Quarterly ResultApr 30, 2026, 04:36 PM
AJG Q1 Adjusted EPS $4.47; Revenue $4.72B; Net Earnings $823M
AI Summary
Arthur J. Gallagher & Co. reported a strong first quarter for 2026, with adjusted diluted EPS increasing 20.2% to $4.47 and total revenues before reimbursements growing 27.9% to $4.72 billion. Net earnings rose 16.1% to $823 million. The company achieved 5% organic revenue growth and an 18% increase in adjusted EBITDAC for its combined brokerage and risk management segments, marking its 24th consecutive quarter of double-digit adjusted EBITDAC growth. Additionally, AJG repurchased $310 million in common stock and increased its quarterly dividend to $0.70 per share.
Key Highlights
- Adjusted diluted EPS rose 20.2% to $4.47 in Q1 2026 from $3.72 in Q1 2025.
- Total revenues before reimbursements increased 27.9% to $4.72 billion in Q1 2026.
- Net earnings grew 16.1% to $823 million in Q1 2026 from $709 million in Q1 2025.
- Combined brokerage and risk management adjusted EBITDAC increased 18% in Q1 2026.
- Organic revenue growth for combined segments was 5% in Q1 2026.
- Repurchased 1.4 million shares for approximately $310 million in Q1 2026.
- Declared a quarterly dividend of $0.70 per share, up from $0.65 in Q1 2025.
- Closed 9 acquisitions in Q1 2026 with estimated annualized revenues of $59 million.