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Jun 30
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.
LendingTree
LendingTree
LendingTree Revenue by Segment
Revenue by Segment
Home Revenue
CapyFin.comConsumer Revenue
CapyFin.comInsurance Revenue
CapyFin.com 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.
- The outlook does not account for potential adverse conditions in the primary and secondary mortgage markets or the broader economy.
- Changes in interest rates or credit and underwriting conditions could impact performance.
- Dependence on certain key network partners and potential changes in relationships could pose risks.