Brief: Baldwin Insurance Group Q2 Revenue USD 378.811 Million Vs. IBES Estimate USD 374.9 Million

Baldwin Insurance,

05/08/2025 21:05

Overview

The Baldwin Group Q2 revenue rises 11% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 meets analyst estimates, growing 24% yr/yr

Adjusted EBITDA grows 14% yr/yr, beating analyst expectations, per LSEG data

Outlook

Baldwin sees increased flexibility in capital allocation post-earnout obligations

Company plans to invest in strategic opportunities to sustain organic growth

Baldwin aims to improve margin expansion and reduce financial leverage

Result Drivers

ORGANIC GROWTH - Baldwin attributes 11% revenue increase to double-digit organic growth

CAPITAL FLEXIBILITY - Completion of earnout obligations enhances capital allocation flexibility, per CEO Trevor Baldwin

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$378.81 mln
$374.90 mln (6 Analysts)
Q2 Adjusted EPS
Meet
$0.42
$0.42 (10 Analysts)
Q2 EPS
-$0.05
Q2 Adjusted Net Income
Miss
$49.50 mln
$50 mln (6 Analysts)
Q2 Net Income
-$5.14 mln
Q2 Adjusted EBITDA
Beat
$85.50 mln
$83.90 mln (5 Analysts)
Q2 Adjusted EBITDA Margin
23.0%
Q2 Operating income
$27.94 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the multiline insurance & brokers peer group is "buy"

Wall Street's median 12-month price target for Baldwin Insurance Group Inc is $48.00, about 25% above its August 4 closing price of $36.01

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBw2G9spYa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)