Sep 30, 2023

Baldwin Insurance Q3 2023 Earnings Report

BRP Group's Q3 2023 revenue increased by 18% year-over-year, driven by organic revenue growth of 19% and adjusted EBITDA growth of 53%.

Key Takeaways

BRP Group reported an 18% increase in revenue to $306.3 million for Q3 2023, with organic revenue growth of 19%. The company's adjusted EBITDA grew by 53% year-over-year to $64.0 million, and the adjusted EBITDA margin increased to 21%. GAAP net loss was $32.0 million, or $0.29 per share, while adjusted net income was $33.8 million, or $0.29 per share.

Revenue increased 18% year-over-year to $306.3 million.

Organic Revenue Growth was 19% year-over-year.

Adjusted EBITDA grew 53% year-over-year to $64.0 million.

Adjusted Net Income of $33.8 million, or $0.29 per fully diluted share.

Total Revenue
$306M
Previous year: $259M
+18.1%
EPS
$0.29
Previous year: $0.18
+61.1%
Organic Revenue Growth
19%
Previous year: 28%
-32.1%
Adjusted EBITDA Margin
21%
Previous year: 16%
+31.3%
Gross Profit
$38.6M
Cash and Equivalents
$79M
Previous year: $159M
-50.2%
Free Cash Flow
-$18.2M
Previous year: -$18.8M
-3.6%
Total Assets
$3.42B
Previous year: $3.41B
+0.3%

Baldwin Insurance

Baldwin Insurance

Forward Guidance

The company remains well positioned heading into 2024 and beyond to continue generating sustainable double-digit top line organic growth, durable and consistent margin accretion and creating long-term value for our shareholders.