit of $40.0 million, up 10% over the same period. The Consumer segment revenue of $62.5 million was up 12% over the same period, with personal loans revenue increasing by 14%.
LendingTree's capital position has improved significantly, with net leverage declining to 3x from 5x over the last year. The company's CFO, Jason Bengel, emphasized the company's commitment to lowering its net leverage position further to create future flexibility and improve the efficiency of its capital structure.
Looking ahead, LendingTree is positioned as an AI-first company, with plans to make strategic investments in AI and data integration to drive long-term growth. The company's financial outlook for the third quarter and full-year 2025 is as follows: Third-quarter 2025 revenue is expected to be $273 - $281 million, with variable marketing margin at $86 - $89 million, and adjusted EBITDA at $34 - $36 million. For the full year 2025, revenue is expected to be $1.0 to $1.05 billion, with variable marketing margin of $329 - $336 million, and adjusted EBITDA of $119 - $126 million.
References:
[1] https://www.prnewswire.com/news-releases/lendingtree-reports-second-quarter-2025-results-302519069.html
LendingTree reported Q2 revenue of $250mln, up 19% YoY, with adjusted EBITDA increasing 35% to $31.8mln. The Consumer segment grew 12%, while the Home segment saw a 25% increase in revenue. LendingTree has positioned itself as an AI-first company, with plans to make strategic investments in AI and data integration to drive long-term growth.
LendingTree, Inc. (NASDAQ: TREE) reported robust financial results for the second quarter of 2025, with consolidated revenue of $250.1 million, marking a 19% year-over-year (YoY) increase. The company's adjusted EBITDA rose by 35% to $31.8 million, driven by strong revenue growth across all business segments. The Consumer segment grew by 12%, while the Home segment saw a 25% increase in revenue.The company's Chairman and CEO, Doug Lebda, highlighted the importance of the platform's growing strategic importance to partners, who increasingly turn to LendingTree to expand their lending and insurance operations. The Insurance segment revenue increased by 21% YoY, translating into a segment profit of $40.0 million, up 10% over the same period. The Consumer segment revenue of $62.5 million was up 12% over the same period, with personal loans revenue increasing by 14%.
LendingTree's capital position has improved significantly, with net leverage declining to 3x from 5x over the last year. The company's CFO, Jason Bengel, emphasized the company's commitment to lowering its net leverage position further to create future flexibility and improve the efficiency of its capital structure.
Looking ahead, LendingTree is positioned as an AI-first company, with plans to make strategic investments in AI and data integration to drive long-term growth. The company's financial outlook for the third quarter and full-year 2025 is as follows: Third-quarter 2025 revenue is expected to be $273 - $281 million, with variable marketing margin at $86 - $89 million, and adjusted EBITDA at $34 - $36 million. For the full year 2025, revenue is expected to be $1.0 to $1.05 billion, with variable marketing margin of $329 - $336 million, and adjusted EBITDA of $119 - $126 million.
References:
[1] https://www.prnewswire.com/news-releases/lendingtree-reports-second-quarter-2025-results-302519069.html
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