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Mar 31

Marsh & McLennan Q1 2025 Earnings Report

Marsh McLennan reported strong first quarter results with solid revenue growth and improved adjusted earnings.

Key Takeaways

Marsh McLennan delivered a solid performance in Q1 2025, reporting $7.1 billion in revenue and $1.4 billion in net income. The company experienced growth across all business segments, supported by acquisitions and underlying demand.

Revenue increased to $7.1 billion, up 9% year-over-year.

Adjusted EPS grew 5% to $3.06 despite a foreign exchange headwind.

Net income for the quarter reached $1.4 billion.

Strong performance across all regions, with notable growth in Latin America and Health services.

Total Revenue
$7.06B
Previous year: $6.47B
+9.1%
EPS
$3.06
Previous year: $2.89
+5.9%
Underlying Revenue Growth
4%
Adj. Operating Inc. Growth
8%
Adj. EPS Growth
5%
Cash and Equivalents
$1.6B
Previous year: $1.45B
+10.5%
Free Cash Flow
-$595M
Previous year: -$868M
-31.5%
Total Assets
$57B
Previous year: $47.6B
+19.8%

Marsh & McLennan

Marsh & McLennan

Marsh & McLennan Revenue by Segment

Marsh & McLennan Revenue by Geographic Location

Forward Guidance

Marsh McLennan expects continued resilience and growth across its businesses, driven by ongoing demand for advisory services and recent acquisitions.

Positive Outlook

  • Momentum sustained across all core business lines.
  • Acquisitions, including McGriff, contributing to top-line growth.
  • Strong international performance, especially in Latin America.
  • Health segment showing robust revenue expansion.
  • Improved adjusted operating margins.

Challenges Ahead

  • Foreign exchange had a 5 cent negative impact on EPS.
  • Slight decline in GAAP EPS compared to prior year.
  • Career segment experienced a 1% decline in underlying revenue.
  • Cash flow from operations decreased year-over-year.
  • Global macroeconomic uncertainty remains a concern.