“As a result of the repurchase, we recognized a gain on the extinguishment of $0.3 million, which is included in interest expense, net in the consolidated statement of operations and comprehensive income.”10-Q · May 1, 2026 ↗
LendingTree, Inc.
TREE
Market read
LendingTree, Inc.'s move is spreading beyond its market group.
No new filing conclusion is available. 5 of 16 group members are active now; 3 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- At least 11 of 16 durable members become active together.
- Capital-flow agreement rises above 55%.
- JBGS remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 5 of 16 members or fewer.
Research brief
The story so far
No new filing conclusion is available. 5 of 16 group members are active now; 3 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- At least 11 of 16 durable members become active together.
- Capital-flow agreement rises above 55%.
- JBGS remains aligned with the group in the next market snapshot.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +24.1% year over year.
- Net margin changed +18.2 percentage points in the latest annual period.
- Diluted shares increased 6.0% in the latest annual period.
- Operating cash flow was only 0.48x net income in the latest annual period.
- Credit and interest rates has repeated adverse evidence across 4 filings.
- Demand and volume has repeated adverse evidence across 4 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
26.82Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Revenue is primarily driven by Network Partner demand for our products, which is matched to corresponding consumer requests.”10-Q · May 1, 2026 ↗
“We expect the strength of this insurance cycle to continue in 2026 following the previous lengthy disruption due to record inflation in auto loss costs that began three years ago.”10-Q · Oct 31, 2025 ↗
“Non-cash compensation related to equity awards is included in the following line items in the accompanying consolidated statements of operations and comprehensive income (loss) (in thousands) : Year Ended December 31, 2025 2024 2023 Cost of revenue $ 173 $ 29…”10-K · Mar 9, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for TREE. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for TREE. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind TREE
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
GENGen Digital Inc.competitorMay 21, 2026 ▾
“Secure Financial Wellness: Our principal competitors in this segment include Bankrate, Chime, Dave, Intuit (Credit Karma), LendingTree, NerdWallet, Robinhood and SoFi.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
TREE is currently a Participant in the organic co-movement group Real Estate Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.