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Arthur J Gallagher & Co (AJG)
NYSE:AJG
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.4Last Year’s EPS
2.26Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 6.90%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Positive
The earnings call highlights strong financial performance with significant revenue growth, record margins, and successful M&A activities. However, challenges in the Risk Management segment and regulatory hurdles in the AssuredPartners acquisition were noted. The overall performance and strategic direction remain positive.Company Guidance
During Arthur J. Gallagher & Company's first quarter 2025 earnings call, significant growth metrics were highlighted, including a 14% increase in combined Brokerage and Risk Management segment revenue and a 9% organic growth rate. The company reported a net earnings margin of 23% and an adjusted EBITDAC margin that increased by 338 basis points year-over-year to 41.1%. Adjusted earnings per share stood at $4.16, while GAAP earnings per share were $3.29. In the Brokerage segment, revenue grew by 16% with organic growth at 9.5%, and an adjusted EBITDAC margin expansion of 359 basis points to 43.4%. The company also provided insight into the P/C insurance pricing environment, noting a 2% decrease in property renewal premiums, but an increase in areas like workers' comp and personal lines, up 5% and 8% respectively. They anticipate full-year 2025 Brokerage segment organic growth in the 6% to 8% range, while Risk Management segment revenue grew 6% in the first quarter, with expectations of stronger growth as new contracts begin to generate revenue.Strong Revenue Growth
Combined Brokerage and Risk Management segments posted 14% growth in revenue and 9% organic growth. Brokerage segment reported 16% revenue growth and 9.5% organic growth.
Record Earnings and Margins
Reported net earnings margin of 23%, adjusted EBITDAC margin of 41.1%, up 338 basis points year-over-year, and adjusted EBITDAC growth of 26%.
Reinsurance Segment Success
Reinsurance segment posted 20% organic growth, driven by new business wins and favorable timing.
M&A Activity
Completed 11 new tuck-in mergers with $100 million estimated annualized revenue and announced the acquisition of Woodruff Sawyer, contributing to $400 million of acquired revenue.
Strong Labor Market and Business Activity
No signs of a meaningful global economic slowdown with strong demand for new workers and solid client business activity.
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AJG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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AJG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 01, 2025 | $317.64 | $331.08 | +4.23% |
| Jan 30, 2025 | $298.46 | $301.24 | +0.93% |
| Oct 24, 2024 | $286.43 | $281.87 | -1.59% |
| Jul 25, 2024 | $272.35 | $281.90 | +3.51% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Arthur J Gallagher & Co (AJG) report earnings?
Arthur J Gallagher & Co (AJG) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Arthur J Gallagher & Co (AJG) earnings time?
Arthur J Gallagher & Co (AJG) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AJG EPS forecast?
AJG EPS forecast for the fiscal quarter 2025 (Q2) is 2.4.
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