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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
LendingTree
LendingTree (TREE) investor relations material
LendingTree Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary29 Jul, 2026
Executive summary
Revenue grew 25% year-over-year to $313.4 million in Q2 2026, led by strong Insurance segment performance and supported by AI-driven operational efficiencies and new product launches.
Adjusted EBITDA increased 11% year-over-year to $35.2 million, marking the eighth consecutive quarter of double-digit adjusted EBITDA growth.
Net income for Q2 2026 was $9.6 million, up 8% from Q2 2025, with operating income rising 4% to $21.8 million.
The company operates a high-margin, asset-light marketplace model with scalable expenses and proven operating leverage, driving consistent growth since 2023.
Diversified revenue streams across insurance, consumer, and home segments, with insurance and consumer driving current growth and home positioned for cyclical recovery.
Financial highlights
Q2 2026 revenue: $313.4 million, up 25% year-over-year; six-month revenue: $640.7 million, up 31% year-over-year.
Adjusted EBITDA: $35.2 million, up 11% year-over-year; adjusted EBITDA as a percentage of variable marketing margin reached 40%.
Net income: $9.6 million, up 8% year-over-year; EPS (diluted): $0.68.
Variable marketing margin for Q2 2026: $87.3 million, up 4% year-over-year.
Cash and cash equivalents at June 30, 2026: $110.8 million.
Outlook and guidance
Full-year 2026 revenue expected between $1.30 and $1.32 billion, with variable marketing margin projected at $364–$374 million and adjusted EBITDA at $145–$152 million.
Double-digit topline growth and margin expansion expected annually through 2026, supported by disciplined execution and a diverse product portfolio.
Insurance segment expected to maintain strong revenue growth and stable VMM margins; Home segment faces continued headwinds from high mortgage rates and subdued home sales.
SMB lending expected to stabilize and recover in the second half, with July showing best sales since Q1.
Advertising costs are expected to remain elevated, especially in Insurance, as the company seeks to capture incremental market share.
Drivers of SMB merchant sentiment recovery
Google arbitration status and damage assessment
Factors for insurance VMM margin expansion
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Latest events from LendingTree
- Q4 revenue up 95% year-over-year, Insurance up 188%, and 2025 outlook strong.TREE
Q4 20249 Jul 2026 - Record revenue and 71% EBITDA growth led by Insurance; guidance raised for 2026.TREEQ1 20268 Jul 2026
- Insurance segment revenue jumped 109%, driving 15% revenue growth and a raised outlook.TREEQ2 20248 Jul 2026
- All proposals passed with strong support; no stockholder questions were submitted.TREEAGM 202617 Jun 2026
- Record Q4 revenue, insurance growth, and a major tax benefit drive strong 2026 outlook.TREEQ4 20254 May 2026
- 2025 saw robust growth, leadership transition, and continued focus on governance and ESG.TREEProxy filing27 Apr 2026
- Key votes include board elections, say-on-pay, and auditor ratification at the June 2026 meeting.TREEProxy filing27 Apr 2026
- Q3 revenue up 68% and adjusted EBITDA up 23%, driven by 210% insurance segment growth.TREEQ3 202417 Jan 2026
- Double-digit growth is expected as insurance, lending, and AI initiatives drive expansion.TREE28th Annual Needham Growth Conference Virtual13 Jan 2026
Next LendingTree earnings date
Q3 202629 Oct, 2026
LendingTree
Next LendingTree earnings date
Q3 202629 Oct, 2026
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excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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