AJG
Arthur J. Gallagher & Co.251.98
-4.21-1.64%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
64.71BP/E (TTM)
40.32Basic EPS (TTM)
6.25Dividend Yield
0.01%Recent Filings
8-K
10-Q
8-K
Updated CFO estimates released
Arthur J. Gallagher & Co. released an updated CFO Commentary on September 4, 2025, ahead of its investor meeting, providing estimates for 2025 results that incorporate AssuredPartners integration and net after-tax cash flows from clean energy investments in 2025 and beyond. The materials, available via webcast on the investor relations page, include cautionary notes on forward-looking statements. Integration details remain key to projected outcomes.
8-K
Gallagher closes $13.8B AssuredPartners deal
Arthur J. Gallagher & Co. closed its $13.8 billion cash acquisition of AssuredPartners on August 18, 2025, from The AssuredPartners Group LP, under a December 2024 stock purchase agreement. Financed via prior equity and debt raises, the deal expands Gallagher's U.S. retail property/casualty and employee benefits footprint while deepening niche expertise in transportation, energy, and healthcare. It promises double-digit adjusted EPS accretion from synergies. Integration risks could hinder expected benefits.
10-Q
Q2 FY2025 results
Arthur J. Gallagher & Co. posted solid Q2 FY2025 results, with total revenues up 16% year-over-year to $3.22B, driven by 17% brokerage growth and 9% in risk management; organic revenue rose 5.3% in brokerage, fueled by strong client retention and new business amid firming property/casualty rates. Net earnings climbed 29% to $366.2M, or $1.40 diluted EPS, while adjusted EPS edged up 2% to $2.33, reflecting acquisition integration costs and higher interest from AssuredPartners financing proceeds. Free cash flow stood at $378.1M (derived), bolstering $14.3B cash against $12.9B net debt; the $1.2B Woodruff Sawyer buy closed in April, adding $658.1M goodwill and $673.4M finite-lived intangibles over 2-15 years, with expected synergies in middle-market services. Yet integration drags persist. Competition from private equity-backed brokers sharpens pricing pressures.
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