| BRO |
Report |
Adjusted operating EPS |
IN-LINE |
pred ~$1.070 vs. cons $1.076 |
MEDIUM |
| BRO |
Report |
Total organic revenue |
IN-LINE |
pred ~$1.200B vs. cons $1.202B |
MEDIUM |
| BRO |
Report |
Adjusted EBITDAC |
MISS |
pred ~$595M vs. cons $601M |
MEDIUM |
| BRO |
Guide |
Contingent commissions (FY26) |
UNCHANGED |
guide qualitative up year/year vs. cons $302M |
LOW |
| BRO |
Guide |
Accession adjusted EBITDAC margin (FY26) |
UNCHANGED |
guide ~35% vs. cons UNVERIFIED |
LOW |
| BRO |
Guide |
Accession EBITDA synergies (FY26) |
UNCHANGED |
guide ~$30M-$40M vs. cons UNVERIFIED |
LOW |
| BRO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| BRO |
Return |
5-day cumulative residual |
-3.5% (STABILIZE) |
STABILIZE — modest estimate pressure, but a lower long-term multiple and elevated short base limit follow-through |
LOW |