Arthur J. Gallagher & Co.AJGEarnings & Financial Report
Arthur J. Gallagher & Co. (Gallagher) is an American insurance brokerage and risk management services company based in Rolling Meadows, Illinois, a suburb of Chicago. The company provides insurance brokerage and risk management services, which primarily includes processing of workers compensation and automobile insurance claims via the company's adjusters.
AJG Q1 FY2026 Key Financial Metrics
Revenue
$4.3B
Gross Profit
N/A
Operating Profit
N/A
Net Profit
$913.0M
Gross Margin
N/A
Operating Margin
N/A
Net Margin
21.3%
YoY Growth
29.5%
EPS
$3.16
Arthur J. Gallagher & Co. Q1 FY2026 Financial Summary
Arthur J. Gallagher & Co. reported revenue of $4.3B (up 29.5% YoY) for Q1 FY2026, with a net profit of $913.0M (up 11.9% YoY) (21.3% margin).
Key Financial Metrics
| Total Revenue | $4.3B |
|---|---|
| Net Profit | $913.0M |
| Gross Margin | N/A |
| Operating Margin | N/A |
| Report Period | Q1 FY2026 |
Revenue Breakdown
Arthur J. Gallagher & Co. Q1 FY2026 revenue of $4.3B breaks down across 4 segments, led by Commissions at $3.1B (72.7% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Commissions | $3.1B | 72.7% |
| Fees | $792.0M | 18.4% |
| Supplemental revenues | $180.0M | 4.2% |
| Contingent revenues | $115.0M | 2.7% |
Arthur J. Gallagher & Co. Revenue by Segment — Quarterly Trend
Arthur J. Gallagher & Co. revenue by segment across the last 4 reported quarters, showing how each business line (such as Commissions and Fees) has evolved quarter over quarter.
| Segment | Q1 FY2026 | Q4 FY2025 | Q3 FY2025 | Q2 FY2025 |
|---|---|---|---|---|
| Commissions | $3.1B | $2.1B | $1.9B | $1.8B |
| Fees | $792.0M | — | — | — |
| Supplemental revenues | $180.0M | — | — | — |
| Contingent revenues | $115.0M | — | — | — |
Arthur J. Gallagher & Co. Annual Revenue by Year
Arthur J. Gallagher & Co. annual revenue history includes year-by-year totals (for example, 2025 revenue was $13.9B).
Arthur J. Gallagher & Co. Quarterly Revenue & Net Profit History
Arthur J. Gallagher & Co. results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q1 FY2026 | $4.3B | +29.5% | $913.0M | 21.3% |
| Q4 FY2025 | $3.6B | +33.6% | $151.1M | 4.2% |
| Q3 FY2025 | $3.4B | +19.9% | $272.7M | 8.1% |
| Q2 FY2025 | $3.2B | +16.0% | $365.8M | 11.4% |
| Q1 FY2025 | $3.7B | +14.5% | $704.4M | 18.9% |
| Q4 FY2024 | $2.7B | +11.7% | $258.3M | 9.5% |
| Q3 FY2024 | $2.8B | +12.6% | $312.6M | 11.1% |
| Q2 FY2024 | $2.8B | +13.7% | $283.4M | 10.2% |
Income Statement
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.78B | $2.81B | $2.72B | $3.73B | $3.22B | $3.37B | $3.63B | $4.29B |
| YoY Growth | 13.7% | 12.6% | 11.7% | 14.5% | 16.0% | 19.9% | 33.6% | 29.5% |
Balance Sheet
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $63.01B | $57.24B | $64.26B | $74.10B | $80.12B | $79.07B | $70.67B | $78.30B |
| Liabilities | $51.41B | $45.03B | $44.08B | $51.74B | $57.07B | $55.83B | $47.32B | $54.50B |
| Equity | $11.57B | $12.18B | $20.15B | $22.32B | $23.02B | $23.21B | $23.32B | $23.80B |
Cash Flow
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | |
|---|---|---|---|---|---|---|---|
| Operating CF | $119.5M | $934.8M | $739.3M | $871.8M | $-426.1M | $731.3M | $753.0M |