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Jun 30, 2025
Baldwin Insurance Q2 2025 Earnings Report
reported a net loss despite strong revenue and adjusted EBITDA growth in Q2 2025.
Key Takeaways
Baldwin delivered a strong quarter with 11% total revenue and organic growth, and improved adjusted earnings. However, the company posted a GAAP net loss due to various expenses including interest and integration-related costs.
Revenue increased to $378.8 million, up 11% year-over-year
Adjusted EBITDA grew 14% to $85.5 million with a margin of 22.6%
Adjusted diluted EPS was $0.42, reflecting a 24% increase
GAAP net loss of $5.1 million or $0.05 per share due to elevated expenses
Forward Guidance
No quantitative forward guidance was provided, but management emphasized focus on organic growth, margin improvement, and capital flexibility following the end of earnout obligations.
Positive Outlook
- Completion of all earnout obligations, allowing greater capital allocation flexibility
- Strong organic growth trend continues
- Planned investments in strategic opportunities to drive innovation
- Focus on margin expansion and financial leverage reduction
- Continued development of bespoke client solutions
Challenges Ahead
- Reported GAAP net loss despite revenue growth
- Ongoing elevated interest expenses
- Costs associated with integration and earnouts impacted profitability
- Adjusted free cash flow declined year-over-year
Historical Earnings Impact
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Avg. Return Before/After Earnings
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