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LendingTree posted strong Q4 2025 results, with revenue up 22.3% year-over-year, driven by growth in mortgage, insurance, and small business segments, and raised 2026 EBITDA guidance.
LendingTree reported strong Q4 2025 results, with revenue of $319.7 million, a 22.3% year-over-year increase and 11.5% above estimates, driven by double-digit growth in mortgage, insurance, and small business segments. Small business revenue surged 78% in Q4 and 60% annually, while insurance profit rose 24% in the quarter. AI-powered tools contributed over $10 million in incremental revenue with minimal cost, and new federal rules banning trigger leads took effect, improving lead quality. The company achieved a non-GAAP loss of $0.39 per share, better than expected, and raised its 2026 EBITDA guidance to $155 million, above estimates. Stock rose 14.7% to $43.29.