NASDAQ$BWIN

Baldwin Insurance Group Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Baldwin Insurance Group reported Q1 2025, revenue of $413.4M, net income of $13.9M, diluted EPS of $0.20.

For Q1 2025, Baldwin Insurance Group reported revenue of $413.4M, net income of $13.9M, diluted EPS was $0.20. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $413.4M.
  • Net income $13.9M.
  • Diluted EPS $0.20.

Headline financials

Total Revenue

$413M

Previous: $380M+8.7%
EPS (adj)

$0.20

Previous: $0.33-39.4%
Organic Revenue Growth

10.0%

Previous: 16.0%-37.5%
Adjusted EBITDA

$114M

Previous: $102M+11.9%
Adjusted EBITDA Margin

27.5%

Previous: 26.7%+3.0%
Net Income

$13.9M

Previous: $21.6M-35.4%
Operating Income

$56M

Previous: $34.3M+63.5%

Revenue & EPS history

Baldwin Insurance · Revenue · Quarterly

$413M

Q1 2025+8.7%vs Q1 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+0.6%

Avg return

Earnings day

+3.0%

Avg return

5 days after

+6.0%

Avg return

30 days after

57%

16 / 28 earnings

Positive

+25.6%

Q4 2025

Best reaction

-25.4%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%-8.4%-14.8%
Q4 2025+25.6%+19.3%+14.1%
Q3 2025+10.0%+15.1%+8.9%
Q3 2026+2.8%+19.9%+15.6%
Q2 2025-16.7%-13.4%-12.6%
Q1 2025-4.3%-3.8%-5.6%
Q4 2024+1.8%-1.7%+13.2%
Q3 2024-10.3%+1.7%+8.5%
Q2 2024+3.3%+1.8%+13.0%
Q1 2024+11.8%+6.7%+20.6%
Q4 2023+2.7%+9.8%+6.8%
Q3 2023-11.9%-9.8%-12.0%
Q2 2023-3.6%+0.4%+7.9%
Q1 2023-4.4%-4.8%-5.0%
Q4 2022-3.0%-4.9%-12.1%
Q3 2022+1.7%+6.5%-0.3%
Q2 2022+3.7%+7.7%+10.1%
Q1 2022-25.4%-2.6%+7.3%
Q4 2021-2.2%-4.4%-3.4%
Q3 2021+2.0%+7.0%-0.3%
Q2 2021+17.9%+26.8%+38.1%
Q1 2021-5.9%-6.6%+4.9%
Q4 2020+1.5%+0.1%+6.9%
Q3 2020+5.4%+5.2%-5.8%
Q2 2020+7.6%+4.9%+31.2%
Q1 2020+2.0%+16.5%+47.9%
Q4 2019+11.5%+8.8%-8.1%
Q3 2019-7.1%-14.2%-6.8%
Q2 2019
Q4 2018
Q3 2018

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