LENDINGTREE REPORTS THIRD QUARTER 2026 RESULTS
Key Highlights
- ➤Revenue $343.6M, up 12% YoY, with growth across all three segments
- ➤GAAP net loss $(72.4)M, or $(5.15) per diluted share
- ➤$98.8M non-cash goodwill charge drove the quarterly loss
- ➤Full-year revenue outlook $1.30-$1.31B; adjusted EBITDA $151-$153M
- ➤LendingTree plans fourth-quarter share repurchases after repaying $60M debt
Expert Statements
Scott Peyree, CEO of LendingTree
“We are pleased to report our tenth straight quarter of double-digit revenue growth, powered by continued strength in our Insurance segment along with healthy growth in Home driven by great home equity lending results.”
Scott Peyree, CEO of LendingTree
“This quarter we rolled-out AI features and distribution improvements to our shopping experience across multiple product lines.”
Scott Peyree, CEO of LendingTree
“Specifically, we have implemented voice AI services to help consumers understand and choose the best offer before talking to a lender, AI overviews on offer pages that assist customers in selecting the best offer for their situation, and controlled distribution that helps a consumer shop in stages for a product to prevent multiple carriers or lenders from contacting the customer at once.”
Scott Peyree, CEO of LendingTree
“Successful expansion of these types of features should ultimately improve consumer satisfaction and drive increased monetization of our traffic.”
Jason Bengel, CFO of LendingTree
“The company is on track to grow revenue and AEBITDA this year by 17% and 14%, respectively, at the midpoint of our updated forecast.”
Jason Bengel, CFO of LendingTree
“Our business benefits from the diversity of our product offering for consumers, providing one unified marketplace for all personal financial products.”
Jason Bengel, CFO of LendingTree
“This diversification allows us to continue to execute on our growth plan successfully despite ongoing interest rate related headwinds impacting our Home segment.”
Jason Bengel, CFO of LendingTree
“Our strong results continue to fortify our balance sheet, as we used excess cash to voluntarily repay $60 million of long-term debt during the quarter to improve free cashflow generation for shareholders going forward.”
Jason Bengel, CFO of LendingTree
“Given the strength of our balance sheet and what we view as attractive valuation of our equity, we intend to repurchase shares during the the fourth quarter for the first time since 1Q22.”
Revenue Grew 12% YoY With Increases Across All Three Segments
* Consolidated revenue of $343.6 million * GAAP net loss of $(72.4) million or $(5.15) per diluted share due to $98.8 million non-cash goodwill charge * Variable marketing margin of $94.9 million * Adjusted EBITDA of $39.6 million CHARLOTTE, N.C., Nov. 3, 2026 /PRNewswire/ -- LendingTree, Inc. (NASDAQ: TREE), operator of LendingTree.com, the nation's leading online financial services marketplace, today announced results for the quarter ended September 30, 2026.
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