| BRO |
Report |
Adjusted diluted EPS |
MISS |
pred ~$1.78 vs. cons $1.82 |
MEDIUM |
| BRO |
Report |
Total revenue |
IN-LINE |
pred ~$1.70B vs. cons $1.72B |
MEDIUM |
| BRO |
Report |
Organic revenue growth excluding contingents |
MISS |
pred ~-0.5% vs. cons 0.5% |
MEDIUM |
| BRO |
Guide |
FY2026 contingent-commission outlook |
BETTER |
guide ~$285M vs. cons $280M (FY2026) |
MEDIUM |
| BRO |
Guide |
Second-half organic-growth trajectory |
LOWER |
guide ~1.8% vs. cons 2.2% (2H 2026) |
MEDIUM |
| BRO |
Guide |
Accession EBITDA synergy delivery |
UNCHANGED |
guide ~$35M vs. cons $35M (FY2026) |
HIGH |
| BRO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
MEDIUM |
| BRO |
Return |
5-day cumulative residual |
-6.5% (FOLLOW-THROUGH) |
Underlying organic growth and margin performance imply FY2026/FY2027 EPS revisions of roughly -3.0% versus a pre-report revision baseline of 0.0%, outweighing a modest contingent-commission outlook lift. |
MEDIUM |