For the quarter ended March 2026, Brown & Brown (BRO Quick QuoteBRO - Free Report) reported revenue of $1.9 billion, up 35.4% over the same period last year. EPS came in at $1.39, compared to $1.29 in the year-ago quarter.

The reported revenue represents a surprise of +1.44% over the Zacks Consensus Estimate of $1.87 billion. With the consensus EPS estimate being $1.36, the EPS surprise was +2.06%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Brown & Brown performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Investment income: $18 million compared to the $24.1 million average estimate based on three analysts. The reported number represents a change of 0% year over year.
• Revenues- Commissions and fees: $1.88 billion versus the three-analyst average estimate of $1.86 billion. The reported number represents a year-over-year change of +35.7%.
• Commissions and fees- Specialty Distribution: $677 million compared to the $619.55 million average estimate based on three analysts.
• Commissions and fees- Retail: $1.2 billion versus the three-analyst average estimate of $1.24 billion.
• Total revenues- Retail: $1.21 billion versus the two-analyst average estimate of $1.26 billion. The reported number represents a year-over-year change of +33.4%.
• Total Revenues- Specialty Distribution: $682 million versus $636.13 million estimated by two analysts on average.
• Total revenues- Other: $9 million versus $15.23 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -10% change.
• Investment and other income- Retail: $5 million versus $3.1 million estimated by two analysts on average.
• Investment and other income- Specialty Distribution: $5 million compared to the $5.75 million average estimate based on two analysts.
• Income before income taxes- Retail: $317 million compared to the $355.21 million average estimate based on three analysts.
• Income before income taxes- Specialty Distribution: $221 million versus the three-analyst average estimate of $188.33 million.
• Income before income taxes- Other: $-5 million versus the two-analyst average estimate of $-116.18 million.

View all Key Company Metrics for Brown & Brown here>>>

Shares of Brown & Brown have returned +3.9% over the past month versus the Zacks S&P 500 composite's +9.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.