Dec 31, 2023

Baldwin Insurance Q4 2023 Earnings Report

BRP Group reported a 16% increase in total revenues for Q4 2023, reaching $284.6 million, with organic revenue growth of 15%. However, the company experienced a GAAP net loss of $62.5 million, or $0.56 per share, while adjusted net income was $16.2 million, or $0.14 per share.

Key Takeaways

BRP Group's Q4 2023 demonstrated solid revenue growth, driven by a 15% increase in organic revenue. Despite revenue gains, the company reported a GAAP net loss of $62.5 million. Adjusted EBITDA grew by 16% to $45.6 million, with a margin of 16%. The company is focused on expense rationalization and aims for profitable double-digit organic growth in 2024.

Total revenues increased by 16% year-over-year to $284.6 million.

Organic revenue growth was 15% year-over-year.

GAAP net loss was $62.5 million, with a loss per share of $0.56.

Adjusted EBITDA grew by 16% year-over-year to $45.6 million, with a margin of 16%.

Total Revenue
$285M
Previous year: $246M
+15.7%
EPS
$0.14
Previous year: $0.12
+16.7%
Organic Revenue Growth
15%
Previous year: 26%
-42.3%
Adjusted EBITDA Margin
16%
Previous year: 16%
+0.0%
Gross Profit
$50M
Previous year: $49.1M
+1.7%
Cash and Equivalents
$116M
Previous year: $118M
-1.6%
Free Cash Flow
$14.6M
Previous year: $7.61M
+92.1%
Total Assets
$3.5B
Previous year: $3.46B
+1.1%

Baldwin Insurance

Baldwin Insurance

Forward Guidance

BRP Group is well-positioned to deliver another year of profitable double-digit organic growth, while meaningfully accelerating expanding margins and free cash flow in order to further strengthen balance sheet.

Positive Outlook

  • Positioned to deliver another year of profitable double-digit organic growth
  • Accelerating expanding margins
  • Accelerating free cash flow
  • Further strengthening balance sheet
  • Team continues to develop and deliver innovative solutions