Willis Towers Watson delivered solid Q2 results with margin expansion and strong cost discipline, alleviating some sector concerns and driving a 5% stock jump. Organic revenue growth remains healthy at 5%, but premium inflation is normalizing, likely slowing future growth to mid-single digits. The company maintains a strong balance sheet, prioritizes aggressive buybacks, and is on track for $1.5 billion in repurchases this year.
Willis Towers Watson Public Limited Company (NASDAQ:WTW ) Q2 2025 Earnings Conference Call July 31, 2025 9:00 AM ET Company Participants Andrew Jay Krasner - CFO & Co-head of Corporate Development Carl A. Hess - CEO & Director Julie Jarecke Gebauer - President of Health, Wealth & Career Lucy Clarke - President of Risk & Broking Conference Call Participants Brian Robert Meredith - UBS Investment Bank, Research Division Charles Lederer - Unidentified Company Elyse Beth Greenspan - Wells Fargo Securities, LLC, Research Division Katherine Sakys - Unidentified Company Mark Douglas Hughes - Truist Securities, Inc., Research Division Mark Steven Marcon - Robert W.
WTW Q2 results reflect strong revenue contribution from the Risk & Broking segment, as well as expanded EBITDA margin and lower expenses.
Although the revenue and EPS for Willis Towers Watson (WTW) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Willis Towers Watson (WTW) came out with quarterly earnings of $2.86 per share, beating the Zacks Consensus Estimate of $2.65 per share. This compares to earnings of $2.55 per share a year ago.
Get a deeper insight into the potential performance of Willis Towers Watson (WTW) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Willis Towers Watson (WTW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Willis Towers stock rallies on the back of a strong new business, strategic acquisitions, solid customer retention levels and financial flexibility.
Willis Towers stock rallies on the back of a strong new business, strategic acquisitions, solid customer retention levels and financial flexibility.
WTW Q1 results reflect solid performance at Risk & Broking segment as well as lower expenses, offset by reduced adjusted operating income.
Willis Towers Watson Public Limited Company (NASDAQ:WTW ) Q1 2025 Results Conference Call April 24, 2025 9:00 AM ET Company Participants Carl Hess - Chief Executive Officer Andrew Krasner - Chief Financial Officer Julie Gebauer - President of Health, Wealth & Career Lucy Clarke - President of Risk & Broking Conference Call Participants Gregory Peters - Raymond James Elyse Greenspan - Wells Fargo Rob Cox - Goldman Sachs Paul Newsome - Piper Sandler Brian Meredith - UBS David Motemaden - Evercore ISI Mark Hughes - Truist Securities Mark Marcon - Baird Operator Good morning. Welcome to the WTW First Quarter 2025 Earnings Conference Call.
Willis Towers Watson Public Limited Company shares rose 24% over the past year, driven by its stable business model and minimal economic cyclicality. Q1 results showed solid performance with 5% organic revenue growth and improved operating margins, despite a 5% revenue decline due to the TRANZACT sale. WTW maintains a strong balance sheet, targets $1.5 billion in buybacks, and offers a 5-6% capital return yield, primarily through buybacks.