Arthur J. Gallagher & Co. is expected to release its Q3 2026 10-Q filing on October 28, 2026, after market close. Last quarter: Arthur J. Gallagher posted a 24% revenue jump in Q2 FY2026 fueled by acquisitions and organic growth, but GAAP net income fell 12% due to integration costs, while adjusted EPS surged 23%.
EPS Estimate
$3.12
Revenue Estimate
$4.11B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the AJG page.
Drawn from management commentary in the Q2 2026 10-Q:
Base commissions and fees in the brokerage segment grew 33% on a reported basis, but organic growth was 4%, driven by strong customer retention, new business, and continued renewal premium increases. Total organic commissions, fees, supplemental and contingent revenues rose 5%.
In Q2 2025, the brokerage segment benefited from approximately $144 million of incremental interest income earned on cash proceeds from the AssuredPartners financing. The absence of this temporary income in Q2 2026 significantly dampened profit comparisons and adjusted EBITDAC margin comparisons.
Gallagher closed 6 acquisitions in Q2 2026 with estimated annualized revenues of $58 million, compared to 9 acquisitions and $291 million in annualized revenues in Q2 2025. This reflects a more moderate pace of deal-making this year.
Revenue
$4B
+24.24% YoY
EPS (Diluted)
$1.25
-10.71% YoY
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