Baldwin Group reports Q4 adjusted EPS 31c, consensus 29c

Reports Q4 revenue $347.3M, consensus $349.36M. “2025 was a year of significant progress for The Baldwin Group (BWIN),” said Trevor Baldwin, Chief Executive Officer of The Baldwin Group. “We delivered our sixth consecutive year of top-of-industry organic growth, expanded margins, and grew adjusted diluted EPS by double digits-all while navigating meaningful near-term headwinds that will shortly be behind us. As the market debates the impact of AI on a multitude of industries, we believe our results, strong fundamentals and strategic positioning speak for themselves: our embedded insurance platforms, our advisory business serving complex clients, and our vertically integrated model across underwriting, distribution, and risk capital represent durable competitive moats that AI will enhance, not displace. With the addition of CAC Group and the launch of our $3B/30 Catalyst program, we are entering 2026 with the strongest platform in our history and a clear path to accelerate performance and stakeholder outcomes.”