secwatch.observer — SEC 8-K summary
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Issuer:     Arthur J. Gallagher & Co. (AJG)
CIK:        0000354190
Form:       8-K
Filed at:   2026-01-29T23:59:59+00:00
Accession:  0001193125-26-029407
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Gallagher Q4 2025 adj. EPS $2.38, revenue +32% yoy, organic growth 5%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/354190/000119312526029407/0001193125-26-029407-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/354190/000119312526029407/d38405d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-029407

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