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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Baldwin Insurance Group
Baldwin Insurance Group (BWIN) investor relations material
Baldwin Insurance Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary9 Nov, 2026
Executive summary
Q3 2026 revenue rose 31% YoY to $480.3M; organic revenue growth was 6%.
Q3 adjusted EBITDA increased 47% to $106.9M, while GAAP net loss was $81.6M; adjusted diluted EPS was $0.42.
9M revenue grew 30% to $1.505B and adjusted EBITDA rose 33% to $360.8M; GAAP net loss was $139.5M.
A proposed $32.50-per-share all-cash take-private transaction is expected to close in Q1 2027, subject to approvals and customary conditions.
Financial highlights
Q3 adjusted net income was $59.4M versus $36.5M; adjusted diluted EPS rose 35% YoY to $0.42 from $0.31.
9M adjusted net income was $217.2M versus $162.6M; adjusted diluted EPS was $1.53, up 12% YoY.
Q3 and 9M diluted loss per share were $0.63 and $1.02, respectively; 9M operating loss was $152.8M.
Adjusted free cash flow was $55.6M in Q3 and $101.8M for 9M, up 33% YoY in both periods; 9M conversion was 28%.
Q3 adjusted EBITDA included $21.0M of Go-Private Transaction costs and $17.6M from the change in fair value of contingent consideration.
Outlook and guidance
Take-private closing is expected in Q1 2027; the HSR waiting period expired Nov. 4, 2026, with stockholder approval, other regulatory approvals and customary conditions remaining.
The 3B / 30 transformation program targets ~$50M cumulative savings and ~$40M annualized run-rate savings exiting 2028, with ~$40M cumulative investment and $10M+ net-positive payback by end-2028.
CAC integration targets $43M of 3-year expense synergies and $17M of 3-year revenue synergies; $35M+ of expense synergies were actioned and $5M+ of revenue synergies realized by Q3 2026.
Near-term interest expense is expected to rise YoY, reflecting higher credit-facility borrowings for partnerships and settlement of deferred payment obligations.
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Latest events from Baldwin Insurance Group
- A $32.50 cash take-private, at an 87.5% premium, awaits stockholder approval.BWIN
Proxy filing - A $32.50-per-share cash buyout would take the public insurer private.BWINProxy filing
- Shareholders to receive $32.50 per share in a $7.7B go-private deal, closing expected Q1 2027.BWINProxy filing
- Shareholders to vote on a go-private transaction aiming for tech-driven transformation in insurance.BWINProxy filing
- Shareholders are asked to approve a move to private ownership to enable faster, strategic growth.BWINProxy filing
- Shareholders will vote on a go-private Transaction that changes capital structure but not strategy.BWINProxy filing
- Q2 2026 delivered strong revenue and EBITDA growth, with robust free cash flow gains.BWINQ2 2026
- Revenue up 29% to $532M, adjusted EBITDA up 21%, but net loss due to higher expenses.BWINQ1 2026
- National insurance platform drives outsized growth and margin expansion through tech and integration.BWIN45th Annual William Blair Growth Stock Conference
Next Baldwin Insurance Group earnings date
Q4 202623 Feb, 2027
Baldwin Insurance Group
Next Baldwin Insurance Group earnings date
Q4 202623 Feb, 2027
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Frequently asked questions
The Baldwin Insurance Group Inc (formerly BRP Group Inc.)provides insurance distribution and advisory services, including property and casualty, employee benefits, personal insurance, and risk management solutions. The company serves businesses and individuals through a network of operating partners and client service teams. Its platform supports organic and acquisition-driven growth strategies. The company is headquartered in Tampa, Florida, and its shares are listed on the NASDAQ.