The earnings call reflects a strong performance with significant revenue growth and successful integration of AssuredPartners despite some challenges in the property market and impacts from revenue seasonality. The company's strategic initiatives in organic growth, M&A, and the Risk Management segment continue to drive positive results.

Company Guidance

During the third quarter of 2025, Arthur J. Gallagher & Company experienced robust financial performance, highlighted by a remarkable revenue growth of 20%, driven by a dual strategy of organic growth and mergers and acquisitions (M&A). The company reported an organic growth rate of 4.8% and a 22% increase in adjusted EBITDAC, with adjusted EBITDAC margins expanding by 26 basis points, reflecting the benefits of scale and a continued focus on productivity. The company's EPS for its combined Brokerage and Risk Management segments was $1.76 on a GAAP basis and $2.87 on an adjusted basis. Within the Brokerage segment, reported revenue growth was 22%, with organic growth at 4.5%, while the Risk Management segment, Gallagher Bassett, posted an 8% growth in revenue, including an organic growth of 6.7%. The firm's strategic acquisition of AssuredPartners, closed on August 18, influenced intra-quarter revenue seasonality, impacting the reported figures. Looking ahead, the company anticipates maintaining strong organic growth with a fourth-quarter forecast of around 5% for the Brokerage segment and about 7% for the Risk Management segment.

Strong Revenue Growth

The company delivered revenue growth of 20% with organic growth of 4.8% and adjusted EBITDAC growth of 22%. This marks the 19th consecutive quarter of double-digit growth.

Successful Integration of AssuredPartners

The integration of AssuredPartners is off to a great start, contributing to a revenue increase and showing strong synergy potential.

Brokerage Segment Performance

Reported revenue growth in the Brokerage segment was 22%, with organic growth at 4.5%. The segment showed underlying margin expansion of 60 basis points.

Risk Management Segment Growth

Gallagher Bassett achieved third quarter revenue growth of 8%, with organic growth of 6.7%, driven by strong new business revenue and excellent client retention.

Mergers and Acquisitions Success

The company completed 5 new mergers, representing around $40 million of estimated annualized revenue, bringing year-to-date estimated annualized acquired revenue to over $3.4 billion.

Arthur J Gallagher & Co (AJG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AJG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 22, 2026	2025 (Q4)	2.47 / -	2.13	―	―	―
Oct 30, 2025	2025 (Q3)	2.54 / 2.32	2.26	2.65% (+0.06)
Jul 31, 2025	2025 (Q2)	2.35 / 2.33	2.26	3.10% (+0.07)
May 01, 2025	2025 (Q1)	3.57 / 3.67	3.49	5.16% (+0.18)	―
Jan 30, 2025	2024 (Q4)	2.03 / 2.13	1.85	15.14% (+0.28)	―
Oct 24, 2024	2024 (Q3)	2.26 / 2.26	2	13.00% (+0.26)	―
Jul 25, 2024	2024 (Q2)	2.24 / 2.26	1.9	18.95% (+0.36)	―
Apr 25, 2024	2024 (Q1)	3.41 / 3.49	3.03	15.18% (+0.46)
Jan 25, 2024	2023 (Q4)	1.85 / 1.85	1.54	20.13% (+0.31)
Oct 26, 2023	2023 (Q3)	1.95 / 2.00	1.72	16.28% (+0.28)

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

AJG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 30, 2025	$262.03	$249.49	-4.79%
Jul 31, 2025	$286.63	$283.55	-1.07%
May 01, 2025	$316.32	$329.71	+4.23%
Jan 30, 2025	$297.22	$300.00	+0.94%

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.

FAQ

When does Arthur J Gallagher & Co (AJG) report earnings?

Arthur J Gallagher & Co (AJG) is schdueled to report earning on Jan 22, 2026, After Close (Confirmed).

What is Arthur J Gallagher & Co (AJG) earnings time?

Arthur J Gallagher & Co (AJG) earnings time is at Jan 22, 2026, After Close (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 (Q4) is 2.47.

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