earnings
confidence high
sentiment neutral
materiality 0.70
LendingTree Q4 revenue record $319.7M (+22% YoY); GAAP net income $144.7M includes $146.4M tax benefit
LendingTree, Inc.
- Revenue $319.7M (+22% YoY); VMM $92.0M (+6%).
- GAAP net income $144.7M ($10.27 diluted) includes $146.4M tax benefit; adjusted EPS $(0.39).
- Insurance segment revenue $214.6M (+25% YoY) drove record Q4.
- Q1 2026 guidance: revenue $317-325M, AEBITDA $39-41M.
- Net leverage improved to 2.4x from 3.5x at year-end 2024.