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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 demonstrated a robust performance, with most firms achieving double-digit revenue growth. However, Earnings Per Share (EPS) showed mixed trends across companies, with some firms experiencing a decline in EPS despite their revenue growth. This suggests varying capabilities in profitability management among firms within the industry. Overall, while the industry continues its growth trajectory, the profitability trends of individual companies warrant close monitoring.

  • Solid revenue growth for most companies
  • Mixed earnings per share (EPS) growth rates across companies
Where companies diverge: Some companies experienced a decrease in EPS despite revenue growth · QDMI's sharp decline in revenue is divergent from the overall industry

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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