AJG
Arthur J. Gallagher·NYSE
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AJG fundamentals
Arthur J. Gallagher (AJG) released its earnings on Jan 29, 2026: revenue was 3.59B (YoY +33.81%), missed estimates; EPS was 2.38 (YoY +11.74%), beat estimates.
Revenue / YoY
3.59B
+33.81%
EPS / YoY
2.38
+11.74%
Report date
Jan 29, 2026
AJG Earnings Call Summary for Q4,2025
- Revenue Powerhouse: 30% Q4 revenue growth (5% organic + $3.5B M&A), 23rd straight quarter of double-digit growth.
- M&A Machine: $10B+ dry powder for 2026, targeting 75+ deals/year. AssuredPartners integration on track for $160M+ 2026 synergies.
- Margin Expansion: 2026 EBITDAC margin 21-22% (Risk Mgmt), 30-35% (Brokerage). 40-60bps organic margin expansion.
- Market Leadership: Casualty rates +7-8%, property softening. Digital infrastructure and construction sector growth drivers.
- Talent Retention: 5% organic growth despite industry-wide poaching, 600+ new hires via internship program.
EPS
Actual | 1.83 | 0.94 | 1.08 | 0.88 | 2.02 | 1.17 | 1.33 | 0.98 | 2.81 | 1.7 | 1.72 | 1.54 | 3.03 | 1.9 | 2 | 1.85 | 3.49 | 2.26 | 2.26 | 2.13 | 3.67 | 2.33 | 2.32 | 2.38 | |||||||||||||||
Forecast | 1.7316 | 0.7245 | 0.9234 | 0.7838 | 1.8387 | 1.0752 | 1.2142 | 0.9402 | 2.7356 | 1.6792 | 1.6615 | 1.4943 | 2.9898 | 1.8585 | 1.9489 | 1.8482 | 3.41 | 2.2407 | 2.2631 | 2.0257 | 3.5659 | 2.355 | 2.539 | 2.3509 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +5.68% | +29.74% | +16.96% | +12.27% | +9.86% | +8.82% | +9.54% | +4.23% | +2.72% | +1.24% | +3.52% | +3.06% | +1.34% | +2.23% | +2.62% | +0.10% | +2.35% | +0.86% | -0.14% | +5.15% | +2.92% | -1.06% | -8.63% | +1.24% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.83B | 1.55B | 1.81B | 1.66B | 2.13B | 1.90B | 2.11B | 1.94B | 2.40B | 2.01B | 2.01B | 2.00B | 2.67B | 2.41B | 2.45B | 2.39B | 3.22B | 2.74B | 2.77B | 2.68B | 3.69B | 3.18B | 3.33B | 3.59B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.07B | 1.65B | 1.75B | 1.72B | 2.01B | 1.79B | 2.01B | 1.90B | 2.41B | 2.02B | 2.03B | 1.96B | 2.68B | 2.36B | 2.43B | 2.40B | 3.18B | 2.77B | 2.78B | 2.70B | 3.71B | 3.20B | 3.47B | 3.60B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -11.44% | -5.84% | +3.58% | -3.27% | +5.84% | +5.74% | +4.66% | +2.06% | -0.24% | -0.71% | -1.08% | +2.05% | -0.09% | +1.95% | +1.17% | -0.40% | +1.27% | -1.12% | -0.49% | -0.89% | -0.60% | -0.84% | -4.03% | -0.31% |
Earnings Call
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