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LendingTree (TREE) guidance and outlook
LendingTree (TREE) raised some and lowered other parts of its guidance on Nov 3, 2026: Revenue $1.3B for FY2026; EBITDA $151M–$153M for FY2026; Revenue $315M–$325M for Q4 2026; EBITDA $34.0M–$36.0M for Q4 2026. LendingTree's 10-Q filed Nov 6, 2026 makes 10 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | +17% | new |
| Revenue | FY2026 | $1.3B | lowered |
| EBITDA | FY2026 | $151M–$153M | raised |
| Revenue | Q4 2026 | $315M–$325M | new |
| EBITDA | Q4 2026 | $34.0M–$36.0M | new |
From the earnings release filed Nov 3, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 6, 2026
- We intend to capitalize on our expertise in performance marketing, product development and technology by leveraging the widespread recognition of the LendingTree brand.
- As more homeowners choose to stay in their homes and home equity levels remain near record highs, consumers are increasingly utilizing the value in their homes to fund renovations and other large ticket expenses, which we expect will continue in the current interest rate environment.
- We adjust our selling and marketing expenditures dynamically in relation to anticipated revenue opportunities in order to ensure sufficient consumer inquiries to profitably meet such demand.
- We will continue to adjust selling and marketing expenditures dynamically in response to anticipated revenue opportunities.
- We continued to invest in internal development of new and enhanced features, functionality and business opportunities that we believe will enable us to better and more fully serve consumers and Network Partners.
- Certain out-of-the-money stock options expired unexercised in October 2026, and as a result we are required to write-off the related deferred tax asset for share-based compensation, which will increase income tax expense by approximately $16.6 million in the fourth quarter of 2026, and increase the effective tax rate.
- We expect this environment to continue in 2026.
- We expect advertising costs to remain elevated for the remainder of 2026.
- The majority of these variable advertising costs are expressly intended to drive traffic to our websites and these variable advertising costs are included in selling and marketing expense on our consolidated statements of operations and comprehensive income.
- We will continue to monitor the impact of the current economic conditions, including interest rates and inflation on our liquidity and capital resources.
LendingTree's latest quarter
LendingTree, Q3 2026: revenue $344M (+12% year over year), operating margin -20.5%, net loss $72.4M, operating cash flow $35.7M. The chart follows the revenue to costs, profit and cash.
Questions
Did LendingTree raise or lower its guidance?
LendingTree (TREE) raised some and lowered other parts of its guidance on Nov 3, 2026: Revenue $1.3B for FY2026; EBITDA $151M–$153M for FY2026; Revenue $315M–$325M for Q4 2026; EBITDA $34.0M–$36.0M for Q4 2026.
What does LendingTree expect?
We intend to capitalize on our expertise in performance marketing, product development and technology by leveraging the widespread recognition of the LendingTree brand. As more homeowners choose to stay in their homes and home equity levels remain near record highs, consumers are increasingly utilizing the value in their homes to fund renovations and other large ticket expenses, which we expect will continue in the current interest rate environment. We adjust our selling and marketing expenditures dynamically in relation to anticipated revenue opportunities in order to ensure sufficient consum
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.