Brown & Brown (BRO) reported $1.4 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 11.6%. EPS of $1.29 for the same period compares to $1.14 a year ago.The reported revenue represents a surprise of +0.14% over the Zacks Consensus Estimate of $1.4 billion. With the consensus EPS estimate being $1.30, the EPS surprise was -0.77%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street e ...

Core Insights - Aon reported $4.73 billion in revenue for Q1 2025, a 16.2% year-over-year increase, but fell short of the Zacks Consensus Estimate by 2.63% [1] - The EPS for the quarter was $5.67, slightly up from $5.66 a year ago, but also missed the consensus estimate of $6.04 by 6.13% [1] Revenue Performance - Commercial Risk Solutions achieved organic revenue growth of 5%, slightly below the average estimate of 5.5% [4] - Reinsurance Solutions reported organic revenue growth of 4%, compared to the 5.7% average estimate [4] - Wealth Solutions saw organic revenue growth of 8%, exceeding the 5.2% estimated growth [4] - Health Solutions had organic revenue growth of 5%, below the 5.9% average estimate [4] - Consolidated organic revenue growth was 5%, compared to the 5.7% average estimate [4] Revenue Breakdown - Revenue from Reinsurance Solutions was $1.19 billion, below the estimated $1.23 billion, with a year-over-year change of +1.9% [4] - Revenue from Health Solutions was $1.03 billion, slightly below the $1.04 billion estimate, representing a +40% year-over-year change [4] - Revenue from Commercial Risk Solutions was $2 billion, below the $2.10 billion estimate, with a +10.7% year-over-year change [4] - Revenue from Wealth Solutions was $519 million, exceeding the estimated $499.98 million, with a +40.3% year-over-year change [4] - Intersegment elimination reported a loss of -$7 million, slightly worse than the -$6.50 million estimate, with a year-over-year change of -12.5% [4] Stock Performance - Aon's shares have returned -8.6% over the past month, compared to the Zacks S&P 500 composite's -4.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Earnings Conference Call First Quarter 2025 April 25, 2025 Any or all of Aon's forward-looking statements may turn out to be inaccurate, and there are no guarantees about Aon's performance. The factors identified above are not exhaustive. Aon and its subsidiaries operate in a dynamic business environment in which new risks may emerge frequently. Accordingly, you should not place undue reliance on forward-looking statements, which speak only as of the dates on which they are made. In addition, results for pr ...

Analysts on Wall Street project that Aon (AON) will announce quarterly earnings of $6.04 per share in its forthcoming report, representing an increase of 6.7% year over year. Revenues are projected to reach $4.86 billion, increasing 19.3% from the same quarter last year.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.Before ...

Marsh & McLennan Companies, Inc. (MMC) Q1 2025 Earnings Conference Call April 17, 2025 08:30 AM ET Company Participants Operator - Conference Call OperatorJohn Doyle - President and CEO, Marsh McLennanMark McGivney - CFO, Marsh McLennanMartin South - CEO, MarshDean Klasura - CEO, Guy CarpenterNick Studer - CEO, Oliver Wyman Conference Call Participants Mike Zaremski - Analyst, BMO Capital MarketsJimmy Buehler - Analyst, J.P. MorganDavid Motomaden - Analyst, Evercore ISIAlex Scott - Analyst, BarclaysMayor Sh ...

Core Viewpoint - Zhibao Technology Inc. has demonstrated a significant turnaround in financial performance, achieving strong revenue growth and operational profitability in H1 FY 2025, driven by its digital insurance brokerage services and strategic partnerships [1][6]. Financial Performance - For H1 FY 2025, Zhibao reported total revenue of RMB 146.4 million ($20.1 million), a 73.7% increase year-over-year from RMB 84.3 million in H1 FY 2024, exceeding estimates of $18.65 million [1]. - The revenue growth was primarily attributed to a RMB 69.6 million increase in insurance brokerage service fees, totaling RMB 145.0 million, despite a RMB 7.5 million decline in managing general underwriting (MGU) fees [1]. - The cost of revenues rose by 91.5% to RMB 103.8 million ($14.2 million), leading to a 660-basis point contraction in gross margins [1]. - Operating expenses as a percentage of revenue decreased from 45.6% to 26.5%, indicating improved operational efficiency [1]. - Zhibao reported an operating income of RMB 3.8 million ($0.5 million), compared to an operating loss of RMB 8.4 million in the prior year [1]. - The net loss narrowed to RMB 1.5 million ($0.2 million) from RMB 8.5 million in the same period last year, with an adjusted net profit of RMB 5.0 million ($0.7 million) on a non-GAAP basis [1]. Strategic Developments - Zhibao expanded its natural gas insurance portfolio through a Marketing Agreement with YipinSmart, covering five cities in Zhejiang and Jiangsu provinces, targeting a population of over 36 million [1]. - The company is also pursuing international expansion through partnerships and plans to establish an in-house reinsurance company in Malaysia, enhancing its revenue potential and bargaining power [1][2]. - Sunshine Insurance Brokers secured a contract for Huiminbao Inclusive Medical Insurance in Yunnan, adding a low-premium health insurance product to its offerings, which positions Zhibao to tap into the underpenetrated Western Chinese market [6]. Market Position and Future Outlook - Zhibao's distribution network expanded, increasing the number of B-channel partners from approximately 1,500 to over 2,000, allowing the company to serve more than 20 million end users [6]. - The company aims to leverage its digital platform for long-term strategic partnerships, diversify its revenue mix, and explore targeted acquisitions to enhance cash flow visibility and margin expansion [6]. - A revised valuation estimate of $7.05 per share reflects the company's strong growth trajectory and operational improvements [6].

ROLLING MEADOWS, Ill., March 3, 2025 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of New Zealand-based RMA General Limited (RMA) and its associated insurance broking businesses. Terms of the transaction were not disclosed.RMA provides commercial and personal insurance products as well as tailored life and health solutions to clients throughout New Zealand. Josh Adams and his team will operate under the direction of Carl O'Shea, head of Gallagher's New Zealand retail brokerage op ...