Back to top

Image: Bigstock

Compared to Estimates, The Baldwin Insurance Group (BWIN) Q4 Earnings: A Look at Key Metrics

Read MoreHide Full Article

The Baldwin Insurance Group (BWIN - Free Report) reported $347.28 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 5.3%. EPS of $0.31 for the same period compares to $0.27 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $354.34 million, representing a surprise of -1.99%. The company delivered an EPS surprise of +7.83%, with the consensus EPS estimate being $0.29.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how The Baldwin Insurance Group performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Organic revenue growth: 3% versus the two-analyst average estimate of 4.2%.
  • Revenues- Commissions and fees: $344.58 million versus the two-analyst average estimate of $351.21 million. The reported number represents a year-over-year change of +5.5%.
  • Revenues- Investment income: $2.7 million versus $2.71 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -15.4% change.
  • Revenues- Corporate and Other: $-16.93 million versus $-17.65 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -18.9% change.
  • Revenues- Underwriting, Capacity & Technology Solutions: $129.5 million versus $132.18 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +10.9% change.
  • Revenues- Mainstreet Insurance Solutions: $76.84 million versus $76.83 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.9% change.
  • Revenues- Insurance Advisory Solutions: $157.87 million compared to the $164.49 million average estimate based on two analysts. The reported number represents a change of -68.6% year over year.

View all Key Company Metrics for The Baldwin Insurance Group here>>>

Shares of The Baldwin Insurance Group have returned -25.8% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Zacks' 7 Best Strong Buy Stocks (New Research Report)

Valued at $99, click below to receive our just-released report predicting the 7 stocks that will soar highest in the coming month.

Click Here, It's Really Free

Published in