BROWN & BROWN, INC. — Form 8-K
Filed October 26, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Brown & Brown reported Q3 2026 total revenues of $1.7 billion (+7.4% YoY), driven primarily by the Accession acquisition (~$156M of the increase), with organic revenue growth of only 1.2% and organic revenue with contingents of 1.5%. Diluted EPS was $0.67 (down 1.5% YoY), while adjusted EPS rose to $1.07 (+1.9%). Nine-month results: $5.3B total revenue (+23.4%), with organic growth of 0.3%, reflecting Accession's $985M contribution. Gross margins compressed: Q3 EBITDAC margin fell to 34.6% adjusted (from 36.6% prior year); nine-month margin 36.3% (from 37.1%). The company has approximately 23,000 employees and 700+ locations post-Accession integration.
Why this rating
Accession integration on track; organic growth weak (1.2% Q3, 0.3% YTD) but acceptable. Margin compression is concerning but modest. Event is routine quarterly disclosure. Relative to $31.6B market cap, $119M revenue and $0.67 EPS are immaterial.
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