bullbear.ninja

Industry top-down

Insurance Brokers

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

14 companiesMedian revenue YoY: +11.4%EPS beat rate:

AI industry top-down

The insurance brokerage industry recorded robust revenue growth of a median 11.43%, demonstrating strong overall top-line growth. However, earnings per share (EPS) growth rates varied significantly across individual companies. While some companies achieved double-digit EPS growth, others, despite revenue growth, saw their EPS decline or fall sharply, indicating disparities in profitability.

  • Double-digit sales growth continues for most companies
  • Despite sales growth, some companies' EPS declined
Where companies diverge: Significant variance in EPS growth rates across companies (mix of strong and weak performance) · Some companies experienced negative revenue growth, while most maintained growth

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
MRSHMARSH & MCLENNAN COMPANIES, INC.FY2026 Q1$7.06B+9.1%$2.79-1.1%
AONAon plcFY2026 Q1$4.73B+16.2%$4.43-17.2%
AJGArthur J. Gallagher & Co.FY2026 Q1$3.73B+14.4%$2.72-0.7%
BROBROWN & BROWN, INC.FY2026 Q1$1.4B+11.6%$1.15+12.7%
ERIEERIE INDEMNITY COFY2021 Q2$1.27B$491.00
NPNeptune Insurance Holdings Inc.FY2026 Q1$29.35M$0.05
ARXAccelerant HoldingsFY2026 Q1$178M$0.03
CRVLCORVEL CORPFY2025 Q3$664.08M+12.9%$1.32+21.1%
BWINBaldwin Insurance Group, Inc.FY2026 Q1$410.53M+8.6%$0.20-39.4%
LIFEEthos Technologies Inc.FY2026 Q1$94.89M$0.21
GSHDGoosehead Insurance, Inc.FY2025 Q3$220.58M+11.3%$0.58+34.9%
QDMIQDM International Inc.FY2026 Q3$3.54M-35.0%$0.19
EHTHeHealth, Inc.FY2026 Q1$113.12M+21.7%$-0.33
EZRAReliance Global Group, Inc.FY2026 Q1$4.24M+3.8%$-0.66

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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