Insurance broker Brown & Brown's Q4 adjusted EPS beats expectations
Overview
Insurance brokerage firm's Q4 revenue rose 35.7% yr/yr, but missing analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company reported a 2.8% decrease in organic revenue for Q4
Outlook
Company did not provide specific guidance for future quarters or full year in press release
Result Drivers
ACQUISITIONS DRIVE REVENUE - Revenue growth was significantly driven by acquisitions, including Accession, despite a decline in organic revenue
MARGIN COMPRESSION - Income before taxes margin decreased to 20.0% from 23.2% in Q4 2024, indicating increased costs or lower pricing power
ADJUSTED EPS BEAT - Adjusted EPS increased to $0.93, beating analyst expectations, attributed to cost management and integration of acquired businesses
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | $1.60 bln | $1.65 bln (11 Analysts) |
Q4 Adjusted EPS | Beat | $0.93 | $0.90 (15 Analysts) |
Q4 EPS |
| $0.59 |
|
Q4 Organic Growth |
| -2.8% |
|
Press Release: ID:nGNX5CsXMn
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