earnings
confidence high
sentiment positive
materiality 0.80
LendingTree Q4 revenue $261.5M, adj. EBITDA $32.2M, beats guidance; Insurance revenue +188% YoY
LendingTree, Inc.
- Q4 revenue $261.5M, above high end of guidance; GAAP net income $7.5M ($0.55 diluted EPS).
- Adjusted EBITDA $32.2M, adj. EPS $1.16; variable marketing margin $86.7M; all exceeded outlook.
- Insurance segment revenue $171.7M (+188% YoY), segment profit $48M (+90%).
- Home revenue +35% YoY, Consumer +12%; all three segments grew YoY for first time in period.
- FY2025 guidance: revenue $985-$1,025M, adj. EBITDA $116-$126M; net leverage improved to 3.5x from 5.3x.