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...

$229.27

+0.47% (+$1.07)

Volume 1.94M

52W High $351.23

52W Low $195.00

Market Cap $84.19B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$4.44

Whisper EPS

$4.40

0.9% below consensus

Last Quarter

$2.38

Current Streak

1 Beat

Avg Surprise (4Q)

+0.22%

Next Earnings Report

Reports in 49 days

Report Date Apr 23, 2026

Whisper Spread -0.88%

Consensus Estimate

$4.44

Official analyst average

Whisper Number

$4.40

What traders expect

Neutral Sentiment: The whisper number is close to consensus, suggesting the market expects results roughly in line with analyst expectations.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

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%

Q3 2025 Oct 30, 2025

1-Day: -4.79%

5-Day: -3.94%

Q2 2025 Jul 31, 2025

1-Day: -1.07%

5-Day: -0.51%

Revenue & Financial Performance

Revenue Whisper

$3.58B

TWN Proprietary Estimate

Last Quarter Revenue

$3.63B

+33.6% YoY

Gross Margin

39.1%

Net Margin: 4.2%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
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
Q1'24	$3.26B	+20.4%	45.8%	26.1%	$608.4M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
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	$2.50	$2.48	$2.32	-7.20%	Missed
Q2 2025	Jul 31, 2025	$2.34	$2.35	$2.33	-0.43%	Met
Q1 2025	May 1, 2025	$2.93	$3.04	$2.72	-7.17%	Missed
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
Q3 2023	Oct 26, 2023	$1.95	$1.98	$2.00	+2.56%	Beat
Q2 2023	Jul 27, 2023	$1.86	$1.89	$1.90	+2.15%	Met