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Brown & Brown (BRO) Reports Q2 Earnings: What Key Metrics Have to Say

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For the quarter ended June 2026, Brown & Brown (BRO - Free Report) reported revenue of $1.68 billion, up 30.4% over the same period last year. EPS came in at $1.07, compared to $1.03 in the year-ago quarter.

The reported revenue represents a surprise of -2.67% over the Zacks Consensus Estimate of $1.72 billion. With the consensus EPS estimate being $1.08, the EPS surprise was -0.93%.

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:
  • Total Organic growth: -0.7% versus the four-analyst average estimate of 0.9%.
  • Revenues- Investment and other income: $22 million compared to the $24.7 million average estimate based on four analysts. The reported number represents a change of -38.9% year over year.
  • Revenues- Commissions and fees: $1.65 billion versus the four-analyst average estimate of $1.7 billion. The reported number represents a year-over-year change of +32.4%.
  • Revenues- Commissions and fees- Specialty Distribution: $714 million compared to the $719.82 million average estimate based on three analysts.
  • Revenues- Commissions and fees- Retail: $940 million compared to the $982.89 million average estimate based on three analysts.
  • Total Revenues- Retail: $947 million compared to the $984.73 million average estimate based on two analysts. The reported number represents a change of +35.9% year over year.
  • Total Revenues- Specialty Distribution: $721 million compared to the $730.09 million average estimate based on two analysts.
  • Total Revenues- Other: $8 million compared to the $17.5 million average estimate based on two analysts. The reported number represents a change of -68% year over year.
  • Revenues- Investment and other income- Retail: $7 million compared to the $4.65 million average estimate based on two analysts.
  • Revenues- Investment and other income- Specialty Distribution: $7 million compared to the $7.35 million average estimate based on two analysts.
  • Income before income taxes- Retail: $206 million versus $173.3 million estimated by three analysts on average.
  • Income before income taxes- Specialty Distribution: $253 million versus $285.65 million estimated by three analysts on average.

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

Shares of Brown & Brown have returned +5.4% over the past month versus the Zacks S&P 500 composite's +0.8% 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.

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