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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Arthur J. Gallagher & Co. (AJG) is 6/10.
Gallagher grew Q1 revenue 28% with 5% organic as M&A contributed 23% including the full impact of AssuredPartners, which was tracking to integration milestones with AI and digital tools driving higher hit ratios across the combined sales force. Adjusted EBITDAC margin expanded 50 basis points as net earnings grew 12% and adjusted EBITDAC grew 18%. Property pricing approached a cycle trough though the organic growth outlook remained resilient, and management expressed further confidence in the full-year 6% organic target.
Scored from Arthur J. Gallagher & Co.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.72B | +11.4% | $1.12 | +846.7% | 17.4% | 9.5% |
| FY2025 Q1 | $3.73B | +14.5% | $2.72 | -0.7% | 28.1% | 18.9% |
| FY2025 Q2 | $3.22B | +16.0% | $1.40 | +10.2% | 19.4% | 11.4% |
| FY2025 Q3 |
| $3.37B |
| +19.9% |
| $1.05 |
| -24.5% |
| 15.9% |
| 8.1% |
| FY2025 Q4 | $3.63B | +33.6% | $0.58 | -48.2% | 9.4% | 4.2% |
| FY2026 Q1 | $4.76B | +27.6% | $3.16 | +16.2% | 25.6% | 17.3% |
| FY2026 Q2 | $4.00B | +24.3% | $1.25 | -10.7% | 14.7% | 8.1% |