LendingTree (TREE) Q2 2026 EPS Misses Estimates by 52%
As seen on the 24/7 Wall St. homepage on July 29, 2026.
LendingTree's earnings collapsed 52% below expectations as weakness in small business lending dragged the Consumer segment down 4% year over year, though insurance revenue surged 42% to partially offset the damage.
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LendingTree reported Q2 2026 earnings of $0.68 per share, falling dramatically short of the $1.41 analyst estimate — a miss of nearly 52%. Revenue also came in light at $313.4 million against an expectation of $315.6 million, though that gap was comparatively narrow. The quarter marks a sharp reversal after four consecutive beats stretching from Q3 2024 through Q3 2025, and follows a loss-per-share print of -$0.39 in Q4 2025 that had already signaled turbulence ahead.
The pressure this quarter was concentrated in the Consumer segment, where weakness in small business lending pulled results down 4% year over year. Insurance was the clear bright spot, with revenue surging 42%, providing a partial cushion but not nearly enough to compensate for the Consumer segment's shortfall.
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Investors will be watching whether the small business lending headwinds are cyclical or structural, and whether the insurance segment's momentum can continue to grow as an offsetting force. The Q1 2026 beat of $1.53 reported versus $1.47 estimated had suggested the business was stabilizing, making this quarter's stumble a renewed source of uncertainty for shareholders.
Mentioned: TREE