earnings
confidence high
sentiment positive
materiality 0.70
Gallagher Q1 adj. EPS $4.47, revenue $4.7B, organic growth 5%
Arthur J. Gallagher & Co.
2026-Q1 EPS
reported $3.16
vs consensus $4.47
▼ miss
(-29.3%)
- Adjusted diluted EPS $4.47 vs $3.72; reported EPS $3.16 vs $2.72; revenue up 28% to $4.7B.
- Combined brokerage & risk management organic growth 5%; 24th consecutive quarter of double-digit adjusted EBITDAC growth (18%).
- Brokerage segment revenue $4.29B (+30%); Risk Management revenue $428M (+14%).
- Closed 9 acquisitions in Q1 with estimated annualized revenues of $59M.
- Repurchased 1.4M shares for $310M in Q1.