NASDAQ$TREE

LendingTree Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

LendingTree reported Q4 2024 revenue of $261.5M, net income of $7.5M.

For Q4 2024, LendingTree reported Revenue was $261.5M, net income was $7.5M. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $261.5M for Q4 2024.
  • Net income $7.5M.
  • MD&A highlights operating priorities, liquidity, and sector risks.

Headline financials

Total Revenue

$262M

Previous: $134M+94.6%
EPS (adj)

$1.16

Previous: $0.28+314.3%
Variable Marketing Margin

$86.7M

Previous: $60.6M+43.1%
Adjusted EBITDA

$32.2M

No prior period
VMM % of Revenue

33.0%

No prior period
Adj EBITDA % of Revenue

12.0%

No prior period
Adjusted Net Loss

$15.8M

No prior period
Net Income % of Revenue

3.0%

No prior period
Home Segment Profit

$11.7M

No prior period
Consumer Segment Profit

$28.2M

No prior period
Insurance Segment Profit

$48M

No prior period
Total Segment Profit

$87.9M

No prior period
Net Income

$7.5M

Previous: $12.7M-40.9%
Operating Income

$9.1M

Previous: $51.2M-82.2%

Revenue & EPS history

LendingTree · Revenue · Quarterly

$262M

Q4 2024+94.6%vs Q4 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

LendingTree · $87.9M total across 2 segments · Q3 2023

  • Insurance
    $54.5M
  • Home
    $33.4M

Forward guidance

Retail outlook focuses on traffic, promotions, and inventory.

Tailwinds

  • Brand and omni-channel initiatives.
  • Cost and working-capital discipline.

Headwinds

  • Consumer spending softness.
  • Competitive promotional pressure.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+2.9%

Avg return

Earnings day

-2.1%

Avg return

5 days after

-3.3%

Avg return

30 days after

59%

38 / 64 earnings

Positive

+41.7%

Q2 2015

Best reaction

-22.2%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-21.9%-20.0%-23.3%
Q4 2025+14.2%+13.7%+8.0%
Q3 2025+2.5%-9.7%-11.2%
Q1 2025-20.3%-30.7%-35.3%
Q4 2024+22.5%+2.2%+14.1%
Q3 2024-22.2%-18.8%-23.8%
Q2 2024+6.3%+0.4%+9.4%
Q1 2024+28.2%+32.3%+19.1%
Q4 2023+3.2%+16.6%+23.5%
Q3 2023+35.5%+45.3%+59.9%
Q2 2023-13.8%-17.1%-33.8%
Q1 2023-20.9%-20.2%-20.3%
Q4 2022-11.6%-11.9%-30.4%
Q3 2022+11.5%+10.1%+10.9%
Q2 2022-6.3%-11.5%-28.6%
Q1 2022-6.0%-18.5%-19.6%
Q4 2021+20.6%-19.0%-1.1%
Q3 2021+10.7%+1.5%-18.3%
Q2 2021-3.7%-10.6%-16.4%
Q1 2021-16.2%-20.4%-16.7%
Q4 2020-18.5%-17.8%-37.6%
Q3 2020-16.2%-12.1%-29.8%
Q2 2020-7.0%-7.2%-14.9%
Q1 2020-6.2%-0.4%+15.9%
Q4 2019-15.1%-19.2%-41.1%
Q3 2019+11.1%+19.3%+11.4%
Q2 2019-15.7%-21.0%-27.8%
Q1 2019+1.8%+4.2%+1.6%
Q4 2018+0.2%+0.7%+8.5%
Q3 2018+30.0%+26.8%+29.1%
Q2 2018-3.0%-2.9%-2.4%
Q1 2018-20.3%-15.8%-15.4%
Q4 2017-8.6%-5.8%-4.5%
Q3 2017+20.3%+21.0%+35.9%
Q2 2017+17.8%+22.0%+21.2%
Q1 2017+12.0%+14.8%+25.2%
Q4 2016+10.0%+5.6%+6.0%
Q3 2016-14.8%-11.7%+18.1%
Q2 2016+5.7%+4.0%+5.4%
Q1 2016-6.8%
Q4 2015+19.4%
Q3 2015+26.5%
Q2 2015+41.7%
Q1 2015-10.9%
Q4 2014+18.4%
Q3 2014+30.1%
Q2 2014+4.5%
Q1 2014-18.2%
Q4 2013+2.3%
Q3 2013+12.0%
Q2 2013+24.1%
Q1 2013-3.3%
Q4 2012+15.1%
Q3 2012+10.4%
Q2 2012+3.5%
Q1 2011+1.2%
Q1 2012+3.2%
Q4 2011+3.2%
Q3 2011-0.4%
Q3 2010-0.4%
Q2 2011+3.5%
Q2 2010+3.5%
Q4 2010+3.5%
Q1 2010+2.8%

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