2nd UPDATE: Marsh Swings To 1Q Profit; Consulting Weak
2009年5月7日 - 6:23AM
Dow Jones News
Companies are cutting back on insurance and examining the
credit-worthiness of their insurers carefully, and both trends put
a damper on first-quarter profits for broker Marsh & McLennan
Cos. (MMC), though expense cuts improved profit margins.
"Many more clients are seeking alternatives" as a handful of
major insurance companies face financial problems, said Daniel S.
Glaser, chairman and chief executive of Marsh Inc., Marsh &
McLennan's insurance broking subsidiary. "We are spending more time
marketing existing business, leaving less time to get new
business."
Some companies, especially among its biggest clients, are
looking for ways to cut their insurance costs, he said. "Large
accounts have more wherewithal in terms of reducing costs," by
cutting the overall amount of coverage they buy."
Marsh & McLennan reported a profit of $176 million, or 33
cents a share, compared with a prior-year loss of $210 million, or
40 cents a share. The company reversed a year-earlier loss in the
first quarter caused by a $425 million write-down of its Kroll
security business as the insurance broker saw weaker operating
results on woes at its consulting business. Excluding items such as
the Kroll write-down, earnings fell to 40 cents a share from 45
cents.
Revenue decreased 13% to $2.63 million, or 4% on an underlying
basis, which excludes acquisitions, divestitures and other
impacts.
Glaser said an ongoing expense-reduction initiatives increased
operating margin in the brokerage unit, even as it contributed to a
decrease in revenue as the company stopped serving some accounts
that billed less than $5,000 a year.
Meanwhile, the company agreed Wednesday to a $2.4 million
settlement in a 4-year-old lawsuit filed by Connecticut Attorney
General Richard Blumenthal related to alleged bid-rigging. When the
suit was filed, Marsh agreed to pay $850 million to settle
allegations by the New York attorney general of bid rigging and of
steering business to insurers who paid Marsh the highest
"contingent commissions."
The recession has weighed on the company's other operations,
such as its consulting and technology segments.
Analysts surveyed by Thomson Reuters projected earnings of 43
cents a share on $2.95 billion in revenue.
The company's risk and insurance division, which includes its
core insurance brokerage business Marsh Inc. and the Guy Carpenter
unit, saw a 27% earnings increase as underlying revenue rose
1%.
Earnings excluding items at its Mercer and Oliver Wyman
consulting businesses, more exposed to economic woes, were halved
on reduced demand at Oliver Wyman. Underlying revenue decreased
7%.
Shares of Marsh & McLennan closed up 8.3% to $22.29.
- By Lavonne Kuykendall, Dow Jones Newswires; (312) 750 4141;
lavonne.kuykendall@dowjones.com
Joan E. Solsman and Kevin Kingsbury contributed to this
report.