Jun 30, 2024

Baldwin Insurance Q2 2024 Earnings Report

Baldwin Group announced Q2 2024 results with a 14% increase in total revenue and 19% organic revenue growth. Net loss was reported at $30.9 million, but adjusted diluted EPS grew by 26% to $0.34. Adjusted EBITDA also saw a 22% increase, reaching $74.9 million.

Key Takeaways

The Baldwin Group reported a mixed Q2 2024 with strong revenue growth but a net loss. Total revenue increased by 14% to $339.8 million, and organic revenue grew by 19%. However, the company reported a GAAP net loss of $30.9 million, though adjusted diluted EPS increased by 26% to $0.34. Adjusted EBITDA grew by 22% to $74.9 million.

Total revenue increased 14% year-over-year to $339.8 million.

Organic revenue growth was 19% year-over-year.

GAAP net loss was $30.9 million, resulting in a GAAP diluted loss per share of $0.28.

Adjusted diluted EPS grew 26% year-over-year to $0.34.

Total Revenue
$340M
Previous year: $297M
+14.4%
EPS
$0.34
Previous year: $0.27
+25.9%
Organic Revenue Growth
19%
Previous year: 22%
-13.6%
Adjusted EBITDA Margin
22%
Previous year: 21%
+4.8%
Gross Profit
$340M
Previous year: $72M
+372.3%
Cash and Equivalents
$208M
Previous year: $106M
+97.5%
Free Cash Flow
$71.4M
Previous year: $44.3M
+61.0%
Total Assets
$3.68B
Previous year: $3.47B
+6.2%

Baldwin Insurance

Baldwin Insurance

Forward Guidance

The company anticipates delivering outsized value to Clients, continuing to build its industry presence, and successfully delivering sustainable outsized organic revenue growth and margin expansion, driving continued long-term value for shareholders in the back half of 2024.