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
Revenue
Revenue & Expenses
AJG has released its 2025 Q4 earnings report, with revenue of 3.63B, reflecting a YoY change of 33.63%, and net profit of 154.00M, showing a YoY change of -40.31%. The Sankey diagram below clearly presents AJG's revenue sources and cost distribution.
Key Indicators
Arthur J. Gallagher (AJG) key financial stats and ratios, covering profitability, financial health, and leverage.
Arthur J. Gallagher (AJG)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Arthur J. Gallagher (AJG)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Arthur J. Gallagher (AJG)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Arthur J. Gallagher (AJG) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Arthur J. Gallagher (AJG) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
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What is Arthur J. Gallagher's latest dividend and current dividend yield?Did Arthur J. Gallagher beat or miss consensus estimates last quarter?What were the key takeaways from Arthur J. Gallagher’s earnings call?What does Arthur J. Gallagher do and what are its main business segments?What is the revenue and EPS growth rate for Arthur J. Gallagher year over year?What were the key takeaways from Arthur J. Gallagher's earnings call?What is Arthur J. Gallagher's gross profit margin?What is the market's earnings forecast for Arthur J. Gallagher next quarter?
