earnings
confidence high
sentiment positive
materiality 0.75
Baldwin Insurance Q1 revenue up 29% to $532.2M; adjusted EBITDA up 21% to $137.2M
Baldwin Insurance Group, Inc.
2026-Q1 EPS reported
$0.02
revenue$532,235,000
- Total revenue grew 29% YoY to $532.2M; organic revenue growth of 2%.
- GAAP net loss of $1.9M (diluted EPS $0.02); adjusted diluted EPS $0.63 (down 3% YoY).
- Adjusted EBITDA grew 21% to $137.2M; margin 25.8% vs 27.5% prior.
- CAC Group integration ahead of plan; ~80% of targeted three-year expense synergies actioned.
- CEO expects accelerating organic growth, exiting 2026 on double-digit run rate.