A AJG

Arthur J. Gallagher & Company

INSURANCE BROKERS · FINANCIAL SERVICES

Arthur J. Gallagher & Co. (AJG) is a prominent global insurance brokerage and risk management firm based in Rolling Meadows, Illinois, with a strong presence across North America, Europe, and the Asia-Pacific region. The company excels in providing customized risk management solutions to a wide arra...

$218.67

-1.01% ($2.23)

Volume 1.78M

52W High $327.34

52W Low $190.75

Market Cap $52.67B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$2.86

Whisper EPS

$2.90

1.5% above consensus

Last Quarter

$4.47

Current Streak

2 Meets

Avg Surprise (4Q)

+0.95%

Next Earnings Report

Reports in 45 days

Report Date Jul 30, 2026

Whisper Spread +1.48%

Consensus Estimate

$2.86

Official analyst average

Whisper Number

$2.90

What traders expect

Bullish Sentiment: The whisper number is 1.5% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q1 2026 Apr 30, 2026

1-Day: +0.83%

5-Day: -0.29%

Q1 2026 Apr 23, 2026

1-Day: -1.82%

5-Day: -2.71%

Q4 2025 Jan 29, 2026

1-Day: +1.44%

5-Day: +0.77%

Q4 2025 Jan 22, 2026

1-Day: +1.13%

5-Day: -3.22%

Revenue & Financial Performance

Revenue Whisper

$4.42B

TWN Proprietary Estimate

Last Quarter Revenue

$4.76B

+27.7% YoY

Gross Margin

84.9%

Net Margin: 17.3%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$4.76B	+27.7%	84.9%	25.6%	$822.0M
Q4'25	$3.63B	+33.6%	39.1%	9.4%	$151.0M
Q3'25	$3.37B	+19.9%	90.6%	15.9%	$272.7M
Q2'25	$3.22B	+16.1%	42.7%	19.4%	$365.8M
Q1'25	$3.73B	+14.5%	48.0%	28.1%	$704.4M
Q4'24	$2.72B	+11.4%	41.4%	17.4%	$258.3M
Q3'24	$2.81B	+12.6%	40.8%	17.1%	$312.6M
Q2'24	$2.78B	+13.7%	40.2%	17.3%	$283.4M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	Apr 30, 2026	$4.43	$3.95	$4.47	+0.90%	Beat
Q1 2026	Apr 23, 2026	$4.44	$4.38	$4.47	+0.68%	Beat
Q4 2025	Jan 29, 2026	$2.35	$2.24	$2.38	+1.28%	Beat
Q4 2025	Jan 22, 2026	$2.40	$2.36	$2.38	-0.83%	Met
Q3 2025	Oct 30, 2025	$2.54	$2.48	$2.32	-8.66%	Missed
Q2 2025	Jul 31, 2025	$2.36	$2.35	$2.33	-1.27%	Met
Q1 2025	May 1, 2025	$3.58	$3.04	$3.67	+2.51%	Beat
Q4 2024	Jan 30, 2025	$2.03	$2.04	$2.13	+4.93%	Beat
Q3 2024	Oct 24, 2024	$2.27	$2.31	$2.26	-0.44%	Missed
Q2 2024	Jul 25, 2024	$2.24	$2.28	$2.26	+0.89%	Met
Q1 2024	Apr 25, 2024	$3.41	$3.50	$3.49	+2.35%	Met
Q4 2023	Jan 25, 2024	$1.85	$1.89	$1.85	+0.00%	Missed