earnings
confidence high
sentiment positive
materiality 0.75
LendingTree Q1 revenue $327.3M record; GAAP net income $1.22/share vs loss a year ago
LendingTree, Inc.
2026-Q1 EPS reported
$1.22
revenue$327,267,000
- Revenue $327.3M, up 37% YoY; GAAP net income $17.3M ($1.22 diluted EPS) vs loss of $0.92 in Q1 2025.
- Adjusted EBITDA $42.0M, up 71% YoY; VMM $99.5M with AEBITDA margin of VMM up 1,000 bps to 42%.
- Insurance segment revenue $221.9M (+51% YoY) set record; segment profit $57.9M (+50%).
- Full-year 2026 guidance raised: revenue $1,300-1,350M, VMM $378-395M, AEBITDA $152-162M.
- Net leverage fell to 2.1x; Home segment profit down 24% YoY due to higher media costs.
item 2.02item 9.01