Arthur J. Gallagher Q2 revenue meets estimates amid strong client retention

Arthur J. Gallagher & Co.

30/07/2026 22:38

Overview
US insurance brokerage's Q2 revenue was $4.0 bln, a meet versus analyst expectations
Adjusted EPS for Q2 was $2.84
Company repurchased 0.9 mln shares for $170 mln in Q2

Outlook
Arthur J. Gallagher did not provide specific guidance for the upcoming quarter or full yr in the press release

Result Drivers
ORGANIC GROWTH - Co said combined Brokerage and Risk Management segments delivered 6% organic revenue growth in Q2
CLIENT DEMAND - Co cited strong client retention, new business generation, and demand for advisory and specialty services as supporting growth
EXPENSE PRESSURE - Higher compensation and operating expense ratios in Brokerage segment were primarily due to lower interest income and increased integration and technology costs

Company press release: ID:nPn8v3M7na

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Meet
$4.003 bln
$4.009 bln (13 Analysts)
Q2 Adjusted EPS
 
$2.84
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 21 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the multiline insurance & brokers peer group is "buy"
Wall Street's median 12-month price target for Arthur J. Gallagher & Co. is $272.00, about 6.1% above its July 30 closing price of $256.46
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

Reuters Recommended Reads
July 29 - Aon quarterly profit jumps on commercial risk management strength
July 30 - Ryan Specialty Q2 revenue beats estimates on new client wins, strong renewals and client expansion
July 30 - Baldwin Q2 adjusted EBITDA beats estimates as revenue rises

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)