Core Insights - The Baldwin Insurance Group reported revenue of $329.89 million for Q4 2024, a year-over-year increase of 15.9% and an EPS of $0.27, up from $0.14 a year ago, exceeding both revenue and EPS estimates [1] - The company achieved an organic revenue growth of 19%, surpassing the average estimate of 15.4% [4] - The stock has returned -6% over the past month, underperforming the Zacks S&P 500 composite's -1.8% change, and currently holds a Zacks Rank 3 (Hold) [3] Revenue Breakdown - Revenue from Insurance Advisory Solutions was $502.51 million, significantly higher than the average estimate of $153.14 million, reflecting a year-over-year change of +276.5% [4] - Underwriting, Capacity & Technology Solutions generated $116.76 million, slightly below the average estimate of $123.41 million, with a year-over-year increase of +13.1% [4] - Mainstreet Insurance Solutions reported revenue of $71.86 million, exceeding the estimated $70.61 million, marking an +18.6% change from the previous year [4] - Investment income was $3.19 million, close to the average estimate of $3.24 million [4] - Commissions and fees totaled $326.71 million, surpassing the estimated $320.50 million [4]
The Baldwin Insurance Group (BWIN) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates