Jun 2026 (Q2 FY26) — Jul 29, 2026
LendingTree Q2 FY26 — Strong Insurance Growth Offsets SMB Headwinds
Read the full callLendingTree earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 313 | +25.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 7.0 | −1.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 9.6 | +8.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $57.95 on 14 Oct 2025 → $25.82. High $68.01 (16 Jan 2026), low $24 (23 Sept 2026).
Overview
Call summaries
LendingTree Q2 FY26 — Strong Insurance Growth Offsets SMB Headwinds
Read the full callEvery analysed call
Financials
Net profit, year on year: +8% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 261 | 262 | 240 | 250 | 308 | 320 | 327 | 313 |
| Expenses | 251 | 244 | 247 | 229 | 279 | 297 | 296 | 292 |
| Operating profit | 10 | 18 | -7 | 21 | 29 | 22 | 31 | 22 |
| Operating margin | 3.8% | 6.9% | −3.0% | 8.4% | 9.3% | 7.0% | 9.5% | 7.0% |
| Profit before tax | -58 | 9 | -15 | 11 | 12 | 13 | 23 | 14 |
| Tax rate | −0.8% | 17.8% | 16.4% | 17.7% | 12.3% | −974.1% | 24.7% | 32.3% |
| Net profit | -58 | 8 | -12 | 9 | 10 | 145 | 17 | 10 |
| EPS ($ per share) | -4.34 | — | -0.92 | 0.65 | 0.75 | — | 1.25 | 0.69 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | -610 | -593 | -641 | -572 | -715 | -838 | -879 | -728 |
| Total liabilities | 550 | 546 | 824 | 851 | 991 | 679 | 659 | 569 |
| Fixed assets | 23 | 31 | 62 | 72 | 59 | 50 | 43 | 33 |
| Total assets | 896 | 948 | 1,189 | 1,299 | 1,199 | 803 | 768 | 856 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 124 | 157 | 111 | 131 | 43 | 68 | 62 | 73 |
| Cash from investing | -383 | -101 | -122 | 10 | -28 | -12 | -11 | -10 |
| Cash from financing | 5 | -88 | 193 | -63 | 33 | -242 | -57 | -89 |
| Net cash flow | — | -45 | 110 | 81 | 48 | -187 | -5 | -26 |
| Capital expenditure | -15 | -20 | -42 | -35 | -11 | -13 | -11 | -12 |
| Free cash flow | 109 | 137 | 69 | 96 | 32 | 55 | 51 | 61 |
53 filings between Dec 10, 2025 and Sep 30, 2026.
Nobody bought or sold TREE on the open market in this window. The filings below are 29 option exercises, 19 tax withholdings and 5 other filings.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Peyree Scott Chief Executive Officer | Tax withheld | 1,574 | $38.3K |
| Sep 30, 2026 | Peyree Scott Chief Executive Officer | Option exercise | 4,000 | — |
| Jun 11, 2026 | Sarasvathy Saras Director | Option exercise | 5,000 | — |
| Jun 11, 2026 | Henderson Robin Director | Option exercise | 5,000 | — |
| Jun 11, 2026 | THOMPSON G KENNEDY Director | Option exercise | 5,000 | — |
| Jun 11, 2026 | ERNST MARK A Director | Option exercise | 5,000 | — |
| Jun 11, 2026 | Rodriguez Diego A Director | Option exercise | 5,000 | — |
| Jun 11, 2026 | OZONIAN STEVEN Director | Option exercise | 5,000 | — |
| Jun 11, 2026 | Davidson Thomas M JR Director | Option exercise | 5,000 | — |
| Jun 11, 2026 | Dalporto Gabriel Director | Option exercise | 5,000 | — |
| Mar 10, 2026 | Peyree Scott Chief Executive Officer | Option exercise | 7,499 | — |
| Mar 10, 2026 | Smith Ian Malcolm Chief Operating Officer | Option exercise | 3,333 | — |
| Mar 10, 2026 | Shumate Carla Chief Accounting Officer | Option exercise | 4,166 | — |
| Mar 10, 2026 | Enlow-Novitsky Heather General Counsel & Corp Sec. | Tax withheld | 1,612 | $68.8K |
| Mar 10, 2026 | Shumate Carla Chief Accounting Officer | Tax withheld | 1,185 | $50.5K |
| Mar 10, 2026 | Peyree Scott Chief Executive Officer | Option exercise | 5,000 | — |
| Mar 10, 2026 | Peyree Scott Chief Executive Officer | Tax withheld | 2,962 | $126.3K |
| Mar 10, 2026 | Bengel Jason Chief Financial Officer | Tax withheld | 1,896 | $80.9K |
| Mar 10, 2026 | Peyree Scott Chief Executive Officer | Tax withheld | 1,968 | $83.9K |
| Mar 10, 2026 | Olmstead Jill Chief Human Resources Officer | Tax withheld | 3,689 | $157.3K |
| Mar 10, 2026 | Enlow-Novitsky Heather General Counsel & Corp Sec. | Option exercise | 5,666 | — |
| Mar 10, 2026 | Olmstead Jill Chief Human Resources Officer | Option exercise | 9,999 | — |
| Mar 10, 2026 | Smith Ian Malcolm Chief Operating Officer | Tax withheld | 989 | $42.2K |
| Mar 10, 2026 | Bengel Jason Chief Financial Officer | Option exercise | 6,666 | — |
| Mar 2, 2026 | Enlow-Novitsky Heather General Counsel & Corp Sec. | Option exercise | 938 | — |
| Mar 2, 2026 | Enlow-Novitsky Heather General Counsel & Corp Sec. | Tax withheld | 267 | $10.0K |
| Mar 2, 2026 | Smith Ian Malcolm Chief Operating Officer | Option exercise | 1,375 | — |
| Mar 2, 2026 | Shumate Carla Chief Accounting Officer | Option exercise | 1,250 | — |
| Mar 2, 2026 | Shumate Carla Chief Accounting Officer | Tax withheld | 345 | $12.9K |
| Mar 2, 2026 | Peyree Scott Chief Executive Officer | Tax withheld | 1,675 | $62.6K |
| Mar 2, 2026 | Olmstead Jill Chief Human Resources Officer | Tax withheld | 1,067 | $39.9K |
| Mar 2, 2026 | Olmstead Jill Chief Human Resources Officer | Option exercise | 3,750 | — |
| Mar 2, 2026 | Peyree Scott Chief Executive Officer | Option exercise | 6,875 | — |
| Mar 2, 2026 | Bengel Jason Chief Financial Officer | Tax withheld | 285 | $10.7K |
| Mar 2, 2026 | Bengel Jason Chief Financial Officer | Option exercise | 1,000 | — |
| Mar 1, 2026 | Bengel Jason Chief Financial Officer | Tax withheld | 1,242 | $46.4K |
| Mar 1, 2026 | Bengel Jason Chief Financial Officer | Option exercise | 4,000 | — |
| Mar 1, 2026 | Smith Ian Malcolm Chief Operating Officer | Option exercise | 1,500 | — |
| Mar 1, 2026 | Shumate Carla Chief Accounting Officer | Tax withheld | 1,122 | $41.9K |
| Mar 1, 2026 | Shumate Carla Chief Accounting Officer | Option exercise | 3,333 | — |
| Mar 1, 2026 | Peyree Scott Chief Executive Officer | Tax withheld | 1,469 | $54.9K |
| Mar 1, 2026 | Peyree Scott Chief Executive Officer | Option exercise | 5,667 | — |
| Mar 1, 2026 | Olmstead Jill Chief Human Resources Officer | Tax withheld | 2,989 | $111.7K |
| Mar 1, 2026 | Olmstead Jill Chief Human Resources Officer | Option exercise | 10,000 | — |
| Mar 1, 2026 | Enlow-Novitsky Heather General Counsel & Corp Sec. | Tax withheld | 1,100 | $41.1K |
| Mar 1, 2026 | Enlow-Novitsky Heather General Counsel & Corp Sec. | Option exercise | 3,333 | — |
| Mar 1, 2026 | Bengel Jason Chief Financial Officer | Tax withheld | 394 | $14.7K |
| Mar 1, 2026 | Bengel Jason Chief Financial Officer | Option exercise | 1,167 | — |
| Dec 15, 2025 | Beason Marion Brent 10% owner | Other | 12,524 | $0 |
| Dec 10, 2025 | Greuling Megan 10% owner | Other | 300,000 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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