LendingTree Soars 23% After Huge Q4 Earnings Beat-What's Next?

GuruFocus.com
03-07

LendingTree (NASDAQ:TREE) shares jumped 22.67% to $49.40 as of 14:42 ET on Thursday, after the company posted Q4 results that beat expectations, driven by broad revenue growth across all segments, particularly in insurance.

  • Warning! GuruFocus has detected 3 Warning Signs with TREE.

Q4 adjusted EPS came in at $1.16, more than double the $0.53 analyst estimate and up from $0.28 a year ago. Revenue soared 95% year-over-year to $261.5 million, surpassing the $238.1 million consensus.

Segment Breakdown:

  • Insurance revenue surged 188% to $171.7M
  • Home segment revenue grew 35% to $34.0M
  • Consumer segment revenue climbed 12% to $55.6M

For Q1 2025, LendingTree expects revenue between $241M-$248M, in line with the $242.7M analyst estimate, and adjusted EBITDA of $25M-$27M, close to the $26.3M consensus.

For the full year, the company forecasts revenue growth of 9%-14% to $985M-$1.025B, with double-digit gains in Home and Consumer segments and modest growth in Insurance after a record year.

Management also emphasized expense discipline and improving leverage, with CFO Jason Bengel stating that the company aims to lower its cost of capital and boost free cash flow conversion.

This article first appeared on GuruFocus.

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10