BWIN · Baldwin Insurance Group, Inc.
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. BWIN reported Q2 total revenue up 30% to $493M, adjusted EBITDA up 37% to $117M with 110 bps margin expansion, and adjusted free cash flow up 437% to $46M, driven by strong CAC growth; the company updated full-year organic growth guidance to mid-single digits (down from a higher prior posture) and flagged ~$4-5M of H2 Legacy IS revenue attrition from CAC integration structural changes, while completing $80M of buybacks and noting Q2 is the expected trough for rate/exposure headwinds.
- + Adjusted free cash flow surged 437% YoY to $46.4M
- + Combined IAS sales velocity reached 30% in Q2 with normalized organic growth of 8%
- + BREE reciprocal exchange now licensed in 13 states with second proprietary builder program launching by year-end
- − Full-year organic revenue growth guidance cut to mid-single digits with Q4 targeted at high single digits or greater
- − GAAP net loss of $56.0M and diluted loss per share of $0.42 in Q2
- − Q2 organic revenue growth of only 2% with IAS organic down 2%
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Insurance Brokers — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BWIN
this stock
Baldwin Insurance Group, Inc.
|
$4.45B | +32.6% | +8.3% | — | 5.4% |
|
MRSH
Marsh & Mclennan Companies, Inc.
|
$83.87B | -5.3% | +10.3% | 21.5 | 1.3% |
|
AJG
Arthur J. Gallagher & Co.
|
$59.64B | -10.1% | +10.1% | 38.6 | 3.2% |
|
AON
Aon plc
|
$58.01B | -22.5% | +7.7% | 15.1 | 2.0% |
|
WTW
Willis Towers Watson PLC
|
$27.51B | -9.8% | -2.2% | 18.4 | 3.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BWIN | +0.3% | +7.5% | +23.4% | +0.3% | +32.6% |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | -0.9% | +5.6% | +13.6% | -1.8% | +18.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.