For the quarter ended September 2025, Brown & Brown (BRO) reported revenue of $1.61 billion, up 35.4% over the same period last year. EPS came in at $1.05, compared to $0.91 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.51 billion, representing a surprise of +6.61%. The company delivered an EPS surprise of +16.67%, with the consensus EPS estimate being $0.90.
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: 3.5% versus 4% estimated by four analysts on average.
- Revenues- Commissions and fees: $1.55 billion versus the five-analyst average estimate of $1.47 billion. The reported number represents a year-over-year change of +34.2%.
- Revenues- Investment income: $56 million versus $32.98 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +80.7% change.
- Total revenues- Other: $42 million versus the two-analyst average estimate of $26.15 million. The reported number represents a year-over-year change of +100%.
- Commissions and fees- Retail: $877 million compared to the $835.95 million average estimate based on two analysts.
- Income before income taxes- Other: $-108 million versus the two-analyst average estimate of $-74.7 million.
- Income before income taxes- Retail: $164 million compared to the $169.55 million average estimate based on two analysts.
View all Key Company Metrics for Brown & Brown here>>>
Shares of Brown & Brown have returned -5.7% over the past month versus the Zacks S&P 500 composite's +3.6% 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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Brown & Brown, Inc. (BRO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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