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Baldwin Insurance Group (BWIN)
NASDAQ:BWIN
Earnings Data
Report Date
Mar 03, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.29Last Year’s EPS
0.27Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call highlighted strong sales velocity, robust performance in certain segments, and strategic initiatives like the 3B30 Catalyst program. However, challenges such as flat revenue growth in key segments and a GAAP net loss underscore ongoing difficulties. The overall sentiment balances optimism with caution.Company Guidance
Consistent Sales Velocity
Sales velocity remained at a top decile rate of 20% in the quarter, bringing year-to-date sales velocity to 19%, demonstrating consistent ability to take share and win new business.
Strong Performance in Underwriting Capacity & Technology Solutions
Organic revenue growth came in at 16% for UCTS, driven by continued strength in the multifamily portfolio and commercial umbrella portfolio, with 16% and 15% growth respectively.
Introduction of 3B30 Catalyst Program
A 3-year transformation program aimed at accelerating automation, business process optimization, and AI implementation, expected to result in $50 million cumulative savings by 2028.
Successful Repricing of Term Loan B
The company successfully repriced its Term Loan B, leading to a 50 basis points improvement on the spread, resulting in approximately $5 million of annual interest expense savings.
Embedded Technology Platform Success
The embedded mortgage and real estate business expanded to 10 channel partners, with a top 20 mortgage originator showing promising results by achieving 150% of the previous insurance partner's volume.
BWIN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BWIN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Sep 30, 2025 | $28.21 | $27.12 | -3.86% |
Aug 05, 2025 | $36.46 | $30.38 | -16.68% |
May 06, 2025 | $40.91 | $39.19 | -4.20% |
Feb 25, 2025 | $39.86 | $40.61 | +1.88% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Baldwin Insurance Group (BWIN) report earnings?
Baldwin Insurance Group (BWIN) is schdueled to report earning on Mar 03, 2026, After Close (Confirmed).
What is Baldwin Insurance Group (BWIN) earnings time?
Baldwin Insurance Group (BWIN) earnings time is at Mar 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BWIN EPS forecast?
BWIN EPS forecast for the fiscal quarter 2025 (Q4) is 0.29.