LendingTree Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
28.9%projected annual EPS growth
Analyst Coverage
6analysts covering
FY Revenue (est.)
$1.3Bnext fiscal year
FY EPS (est.)
$5.74next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 29 Oct 2026 |
| Q4 2026 Earnings Release | 2 Mar 2027 |
Monitoring Framework
Key Performance Indicators
Variable Marketing Margin (VMM) Quarterly99.5MTarget: $378 million - $395 million
Adjusted EBITDA (AEBITDA) Quarterly42MTarget: $152 million - $162 million
Insurance Segment Revenue Quarterly221.9MTarget: Sustained double-digit year-over-year growth
Net Leverage Ratio Quarterly2.1xTarget: 1.5x by year-end 2026
Watch Items
- Mortgage Interest Rates and Home Segment ProfitabilityTrigger: Home segment profit margin falling below 20% or mortgage rates remaining above 7%Action: Re-evaluate marketing spend allocation in the Home segment and shift resources to high-performing Insurance or Consumer verticals.
- Consumer Loan Demand and Credit TighteningTrigger: Consumer segment revenue growth slowing below 10% year-over-yearAction: Assess partner lender underwriting criteria and adjust organic customer acquisition strategies to target higher-credit-quality borrowers.
- AI-Enabled Search Marketing EfficiencyTrigger: Variable Marketing Margin (VMM) as a percentage of revenue dropping below 30%Action: Audit internally developed AI search agents and optimize automated bidding algorithms to reduce paid customer acquisition costs.
Research as of 19 Jun 2026