The earnings call presented a positive outlook with strong revenue and margin growth across segments, and robust M&A activity. However, challenges in the property insurance market and uncertainty regarding the completion of the Assured Partners acquisition were notable concerns.

Company Guidance -

Q3 2025

During Arthur J. Gallagher & Company's second quarter 2025 earnings call, the company reported robust financial performance, with a 16% growth in revenue across their combined Brokerage and Risk Management segments. The company achieved a 5.4% organic growth, a net earnings margin of 17.3%, and an adjusted EBITDAC margin of 34.5%, reflecting a 307 basis point increase from the previous year. Additionally, adjusted EBITDAC grew by 26%, marking the 21st consecutive quarter of double-digit growth. Earnings per share were reported at $2.11 on a GAAP basis and $2.95 on an adjusted basis. Segment-specific results included a 17% revenue growth in the Brokerage segment, with a 5.3% organic increase, and a 9% revenue growth in the Risk Management segment, with a 6.2% organic growth. The company also provided insights into the global insurance pricing environment, noting a 7% decrease in property renewal premiums, balanced by increases in casualty lines such as general liability and commercial auto. Looking ahead, Arthur J. Gallagher anticipates full-year 2025 organic growth in the Brokerage segment to range between 6.5% and 7.5%.

Strong Revenue and Margin Growth

The company reported 16% growth in revenue for the combined Brokerage and Risk Management segments, with a 5.4% organic growth. Adjusted EBITDAC margin increased by 307 basis points year-over-year to 34.5%, marking 21 consecutive quarters of double-digit growth.

Brokerage Segment Performance

The Brokerage segment reported a 17% revenue growth, with organic growth at 5.3%. The adjusted EBITDAC margin expanded by 334 basis points to 36.4%.

Risk Management Segment Growth

Gallagher Bassett saw a 9% revenue growth with 6.2% organic growth, driven by strong new business revenue. The adjusted EBITDAC margin for the segment was 21%.

Positive M&A Activity

The company completed 9 new mergers in the second quarter, representing around $290 million of estimated annualized revenue, with a pipeline of around 40 term sheets in progress.

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
Oct 23, 2025	2025 (Q3)	2.42 / -	2.26	―	―	―
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)
Jul 27, 2023	2023 (Q2)	1.86 / 1.90	1.7	11.76% (+0.20)

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
Jul 31, 2025	$287.25	$284.17	-1.07%
May 01, 2025	$317.01	$330.42	+4.23%
Jan 30, 2025	$297.87	$300.64	+0.93%
Oct 24, 2024	$285.86	$281.31	-1.59%

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 Oct 23, 2025, After Close (Confirmed).

What is Arthur J. Gallagher (AJG) earnings time?

Arthur J. Gallagher (AJG) earnings time is at Oct 23, 2025, 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 (Q3) is 2.42.

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