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Jun 30, 2025
LendingTree Q2 2025 Earnings Report
LendingTree reported strong second quarter 2025 results with double-digit year-over-year revenue growth across all business segments.
Key Takeaways
LendingTree delivered impressive financial results in Q2 2025, with consolidated revenue reaching $250.1 million and Adjusted EBITDA increasing 35% year-over-year to $31.8 million. The growth was broad-based, with all three segments—Insurance, Consumer, and Home—showing significant year-over-year revenue increases, highlighting the strategic importance of its platform to partners and disciplined execution.
Consolidated revenue for Q2 2025 was $250.1 million, marking a 19% increase year-over-year.
GAAP net income reached $8.9 million, or $0.65 per diluted share, demonstrating improved profitability.
Adjusted EBITDA grew significantly by 35% year-over-year to $31.8 million, reflecting strong operational performance.
All three core business segments—Insurance, Consumer, and Home—achieved double-digit year-over-year revenue growth, indicating broad strength across the business.
Revenue by Segment
Forward Guidance
LendingTree reiterated its updated outlook for the third quarter and full-year 2025, projecting continued revenue growth and strong Adjusted EBITDA.
Positive Outlook
- Third-quarter 2025 revenue is projected to be between $273 million and $281 million.
- Third-quarter 2025 Variable Marketing Margin is expected to be $86 million to $89 million.
- Third-quarter 2025 Adjusted EBITDA is forecasted to be $34 million to $36 million.
- Full-year 2025 revenue is anticipated to be between $1.0 billion and $1.05 billion.
- Full-year 2025 Variable Marketing Margin is expected to be $329 million to $336 million.
- Full-year 2025 Adjusted EBITDA is projected to be $119 million to $126 million.
Challenges Ahead
- The company is unable to provide a reconciliation of projected non-GAAP measures (variable marketing margin, adjusted EBITDA) to GAAP results due to unknown effects of legal matters and tax considerations.
- Expenses related to legal matters and tax considerations could significantly impact GAAP results in future periods.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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