Early Access

10-KPeriod: FY2022

MARSH & MCLENNAN COMPANIES, INC. Annual Report, Year Ended Dec 31, 2022

Filed February 13, 2023For Securities:MRSHMMC

Summary

Marsh & McLennan Companies, Inc. (MRSH) reported solid revenue growth in 2022, with consolidated revenue reaching $20.7 billion, a 5% increase (9% on an underlying basis) from the prior year. This growth was driven by strong demand across both its Risk and Insurance Services and Consulting segments, reflecting the company's ability to navigate complex global environments for its clients. Operating income saw a slight decrease of 1% to $4.3 billion, impacted by higher expenses related to increased headcount, incentive compensation, and restructuring activities amounting to $427 million. The company continues to focus on strategic growth through acquisitions, completing 20 in 2022. These included significant entities in both the Risk and Insurance Services and Consulting sectors, demonstrating an ongoing commitment to expanding its market reach and service offerings. Marsh McLennan's financial health remains robust, supported by consistent operating cash flow and active capital management, including share repurchases and dividend payments.

Financial Statements
Beta
Revenue$20.72B
Operating Expenses$16.44B
Operating Income$4.28B
Interest Expense$469.00M
Net Income$3.09B
EPS (Basic)$6.11
EPS (Diluted)$6.04
Shares Outstanding (Basic)499.00M
Shares Outstanding (Diluted)505.00M

Key Highlights

  • 1Consolidated revenue increased by 5% to $20.7 billion in 2022, with underlying revenue growth of 9%, driven by strong demand across both business segments.
  • 2Operating income was $4.3 billion, a 1% decrease, impacted by a 6% increase in expenses attributed to higher headcount, incentive compensation, and restructuring costs.
  • 3The Risk and Insurance Services segment revenue grew 5% (9% underlying) to $12.6 billion, with stable operating income.
  • 4The Consulting segment revenue increased 5% (8% underlying) to $8.1 billion, with operating income growing to $1.6 billion.
  • 5The company completed 20 acquisitions in 2022, demonstrating a continued strategy of inorganic growth and market expansion.
  • 6Restructuring activities resulted in charges of $427 million, primarily related to workforce actions, technology rationalization, and real estate reductions, with expected savings in 2023.
  • 7The company repurchased $1.9 billion of its common stock in 2022, underscoring its commitment to returning capital to shareholders.

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