Company Analysis

Arthur J. Gallagher & Co. (AJG)

NYSE: AJG · Insurance Agents, Brokers & Service · Rolling Meadows, IL · filing with the SEC since 1994
Grade5.6
◀ Past 3.8● Present 6.4▶ Future 5.8
The companyfiscal 2025, as filed
Revenue$13.94B+20.7%
Net income$1.49B+2.1%
Earnings per share$5.74-11.7%
Operating cash flow$1.93B-25.3%
Cash$1.40B-90.7%
Debt$12.10B-4.9%
Shareholders’ equity$23.32B+15.7%
Shares, diluted256.1M+16.1%
Return on equity6.4%
The recordfrom its filings
Filings in 2026132
Newest filingNov 10 · 4
Annual reportFeb 17, 2026
Quarterly reportNov 5, 2026
Next report due10-K by Mar 1
Insider sales, 12 months$46.2M
Insider buys, 12 months$0.00
Patents granted0
Filer categoryLarge accelerated filer
Trailing twelve months to Sep 2026Revenue $16.36BNet income $1.70BCash from operations $3.06Bthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
16171819202122232425
As filed, in USD. Nothing here is a forecast.

The company now

Arthur J. Gallagher & Co. reported second-quarter 2026 revenue before reimbursements of $3,955 million on 30 July, against $3,179 million a year earlier 3. Net earnings were $324 million, down from $368 million 3.

Profit fell even as revenue rose, and the release shows the costs of large acquisitions such as AssuredPartners climbing 3. Amortization of intangible assets, the gradual write-off of what was paid for acquired client books, was $218 million in the Brokerage segment against $130 million 3. Acquisition integration cost $84 million against $30 million 3.

The company's own adjusted measure, which leaves out those costs, shows net earnings of $734 million against $604 million 3. Chairman and CEO J Patrick Gallagher Jr said the Brokerage and Risk Management segments together grew revenue 24%, including organic growth of 6% 3.

Organic growth leaves out revenue from acquisitions, divested operations and currency moves, so it shows how the existing business grew 3.

On 24 August the company disclosed a change of chief accounting officer, with Kyle G Koreyva succeeding Richard C Cary effective October 1, 2026 4.

As of Oct 28, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.

News

Nov 10, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 5, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
Nov 5, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 4, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 4, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
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SI Assistanton AJG · research, not advice