Arthur J. Gallagher & Co.
AJGFinance & insuranceajg.com
Latest available resultsSeptember 30, 2026Quarter · 10-Q filed Nov 5, 2026
Next reportJanuary 27, 2027after close · forecast 2.807 $/share
Revenue
$3.98B
▲ +18.2% vs prior year YoY
Net income
$403.00M
▲ +48.2% vs prior year YoY
EPS
1.55$
▲ +49.0% vs prior year YoY
Net margin
10.1%
▲ +2.1 pp vs prior year YoY
Revenue▲ +18.2%
Margins (% of revenue)Gross N/AOperating N/ANet
Net income▲ +48.2%
EPS▲ +49.0%
Financial statements
View 10-Q filed November 5, 2026 on SEC ↗| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $2.72B | $3.73B | $3.22B | $3.37B | $3.63B | $4.76B | $4.00B | $3.98B | ▲ +18.2% |
| Gross profit | — | — | — | — | — | — | — | — | — |
| Operating incomenever filed | — | — | — | — | — | — | — | — | — |
| Net income | $258.30M | $704.00M | $368.00M | $272.00M | $151.10M | $822.00M | $324.00M | $403.00M | ▲ +48.2% |
| R&Dnever filed | — | — | — | — | — | — | — | — | — |
| EPS (diluted) | — | 2.72 $ | 1.40 $ | 1.04 $ | — | 3.16 $ | 1.25 $ | 1.55 $ | ▲ +49.0% |
| Margins (% of revenue) | |||||||||
| Gross | — | — | — | — | — | — | — | — | — |
| Operating | — | — | — | — | — | — | — | — | — |
| Net | 9.5 % | 18.9 % | 11.4 % | 8.1 % | 4.2 % | 17.3 % | 8.1 % | 10.1 % | ▲ +2.1 pt |
| Balance sheet | |||||||||
| Assets | $64.25B | $74.10B | $80.12B | $79.07B | $70.67B | $78.30B | $81.81B | $79.06B | ▼ -0.0% |
| Liabilities | $44.08B | $51.74B | $57.07B | $55.83B | $47.32B | $54.50B | $58.06B | $54.99B | ▼ -1.5% |
| Equity | $20.18B | $22.35B | $23.06B | $23.24B | $23.35B | $23.80B | $23.75B | $24.07B | ▲ +3.6% |
| Cash | — | — | — | — | — | — | — | — | — |
| Capital | |||||||||
| Shares outstanding | 254.70M | 256.10M | 256.40M | 256.80M | 257.10M | 256.90M | 256.30M | 256.40M | ▼ -0.2% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.