Dec 31, 2024

Baldwin Insurance Q4 2024 Earnings Report

Expected Revenue:$328M
+16.7% YoY
Expected EPS:$0.28
+154.5% YoY

Key Takeaways

The Baldwin Group reported a 16% increase in total revenue to $329.9 million and 19% organic revenue growth for Q4 2024. Adjusted diluted EPS grew by 93% to $0.27, and adjusted EBITDA increased by 38% to $63.2 million. The company's adjusted EBITDA margin expanded by 310 basis points to 19.1%.

Total revenue increased by 16% year-over-year, reaching $329.9 million.

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

Adjusted diluted EPS grew by 93% year-over-year to $0.27.

Adjusted EBITDA grew by 38% year-over-year to $63.2 million, with a margin of 19.1%.

Total Revenue
$330M
Previous year: $285M
+15.9%
Organic Revenue Growth
19%
Previous year: 15%
+26.7%
Adjusted EBITDA Margin
19.1%
Previous year: 16%
+19.4%
Cash and Equivalents
$148M
Previous year: $116M
+27.5%
Free Cash Flow
$4.29M
Previous year: $14.6M
-70.7%
Total Assets
$3.53B
Previous year: $3.5B
+0.9%

Baldwin Insurance

Baldwin Insurance

Forward Guidance

The company anticipates a meaningful inflection in free cash flow generation and significant growth and flexibility in capital allocation.

Positive Outlook

  • Continued momentum across the business.
  • Strength of colleague and client franchise.
  • Efficient execution across the business.
  • Thoughtful investments in innovative and proprietary technology platforms.
  • Significant growth and flexibility in capital allocation.