BWIN Earnings Prediction
The chart below shows how BWIN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BWIN sees a +3.30% change in stock price 10 days leading up to the earnings, and a -1.72% change 10 days following the report. On the earnings day itself, the stock moves by -0.19%. This data can give you a slight idea of what to expect for the next quarter's release.
BWIN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
91.65M
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Gross Margin
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Operating Margin
23.70%
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Net Margin
-15.79%
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EPS
-0.13
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No Data Available
BWIN Earnings Analysis
The Baldwin Insurance Group, Inc. Class A Common Stock Corporation (BWIN.O) Earnings Conference Call
Positive
Third Quarter Revenue Growth: Organic revenue growth of 14% and total revenue of $338.9 million generated in the third quarter.
Organic Revenue Growth Rates: Organic revenue growth of 7% at I.A.S, 26% at U.C.T.S, and 14% at M.I.S.
EBITDA Increase Quarter-over-Quarter: Adjusted EBITDA for the third quarter rose 14% to $72.8 million compared to $64 million in the prior year period.
Free Cash Flow Increase: Adjusted free cash flow for the third quarter was $27.8 million, a 15% year-over-year increase.
U.C.T.S Revenue Growth: The U.C.T.S segment achieved organic revenue growth of 26% and commissions and fees growth of 31%.
Negative
Quarterly Net Loss: GAAAP net loss for the third quarter of $14.5 million or GAAAP diluted loss per share of $0.13.
Q3 Adjusted Net Income: Adjusted net income for the third quarter was $38.5 million or $0.33 per fully diluted share, which is lower than expected.
GAAP Net Loss Report: The company recorded a GAAP net loss for the third quarter, indicating financial struggles amidst operational challenges.
Organic Revenue Performance: The overall organic revenue growth for the quarter was only 7%, bringing the year-to-date total to 9%, which is below expectations.
Customer Retention Stability: Customer retention was roughly flat year-over-year at approximately 90%, indicating potential issues in customer loyalty.
BWIN FAQs
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BWIN Earning Call Sentiment
The Baldwin Insurance Group, Inc. (BWIN) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
BWIN.O
-1.35%Positive
The earnings call summary reveals strong financial performance with 14% organic revenue growth and a 36% increase in new business production. Adjusted EBITDA and free cash flow have also increased. The Q&A clarifies concerns, with management expressing confidence in future growth and addressing inaccuracies in external reports. Despite some macro-sensitive areas, the overall sentiment remains positive with optimistic guidance and robust business performance.