secwatch.observer — SEC 8-K summary
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Issuer:     LendingTree, Inc. (TREE)
CIK:        0001434621
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0001628280-26-028909
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

LendingTree Q1 revenue $327.3M record; GAAP net income $1.22/share vs loss a year ago
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1434621/000162828026028909/0001628280-26-028909-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1434621/000162828026028909/tree-20260430.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-028909

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer