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Baldwin Insurance Group (BWIN)
NASDAQ:BWIN
Earnings Data
Report Date
Aug 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.42Last Year’s EPS
0.34Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: -5.30%
|Next Earnings Date:Aug 12, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong overall performance with significant growth in key segments like UCTS and successful strategic initiatives like the capitalization of BRIE. However, challenges in the Insurance Advisory Solutions segment and pressure in the employee benefits business due to economic uncertainty were notable concerns. Despite these challenges, the company maintained positive momentum and confidence in achieving its full-year guidance.Company Guidance
During the Baldwin Group's first quarter 2025 earnings call, the company reported strong first-quarter results with a 10% increase in organic revenue growth and a 12% rise in adjusted EBITDA, achieving an adjusted EBITDA margin improvement of 80 basis points. Adjusted diluted earnings per share grew by 16%, while adjusted free cash flow increased by 6% to $26 million. They paid $123 million in earn-outs in Q1 and $37 million in April, with another $22 million expected in Q2. The Insurance Advisory Solutions segment experienced 3% organic revenue growth, with a 14% sales velocity and 92% client retention. The Underwriting Capacity and Technology Solutions segment saw a 32% organic revenue growth, driven by strong performance in multifamily and home portfolios. The Main Street Insurance Solution segment achieved 10% organic revenue growth. Looking ahead, Baldwin anticipates total revenue between $370 million to $380 million and adjusted EBITDA of $83 million to $88 million for Q2, with organic revenue growth at the low end of their 10%-15% long-term range.Strong Overall Financial Performance
Baldwin Group reported a 10% organic revenue growth and a 12% growth in adjusted EBITDA for the first quarter, with an 80 basis points improvement in adjusted EBITDA margin.
Underwriting Capacity and Technology Solutions Segment Growth
The UCTS segment experienced a significant organic revenue growth of 32%, driven by strong performance in multifamily and home portfolios, and the introduction of the multifamily captive.
Successful Capitalization of Reciprocal Insurance Exchange
Baldwin Group finalized the $110 million capitalization of Builder Reciprocal Insurance Exchange, marking a milestone in vertically integrating across the value chain.
Improved Client Retention
Client retention in Insurance Advisory Solutions improved year-over-year to approximately 92%.
Positive Credit Rating Developments
Baldwin Group was upgraded by S&P to B stable and had its B2 rating affirmed by Moody’s with an outlook change from negative to stable.
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 |
|---|---|---|---|
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% |
Aug 06, 2024 | $41.50 | $42.50 | +2.41% |
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 Aug 12, 2025, TBA Not Confirmed.
What is Baldwin Insurance Group (BWIN) earnings time?
Baldwin Insurance Group (BWIN) earnings time is at Aug 12, 2025, TBA Not 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 (Q2) is 0.42.