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
You can ask Aime
Did Arthur J. Gallagher beat or miss consensus estimates last quarter?What were the key takeaways from Arthur J. Gallagher's earnings call?What factors drove the changes in Arthur J. Gallagher's revenue and profit?What is the market's earnings forecast for Arthur J. Gallagher next quarter?What is Arthur J. Gallagher's latest dividend and current dividend yield?What guidance did Arthur J. Gallagher's management provide for the next earnings period?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?
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