Brown & Brown, Inc. · BRO · Next earnings

Brown & Brown, Inc. reports Monday, Oct 26, 2026

BRO reports after market close with consensus EPS at $1.09 and revenue at $1.76B. Last quarter: Brown & Brown Q1 2026: Revenue Up 35% to $1.9B as AI and Accession Integration Drive Margins

Reports After market close36 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $1.09 Calendar consensus
Consensus revenue $1.76B Calendar consensus
Report date Oct 26, 2026 Monday, date estimated
Session After market close 36 days away

Where BRO left off: FY2026 Q1

Full report

Brown & Brown Q1 2026: Revenue Up 35% to $1.9B as AI and Accession Integration Drive Margins

EPS surprise +2.2% Reported $1.39 vs $1.36
Revenue surprise +0.6% Reported $1.90B vs $1.89B
Stock move -4.5% Event window
Subsequent drift -10.0% Up to 20 sessions

Maintained. Management reaffirmed modest organic growth for 2026, $30-40 million of EBITDA synergies from the Accession and 180 integration, and a long-term EBITDAC margin target of 32-37%. No changes to capital allocation priorities across M&A, share repurchases, and dividends.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Continued decline in CAT property rates affecting organic growth.
  • Exposure to flood-claim volatility.
  • Litigation with a startup broker and related revenue impacts.
  • Higher state tax rates and potential future increases.
  • Integration costs and earn-out payments related to recent acquisitions.

Questions analysts left open

  • Details of the new retail operating model and producer incentives.
  • Shift of the pharmacy consulting revenue model from volume-based to per-employee-per-month (PEPM).
  • Outlook for contingent commissions for the full year.
  • Impact and timeline of litigation losses from the startup broker.
  • Rate environment expectations for CAT property and casualty in upcoming quarters.

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Recent BRO quarters

All BRO earnings
-4.5%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.