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AJG

Arthur J. Gallagher·NYSE
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Arthur J. Gallagher (AJG) Financials Overview

Arthur J. Gallagher (AJG) released its earnings on Jul 30, 2026: revenue was 3.96B (YoY +24.45%), missed estimates; EPS was 2.84 (YoY +21.89%), beat estimates.
Revenue / YoY
3.96B
+24.45%
EPS / YoY
2.84
+21.89%
Report date
Jul 30, 2026
AJG Earnings Call Summary for Q2,2026
  • Revenue Growth: 24% total revenue growth (6% organic), with 25+ consecutive quarters of double-digit EBITAC growth.
  • M&A Success: $63M Q2 tuck-in acquisitions, pipeline of $500M+ deals, and $160M+ AssuredPartners synergies by end-2026.
  • Margin Expansion: 50bps Q2 margin improvement, 40-60bps 2026 guidance, and AI-driven 600bps+ long-term potential.
  • Financial Strength: $10B+ deployment capacity, 10% cash tax rate, and $170M Q2 share buybacks.
  • Market Resilience: 6% full-year organic growth outlook despite property softness, driven by casualty, cyber, and benefits strength.

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Revenue

Revenue & Expenses

AJG has released its 2026 Q2 earnings report, with revenue of 4.00B, reflecting a YoY change of 24.24%, and net profit of 324.00M, showing a YoY change of -11.96%. 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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Breakdown

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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Breakdown

Where does Arthur J. Gallagher (AJG) generate its revenue? Explore its key revenue streams and top earning regions.

By Business

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Track Arthur J. Gallagher (AJG) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History

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