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10-QPeriod: Q1 FY2009

MARSH & MCLENNAN COMPANIES, INC. Quarterly Report for Q1 Ended Mar 31, 2009

Filed May 8, 2009For Securities:MRSHMMC

Summary

Marsh & McLennan Companies, Inc. (MMC) reported a significant turnaround in its first quarter of 2009, moving from a net loss of $210 million in the prior year to a net income of $176 million. This improvement was largely driven by the absence of a substantial goodwill impairment charge that impacted the first quarter of 2008. Consolidated revenue declined by 13% to $2.63 billion, reflecting the challenging economic environment and foreign currency headwinds, although underlying revenue showed a more modest decline of 4%. Despite the revenue decline, the company demonstrated strong cost management, with operating expenses decreasing by 27%. The Risk and Insurance Services segment, driven by Marsh and Guy Carpenter, showed resilience with operating income increasing to $297 million from $234 million, though revenue experienced an 8% decline. The Consulting segment saw a more pronounced revenue decrease of 16% and a drop in operating income. The company also initiated new restructuring actions, primarily at Marsh, to further optimize costs. Investors should note the ongoing legal proceedings and contingent liabilities, which remain a significant factor to monitor.

Financial Statements
Beta
Revenue$2.61B
Operating Expenses$2.29B
Operating Income$324.00M
Interest Expense$56.00M
Net Income$180.00M
EPS (Basic)$0.33
EPS (Diluted)$0.33
Shares Outstanding (Basic)515.00M
Shares Outstanding (Diluted)515.00M

Key Highlights

  • 1Reported Net Income of $176 million for Q1 2009, a significant improvement from a Net Loss of $210 million in Q1 2008, largely due to the absence of a $425 million goodwill impairment charge.
  • 2Consolidated revenue decreased 13% to $2.63 billion, with underlying revenue down 4%, reflecting challenging economic conditions.
  • 3Operating expenses decreased by 27%, a positive sign of cost management, with a significant portion attributable to the prior year's goodwill impairment.
  • 4The Risk and Insurance Services segment showed an increase in operating income to $297 million, despite an 8% revenue decline.
  • 5The Consulting segment experienced a revenue decline of 16% and a drop in operating income, impacted by adverse economic and financial market conditions.
  • 6Initiated new restructuring actions, primarily at Marsh, involving approximately 320 positions, with expected annualized cost savings of $27 million.
  • 7Maintains a solid liquidity position with $1.41 billion in cash and cash equivalents and an undrawn $1.2 billion multi-currency revolving credit facility.

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