LendingTree Q4 Revenue Soars 22.3% to $319.7M, Guides Q1 to $321M
LendingTree reported Q4 CY2025 revenue of $319.7 million, up 22.3% year-on-year and 11.5% above estimates. Q1 CY2026 revenue guidance of $321 million at midpoint beat forecasts by 16.5%, while adjusted EBITDA of $36.7 million topped consensus by 19.5%.
1. Strong Q4 Revenue and EBITDA Beats
LendingTree generated $319.7 million in Q4 CY2025 revenue, a 22.3% increase year-on-year that surpassed analyst forecasts of $286.8 million by 11.5%. Adjusted EBITDA reached $36.67 million, marking an 11.5% margin and exceeding consensus of $30.68 million by 19.5%, despite a non-GAAP loss of $0.39 per share.
2. Robust Q1 and FY2026 Financial Guidance
Management set Q1 CY2026 revenue guidance at $321 million at midpoint, 16.5% above the $275.6 million analysts expected, and projected FY2026 adjusted EBITDA of $155 million at midpoint, beating estimates of $143.9 million.
3. Profitability and Cash Flow Trends
Operating margin held steady at 7% year-over-year, while free cash flow margin averaged 5.8% over the past two years. Margin expansion of 3.7 percentage points over the last few years underlines improving cash profitability.
4. Market Reaction and Valuation Impact
Shares jumped 14.7% to $43.29 as investors cheered the revenue beat and upbeat guidance, lifting LendingTree’s market capitalization to approximately $510.9 million and underscoring renewed confidence in its growth trajectory.