AJG Earnings Date: Jan 28, 2027 (Estimated) — Arthur J. Gallagher & Co.
NYSE · Financials · Insurance Brokers
Updated
When is AJG's next earnings date?
Arthur J. Gallagher & Co. (AJG) is expected to report Q4 2026 earnings on Thursday, January 28, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $2.81 on revenue of $3.91B.
How did AJG do in its last earnings report?
In its most recent report on Oct 29, 2026 (Q3 2026), Arthur J. Gallagher & Co. posted EPS of $3.00 versus the $2.99 estimate, a beat of 0.3%. Revenue was $3.92B against a $3.98B estimate.
How much does AJG stock move after earnings?
AJG beat EPS estimates in 6 of its last 8 reported quarters. Over the last 7 reports the stock moved an average of 2.3% (up or down) in the day after earnings.
About Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co., alongside its various subsidiaries, operates globally, providing a wide array of services that encompass insurance brokerage, expert consulting, and outsourced claims settlement and administration. Its geographic reach extends across the United States, Australia, Bermuda, Canada, the Caribbean, New Zealand, India, and the United Kingdom. The company's business model is divided into two primary segments: Brokerage and Risk Management. The Brokerage division manages both retail and wholesale insurance operations. It also supports other brokers, including independent ones, in securing specialized or hard-to-place insurance coverage. This segment functions as a wholesale broker, managing general agent (MGA), and managing general underwriter (MGU) to distribute tailored insurance products to underwriting firms. Key activities within this segment include marketing, underwriting, policy issuance, premium collection, agent recruitment and supervision, claims payment, and reinsurance negotiations. It delivers essential brokerage and consulting solutions to a diverse client base, from commercial businesses, non-profit organizations, and public entities to individuals, specializing in insurance placement, managing loss exposure, and overseeing employer-sponsored benefit programs. The Risk Management segment focuses on offering contract-based claims settlement and administration services to businesses and public sector organizations. Its services also include comprehensive claims management, specialized loss control consulting, and independent insurance property appraisals. Arthur J. Gallagher & Co. delivers its extensive services through a broad network of associated insurance brokers and consultants. Its clientele is varied, serving commercial, industrial, public, religious, and non-profit organizations. The company was founded in 1927 and maintains its corporate headquarters in Rolling Meadows, Illinois.
🤖 AI Earnings Analysis
Arthur J. Gallagher delivered a mixed quarter: EPS rose 29% to $3.00, beating estimates by $0.01, but revenue missed at $3.9B. The broker’s operating income reached $673M.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-29 | Q3 2026 | 2.99 | 3.00 | +0.33% | $3.92B | ✅ Beat | — | — | — |
| 2026-07-30 | Q2 2026 | 2.83 | 2.84 | +0.35% | $4.00B | ✅ Beat | -2.74% | -1.84% | +4.33% |
| 2026-04-30 | Q1 2026 | 4.42 | 4.47 | +1.13% | $4.76B | ✅ Beat | +0.83% | -2.16% | -0.15% |
| 2026-01-29 | Q4 2025 | 2.36 | 2.38 | +0.85% | $3.63B | ✅ Beat | +1.43% | -1.26% | -6.74% |
| 2025-10-30 | Q3 2025 | 2.53 | 2.32 | -8.30% | $2.92B | ❌ Miss | -4.78% | -6.41% | -6.08% |
| 2025-07-31 | Q2 2025 | 2.36 | 2.33 | -1.27% | $3.22B | ❌ Miss | -1.07% | +0.95% | +5.39% |
| 2025-05-01 | Q1 2025 | 3.58 | 3.67 | +2.51% | $3.73B | ✅ Beat | +4.23% | +6.56% | +9.80% |
| 2025-01-30 | Q4 2024 | 2.03 | 2.13 | +4.93% | $2.72B | ✅ Beat | +0.93% | +7.01% | +14.30% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $3.96B total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Commissions | 61.7% | $2.44B | +35.1% | $3.49B | $2.25B | $1.81B | $1.91B |
| Brokerage | 29.9% | $1.18B | +22.9% | — | $984.8M | $962.4M | $1.06B |
| Supplemental Revenue Member | 3.6% | $141.0M | +37.2% | $191.6M | $113.9M | $102.8M | $117.6M |
| Investment Performance | 2.5% | $98.0M | -57.8% | $239.3M | $247.6M | $232.5M | $167.1M |
| Contingent Revenue | 2.3% | $91.0M | +25.2% | $138.5M | $92.9M | $72.7M | $75.4M |
By region
Q2 FY26 · $4.00B total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 67.4% | $2.70B | +31.7% | $1.72B | $2.46B | $2.05B | $2.37B |
| UNITED KINGDOM | 17.9% | $716.0M | +6.7% | $525.1M | $696.8M | $671.1M | $512.5M |
| Other Foreign | 6.0% | $242.0M | +33.3% | $155.6M | $301.7M | $181.6M | $187.1M |
| AUSTRALIA | 4.5% | $182.0M | +17.0% | $154.7M | $124.8M | $155.5M | $151.2M |
| CANADA | 2.6% | $105.0M | -1.3% | $103.9M | $100.8M | $106.4M | $90.0M |
| NEW ZEALAND | 1.5% | $60.0M | +4.0% | $53.2M | $39.9M | $57.7M | $54.6M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.