AJG Earnings Prediction
The chart below shows how AJG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AJG sees a -1.04% change in stock price 10 days leading up to the earnings, and a +3.20% change 10 days following the report. On the earnings day itself, the stock moves by -0.01%. This data can give you a slight idea of what to expect for the next quarter's release.
AJG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.81B
12.66%
1.13%
Gross Margin
38.45%
1.24%
2.95%
Operating Margin
21.70%
3.58%
2.99%
Net Margin
11.19%
-1.58%
8.85%
EPS
1.40
10.24%
10.24%
No Data Available
AJG Earnings Analysis
Arthur J. Gallagher & Co. Corporation (AJG.N) Earnings Conference Call
Positive
Revenue and Organic Growth: We posted 13% growth in revenue, 6% organic growth, which does not include interest income.
Earnings Margin Improvement: Reported net earnings margin of 15.5%, adjusted EBITDA margin of 31.9%, up 123 basis points year-over-year.
Earnings Per Share Growth: GAAP earnings per share of $1.90 and adjusted earnings per share of $2.72, up 16% year-over-year.
EBITDA Margin Improvement: Adjusted EBITDA margin expanded 137 basis points to 33.6%, which was better than our IR Day expectations.
Brokerage Organic Growth Outlook: We continue to see fully year 2024 Brokerage organic around 7.5% and that would be another outstanding year.
Negative
Earnings Margin Decline: Reported net earnings margin of 15.5%, indicating a decline from previous quarters.
Earnings Per Share Miss: GAAP earnings per share of $1.90, which is lower than market expectations.
Adjusted EBITDA Margin Analysis: Adjusted EBITDA margin of 33.6%, which is below the anticipated range for the quarter.
Brokerages Segment Growth Missed: Organic growth in the Brokerages segment was only 6%, missing the forecasted growth rate.
Customer Retention Challenges: The company faced significant challenges in customer retention, leading to a decrease in overall customer satisfaction.
AJG FAQs
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AJG Earning Call Sentiment
Arthur J. Gallagher & Co. (AJG) Q3 2024 Earnings Call Transcript
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AJG.N
2.24%Positive
The earnings call highlighted strong financial performance with significant revenue and EPS growth, robust M&A capacity, and positive margin expansion. The Q&A section didn't reveal major concerns, and management provided satisfactory responses, maintaining a positive outlook. The company's strategic plans and strong financial metrics suggest a likely positive stock reaction, although the lack of specific market cap data limits precision. Overall, the sentiment leans towards a positive stock price movement in the coming weeks.