Early Access

10-KPeriod: FY2007

MARSH & MCLENNAN COMPANIES, INC. Annual Report, Year Ended Dec 31, 2007

Filed February 29, 2008For Securities:MRSHMMC

Summary

Marsh & McLennan Companies, Inc. (MMC) reported a significant increase in net income for the fiscal year ended December 31, 2007, largely driven by a substantial gain from the disposal of its Putnam investment management segment. Consolidated revenue grew by 8% year-over-year, reaching $11.4 billion, with positive contributions across its key segments, particularly Consulting. The company continued to navigate the ongoing decline in market service revenues within its Risk and Insurance Services segment, a trend stemming from earlier business model changes. Despite the strong top-line growth and the positive impact of the Putnam sale on net income, the company faced increased operating expenses, partly due to higher compensation costs and restructuring charges. Management highlighted ongoing efforts to drive profitable revenue growth and manage expenses across its diverse professional services offerings. The company also continued its share repurchase program and paid dividends, signaling a focus on shareholder returns.

Financial Statements
Beta
Revenue$11.13B
Operating Expenses$10.28B
Operating Income$854.00M
Interest Expense$267.00M
Net Income$2.49B
EPS (Basic)$4.49
EPS (Diluted)$4.45
Shares Outstanding (Basic)539.00M
Shares Outstanding (Diluted)542.00M

Key Highlights

  • 1Consolidated revenue increased by 8% to $11.4 billion in 2007, driven by growth in Consulting and Risk & Insurance Services.
  • 2Net income surged to $2.5 billion, significantly boosted by a $1.9 billion after-tax gain from the sale of the Putnam business.
  • 3The Consulting segment showed strong performance with revenue up 16%, led by significant growth in Oliver Wyman Group (26%) and Mercer (11%).
  • 4Risk and Insurance Services revenue grew 2% but underlying revenue saw a slight decrease of 1%, reflecting continued premium rate declines in the insurance market.
  • 5Operating expenses increased by 10% to $10.3 billion, outpacing revenue growth, partly due to higher compensation and restructuring charges.
  • 6MMC completed significant share repurchase programs totaling $1.3 billion during 2007.
  • 7The company adopted SFAS 158, impacting its balance sheet related to pension and postretirement benefits, and recognized a reduction in stockholders' equity.

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