The Baldwin Insurance Group Inc (NAS:BWIN)
$ 26.22 +2.26 (+9.43%) Market Cap: 2.56 Bil Enterprise Value: 5.57 Bil PE Ratio: 0 PB Ratio: 2.63 GF Score: 74/100

Q1 2026 Baldwin Insurance Group, Inc Earnings Call Transcript

May 04, 2026 / 09:00PM GMT
Release Date Price: $21.97 (-0.27%)
Trevor Baldwin
Baldwin Insurance Group Holdings LLC - Chief Executive Officer, Director

(audio in progress) which delivered the strongest quarterly results. CAC generated new business of $38 million in the first quarter, up 39% compared to the same period in the prior year, and total revenue was $92 million, representing growth of 27% in relation to Q1 of 2025.

CAC sales velocity in the quarter was 61% across all product lines and 15%. For recurring lines of business. Net growth of transaction-related product lines, which consists primarily of our transaction liability and certain project-specific construction lines of business, was 22%.

Going forward, we will report sales velocity on an aggregate basis, as well as broken out for recurring lines of business. Separately, we will call out net growth in transaction-related product lines. These transaction-related product lines have some variability quarter-to-quarter due to the variable nature and timing of transactions and project starts.

CAC's strong growth in the quarter was driven by strong new business across key specialty

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot