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Side-by-side financial comparison of Arthur J. Gallagher & Co. (AJG) and HERTZ GLOBAL HOLDINGS, INC (HTZ). Click either name above to swap in a different company.
Arthur J. Gallagher & Co. is the larger business by last-quarter revenue ($4.3B vs $2.0B, roughly 2.1× HERTZ GLOBAL HOLDINGS, INC). Arthur J. Gallagher & Co. runs the higher net margin — 21.3% vs -16.6%, a 37.9% gap on every dollar of revenue. On growth, Arthur J. Gallagher & Co. posted the faster year-over-year revenue change (29.5% vs 11.0%). Over the past eight quarters, Arthur J. Gallagher & Co.'s revenue compounded faster (24.4% CAGR vs -7.7%).
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.
Hertz Global Holdings, Inc., known as Hertz, is an American car rental company based in Estero, Florida. The company operates its namesake Hertz brand, along with the brands Dollar Rent A Car, Firefly Car Rental, and Thrifty Car Rental.
AJG vs HTZ — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $4.3B | $2.0B |
| Net Profit | $913.0M | $-333.0M |
| Gross Margin | — | — |
| Operating Margin | — | — |
| Net Margin | 21.3% | -16.6% |
| Revenue YoY | 29.5% | 11.0% |
| Net Profit YoY | 11.9% | 24.8% |
| EPS (diluted) | $3.16 | $-1.06 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $4.3B | $2.0B | ||
| Q4 25 | $3.6B | $2.0B | ||
| Q3 25 | $3.4B | $2.5B | ||
| Q2 25 | $3.2B | $2.2B | ||
| Q1 25 | $3.7B | $1.8B | ||
| Q4 24 | $2.7B | $2.0B | ||
| Q3 24 | $2.8B | $2.6B | ||
| Q2 24 | $2.8B | $2.4B |
| Q1 26 | $913.0M | $-333.0M | ||
| Q4 25 | $151.1M | $-194.0M | ||
| Q3 25 | $272.7M | $184.0M | ||
| Q2 25 | $365.8M | $-294.0M | ||
| Q1 25 | $704.4M | $-443.0M | ||
| Q4 24 | $258.3M | $-479.0M | ||
| Q3 24 | $312.6M | $-1.3B | ||
| Q2 24 | $283.4M | $-865.0M |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | -11.0% | ||
| Q3 25 | 10.3% | 9.4% | ||
| Q2 25 | 14.6% | -14.5% | ||
| Q1 25 | 23.4% | -29.0% | ||
| Q4 24 | 12.3% | -27.6% | ||
| Q3 24 | 14.4% | -62.9% | ||
| Q2 24 | 13.2% | -20.1% |
| Q1 26 | 21.3% | -16.6% | ||
| Q4 25 | 4.2% | -9.6% | ||
| Q3 25 | 8.1% | 7.4% | ||
| Q2 25 | 11.4% | -13.5% | ||
| Q1 25 | 18.9% | -24.4% | ||
| Q4 24 | 9.5% | -23.5% | ||
| Q3 24 | 11.1% | -51.7% | ||
| Q2 24 | 10.2% | -36.8% |
| Q1 26 | $3.16 | $-1.06 | ||
| Q4 25 | $0.58 | $-0.46 | ||
| Q3 25 | $1.04 | $0.42 | ||
| Q2 25 | $1.40 | $-0.95 | ||
| Q1 25 | $2.72 | $-1.44 | ||
| Q4 24 | $1.10 | $-1.57 | ||
| Q3 24 | $1.39 | $-4.34 | ||
| Q2 24 | $1.27 | $-2.82 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.4B | $583.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $23.8B | — |
| Total Assets | $78.3B | $23.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.4B | $583.0M | ||
| Q4 25 | — | $565.0M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $503.0M | ||
| Q1 25 | — | $626.0M | ||
| Q4 24 | — | $592.0M | ||
| Q3 24 | — | $501.0M | ||
| Q2 24 | — | $568.0M |
| Q1 26 | — | — | ||
| Q4 25 | $12.9B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $23.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $23.8B | — | ||
| Q4 25 | $23.3B | $-459.0M | ||
| Q3 25 | $23.2B | $-317.0M | ||
| Q2 25 | $23.0B | $-504.0M | ||
| Q1 25 | $22.3B | $-262.0M | ||
| Q4 24 | $20.2B | $153.0M | ||
| Q3 24 | $12.2B | $681.0M | ||
| Q2 24 | $11.6B | $2.0B |
| Q1 26 | $78.3B | $23.3B | ||
| Q4 25 | $70.7B | $22.3B | ||
| Q3 25 | $79.1B | $23.0B | ||
| Q2 25 | $80.1B | $23.1B | ||
| Q1 25 | $74.1B | $22.0B | ||
| Q4 24 | $64.3B | $21.8B | ||
| Q3 24 | $57.2B | $23.0B | ||
| Q2 24 | $63.0B | $25.2B |
| Q1 26 | — | — | ||
| Q4 25 | 0.55× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.00× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AJG
| Commissions | $3.1B | 73% |
| Fees | $792.0M | 18% |
| Supplemental revenues | $180.0M | 4% |
| Contingent revenues | $115.0M | 3% |
HTZ
Segment breakdown not available.
