NYSE$BRO

Brown & Brown Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Brown & Brown reported Q2 2024 results with revenue increase and strong organic revenue growth.

Brown & Brown, Inc. announced strong Q2 2024 results, featuring a 12.5% increase in total revenues to $1.2 billion and a 10.0% organic revenue growth. Diluted net income per share was reported at $0.90, with an adjusted diluted net income per share of $0.93.

  • Total revenues increased by 12.5% to $1.2 billion compared to the second quarter of the prior year.
  • Organic Revenue grew by 10.0% in the second quarter of 2024.
  • Diluted net income per share increased to $0.90, a 34.3% increase compared to the prior year.
  • Adjusted diluted net income per share increased to $0.93, a 17.7% increase compared to the prior year.

Headline financials

Total Revenue

$1.18B

Previous: $1.05B+12.5%
EPS

$0.90

Previous: $0.68+32.4%
Pre-Tax Income Margin

29.4%

No prior period
EBITDAC Margin Adjusted

35.7%

No prior period
Capital Expenditures

-$39M

Previous: -$13.3M-193.2%
Free Cash Flow

$218M

Previous: $177M+23.1%
Net Income

$257M

Previous: $190M+35.0%
Operating Income

$346M

Previous: $254M+36.0%
Gross Profit

$1.18B

Previous: $1.05B+12.5%
Cash & Equivalents

$1.11B

Previous: $628M+76.3%
Total Assets

$15.9B

Previous: $14.1B+13.3%
Stock-Based Comp

$23M

Previous: $21.2M+8.5%

Revenue & EPS history

Brown & Brown · Revenue · Quarterly

$1.18B

Q2 2024+12.5%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Brown & Brown · $1.07B total across 2 segments · Q3 2023

  • Commissions & Fees
    $1.05B+13.4%
  • Investment & Other
    $16.6M+1283.3%

Forward guidance

This press release contains forward-looking statements that are subject to various risks and uncertainties. Actual results may differ materially from those expressed in the forward-looking statements due to several factors.

Tailwinds

  • Statements are based on current expectations about potential future events.
  • Company is a leading insurance brokerage firm.
  • Committed to providing innovative strategies to help protect what our customers value most.
  • Company has over 16,000 teammates.
  • Company has 500+ locations worldwide.

Headwinds

  • Inability to hire, retain, and develop qualified employees.
  • Risk of cybersecurity attacks or other interruptions in information technology.
  • Acquisition-related risks.
  • Risks related to international operations.
  • Potential loss or significant change to insurance company relationships.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-0.4%

Avg return

Earnings day

-0.6%

Avg return

5 days after

+1.8%

Avg return

30 days after

47%

32 / 68 earnings

Positive

+6.7%

Q4 2019

Best reaction

-10.5%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.5%-12.8%-15.0%
Q4 2025-5.8%-9.4%-10.6%
Q3 2025-6.1%-9.1%-8.3%
Q2 2025+0.2%+1.7%-1.7%
Q1 2025-6.0%-3.8%-2.8%
Q4 2024-2.6%-2.9%+8.0%
Q3 2024+1.0%+0.2%+8.9%
Q2 2024+6.0%+7.3%+11.9%
Q1 2024+0.9%-0.9%+10.9%
Q4 2023+5.5%+1.1%+4.0%
Q3 2023+3.8%+0.7%+11.0%
Q2 2023+1.8%-0.9%+2.4%
Q1 2023+2.6%+4.9%+2.8%
Q4 2022-4.9%-6.7%-8.5%
Q3 2022-10.5%-4.7%-4.7%
Q2 2022-0.5%+5.1%+5.5%
Q1 2022-3.0%-8.5%-17.1%
Q4 2021+2.0%+2.0%+1.7%
Q3 2021-3.9%-5.1%-0.2%
Q2 2021+0.8%+0.1%+6.5%
Q1 2021+2.8%+5.3%+2.3%
Q4 2020-3.8%-9.3%+0.6%
Q3 2020-3.2%-6.9%-1.8%
Q2 2020-2.0%+0.2%+0.6%
Q1 2020+2.4%+0.9%+15.0%
Q4 2019+6.7%+7.3%+10.5%
Q3 2019+3.8%+4.6%+5.6%
Q2 2019+2.5%+4.9%+3.9%
Q1 2019+3.3%+3.6%+4.8%
Q4 2018-5.1%-1.2%+4.0%
Q3 2018-2.9%-3.2%-2.0%
Q2 2018-2.4%-1.3%+1.9%
Q1 2018+1.7%+6.9%+7.5%
Q4 2017-0.8%+2.4%+0.0%
Q3 2017-0.8%-0.1%+1.1%
Q2 2017-0.6%+1.8%+1.7%
Q1 2017+2.5%+2.9%+1.3%
Q4 2016-1.3%-1.3%-1.5%
Q3 2016+0.4%-2.4%+13.0%
Q2 2016+3.8%+2.9%+0.9%
Q1 2016-2.9%
Q4 2015+1.1%
Q3 2015-0.6%
Q2 2015-3.8%
Q1 2015-0.4%
Q4 2014-0.8%
Q3 2014-0.9%
Q2 2014+3.9%
Q1 2014-4.0%
Q4 2013-10.2%
Q3 2013-2.0%
Q2 2013-0.5%
Q1 2013-1.2%
Q4 2012+6.0%
Q3 2012-2.2%
Q2 2012-1.9%
Q1 2012+0.6%
Q4 2011+1.3%
Q3 2011-2.1%
Q2 2011+0.9%
Q1 2010+0.0%
Q1 2011+2.6%
Q4 2008-3.1%
Q3 2010+0.3%
Q3 2009+0.3%
Q2 2010+0.9%
Q2 2009+0.9%
Q4 2009+0.9%

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