Quarterly ResultApr 30, 2026, 04:30 PM
TREE Q1 Revenue $327.3M, +37% YoY; Adj EBITDA $42.0M, +71% YoY
AI Summary
LendingTree, Inc. reported strong first-quarter 2026 financial results, with consolidated revenue increasing 37% year-over-year to $327.3 million and Adjusted EBITDA growing 71% to $42.0 million. The record performance was primarily driven by its leading Insurance segment, which saw revenue jump 51%. Despite challenges in the Home and Consumer segments due to high interest rates and low consumer sentiment, the company raised its full-year 2026 revenue and Adjusted EBITDA guidance, citing confidence in its diversified business model.
Key Highlights
- Consolidated revenue rose 37% YoY to $327.3 million.
- GAAP net income was $17.3 million, or $1.22 per diluted share.
- Adjusted EBITDA increased 71% YoY to $42.0 million.
- Insurance segment revenue grew 51% YoY to a record $221.9 million.
- Home segment revenue increased 6% YoY to $39.1 million.
- Consumer segment revenue rose 18% YoY to $66.3 million.
- Raised full-year 2026 revenue guidance to $1,300-$1,350 million.
- Raised full-year 2026 Adjusted EBITDA guidance to $152-$162 million.