earnings
confidence high
sentiment positive
materiality 0.80
Gallagher Q1 adjusted EPS $3.67; revenue $3.69B (+14%); organic growth 9%
Arthur J. Gallagher & Co.
2025-Q1 EPS reported
$2.72
revenue$3,727,400,000
- Adjusted EPS $3.67 vs $3.45; reported net earnings $708.9M, up 16% YoY.
- Brokerage organic revenue +9.5%; total adjusted EBITDAC margin 41.1% (+338 bps).
- Closed 11 mergers with ~$100M annualized revenue; post-quarter closed Woodruff Sawyer (>$250M revenue).
- AssuredPartners acquisition ($13.45B) on track for H2 2025; HSR second request received.
- Total debt $13.1B; amended credit facility to $2.5B, maturity extended to 2030.