| BRO |
Report |
Total organic revenue growth |
MISS |
pred ~0.6% vs. cons 0.9% |
MEDIUM |
| BRO |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$1.10 vs. cons $1.08 |
MEDIUM |
| BRO |
Report |
Total revenue |
IN-LINE |
pred ~$1.73B vs. cons $1.72B |
MEDIUM |
| BRO |
Guide |
Consolidated organic revenue growth |
LOWER |
guide ~2.0% vs. cons 2.3% (2H 2026) |
MEDIUM |
| BRO |
Guide |
Accession adjusted EBITDAC margin |
UNCHANGED |
guide ~35.0% vs. cons 35.0% (FY 2026) |
HIGH |
| BRO |
Guide |
Accession EBITDA synergies |
UNCHANGED |
guide ~$35M vs. cons $35M (FY 2026) |
HIGH |
| BRO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.8% |
— |
MEDIUM |
| BRO |
Return |
5-day cumulative residual |
-5.2% (FOLLOW-THROUGH) |
An EPS beat of roughly $1.10 versus $1.08 is unlikely to offset organic growth of about 0.6% versus 0.9% and softer 2H growth commentary of roughly 2.0% versus 2.3%; FY2026 EPS estimates could drift toward ~$4.48 from ~$4.52 as weaker out-period organic growth outweighs contingents and expense control. |
MEDIUM |