| BRO |
Report |
Core Organic Growth ex-contingents (Q2 2026) |
IN-LINE |
pred ~+0.3% vs. cons +0.57% |
MEDIUM |
| BRO |
Report |
Contingent Commissions (Q2 2026) |
IN-LINE |
pred ~$60M vs. cons $59.6M |
MEDIUM |
| BRO |
Report |
Adj. EBITDAC Margin (Q2 2026) |
IN-LINE |
pred ~33.7% vs. cons 33.9% |
MEDIUM |
| BRO |
Guide |
FY 2026 Organic Growth (qualitative) |
UNCHANGED |
guide reiterate ~2.5% back-half ceiling vs. cons +1.5% FY |
MEDIUM |
| BRO |
Guide |
FY 2026 Contingent Commissions |
UNCHANGED |
guide reiterate 'up vs. $255M' vs. cons $301.6M |
MEDIUM |
| BRO |
Guide |
Howden / Pharmacy headwinds (qualitative) |
UNCHANGED |
guide confirm both persist through Q3; no new disclosures |
HIGH |
| BRO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| BRO |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side trims H2 estimates on unchanged guidance; short base (8.5 DTC) provides partial floor but does not reverse the drift |
MEDIUM |