Company / Finance

Arthur J. Gallagher & Co.

AJG · NYSE

Arthur J. Gallagher reported 2025 revenue of $13.94 billion and Q1 2026 revenue of $4.76 billion. The thesis depends on brokerage organic growth, acquisition discipline, cash conversion, integration quality and insurance-cycle resilience.

Latest ReportMay 20, 2026Arthur J. Gallagher: brokerage compounding still has to justify the acquisition machineView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Arthur J. Gallagher: brokerage compounding still has to justify the acquisition machine

Arthur J. Gallagher reported 2025 revenue of $13.94 billion and Q1 2026 revenue of $4.76 billion. The thesis depends on brokerage organic growth, acquisition discipline, cash conversion, integration quality and insurance-cycle resilience.

May 20, 2026Research reportSlides available
Arthur J. Gallagher & Co.J. Gallagher: brokerage compounding still has to justify the acqMay 20, 2026
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Arthur J. Gallagher: brokerage compounding still has to justify the acquisition machineArthur J. Gallagher reported 2025 revenue of $13.94 billion and Q1 2026 revenue of $4.76 billion. The thesis depends on brokerage organic growth, acquisition discipline, cash conversion, integration quality and insurance-cycle resilience.NYSEMay 20, 2026Research reportReadSlides