secwatch.observer — SEC 8-K summary
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Issuer:     Arthur J. Gallagher & Co. (AJG)
CIK:        0000354190
Form:       8-K
Filed at:   2025-05-01T23:59:59+00:00
Accession:  0001193125-25-110014
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Gallagher Q1 adjusted EPS $3.67; revenue $3.69B (+14%); organic growth 9%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/354190/000119312525110014/0001193125-25-110014-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/354190/000119312525110014/d937401d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-110014

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer