LENDINGTREE $TREE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $343.6M (Est. $330M) 🟢 🔹 EPS: -$5.15 (Est. $0.81) 🔴 FY26 Guide: 🔹 Revenue: $1.30B-$1.31B (Est. $1.31B) 🟡 🔹 Adjusted EBITDA: $151M-$153M (Est. $148M) 🟢 🔹 Variable Marketing Margin: $370M-$375M Q4 Guide: 🔹 Revenue: $315M-$325M (Est. $340M) 🔴 🔹 Adjusted EBITDA: $34M-$36M (Est. $35.7M) 🟡 🔹 Variable Marketing Margin: $88M-$93M Segment Net Revenue: 🔹 Insurance: $234.9M; +15% YoY 🔹 Consumer: $67.2M; +2% YoY 🔹 Home: $41.5M; +9% YoY Other Q3 Metrics: 🔹 Adjusted EBITDA: $39.6M (Est. $35M) 🟢; -1% YoY 🔹 Variable Marketing Margin: $94.9M Key Updates: 🔹 Goodwill Charge: $98.8M non-cash charge drove a $72.4M GAAP net loss Comments: 🔸 “Successful expansion of these types of features should ultimately improve consumer satisfaction and drive increased monetization of our traffic.” 🔸 “This diversification allows us to continue to execute on our growth plan successfully despite ongoing interest rate related headwinds impacting our Home segment.”