Share Arthur J. Gallagher (AJG) Q3 2026 Earnings Review: Profit beats forecasts as acquisition savings help
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Arthur J. GallagherAJG · Insurance Brokers
AJG · October 29, 2026After close · Since the same-day regular close
-1.19%Session snapshot

Arthur J. Gallagher (AJG) Q3 2026 Earnings Review: Profit beats forecasts as acquisition savings help

Earnings results

  • EPS beat

    Actual: $3.00 adjusted · Cons.: $2.99

  • Revenue miss

    Actual: $3.917B adjusted · Cons.: $3.98B

  • Guidance reaffirmed

    FY organic growth about 6%, unchanged from Q2.

By Stocks To Buy Now AI ResearchPublished

10
THE CATALYST

What the company reported

Gallagher narrowly beat earnings forecasts as acquisition cost savings helped profitability, but adjusted revenue fell short of expectations. Management retained its full-year organic growth outlook.

AT A GLANCE

Q3 2026 earnings recap

Gallagher narrowly beat earnings forecasts as acquisition cost savings helped profitability, but adjusted revenue fell short of expectations.

  • Adjusted profit per share reached $3 versus a $2.99 forecast, while adjusted revenue of $3.92 billion missed the $3.98 billion forecast.
  • Management kept annual organic revenue growth, which excludes acquisitions and currency changes, near 6%, unchanged from its second-quarter outlook.
  • Brokerage reported profit margin rose to 14.8% from 14.0%, showing that stronger revenue and acquisition savings are reaching the bottom line.
  • AssuredPartners remains on track for $160 million in annualized cost and revenue benefits by year-end, rising to $325 million by early 2028.
  • Reported profit per share was $1.55, well below the adjusted figure because the latter removes acquisition integration, intangible-asset amortization and other costs.
  • At the $268.2 regular close, shares traded near 41 times trailing reported profit, with the recent $271–273 highs still overhead.

The next test is turning acquisition savings into durable earnings while softer insurance pricing, integration costs and debt interest constrain returns.

THE VISUAL RESEARCH

Financials, technicals and earnings

Charts through Oct 29, 2026.

Financials
Technicals
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WHAT TO WATCH

Technical setup and risks

The October recovery remains below recent highs around $271–273, while the next regular session will test support near $256–260 following earnings.

AI-assisted earnings research with verified issuer results. Charts use the stated completed session. Educational information; investing involves risk.

EXPLORE COMPANY RESEARCH

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EXPLORE THE COMPANY

Arthur J. Gallagher & (AJG)

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Symbol
AJG
Sector
Financial Services
Industry
Insurance Brokers
Instrument type
EQUITY

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EARNINGS & COMPANY RESEARCH

AJG earnings, valuation & price action

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NEXT EXPECTED REPORTOct 29 2026After close · ET
EPS ESTIMATE2.99
REVENUE ESTIMATE3.98B

Expected dates may change. Estimates use the source’s reporting currency. Quotes and research are snapshots, not live prices.

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02 / FINANCIALS

Arthur J. Gallagher & financials

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03 / WHAT COMES NEXT

Arthur J. Gallagher & event catalysts

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2026-10-29

AJG earnings

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2026-10-298:30 AM ET

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2026-10-298:30 AM ET

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2026-10-298:30 AM ET

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2026-10-308:30 AM ET

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04 / SIDE BY SIDE

Compare AJG with its peers

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05 / PEER ANALYSIS

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INDUSTRY COMPARISON

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Insurance Brokers · Oct 16, 2026 · Closing-price performance

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