NYSE$LC

LendingClub Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

LendingClub's Q2 2024 financial performance reflected growth in originations, revenue, and profitability, driven by product innovations and strong borrower and marketplace investor demand.

LendingClub Corporation reported an increase in net income to $14.9 million, with diluted EPS of $0.13, compared to the previous quarter's $12.3 million, with diluted EPS of $0.11. This growth was primarily fueled by higher net interest income resulting from balance sheet expansion. Total net revenue reached $187.2 million, up from $180.7 million in the prior quarter, driven by marketplace revenue and net interest income.

  • Total assets increased to $9.6 billion, driven by growth in securities and the extended seasoning portfolio.
  • Loan originations grew to $1.8 billion, supported by new consumer loan initiatives and marketplace investor demand.
  • Net interest income rose to $128.5 million, reflecting growth in interest-earning assets and a stable net interest margin of 5.75%.
  • Deposits increased to $8.1 billion, primarily due to high-yield savings and certificates of deposit.

Headline financials

Total Revenue

$187M

Previous: $232M-19.5%
EPS

$0.13

Previous: $0.09+44.4%
Total loan originations

$1.8B

Previous: $2.01B-10.5%
Pre-provision net revenue

$55M

No prior period
Net interest margin

5.8%

No prior period
Efficiency ratio

70.6%

Previous: 65.0%+8.6%
Return on average equity

4.7%

No prior period
Return on tangible common equity

5.1%

No prior period
Return on average total assets

0.6%

No prior period
Marketing expense as a % of loan originations

1.5%

No prior period
Common equity Tier 1 capital ratio

17.9%

No prior period
Tier 1 leverage ratio

12.1%

No prior period
Book value per common share

$11.52

No prior period
Tangible book value per common share

$10.75

No prior period
Total deposits

$8.1B

No prior period
Capital Expenditures

-$24.6M

Previous: -$32.3M+23.6%
Free Cash Flow

-$9.74M

Previous: -$22.1M+56.0%
Net Income

$14.9M

Previous: $10.1M+47.4%
Operating Income

$92.2M

Previous: $22.4M+312.3%
Gross Profit

$139M

Previous: $154M-10.1%
Stock-Based Comp

$9.45M

Previous: $15.8M-40.3%

Revenue & EPS history

LendingClub · Revenue · Quarterly

$187M

Q2 2024-19.5%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

LendingClub · $60.9M total across 1 segment · Q3 2023

  • Marketplace revenue
    $60.9M

Forward guidance

LendingClub anticipates loan originations between $1.8B to $1.9B and pre-provision net revenue (PPNR) between $40M to $50M for the third quarter of 2024.

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 Q2 2024

Historical avgQ2 2024

+0.6%

Avg return

Earnings day

+3.3%

Avg return

5 days after

+1.9%

Avg return

30 days after

51%

23 / 45 earnings

Positive

+50.7%

Q2 2021

Best reaction

-42.3%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.8%-0.7%-0.9%
Q4 2025-16.2%-17.7%-23.8%
Q3 2025+9.7%+9.1%-1.3%
Q1 2025-11.3%-6.4%-8.9%
Q4 2024-14.3%-23.0%-24.0%
Q3 2024+11.5%+14.8%+34.9%
Q2 2024+12.4%-4.4%+8.9%
Q1 2024+15.2%+18.8%+13.3%
Q4 2023+0.2%+0.4%-9.9%
Q3 2023-5.8%-4.7%+5.5%
Q2 2023-20.6%-17.1%-32.5%
Q1 2023-0.6%+2.4%+13.7%
Q4 2022-10.4%+9.1%+6.5%
Q3 2022-10.5%-9.7%-10.4%
Q2 2022-2.6%-2.2%-2.9%
Q1 2022+17.9%+13.4%+13.0%
Q4 2021-26.1%-12.9%-12.9%
Q3 2021+21.2%+37.2%+2.8%
Q2 2021+50.7%+61.9%+80.3%
Q1 2021+6.9%+0.8%+2.1%
Q4 2020+14.6%+53.3%+41.4%
Q3 2020+3.7%+5.0%+65.1%
Q2 2020+5.2%+7.8%+5.4%
Q1 2020-17.5%-16.7%-13.7%
Q4 2019-1.4%-1.1%-28.2%
Q3 2019+7.4%+7.6%-7.1%
Q2 2019+9.4%+12.5%+0.4%
Q1 2019+7.7%+6.3%-11.9%
Q4 2018-5.3%-12.1%-15.7%
Q3 2018+5.7%-0.6%-9.2%
Q2 2018-7.1%-6.8%-8.1%
Q1 2018+24.5%+21.6%+28.6%
Q4 2017-1.3%-15.2%-8.4%
Q3 2017-21.5%-26.5%-38.6%
Q2 2017+23.8%+11.3%+17.9%
Q1 2017-4.8%-2.5%-7.3%
Q4 2016-5.8%-15.7%-17.8%
Q3 2016+12.3%+19.7%+14.2%
Q2 2016+0.8%+13.7%+13.9%
Q1 2016-42.3%
Q4 2015+8.1%
Q3 2015+1.3%
Q2 2015+0.4%
Q1 2015-1.0%
Q4 2014-13.7%
Q3 2014
Q2 2014
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro