Baldwin Insurance Group, Inc. (BWIN) FY2025 10-K Annual Report

Filed: Feb 26, 2026
Financials
Insurance Agents, Brokers & ServiceSEC EDGAR

Baldwin Insurance Group, Inc. (BWIN) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 26, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Baldwin Insurance Group, Inc. FY2025 10-K Analysis

Business Overview

  • Core business model: Independent insurance distribution with tailored risk management, insurance, and employee benefits solutions delivered via three operating groups
  • New products/services: Launched two new middle market MGA commercial lines products in 2025; expanded MSI platform with 20+ proprietary insurance products and embedding renters insurance via API integrations
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Management Discussion & Analysis

  • No revenue or profitability figures disclosed in the provided MD&A excerpt
  • No segment performance or comparative financial metrics mentioned
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Risk Factors

  • Debt obligations $2.3B including $600M Senior Secured Notes with 7.125% fixed interest maturing May 2031
  • Exposure to $250M contingent earnout payment tied to CAC Group Transaction net commission and fee thresholds
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Baldwin Insurance Group, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$1.5B

+8.5% YoY

Net Income

-$34M

-37.9% YoY

Operating Margin

4.9%

+55bp YoY

Net Margin

-2.3%

-48bp YoY

ROE

-5.6%

-143bp YoY

Total Assets

$3.9B

+9.3% YoY

EPS (Diluted)

$-0.50

-28.2% YoY

Operating Cash Flow

-$29M

-128.8% YoY

Source: XBRL data from Baldwin Insurance Group, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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