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Baldwin Insurance quarterly revenue jumps 31.4% to $480.3 million

Baldwin Insurance's revenue growth is speeding up. Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Oct 27, 2026.

Octans ResearchPublished

Snapshot

Baldwin Insurance's revenue growth is speeding up: revenue jumped 31.4% to $480.3 million in the quarter ended September 30, 2026, from $365.4 million a year earlier, after 30.1% year over year growth the quarter before.

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($BWIN)▼ −0.02%31.91

as of 10:03 ET · Realtime derived data

What We Know

Revenue for the quarter ended September 30, 2026 was $480.3 million, versus $365.4 million in the same quarter a year earlier, up 31.4%.

Bar chart: Baldwin Insurance: revenue, last eight quarters. US$ millions by fiscal quarter end, as of Oct 27, 2026. Dec 2024 329.9; Mar 2025 413.4; Jun 2025 378.8; Sep 2025 365.4; Dec 2025 347.3; Mar 2026 532.2; Jun 2026 492.9; Sep 2026 480.3. Latest quarter $480.3M, Up 31.4% vs a year earlier.
Source: SEC EDGAR (earnings release and XBRL financial data)

Quarterly revenue by fiscal quarter end, oldest first: Dec 2024: $329.9 million; Mar 2025: $413.4 million; Jun 2025: $378.8 million; Sep 2025: $365.4 million; Dec 2025: $347.3 million; Mar 2026: $532.2 million; Jun 2026: $492.9 million; Sep 2026: $480.3 million.

Octans View

Year over year revenue change by quarter, computed from the filed figures: Dec 2025 up 5.3%; Mar 2026 up 28.7%; Jun 2026 up 30.1%; Sep 2026 up 31.4%. On those figures, Baldwin Insurance's revenue growth is speeding up. That read compares the latest two year over year growth rates and nothing else.

Bear Case · Room for Disagreement

This brief covers reported revenue and diluted earnings per share only. It does not cover guidance, margins, segment results, cash flow or the earnings call, and it makes no forecast. Revenue is the total on the release line we matched; a company's own adjusted measures can differ.

Method and source. Octans Research matched the revenue line in the earnings release (Exhibit 99.1) to the year ago quarter the company reported in its own XBRL financial data; the two must agree before anything is published. The quarterly history comes from the same XBRL data. The text is generated from those verified figures by a fixed template; no model wrote it.

Chart

$BWIN adjusted close, last 6 months $BWIN adjusted close, last 6 months: series rising from 22 to 31.9 (+44.8%) from 2026-05-01 to 2026-10-27. Scale 15 to 35. 1520253035 2026-05-012026-10-27 $BWIN ADJUSTED CLOSE, LAST 6 MONTHS +44.8% 31.91
Source: Tiingo · As of 2026-10-27Indicative, not investment advice.

Sources

  1. [1]SEC EDGAR — Baldwin Insurance earnings release for the quarter ended September 30, 2026 (Exhibit 99.1), filed Oct 27, 2026
  2. [2]SEC EDGAR — Baldwin Insurance XBRL financial data (company facts)

These are the sources this piece was drafted from. How we verify. Found an error? Tell us and we correct it in public.

$480.3M

Revenue for the quarter ended September 30, 2026 was $480.3 million, versus $365.4 million in t… · What we know

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