earnings
confidence high
sentiment positive
materiality 0.80
Gallagher Q4 2025 adj. EPS $2.38, revenue +32% yoy, organic growth 5%
Arthur J. Gallagher & Co.
2025-FY EPS
reported $5.74
vs consensus $2.37
▲ beat
(+141.9%)
- Adjusted diluted EPS $2.38 vs $2.16 a year ago; total company adjusted revenue $3,565M, up ~32%.
- Combined Brokerage and Risk Management organic revenue growth of 5% in Q4; 20th straight quarter of double-digit top-line growth.
- Completed AssuredPartners acquisition in August 2025 for $13.8B; closed 33 mergers in 2025 with $3.5B estimated annualized revenue.
- Full year 2025 adjusted EBITDAC $4,491M, up 25% year over year; adjusted diluted EPS $10.69 vs $10.10.