NYSE$AJG
Arthur J.Gallagher & Co · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Arthur J. Gallagher reported Q4 2025, revenue of $3.59B, net income of $154M, diluted EPS of $0.58.
For Q4 2025, Arthur J. Gallagher reported revenue of $3.59B, net income of $154M, diluted EPS was $0.58, adjusted diluted EPS was $2.38. The filing discusses segment trends, liquidity, and management's outlook for upcoming periods.
- Revenue $3.59B.
- Net income $154M.
- Diluted EPS $0.58.
- Adjusted diluted EPS $2.38.
Headline financials
Revenue & EPS history
Arthur J. Gallagher · Revenue · Quarterly
$3.59B
Revenue by segment
Arthur J. Gallagher · $2.45B total across 2 segments · Q3 2023
- Brokerage$2.12B+22.2%86.5%
- Risk Management$331M+20.1%13.5%
Forward guidance
Management discusses Arthur J. Gallagher's outlook, including capital deployment, operating priorities, and key risks, alongside any formal guidance in the earnings materials.
Tailwinds
- Arthur J. Gallagher cites execution on strategic priorities and demand in core markets.
- Liquidity and balance sheet capacity support continued investment and returns.
Headwinds
- Macro, rates, and input costs may pressure margins or volumes.
- Segment mix and non-recurring items can affect sequential comparability.
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 2025
+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
| Quarter | Report date | Reaction (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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