
The Baldwin Insurance Group, Inc. (BWIN) Q2 2026 Earnings Call Transcript
The Baldwin Insurance Group, Inc. is an independent insurance distribution firm that delivers insurance and risk management solutions in the United States. The company is headquartered in Tampa, Florida.
| Revenue (TTM) | $1.74B |
| Gross Profit (TTM) | $543.28M |
| EBITDA | $116.62M |
| Operating Margin | 2.00% |
| Return on Equity | -10.70% |
| Return on Assets | -0.91% |
| Revenue/Share (TTM) | $21.44 |
| Book Value | $9.18 |
| Price-to-Book | 3.45 |
| Price-to-Sales (TTM) | 1.72 |
| EV/Revenue | 4.015 |
| EV/EBITDA | 83.59 |
| Quarterly Earnings Growth (YoY) | -90.00% |
| Quarterly Revenue Growth (YoY) | 30.10% |
| Shares Outstanding | $96.84M |
| Float | $75.15M |
| % Insiders | 2.47% |
| % Institutions | 94.91% |
Volatility is currently contracting

The Baldwin Insurance Group, Inc. (BWIN) Q2 2026 Earnings Call Transcript

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin” or the “Company”) (NASDAQ: BWIN), an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial clients, today announced its results for the second quarter ended June 30, 2026. SECOND QUARTER 2026 HIGHLIGHTS Total revenue increased 30% year-over-year to $492.9 million Organic revenue growth(4) of 2% year-over-year CAC Gr.

After reaching an important support level, Baldwin Insurance Group, Inc. (BWIN) could be a good stock pick from a technical perspective. BWIN recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group (“Baldwin” or the “Company”) (NASDAQ: BWIN), a leading independent insurance brokerage and advisory firm, today released its Q2 2026 Market Pulse Report, finding that continued declines in commercial property pricing are creating greater flexibility for insurance buyers. At the same time, persistent litigation and loss-severity trends mean improving pricing should not be mistaken for declining risk. Commercial property pricing declined 8.1% during.

The Baldwin Insurance Group (BWIN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

NEW YORK, June 29, 2026 (GLOBE NEWSWIRE) -- Altes Capital and Zero Intensity today announced a strategic collaboration to support Altes' underwriting of data center infrastructure opportunities. The goal is to bring more rigorous, asset-level analysis to the environmental, operational and community factors that increasingly determine whether data center projects can be delivered, financed, and sustained over time.

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Baldwin” or the “Company”) (NASDAQ: BWIN) and its affiliates, an independent insurance distribution firm delivering tailored insurance solutions to a wide range of personal and commercial clients, announced today that it will report its second quarter 2026 financial results after the market closes on Thursday, July 30, 2026.Baldwin will host a live audio webcast the same day at 5:00 pm Eastern.

The Baldwin Insurance Group (BWIN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

TAMPA, Fla.--(BUSINESS WIRE)--The Baldwin Group, the brand name for The Baldwin Insurance Group, Inc. (“Company”) (NASDAQ: BWIN) and its affiliates, today announced that Trevor Baldwin, Chief Executive Officer, and Brad Hale, Chief Financial Officer, will be presenting at the William Blair Growth Stock Conference on Wednesday, June 3, 2026 at 3:40 pm Eastern Time. A live webcast of the presentation can be accessed from the investor relations section on the Company's website at ir.baldwin.com. F.

Baldwin Insurance Group remains a buy despite recent underperformance, with shares down nearly 50% over the past year. Organic growth has slowed to 2%, but management expects acceleration in H2 as Medicare headwinds subside and CAC synergies are realized. Leverage is elevated at 4.3x, with management prioritizing buybacks over rapid deleveraging, a strategy not currently favored by the market.
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