NYSE$BRO

Brown & Brown Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Brown & Brown reported Q3 2023 results, featuring a 15.1% increase in total revenues and 9.6% organic revenue growth.

Brown & Brown, Inc. announced strong financial results for the third quarter of 2023, with total revenues reaching $1,067.7 million, a 15.1% increase compared to the previous year. Organic revenue grew by 9.6%. Diluted net income per share was reported at $0.62, with an adjusted diluted net income per share of $0.71.

  • Total revenues increased by 15.1% to $1,067.7 million.
  • Organic Revenue grew by 9.6%.
  • Diluted net income per share increased to $0.62.
  • Adjusted diluted net income per share increased to $0.71.

Headline financials

Total Revenue

$1.07B

Previous: $928M+15.1%
EPS (adj)

$0.71

Previous: $0.50+42.0%
Organic Revenue Growth

9.6%

Previous: 6.7%+43.3%
Capital Expenditures

-$13.8M

Previous: -$14.1M+2.1%
Free Cash Flow

$162M

Previous: $147M+10.3%
Net Income

$176M

Previous: $161M+9.2%
Operating Income

$242M

Previous: $218M+11.1%
Gross Profit

$1.07B

Previous: $928M+15.1%
Cash & Equivalents

$756M

Previous: $580M+30.4%
Total Assets

$14B

Previous: $13.7B+2.4%
Stock-Based Comp

$21.8M

Previous: $16.3M+33.7%

Revenue & EPS history

Brown & Brown · Revenue · Quarterly

$1.07B

Q3 2023+15.1%vs Q3 2022
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 regarding the company's future results, which are subject to various risks and uncertainties. Actual results may differ materially from these statements due to factors such as the inability to retain qualified employees, acquisition-related risks, cybersecurity attacks, international operation risks, and adverse economic conditions.

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 Q3 2023

Historical avgQ3 2023

-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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