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LendingTree, Inc. (TREE) Form 8-K — Jul 29, 2026

$TREEForm 8-KItems 2.02, 9.01Filed Jul 29, 2026, 4:22 PM ET0001628280-26-050633Original filing

LendingTree reported second quarter 2026 revenue of $313.4 million, representing a 25% increase year-over-year. GAAP net income was $9.6 million, or $0.68 per diluted share, while Adjusted EBITDA grew 11% to $35.2 million, marking the eighth straight quarter of double-digit adjusted EBITDA growth. The Insurance segment drove growth with revenue increasing 42% to $209.3 million, while the Consumer segment faced headwinds with revenue declining 4% to $60.3 million. CFO Jason Bengel noted that while borrower demand in the small business segment deteriorated during the quarter, it has since stabilized and the company expects sequential revenue growth for the remainder of the year.

Key figures

Eps
0.68
Revenue
313400000
Guidance
Full-year 2026 Revenue of $1.30 to $1.32 billion; Adjusted EBITDA of $145 - $152 million. Q3 2026 Revenue of $325 - $335 million; Adjusted EBITDA of $34 - $36 million.
Net Income
9600000
Revenue Yoy
25%
Cash Position
110766000
Adjusted EBITDA
35200000
Insurance Segment Revenue
209300000
Variable Marketing Margin
87300000

Price after filing

1 day: +1.5%7 days: -16.3%30 days: -30.0%

Close on the filing date to close N calendar days later (from $40.40). Historical, not a forecast.

AI analysis

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