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Wall St Engine
@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
Joined March 2022
995 Following    214.3K Followers
LENDINGTREE $TREE Q3โ€™26 EARNINGS HIGHLIGHTS ๐Ÿ”น Revenue: $343.6M (Est. $330M) ๐ŸŸข ๐Ÿ”น EPS: -$5.15 (Est. $0.81) ๐Ÿ”ด FY26 Guide: ๐Ÿ”น Revenue: $1.30B-$1.31B (Est. $1.31B) ๐ŸŸก ๐Ÿ”น Adjusted EBITDA: $151M-$153M (Est. $148M) ๐ŸŸข ๐Ÿ”น Variable Marketing Margin: $370M-$375M Q4 Guide: ๐Ÿ”น Revenue: $315M-$325M (Est. $340M) ๐Ÿ”ด ๐Ÿ”น Adjusted EBITDA: $34M-$36M (Est. $35.7M) ๐ŸŸก ๐Ÿ”น Variable Marketing Margin: $88M-$93M Segment Net Revenue: ๐Ÿ”น Insurance: $234.9M; +15% YoY ๐Ÿ”น Consumer: $67.2M; +2% YoY ๐Ÿ”น Home: $41.5M; +9% YoY Other Q3 Metrics: ๐Ÿ”น Adjusted EBITDA: $39.6M (Est. $35M) ๐ŸŸข; -1% YoY ๐Ÿ”น Variable Marketing Margin: $94.9M Key Updates: ๐Ÿ”น Goodwill Charge: $98.8M non-cash charge drove a $72.4M GAAP net loss Comments: ๐Ÿ”ธ โ€œSuccessful expansion of these types of features should ultimately improve consumer satisfaction and drive increased monetization of our traffic.โ€ ๐Ÿ”ธ โ€œThis diversification allows us to continue to execute on our growth plan successfully despite ongoing interest rate related headwinds impacting our Home segment.โ€
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