AJG Earnings
Arthur J. Gallagher & Co.
$
288.920
- Overview
- Forecast
- Valuation
- Earnings
Earning Analysis
Welcome to our in-depth analysis of Arthur J. Gallagher & Co.(AJG) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Arthur J. Gallagher & Co. earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q2 | 2025-07-31 | After Hours | 2.36 | 2.33 | -1.27 | 3.20B | 3.18B | -0.71 | -1.07 | -0.34 |
| FY2025Q1 | 2025-05-01 | After Hours | 3.57 | 3.67 | +2.80 | 3.72B | 3.69B | -0.90 | +4.23 | +6.90 |
| FY2024Q4 | 2025-01-30 | After Hours | 2.02 | 2.13 | +5.45 | 2.70B | 2.68B | -0.82 | +0.93 | +7.01 |
| FY2024Q3 | 2024-10-24 | After Hours | 2.26 | 2.26 | - | 2.80B | 2.77B | -1.10 | -1.59 | -2.21 |
| FY2024Q2 | 2024-07-25 | - | 2.24 | 2.26 | +0.89 | 2.77B | 2.74B | -1.21 | -0.13 | +3.34 |
| FY2024Q1 | 2024-04-25 | - | 3.40 | 3.49 | +2.65 | 3.19B | 3.22B | +0.93 | +0.06 | +0.84 |
| FY2023Q4 | 2024-01-25 | - | 1.83 | 1.85 | +1.09 | 2.41B | 2.39B | -0.73 | -0.55 | -2.89 |
| FY2023Q3 | 2023-10-26 | - | 1.94 | 2.00 | +3.09 | 2.44B | 2.45B | +0.43 | -0.52 | +2.69 |
| FY2023Q2 | 2023-07-27 | - | 1.86 | 1.90 | +2.15 | 2.37B | 2.41B | +1.51 | -1.18 | +0.82 |
| - | 2023-04-27 | - | 3.00 | 3.03 | +1.00 | - | - | - | +1.76 | +1.80 |
AJG Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Arthur J. Gallagher & Co. reported performance for FY2025Q2, announced on 2025-07-31. The company achieved an EPS of 2.33, compared to analyst estimates of 2.36 by -1.27% . Revenue for the quarter reached 3.18B compared to expectations of 3.20B by -0.71% .
The stock price reacted with a -1.07% one-day change and a -0.34% five-day change following the earnings release. These movements reflect market reaction in Arthur J. Gallagher & Co. growth trajectory and strategic initiatives.
AJG Earnings Forecast
Looking ahead, Arthur J. Gallagher & Co.(AJG) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 3.26B and an EPS of 2.42.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.02%, while EPS estimates have been Revise Downward by -0.48%. For the upcoming Q3 2025, revenue estimates have been adjusted Revise Upward by 1.99% . These revisions correlate with a -12.79% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Arthur J. Gallagher & Co. long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between AJG's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.02%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-0.48%
In Past 3 Month
Revenue Estimates for Q3 2025
Revise Upward
+1.99%
In Past 3 Month
Stock Price
Go Down
-12.79%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:14.01B
--
EPS Estimate-Annual FY 2025:11.09
—
Stock Price288.92
AJG Revenue and EPS Performance: A Historical Perspective
Arthur J. Gallagher & Co. revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-07-31,After Hours):
EPS: 2.33 (Actual) vs.2.36 (Estimate) (-1.27%)
Revenue: 3.18B (Actual) vs. 3.20B (Estimate) (-0.71%)
Price Reaction: -1.07%(1-Day), -0.34%(5-Day)
FY2025Q1 (2025-05-01,After Hours):
EPS: 3.67 (Actual) vs.3.57 (Estimate) (2.80%)
Revenue: 3.69B (Actual) vs. 3.72B (Estimate) (-0.90%)
Price Reaction: 4.23%(1-Day), 6.90%(5-Day)
FY2024Q4 (2025-01-30,After Hours):
EPS: 2.13 (Actual) vs.2.02 (Estimate) (5.45%)
Revenue: 2.68B (Actual) vs. 2.70B (Estimate) (-0.82%)
Price Reaction: 0.93%(1-Day), 7.01%(5-Day)
Earnings Reaction
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 +0.19% change in stock price 10 days leading up to the earnings, and a +3.90% change 10 days following the report. On the earnings day itself, the stock moves by +0.02%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed -1.07% on the day following the earnings release and then changed by 0.58% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Arthur J. Gallagher & Co. (AJG) Q2 2025 Earnings Call Summary
Neutral
2025-07-31
The earnings call summary and Q&A reveal mixed signals. While there are positive aspects like mergers and acquisitions, organic growth expectations, and cash flow for M&A, there are concerns about property pricing declines and uncertainties in timing for benefits business and DOJ-related transactions. The management's reluctance to provide specific guidance or details on certain areas adds to the uncertainty. These factors balance out the positive and negative aspects, leading to a neutral sentiment.
Arthur J Gallagher & Co (AJG) Q1 2025 Earnings Call Summary
Positive
2025-05-01
The earnings call reflects strong financial performance with 14% revenue growth and solid profitability, supported by strategic M&A activities. Despite some market challenges, the positive outlook for the AssuredPartners acquisition and robust M&A capacity are promising. The Q&A section highlighted management's confidence and provided clarity on growth drivers, though some responses were vague. Overall, the financial health and strategic initiatives suggest a positive stock price movement over the next two weeks.
Arthur J Gallagher & Co (AJG) Q4 2024 Earnings Call Summary
Positive
2025-01-30
The earnings call summary and Q&A reveal strong financial performance with 12% revenue growth, 17% adjusted EBITDA growth, and a significant acquisition of Assured Partners. Although there is no share buyback or dividend program, the robust cash position and strategic M&A activity are positive indicators. While some concerns exist about contingents and management's unclear responses, the overall sentiment is positive due to strong financial metrics, optimistic guidance, and strategic acquisitions.
Arthur J. Gallagher & Co. (AJG) Q3 2024 Earnings Call Summary
Positive
2024-10-25
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.
Arthur J. Gallagher & Co. (AJG) Q2 2024 Earnings Call Summary
Positive
2024-07-26
The company reported strong financial performance, including 14% revenue growth and increased margins. The Q&A session highlighted continued strong organic growth and potential for future M&A, despite uncertainties like elections. The share repurchase possibility and strong cash position also support a positive outlook. However, some uncertainties remain, such as potential impacts from pricing environments and elections. Overall, the sentiment is positive, suggesting a stock price increase of 2% to 8% over the next two weeks.
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FAQ
What were the key highlights of AJG’s latest earnings report for FY2025Q2?
AJG reported its FY2025Q2 earnings on 2025-07-31, showcasing a revenue of 3.18B against an estimate of 3.20B, resulting in a -0.71% surprise. The EPS was 2.33, surpassing the expected 2.36 by -1.27% . The stock experienced a -1.07% price change on the earnings day and a -0.34% change over the next five days, reflecting market reactions to the results.
How did AJG’s stock price react after the FY2025Q2 earnings release?
What are the revenue and EPS estimates for AJG for 2025/Q3?
How does AJG’s stock price correlate with earnings forecast revisions?
What should investors expect from AJG’s next earnings report?