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Dec 31, 2024
LendingTree Q4 2024 Earnings Report
LendingTree reported strong Q4 2024 results with significant revenue growth across all segments.
Key Takeaways
LendingTree reported Q4 2024 revenue of $261.5 million, a 95% year-over-year increase. Net income was $7.5 million, or $0.55 per diluted share, while adjusted EPS stood at $1.16. The Insurance segment saw substantial growth of 188%, contributing to the strong financial performance. Variable marketing margin reached $86.7 million, and adjusted EBITDA was $32.2 million.
Total revenue increased 95% year-over-year to $261.5 million.
Net income reached $7.5 million, with an EPS of $0.55.
Insurance segment revenue grew 188% year-over-year to $171.7 million.
Adjusted EBITDA totaled $32.2 million, up 108% from the prior year.
Revenue by Segment
Forward Guidance
LendingTree expects continued revenue growth in 2025, with strong performance across its Home, Consumer, and Insurance segments.
Positive Outlook
- Full-year 2025 revenue expected to reach $985 - $1,025 million, a 9% to 14% increase.
- Variable marketing margin projected to grow 5% to 10% year-over-year.
- Adjusted EBITDA forecasted to increase 11% to 21% to $116 - $126 million.
- Home and Consumer segments expected to see double-digit growth in 2025.
- Continued focus on expense discipline to drive scalable revenue growth.
Challenges Ahead
- Moderate growth forecasted for Insurance segment after a record 2024.
- Potential macroeconomic challenges affecting consumer loan demand.
- Fluctuations in marketing efficiency could impact variable margin.
- Interest rate environment remains a risk for mortgage-related products.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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