Insurance broker Brown & Brown's Q4 adjusted EPS beats expectations

Brown & Brown

26/01/2026 22:11

Overview

Insurance brokerage firm's Q4 revenue rose 35.7% yr/yr, but missing analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company reported a 2.8% decrease in organic revenue for Q4

Outlook

Company did not provide specific guidance for future quarters or full year in press release

Result Drivers

ACQUISITIONS DRIVE REVENUE - Revenue growth was significantly driven by acquisitions, including Accession, despite a decline in organic revenue

MARGIN COMPRESSION - Income before taxes margin decreased to 20.0% from 23.2% in Q4 2024, indicating increased costs or lower pricing power

ADJUSTED EPS BEAT - Adjusted EPS increased to $0.93, beating analyst expectations, attributed to cost management and integration of acquired businesses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$1.60 bln
$1.65 bln (11 Analysts)
Q4 Adjusted EPS
Beat
$0.93
$0.90 (15 Analysts)
Q4 EPS
$0.59
Q4 Organic Growth
-2.8%


Press Release: ID:nGNX5CsXMn

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)