Watch the conference call for commentary on organic growth trajectory and acquisition pipeline. The flat organic revenue may weigh on the stock despite the EPS beat. Monitor for any guidance updates or M&A announcements.
Price Chart
Executive Summary
Brown & Brown reported Q1 2026 adjusted EPS of $1.39, beating consensus of $1.36 by 2.2%, and revenue of $1.90B slightly above estimates of $1.89B. However, organic revenue was flat (0% growth) and GAAP EPS fell 7.8% YoY, tempering the headline beat.
Key Financial Metrics
Key Facts
- Adjusted diluted EPS $1.39 vs consensus $1.36 (+2.2%)
- Total revenues $1.9B vs consensus $1.89B, up 35.4% YoY mainly from acquisitions
- Organic revenue growth 0.0%, organic revenue with contingents grew 2.2%
- GAAP diluted EPS $1.06 fell 7.8% YoY
- Quarterly dividend declared $0.165 per share
- Operating cash flow $262M for Q1
Financial Impact
Adjusted EPS beat by $0.03; revenue beat by ~$11M
Risk Factors
- Flat organic revenue signals slowing core growth
- GAAP EPS decline due to amortization and acquisition costs
- High dependence on acquisitions for revenue growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3282088 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | 8-K | $66.33 $65.12 | ▼ −1.82% | ▼ −1.33% | $60.24 (−9.19%) |
Aug 21, 2026 6w ago | Institutional Cluster | $72.92 $73.31 | ▲ +0.53% | ▲ +0.06% | $60.24 (−17.40%) |
Aug 10, 2026 7w ago | 8-K | $71.60 $68.83 | ▼ −3.88% | ▼ −3.83% | $60.24 (−15.87%) |
Jul 29, 2026 9w ago | ANALYST-DOWNGRADE | $74.87 $70.95 | ▼ −5.24% | ▼ −10.76% | $60.24 (−19.55%) |
Jul 27, 2026 9w ago | 8-K | $73.65 $71.78 | ▼ −2.54% | ▼ −4.81% | $60.24 (−18.21%) |
Jul 27, 2026 9w ago | Press Release | $73.65 $71.78 | ▼ −2.54% | ▼ −4.81% | $60.24 (−18.21%) |
Jul 6, 2026 12w ago | ANALYST-DOWNGRADE | $68.43 $67.66 | ▼ −1.13% | ▼ −1.61% | $60.24 (−11.98%) |
Jul 1, 2026 13w ago | Press Release | $67.36 $69.27 | ▲ +2.84% | ▲ +2.57% | $60.24 (−10.58%) |
Jun 14, 2026 15w ago | Institutional Cluster | $59.28 $58.24 | ▼ −1.75% | ▼ −0.37% | $60.24 (+1.61%) |
Jun 5, 2026 16w ago | 8-K | $58.00 $59.28 | ▲ +2.21% | ▲ +0.10% | $60.24 (+3.85%) |
US Market Status
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