文章核心观点 WTW宣布收购CFS International Inc.，这是对贸易信贷业务的持续投资，可扩大地理覆盖范围和美国西海岸业务 [1] 收购情况 - WTW收购CFS International Inc.，将其并入旗下Willis业务 [1] - 这是WTW在两个月内的第二笔收购，首笔收购Global Commercial Credit扩大了中西部贸易信贷业务，此次收购CFS增强了西海岸客户服务 [3] CFS情况 - CFS成立于1990年，专注为全球公司提供贸易信用保险解决方案，以定制项目助客户参与全球竞争 [2] 各方表态 - WTW风险与经纪业务企业并购负责人称收购CFS符合专注专业行业的战略，巩固领先贸易信贷提供商地位 [3] - CFS总裁表示被WTW收购对客户是战略契合，其女儿Bridget Clumeck将带领公司继续服务客户 [3] - Willis Financial Solutions区域负责人称收购CFS体现构建北美领先贸易信贷平台的承诺，将投资区域人才和资源服务美加客户 [3] WTW简介 - WTW提供人员、风险和资本领域的数据驱动、洞察导向解决方案，借助全球视野和本地专业知识服务140个国家和市场 [4]

文章核心观点 - 政治风险是全球多数公司面临的重要风险，且近年来公司对政治风险的担忧发生显著变化，2025年美国政策不确定性等是主要政治风险 [1][3][5] 政治风险现状 - 75%的全球公司将政治风险列为企业风险管理风险登记册的前五大风险，11%将其列为头号风险，承包、运输和采矿等高度暴露行业受影响更大 [1] - 2023年政治风险损失最高，受征用、政治暴力和货币可兑换性问题驱动，18%的受访者面临的损失大到需要重述企业收益 [5] 不同政治事件影响 - 58%的受访者预计美国加征关税会对其组织造成负面财务影响，接近2023年因俄乌冲突遭受财务挫折的60%，远超因西方与中国紧张关系和中东冲突受负面影响的28% [2] 政治风险担忧变化 - 2018年政治风险主要是在委内瑞拉等风险国家投资的高暴露行业的担忧，如今政治风险担忧涉及各行业，潜在损失更高，且聚焦美国政策 [3] 损失恢复与风险应对 - 公司过去最可能依靠与东道国政府直接谈判和政治风险保险来弥补损失，2025年应对潜在未来损失最常见的风险缓解策略是多元化和“三道防线”方法 [5] 2025年主要政治风险 - 美国政策不确定性（尤其是关税）和美国与其盟友之间的紧张关系是2025年首要政治风险担忧 [5] - 其他主要风险包括地缘政治紧张导致关键市场准入受限以及国家支持的网络和虚假信息攻击威胁 [5]

Willis Towers Watson Public Limited Company (WTW) delivered first-quarter 2025 adjusted earnings of $3.13 per share, which missed the Zacks Consensus Estimate by 2.1%. The bottom line remained flat year over year.The insurer’s results reflect higher revenues and expanded operating margins at the Risk & Broking segment, as well as lower expenses. It was offset by lower revenues at the Health, Wealth & Career segment and reduced adjusted operating income. (Find the latest EPS estimates and surprises on Zacks ...

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 Hugh ...

Shares of Willis Towers Watson Public Limited Company (NASDAQ: WTW ) have been an excellent performer over the past year, adding 24%, and even recovering most of their losses during the post- “ Liberation Day ” market plunge. AsOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to ___________ Commission File Number: 001-16503 WILLIS TOWERS WATSON PUBLIC LIMITED COMPANY (Exact name of registrant as specified in its charter) Ireland (J ...

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Willis Towers Watson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: View all Key Company Metrics for Willis Towers Watson here>>> Willis Towers Watson (WTW) reported $2.22 billion in revenue for the quarter ended March 2025, r ...

Willis Towers Watson (WTW) came out with quarterly earnings of $3.13 per share, missing the Zacks Consensus Estimate of $3.20 per share. This compares to earnings of $3.29 per share a year ago. These figures are adjusted for non-recurring items. Willis Towers Watson shares have added about 4% since the beginning of the year versus the S&P 500's decline of -8.6%. What's Next for Willis Towers Watson? While Willis Towers Watson has outperformed the market so far this year, the question that comes to investors ...

Revenue1 decreased 5% over prior year to $2.2 billion for the quarter due to the sale of TRANZACTOrganic Revenue growth of 5% for the quarterDiluted Earnings per Share was $2.33 for the quarter, up 27% over prior yearAdjusted Diluted Earnings per Share was $3.13 for the quarter, comparable to prior year2Operating Margin was 19.4% for the quarter, up 740 basis points over prior yearAdjusted Operating Margin was 21.6% for the quarter, up 100 basis points from prior year2 LONDON, April 24, 2025 (GLOBE NEWSWIRE ...

EXHIBIT 99.1 WTW Reports First Quarter 2025 Earnings LONDON, April 24, 2025 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW) (the "Company"), a leading global advisory, broking and solutions company, today announced financial results for the first quarter ended March 31, 2025. "We had a solid start to the year, delivering results in line with our expectations and making strong progress on our strategy to accelerate our performance, enhance our efficiency and optimize our portfolio," said Carl Hess, WTW's chief executi ...