Arthur J. Gallagher & Co.

BIT:1AJG Stock Report

Market Cap: €55.4b

Arthur J. Gallagher Past Earnings Performance

Past criteria checks 1/6

Arthur J. Gallagher has been growing earnings at an average annual rate of 12.4%, while the Insurance industry saw earnings growing at 13.7% annually. Revenues have been growing at an average rate of 13.3% per year. Arthur J. Gallagher's return on equity is 6.6%, and it has net margins of 10.4%.

Key information

12.44%

Earnings growth rate

7.22%

EPS growth rate

Insurance Industry Growth10.14%
Revenue growth rate13.28%
Return on equity6.62%
Net Margin10.38%
Last Earnings Update30 Jun 2026

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Arthur J. Gallagher makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

BIT:1AJG Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 2615,1091,5682,2360
31 Mar 2614,1981,6122,1350
31 Dec 2513,0091,4942,0060
30 Sep 2512,0801,6031,8790
30 Jun 2511,5531,6431,7740
31 Mar 2511,2441,5591,6610
31 Dec 2410,9281,4631,6170
30 Sep 2410,6681,1721,6270
30 Jun 2410,3891,1401,5950
31 Mar 2410,0771,0911,6010
31 Dec 239,5599701,6890
30 Sep 239,2121,1371,4420
30 Jun 238,8361,1121,3680
31 Mar 238,4921,1621,2820
31 Dec 228,2701,1141,3310
30 Sep 228,2471,0881,2080
30 Jun 228,3521,0571,1420
31 Mar 228,2489631,0710
31 Dec 217,9749071,0720
30 Sep 217,7229409380
30 Jun 217,4268918990
31 Mar 217,0838558560
31 Dec 206,7828199070
30 Sep 206,7797759270
30 Jun 206,7577259860
31 Mar 206,8256811,0280
31 Dec 196,8946691,0690
30 Sep 196,8486889930
30 Jun 196,8086899590
31 Mar 196,8076949270
31 Dec 186,7116349040
30 Sep 186,5815888420
30 Jun 186,4025718240
31 Mar 186,2385268060
31 Dec 176,0514817900
30 Sep 175,9485057910
30 Jun 175,8745177680
31 Mar 175,8495977620
31 Dec 165,4903977390
30 Sep 165,4893827650
30 Jun 165,4273927710
31 Mar 165,3703817700
31 Dec 155,3013577690
30 Sep 155,2093467800

Quality Earnings: 1AJG has a large one-off loss of $843.0M impacting its last 12 months of financial results to 30th June, 2026.

Growing Profit Margin: 1AJG's current net profit margins (10.4%) are lower than last year (14.2%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: 1AJG's earnings have grown by 12.4% per year over the past 5 years.

Accelerating Growth: 1AJG's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: 1AJG had negative earnings growth (-4.6%) over the past year, making it difficult to compare to the Insurance industry average (12.6%).

Return on Equity

High ROE: 1AJG's Return on Equity (6.6%) is considered low.

Return on Assets

Return on Capital Employed

Discover strong past performing companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/16 07:43
End of Day Share Price 2026/09/16 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arthur J. Gallagher & Co. is covered by 30 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Taylor ScottBarclays
"Alex ScottBarclays