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Brown & Brown reported third-quarter revenue of $1.7 billion, up 7.4%, with organic revenue growth of 1.2% and an adjusted EBITDA margin of 34.6%; it raised 2026 Accession EBITDA synergies to approximately $50 million.
Brown & Brown reported 9.7% total commissions and fees growth for the three months ended September 30, 2026. Organic Revenue increased 1.2%, Organic Revenue with Contingents grew 1.5%, and income before income taxes increased $9 million, or 2.9%.
Brown & Brown reported third-quarter results for the period ended September 30, 2026: total revenues of $1.7 billion, increasing 7.4%; attributable net income of $240 million; and Diluted Net Income Per Share - Adjusted of $1.07.
Bronislaw E. Masojada resigned from Brown & Brown, Inc.’s Board, Audit Committee and Compensation Committee, effective immediately, because he will serve as the 698th Lord Mayor of the City of London beginning in November 2026; the resignation was not due to any disagreement with the company.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Third-quarter revenue increased 7.4%, adjusted diluted EPS increased 1.9%, operating cash flow reached $1.1 billion, $750 million of shares were repurchased, and the dividend was raised 9%; Retail delivered 2.6% organic growth and is guided to 2%-3% Q4 growth, while Accession synergy targets and 2027 organic-growth outlooks improved. Adjusted margin declined 200 basis points, GAAP diluted EPS fell 1.5%, Specialty Distribution is expected to decline organically in Q4, contingent commissions face a year-over-year decline, and litigation and integration costs remain headwinds.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| EBITDAC non-GAAP | $571M | the three months ended June 30, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Income before income taxes 383M
+110M Amortization
+18M Depreciation
+100M Interest
-40M Change in estimated acquisition earn-out payables
= EBITDAC 571M
|
|||
| EBITDAC Margin non-GAAP | 34.1% | the three months ended June 30, 2026 filing | — |
| Income Before Income Taxes Margin non-GAAP | 35.1% | the three months ended June 30, 2026 filing | — |
| Organic Revenue non-GAAP | $1.18B | the three months ended June 30, 2026 filing | — |
| Organic Revenue with Contingents non-GAAP | $1.24B | the three months ended June 30, 2026 filing | — |
| Organic Revenue with Contingents growth rate non-GAAP | 0.7% | the three months ended June 30, 2026 filing | — |
| total commissions and fees growth rate | 32.4% | the three months ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BRO
this stock
Brown & Brown, Inc.
|
$24.13B | -9.5% | +22.8% | 20.0 | 4.9% |
|
MRSH
Marsh & Mclennan Companies, Inc.
|
$97.39B | +10.4% | +10.3% | 24.5 | 1.4% |
|
AJG
Arthur J. Gallagher & Co.
|
$72.20B | +8.8% | +10.1% | 43.1 | 2.8% |
|
AON
Aon plc
|
$71.03B | -5.1% | +7.7% | 18.3 | 1.6% |
|
WTW
Willis Towers Watson PLC
|
$30.33B | +0.1% | -2.2% | 20.2 | 2.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Brown & Brown reported third-quarter results for the period ended September 30, 2026: total revenues of $1.7 billion, increasing 7.4%; attributable net income of $240 million; and Diluted Net Income Per Share - Adjusted of $1.07.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BRO | +3.4% | +14.7% | +22.9% | +3.4% | -9.5% |
| SPY | -2.7% | -5.6% | -0.5% | -2.7% | +7.8% |
| vs SPY | +6.1% | +20.3% | +23.3% | +6.1% | -17.3% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
