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 ...

Arthur J. Gallagher (AJG) Q1 2025 Earnings Call May 01, 2025 05:30 PM ET Company Participants Patrick Gallagher, Jr - CEO & Chairman of The BoardDouglas K. Howell - CFOElyse Greenspan - Managing DirectorC. Gregory Peters - Managing Director - InsuranceKatie Sakys - US P&C Insurance, Senior AssociateAndrew Andersen - Equity Research Vice PresidentMeyer Shields - Managing Director Conference Call Participants Michael Zaremski - Managing Director & Senior Equity Research AnalystMark Hughes - AnalystDavid Monte ...

Exhibit 99.1 NEWS RELEASE ARTHUR J. GALLAGHER & CO. ANNOUNCES FIRST QUARTER 2025 FINANCIAL RESULTS ROLLING MEADOWS, IL, May 1, 2025 — Arthur J. Gallagher & Co. (NYSE: AJG) today reported its financial results for the quarter ended March 31, 2025. Management will host a webcast conference call to discuss these results on Thursday, May 1, 2025 at 5:30 p.m. ET/4:30 p.m. CT. To listen to the call, and for printer-friendly formats of this release and the "CFO Commentary" and "Supplemental Quarterly Data," which ...

ROLLING MEADOWS, Ill., April 30, 2025 /PRNewswire/ -- Arthur J. Gallagher & Co. (NYSE: AJG) today declared a regular quarterly cash dividend of sixty-five cents ($0.65) per share on the Common Stock of the Company, payable on June 20, 2025 to Stockholders of Record as of June 6, 2025.Arthur J. Gallagher & Co. (NYSE: AJG), a global insurance brokerage, risk management and consulting services firm, is headquartered in Rolling Meadows, Illinois.  Gallagher provides these services in approximately 130 countries ...

ROLLING MEADOWS, Ill., April 30, 2025 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of New Zealand-based First Capital Financial Services (First Capital) and its affiliate First Capital Wealth Management. Terms of the transaction were not disclosed.First Capital is a financial advisory firm providing wealth management, risk management and employee benefits services to corporate clients and individuals throughout New Zealand from offices in Christchurch and Auckland. Hugh Percy an ...

Arthur J. Gallagher & Co. (AJG) is expected to register an improvement in its top and bottom lines when it reports first-quarter 2025 results on May 1, after the closing bell.The Zacks Consensus Estimate for AJG’s first-quarter revenues is pegged at $3.75 billion, indicating 16.4% growth from the year-ago reported figure.The consensus estimate for earnings is pegged at $3.57 per share. The Zacks Consensus Estimate for AJG’s first-quarter earnings has moved up 3.8% in the past 60 days. The estimate suggests ...