{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-25-170602","form_type":"8-K","ticker":"AJG","cik":"0000354190","company_name":"Arthur J. Gallagher & Co.","filed_at":"2025-07-31T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.065236+00:00","generated_at":"2026-05-17T22:32:20.740852+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Arthur J. Gallagher Q2 2025 revenue $3.18B, adjusted EPS $2.33, organic growth 5.4%","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-25-170602","json":"https://secwatch.observer/filing/0001193125-25-170602.json","markdown":"https://secwatch.observer/filing/0001193125-25-170602.md","text":"https://secwatch.observer/filing/0001193125-25-170602.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/354190/000119312525170602/0001193125-25-170602-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/354190/000119312525170602/d37218d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T22:32:20.740852+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}