Monitor the earnings call for commentary on integration progress of AssuredPartners, margin trajectory, and any forward guidance. The in-line results with no guidance change suggest limited near-term catalyst; watch for any updates on M&A pipeline and organic growth sustainability.
Price Chart
Executive Summary
Arthur J. Gallagher & Co. reported Q2 2026 adjusted EPS of $2.84, a modest 0.9% beat vs consensus of $2.81, while total revenue of $4.003B slightly missed the $4.04B estimate. Organic growth remained solid at 6% in brokerage and 12% in risk management, and the company repurchased $170M in shares. The in-line results with no guidance change suggest limited near-term catalyst.
Key Financial Metrics
Key Facts
- Adjusted EPS $2.84 vs consensus $2.81 (+0.9% beat)
- Total revenue $4.003B vs consensus $4.04B (-0.9% miss)
- Brokerage segment organic growth 5% (base commissions +4%, supplemental +20%, contingent -8%)
- Risk management segment organic fee growth 12%
- Combined brokerage and risk management revenue growth of 24% YoY
- Share repurchases of ~0.9M shares for ~$170M in Q2
- Adjusted EBITDAC margin declined ~2.8 pts YoY partly due to lower interest income from AssuredPartners financing proceeds
Financial Impact
Modest EPS beat and slight revenue miss; no material financial impact from the quarter alone
Risk Factors
- Integration risks from large acquisitions (AssuredPartners, Woodruff Sawyer) could pressure margins
- Lower interest income from AssuredPartners financing proceeds may continue to weigh on YoY comparisons
- Rising compensation and operating expense ratios could compress margins if organic growth slows
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302839454 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 5w ago | Insider Cluster | $260.15 $227.13 | ▼ −12.69% | ▼ −12.18% | $226.11 (−13.08%) |
Aug 9, 2026 7w ago | Institutional Cluster | $252.43 $251.45 | ▼ −0.39% | ▲ +0.53% | $226.11 (−10.43%) |
Jul 30, 2026 9w ago | Press Release | $249.42 $267.56 | ▲ +7.27% | ▲ +4.29% | $226.11 (−9.35%) |
Jul 29, 2026 9w ago | Press Release | $256.46 $260.15 | ▲ +1.44% | ▼ −2.53% | $226.11 (−11.83%) |
Jul 29, 2026 9w ago | 8-K | $268.91 $265.03 | ▼ −1.44% | ▼ −6.46% | $226.11 (−15.92%) |
Jun 17, 2026 15w ago | 8-K | $216.09 $255.93 | ▲ +18.44% | ▲ +17.12% | $226.11 (+4.64%) |
Mar 27, 2026 27w ago | Court Ruling | $207.02 $214.97 | ▼ −3.84% | ▲ +8.90% | $226.11 (−9.22%) |
Mar 23, 2026 27w ago | DEFA14A | $216.17 $221.03 | ▲ +2.25% | ▼ −6.65% | $226.11 (+4.60%) |
Feb 28, 2026 30w ago | Institutional Cluster | $229.13 $215.85 | ▼ −5.80% | ▲ +2.14% | $226.11 (−1.32%) |
US Market Status
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