Latest Earnings Results: Q3 '26
Estimated EPS
$2.99
Reported EPS
$3.00
Surprise
+0.29%
Estimated Rev
$3.98B
Reported Rev
$3.92B
Surprise
-1.69%
• Reported GAAP EPS of $3.00 up 29.87% YoY • Reported revenue of $3.92B up 17.42% YoY
Bullish Takeaway
Arthur J. Gallagher & Co.'s Brokerage and Risk Management segments delivered 18% revenue growth, including 5% organic growth; net earnings and adjusted EBITDAC each grew 25%, alongside retention, new business and acquisition growth.
Bearish Takeaway
Arthur J. Gallagher & Co.'s adjusted EBITDAC margin was 36.5% for 9 Mths 26 versus 37.9% in 9 Mths 25; Risk Management's adjusted operating expense ratio was 18.6%, with cybersecurity and technology-application risks identified.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $2.78 | -- | -- | N/A |
Q3 '26 | $2.99 | $3.00 | 0.29% | BEAT |
Q2 '26 | $2.81 | $2.84 | 0.91% | BEAT |
Q1 '26 | $4.43 | $4.47 | 0.92% | BEAT |
Q4 '25 | $2.35 | $2.38 | 1.24% | BEAT |