earnings
confidence high
sentiment positive
materiality 0.75
Arthur J. Gallagher Q2 2025 revenue $3.18B, adjusted EPS $2.33, organic growth 5.4%
Arthur J. Gallagher & Co.
2025-Q2 EPS
reported $4.12
vs consensus $2.39
▲ beat
(+72.3%)
- Combined brokerage & risk management revenue grew 16% to $3.17B; organic revenue growth 5.4%.
- Net earnings $366.2M, adjusted net earnings $609.1M; adjusted EBITDAC margin rose 307 bps to 34.5%.
- Completed 9 new mergers with ~$290M estimated annualized revenue; pending AssuredPartners ($13.45B) on track for Q3 2025.
- Brokerage segment adjusted EBITDAC $1,012.9M, up 27% YoY; Risk Management adjusted EBITDAC $82.1M, up 12% YoY.
- Higher interest costs from Dec 2024 debt issuance; total debt $9.55B public + $3.323B private at June 30, 2025.
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