The earnings call highlighted strong revenue growth and strategic initiatives, but was tempered by significant challenges in the Mainstreet Insurance Solutions segment, a GAAP net loss, and revised guidance reflecting headwinds in several areas. While there are strong growth drivers, the impact of these lowlights creates a balanced sentiment.

Company Guidance

During The Baldwin Group's second-quarter 2025 earnings call, CEO Trevor Baldwin highlighted the company's strong performance metrics, including an 11% organic revenue growth and a 14% increase in adjusted EBITDA, with a 60 basis point expansion in adjusted EBITDA margin. Adjusted diluted earnings per share grew by 24%, and the company paid $57 million in earnouts, fully extinguishing all earnout liabilities from partnerships completed in the first five years as a public company. The Insurance Advisory Solutions segment saw a 10% organic revenue growth, driven by new business generation and a sales velocity increase from 14% in Q1 to 22% in Q2. The Underwriting, Capacity & Technology Solutions segment achieved a 21% organic revenue growth, with the multifamily portfolio growing commissions and fees by 14% and the builder and real estate investor products growing by 25% and 35%, respectively. Despite certain headwinds, the company remains confident in its ability to deliver double-digit organic growth over time.

Strong Organic Revenue Growth

The Baldwin Group reported 11% organic revenue growth, with 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 Segment Performance

The Insurance Advisory Solutions segment saw organic revenue growth of 10%, driven by strong new business generation, with sales velocity increasing from 14% in the first quarter to 22% in the second quarter.

Underwriting, Capacity & Technology Solutions Growth

The UCTS segment achieved 21% organic revenue growth, driven by a 14% increase in commissions and fees in the multifamily portfolio and strong results in builder and real estate investor products.

Strategic Acquisitions and Partnerships

The finalization of the third-party-led capitalization of the Builder Reciprocal Insurance Exchange and the acquisition of Hippo’s homebuilder distribution network are expected to drive future growth.

New Embedded Partners

The company successfully implemented 7 new embedded partners in its mortgage and real estate business, with plans to go live as the exclusive embedded insurance provider with a top 20 national mortgage originator.

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

Daily Earnings Calendar >

BWIN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	0.32 / -	0.33	―	―	―
Aug 05, 2025	2025 (Q2)	0.42 / 0.42	0.34	23.53% (+0.08)
May 06, 2025	2025 (Q1)	0.64 / 0.65	0.56	16.07% (+0.09)
Feb 25, 2025	2024 (Q4)	0.26 / 0.27	0.14	92.86% (+0.13)
Nov 04, 2024	2024 (Q3)	0.34 / 0.33	0.29	13.79% (+0.04)
Aug 06, 2024	2024 (Q2)	0.33 / 0.34	0.27	25.93% (+0.07)
May 07, 2024	2024 (Q1)	0.52 / 0.56	0.42	33.33% (+0.14)
Feb 28, 2024	2023 (Q4)	0.11 / 0.14	0.12	16.67% (+0.02)
Nov 07, 2023	2023 (Q3)	0.28 / 0.29	0.18	61.11% (+0.11)
Aug 09, 2023	2023 (Q2)	0.27 / 0.27	0.23	17.39% (+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 (BWIN) report earnings?

Baldwin Insurance Group (BWIN) is schdueled to report earning on Nov 10, 2025, After Close (Confirmed).

What is Baldwin Insurance Group (BWIN) earnings time?

Baldwin Insurance Group (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 0.32.

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