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Baldwin Insurance Group, Inc. (BWIN)
:BWIN
US Market
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Baldwin Insurance Group (BWIN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 10, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.33
Last Year’s EPS
0.33
Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Aug 05, 2025|
% Change Since: -11.49%|
Earnings Call Sentiment|Neutral
The earnings call presented a mix of positive and negative elements. The Baldwin Group demonstrated strong financial performance and significant growth in several segments, particularly in Insurance Advisory Solutions and UCTS. However, challenges were noted in the Mainstreet Insurance Solutions and Medicare business, alongside a reduction in full-year guidance and a reported GAAP net loss. Despite these challenges, the company remains optimistic about its strategic initiatives and future growth prospects.
Company Guidance -
Q3 2025
In the Baldwin Group's second quarter 2025 earnings call, the company reported strong financial performance with an 11% organic revenue growth, a 14% increase in adjusted EBITDA, and a 60 basis point expansion in adjusted EBITDA margin. The adjusted diluted earnings per share grew by 24%. The Insurance Advisory Solutions segment saw a notable 10% organic revenue growth, while the Underwriting, Capacity & Technology Solutions segment achieved a 21% organic growth. Mainstreet Insurance Solutions experienced flat growth due to commission rate reductions and challenges in the Medicare business. The Baldwin Group revised their full-year guidance, forecasting revenue between $1.5 billion and $1.52 billion, maintaining the bottom end of their adjusted EBITDA range at $345 million. They anticipate high single-digit organic growth for the full year, with several headwinds impacting revenue projections.
Strong Overall Financial Performance
The Baldwin Group reported organic revenue growth of 11%, adjusted EBITDA growth of 14%, adjusted EBITDA margin expansion of 60 basis points, and adjusted diluted earnings per share growth of 24%.
Insurance Advisory Solutions Growth
Organic revenue growth accelerated to 10% driven by strong new business generation with sales velocity increasing from 14% in Q1 to 22% in Q2. Year-to-date sales velocity is at 18%, significantly above the industry median of 11.7%.
UCTS Segment Performance
Organic revenue growth in the Underwriting, Capacity & Technology Solutions segment was 21%, driven by strong results in the multifamily portfolio and notable growth in commissions and fees for builder and real estate investor products by 25% and 35%, respectively.
Strategic Partnerships and Acquisitions
Finalization of the third-party-led capitalization of the Builder Reciprocal Insurance Exchange and partnership with MultiStrat. Acquisition of Hippo's homebuilder distribution network, adding 8 new homebuilder partners.
Embedded Insurance Provider Milestone
The Baldwin Group will go live as the exclusive embedded insurance provider with a top 20 national mortgage originator in Q3, expected to be a growth tailwind for MIS organic growth in 2026 and beyond.

Baldwin Insurance Group (BWIN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

BWIN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 10, 2025
2025 (Q3)
0.33 / -
0.33
Aug 05, 2025
2025 (Q2)
0.42 / 0.42
0.3423.53% (+0.08)
May 06, 2025
2025 (Q1)
0.64 / 0.65
0.5616.07% (+0.09)
Feb 25, 2025
2024 (Q4)
0.26 / 0.27
0.1492.86% (+0.13)
Nov 04, 2024
2024 (Q3)
0.34 / 0.33
0.2913.79% (+0.04)
Aug 06, 2024
2024 (Q2)
0.33 / 0.34
0.2725.93% (+0.07)
May 07, 2024
2024 (Q1)
0.52 / 0.56
0.4233.33% (+0.14)
Feb 28, 2024
2023 (Q4)
0.11 / 0.14
0.1216.67% (+0.02)
Nov 07, 2023
2023 (Q3)
0.28 / 0.29
0.1861.11% (+0.11)
Aug 09, 2023
2023 (Q2)
0.27 / 0.27
0.2317.39% (+0.04)
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
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%
Nov 04, 2024
$46.17$40.66-11.93%
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, Inc. (BWIN) report earnings?
Baldwin Insurance Group, Inc. (BWIN) is schdueled to report earning on Nov 10, 2025, After Close (Confirmed).
    What is Baldwin Insurance Group, Inc. (BWIN) earnings time?
    Baldwin Insurance Group, Inc. (BWIN) earnings time is at Nov 10, 2025, 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 (Q3) is 0.33.
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