Arthur J. Gallagher & Co. is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: Arthur J. Gallagher & Co. delivered strong Q1 2026 results with revenue surging 27.7% YoY to $4.76B and net income rising 16.8% to $822M, driven by continued organic growth and acquisition activity.
Drawn from management commentary in the Q1 2026 10-Q:
Total revenue increased 27.7% YoY from $3.73B to $4.76B in Q1 2026, reflecting AJG's consistent strategy of bolt-on acquisitions in the insurance brokerage space combined with organic premium growth across its property & casualty and benefits segments.
Net income grew 16.8% YoY to $822M while diluted EPS rose 16.2% to $3.16, slightly lagging revenue growth of 27.7%, suggesting some margin dilution likely from integration costs associated with recent acquisitions or higher operating expenses.
Operating cash flow increased 9.7% YoY to $957M in Q1 2026, demonstrating the company's strong cash generation capability and supporting its ongoing acquisition-led growth strategy and capital return programs.
Revenue
$4.76B
++27.66% YoY
EPS (Basic)
$3.20
++15.94% YoY
Add AJG to your watchlist to get the AI analysis in your inbox within minutes of the 10-Q filing.