NYSE$AJG

Arthur J.Gallagher & Co · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Arthur J. Gallagher reported strong Q4 2021 financial results, marked by significant revenue growth and strategic acquisitions.

Arthur J. Gallagher & Co. reported its Q4 and full-year 2021 financial results, demonstrating substantial growth. The company's core brokerage and risk management segments showed significant revenue increases, driven by organic growth and strategic mergers. Overall, the company is optimistic about its prospects for 2022 and beyond.

  • Core brokerage and risk management segments posted 18% revenue growth.
  • Organic revenue growth reached 11%.
  • Adjusted EBITDAC growth was 17%.
  • Completed 18 new tuck-in mergers, with strong performance from newly acquired reinsurance operations.

Headline financials

Total Revenue

$1.97B

Previous: $1.7B+15.8%
EPS (adj)

$0.98

Previous: $0.88+11.4%
Organic Revenue Growth

11.0%

Previous: 3.1%+254.8%
Net Income

$121M

Previous: $153M-21.0%
Operating Income

$113M

Previous: $134M-15.5%
Gross Profit

$688M

Previous: $577M+19.3%
Cash & Equivalents

$403M

Previous: $665M-39.4%
Total Assets

$33.3B

Previous: $22.3B+49.3%
Stock-Based Comp

$4.3M

Previous: $3.5M+22.9%

Revenue & EPS history

Arthur J. Gallagher · Revenue · Quarterly

$1.97B

Q4 2021+15.8%vs Q4 2020
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Arthur J. Gallagher · $1.72B total across 2 segments · Q4 2021

  • Brokerage
    $1.47B+18.7%
  • Risk Management
    $254M+17.5%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2021

Historical avgQ4 2021

+0.6%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+3.1%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+8.2%

Q4 2017

Best reaction

-4.6%

Q1 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%-4.6%-2.6%
Q4 2025-3.3%+1.5%-7.2%
Q3 2025-0.7%-6.7%-11.6%
Q2 2025+0.0%+2.0%+6.5%
Q1 2025+4.1%+6.9%+9.4%
Q3 2024-2.1%-1.3%+5.3%
Q2 2024+3.4%+3.9%+4.9%
Q1 2024-1.1%-0.9%+6.4%
Q4 2023-2.5%-3.6%+2.5%
Q3 2023-1.2%+1.9%+9.4%
Q2 2023-1.6%-0.2%+3.6%
Q1 2023+1.3%+2.3%-0.8%
Q4 2022-1.7%-0.7%-6.3%
Q3 2022+7.2%+6.5%+13.3%
Q2 2022+3.3%-0.6%+8.3%
Q1 2022-3.9%-5.6%-5.6%
Q4 2021+0.9%+2.4%+4.0%
Q3 2021+3.4%+0.5%+0.6%
Q2 2021+1.3%+0.8%+4.5%
Q1 2021+3.5%+3.9%+4.7%
Q4 2020+2.0%+4.0%+5.9%
Q3 2020-0.6%+3.5%+11.1%
Q2 2020+2.6%+0.6%+0.2%
Q1 2020-2.7%+4.3%+18.3%
Q4 2019+3.8%+6.0%-1.3%
Q3 2019-0.8%-0.2%+1.8%
Q2 2019-0.0%-0.6%-4.7%
Q1 2019+1.3%+1.9%+2.7%
Q4 2018+5.5%+7.6%+10.2%
Q3 2018+3.8%+4.1%+7.5%
Q2 2018-0.4%+0.3%+1.4%
Q1 2018-1.9%-1.5%-5.3%
Q4 2017+8.2%+6.5%+5.9%
Q3 2017+0.0%+1.3%+4.6%
Q2 2017+1.3%+0.9%-0.5%
Q1 2017-1.0%-2.3%+1.4%
Q4 2016+1.5%+0.1%+5.7%
Q3 2016-0.4%-1.8%+6.9%
Q2 2016-0.6%-1.1%-1.0%
Q1 2016+2.0%
Q4 2015+1.9%
Q3 2015+0.8%
Q2 2015+1.2%
Q1 2015+1.6%
Q4 2014+2.6%
Q3 2014+3.1%
Q2 2014+0.1%
Q1 2014-4.6%
Q4 2013+1.2%
Q3 2013+0.2%
Q2 2013+1.7%
Q1 2013+0.3%
Q4 2011-0.3%
Q1 2010-0.3%
Q4 2012+1.8%
Q3 2012-0.6%
Q2 2012-0.2%
Q1 2012-0.6%
Q4 2010-1.6%
Q3 2011-3.2%
Q2 2011-3.0%
Q1 2011+1.0%
Q4 2008+0.6%
Q3 2010-0.5%
Q3 2009-0.5%
Q4 2009+1.2%
Q2 2009+1.2%
Q2 2010+1.2%

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