---
schema_version: "secwatch.filing_event.v1"
accession: "0001781755-26-000032"
form_type: "8-K"
ticker: "BWIN"
cik: "0001781755"
company_name: "Baldwin Insurance Group, Inc."
filed_at: "2026-05-04T23:59:59+00:00"
generated_at: "2026-05-14T23:57:33.894879+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Baldwin Insurance Q1 revenue up 29% to $532.2M; adjusted EBITDA up 21% to $137.2M

## Summary
- 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.

## SEC filing metadata
- accession: 0001781755-26-000032
- form_type: 8-K
- ticker: BWIN
- cik: 0001781755
- company_name: Baldwin Insurance Group, Inc.
- filed_at: 2026-05-04T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1781755/000178175526000032/0001781755-26-000032-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1781755/000178175526000032/bwin-20260504.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001781755-26-000032
- JSON: https://secwatch.observer/filing/0001781755-26-000032.json
- Plain text: https://secwatch.observer/filing/0001781755-26-000032.txt

## Key facts
- Earnings Releases
  Baldwin Insurance Group, Inc. reported first quarter ended March 31, 2026 results: revenue $532.2 million, net income net loss of $1.9 million, EPS $0.02.
  - Period: first quarter ended March 31, 2026
  - Revenue: $532.2 million
  - Net income: net loss of $1.9 million
  - EPS: $0.02
  - Result: reported results
  source text: Total revenue increased 29% year-over-year to $532.2 million
  evidence_url: https://www.sec.gov/Archives/edgar/data/1781755/000178175526000032/0001781755-26-000032-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.