Arthur J. Gallagher (AJG) Update / Briefing June 04, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome to Arthur J. Gallagher and Company's Quarterly Investor Meeting with Management. Participants have been placed on a listen only mode. Your lines will be open for questions following the presentation. Today's call is being recorded. If you have any objections, you may disconnect at this time. Some of the comments made during this investor meeting, including answers given in response to questions, may co ...

ROLLING MEADOWS, Ill., June 4, 2025 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of Reno, Nevada-based Wilkins & Associates Insurance Services, Inc. Terms of the transaction were not disclosed.Wilkins & Associates, founded by Tom and Melanie Wilkins, is a retail insurance broker serving commercial and personal lines clients in Reno and western Nevada. Steve Wilkins, Jared Wilkins and their team will operate under the direction of Scott Firestone, head of Gallagher's Southwest re ...

ROLLING MEADOWS, Ill., June 3, 2025 /PRNewswire/ -- Gallagher, a global insurance brokerage, risk management and consulting services company, recently conducted a survey of 1,000 U.S. business owners, revealing that many are very worried that external forces will affect their businesses over the next 12 months, including supply chain disruptions (69%), severe weather (69%), and cyber-attacks (72%). These concerns have prompted U.S. business owners to take proactive measures to protect their businesses in an ...

Arthur J. Gallagher (AJG) FY 2025 Annual General Meeting May 13, 2025 10:00 AM ET Speaker0 Good morning, ladies and gentlemen. This is Pat Gallagher, Chairman of the Board and CEO of Arthur J. Gallagher and Company. Welcome to our twenty twenty five Annual Meeting of Stockholders. Thank you for joining us today. The polls are now open. If you have not already voted and intend to vote during the meeting, we encourage you to do so at this time by following the instructions on the meeting website. The polls wi ...

In August 2024, I first wrote about Arthur J. Gallagher (NYSE: AJG ), giving it a buy rating based on its consistent earnings growth. The stock has performed well with a total return of 14% compared to only 1% for theI'm a passionate investor from the Netherlands with 12 years of stock market experience. My articles usually contain a good overview of important investment criteria. A stock for my portfolio is of interest to me if the company has the following characteristics:1. Companies that are growing in ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2025 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-09761 ARTHUR J. GALLAGHER & CO. (Exact name of registrant as specified in its charter) (State or other jurisdiction of (I.R.S. Em ...

文章核心观点 - 文章主要介绍了Arthur J. Gallagher & Co. 2025年第一季度财报情况，包括营收、利润、各业务板块表现等，还提及了公司财务、收购情况，同时对比了其他保险经纪公司同期业绩 [1][2][11] Arthur J. Gallagher & Co.业绩情况 - 第一季度调整后净收益为每股3.67美元，超Zacks共识预期2.8%，同比增长6.3% [1] - 总收入37亿美元，同比增长16%，但未达Zacks共识预期1.7% [2] - 总费用同比增长15%至28亿美元，调整后EBITDAC同比增长24.3%至14亿美元 [3] 各业务板块表现 经纪业务 - 调整后收入33亿美元，同比增长17.3%，未达Zacks共识预期2% [4] - 调整后EBITDAC同比增长27.8%至14亿美元，利润率扩大360个基点至43.4%，未达Zacks共识预期0.5% [4] - 费用增长11.4%至22亿美元 [5] 风险管理业务 - 调整后收入同比增长6.1%至3.732亿美元，未达Zacks共识预期2.3% [5] - 调整后EBITDAC同比增长5.2%至7650万美元，利润率收缩20个基点至20.5%，未达Zacks共识预期1.2% [5] - 费用增长5.4%至3.565亿美元 [6] 公司业务 - 调整后EBITDAC为负9910万美元，去年同期为负5950万美元 [6] 财务情况 - 截至2025年3月31日，总资产741亿美元，较2024年末增长15.3% [7] - 现金及现金等价物较2024年末增长11.4%至167亿美元 [7] - 股东权益较2024年12月31日增长10.8%至223亿美元 [7] 收购情况 - 本季度完成10笔收购，预计年化收入6270万美元 [9] 其他保险经纪公司表现 Willis Towers Watson Public Limited Company - 第一季度调整后收益每股3.13美元，未达Zacks共识预期2.1%，同比持平 [11] - 调整后综合收入22亿美元，报告基础上同比下降5%，有机基础上增长5%，固定汇率基础上下降4%，未达Zacks共识预期3.9% [11] - 服务总成本同比下降13%至18亿美元，调整后营业收入4.8亿美元，同比下降1%，调整后EBITDA为5.32亿美元，同比下降3% [12] Marsh & McLennan Companies, Inc. - 第一季度调整后每股收益3.06美元，超Zacks共识预期1.3%，同比增长5% [13] - 综合收入71亿美元，同比增长9%，基础基础上增长4%，未达共识预期0.1% [13] - 总运营费用同比增长11.2%至51亿美元，调整后营业收入同比增长8%至22亿美元 [13][14] Brown & Brown, Inc. - 第一季度调整后收益每股1.29美元，未达Zacks共识预期0.7%，同比增长13.2% [15] - 总收入14亿美元，超Zacks共识预期0.1%，同比增长11.6% [15] - 有机收入增长6.5%至12亿美元，调整后EBITDAC同比增长14.8%至5.35亿美元 [16]

For the quarter ended March 2025, Arthur J. Gallagher (AJG) reported revenue of $3.68 billion, up 14.4% over the same period last year. EPS came in at $3.67, compared to $3.49 in the year-ago quarter.The reported revenue represents a surprise of -1.75% over the Zacks Consensus Estimate of $3.75 billion. With the consensus EPS estimate being $3.57, the EPS surprise was +2.80%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

Arthur J. Gallagher (AJG) came out with quarterly earnings of $3.67 per share, beating the Zacks Consensus Estimate of $3.57 per share. This compares to earnings of $3.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.80%. A quarter ago, it was expected that this insurance and risk-management company would post earnings of $2.02 per share when it actually produced earnings of $2.13, delivering a surprise of 5.45%.Over the l ...

Arthur J. Gallagher (AJG) Q1 2025 Earnings Call May 01, 2025 05:30 PM ET Speaker0 Good afternoon, and welcome to Arthur J. Gallagher and Company's First Quarter twenty twenty five Earnings Conference Call. Participants have been placed on a listen only mode. Your lines will be open for questions following the presentation. Today's call is being recorded. If you have any objections, you may disconnect at this time. Some of the comments made during this conference call, including answers given in response to ...