Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Daily Feeds
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Arthur J. Gallagher (AJG)
:AJG
Earnings Data
Report Date
Apr 24, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
3.51Last Year’s EPS
3.49Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Jan 30, 2025
|% Change Since: 8.73%
|Next Earnings Date:Apr 24, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a positive sentiment overall, with strong revenue growth, successful acquisitions, and a favorable market environment. Despite some challenges, particularly in contingent revenue and the impact of wildfires, the outlook remains optimistic with robust M&A activity and a strong U.S. labor market.Company Guidance
During the Fourth Quarter 2024 earnings call, Arthur J. Gallagher & Company reported strong financial performance across its brokerage and risk management segments, highlighting a 12% revenue growth and 7% organic growth. The company achieved a reported net earnings margin of 13.5%, with adjusted EBITDA growth of 17% and adjusted EBITDAC margin of 31.4%, marking a 145 basis point improvement year-over-year. GAAP earnings per share were $1.56, while adjusted earnings per share increased by 15% to $2.51. The brokerage segment experienced a 12% revenue growth, with 7.1% organic growth, and an adjusted EBITDAC margin expansion of 168 basis points to 33.1%. The risk management segment, Gallagher Bassett, saw a 9% revenue growth, including 6% organic growth, with an adjusted EBITDAC margin of 20.6%. The company also completed 20 new tuck-in mergers, representing approximately $200 million in estimated annualized revenue, and signed an agreement to acquire AssuredPartners, expected to generate $2.9 billion in annual pro forma revenue. Looking ahead, the company anticipates 2025 brokerage segment organic growth to remain in the 6% to 8% range, driven by a favorable insurance pricing environment and strong U.S. labor market conditions.Record Revenue Growth
The company achieved 12% growth in revenue for the combined brokerage and risk management segments, marking the 16th consecutive quarter of double-digit revenue growth.
Strong Financial Performance
Adjusted EBITDA grew by 17%, and the adjusted EBITDAC margin was up by 145 basis points year-over-year to 31.4%. Adjusted earnings per share increased by 15% year-over-year to $2.51.
Successful Acquisition Strategy
Completed 20 new tuck-in mergers representing around $200 million of estimated annualized revenue. The acquisition of AssuredPartners is expected to bring in $2.9 billion of annual revenue.
Positive Market Environment
The global P/C insurance market continues to grow, with renewal premium increases ticking slightly higher than the fourth quarter and above 5%.
U.S. Labor Market Strength
The U.S. labor market remains strong, with a steady number of open jobs and employers looking to grow their workforce.
Mergers and Acquisitions Pipeline
About 45 term sheets are signed or being prepared, representing around $650 million of annualized revenue.
Strong Performance in Risk Management Segment
Gallagher Bassett posted 9% revenue growth, including 6% organic growth, with an adjusted EBITDAC margin of 20.6%.
---
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
---
AJG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Jan 30, 2025 | $299.03 | $301.82 | +0.93% |
| Oct 24, 2024 | $286.98 | $282.41 | -1.59% |
| Jul 25, 2024 | $272.87 | $282.44 | +3.51% |
| Apr 25, 2024 | $235.44 | $232.62 | -1.20% |
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 (AJG) report earnings?
Arthur J. Gallagher (AJG) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
What is Arthur J. Gallagher (AJG) earnings time?
Arthur J. Gallagher (AJG) earnings time is at Apr 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 (Q1) is 3.51.
---