FirmAtlas
Company handbook · AJG · Prepared by FirmAtlas · firmatlas.app · printed 2026-10-17
AJG · CIK 354190 · LATEST FILING: 10-Q JUN '26 · FILED AUG 5, 2026
ARTHUR J. GALLAGHER & CO.
$254.88
+4.78 (+1.91%)
Close, Oct 16, 2026 · 52-week $191–284
Last fiscal year
ARTHUR J. GALLAGHER & CO. reported revenue of $13.9B for the year ended Dec 31, 2025 (FY25), up 20.7% from FY24. Net income was $1.5B. Source: 10-K filed Feb 17, 2026.
Market cap
$65.5B
P/E
41.8
P/B
2.8
Div yield
1.08%
Op. ROE
6.8%
Revenue 1Y
20.7%/yr
EPS 1Y
−11.7%/yr
Shares 1Y
+3%
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Median
Daily closes, split-adjusted · ratios at each fiscal year end
Company
CEOPat Gallagher
HQRolling Meadows, IL
AuditorErnst & Young LLP
Employees72,000
Year endsDecember
Revenue by segment · FY25
Brokerage87%
Risk Management13%
Corporate0%
Compounded growth & averages
10Y
5Y
3Y
TTM
Share price
17.6%
9.4%
2.5%
−9.0%
Upgrade to see 10 years
Share price: yearly compound rate of the traded close; the last column is the past year.
Where the earnings went · FY24–FY25
$3.0B net income
Dividends
$1.2B
40.3%
Retained
$1.8B
59.7%
Growth engines
How much of the profit growth came from new investment, and how much from running the business better.
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Financials
Last 2 years · Upgrade to see 10 years · USD millions · each year opens its 10-K · change vs previous year
Last 4 quarters · USD millions · quarter-end month shown · change vs same quarter a year earlier
TTM = the last four quarters, to Jun '26. Balance-sheet rows show that latest quarter. “—” where the quarters do not add up to the annual figures. No TTM for cash: our quarterly rows do not hold short-term investments yet, and annual cash includes them.
Income
Balance sheet
Total liabilities = total assets − shareholders’ equity, so it includes minority interest where a company has one.
Cash flow statement · as filed
Cash from operations
2,583
1,930−25.3%
2,449
Net income
1,471
1,503+2.2%
—
Depreciation & amortization
178
206+15.7%
—
Stock-based compensation
42
49+16.7%
—
Working capital & other
892
172−80.7%
—
Cash from investing
(1,587)
(15,876)n/m
—
Capex
(142)
(145)n/m
—
Other investing
(1,445)
(15,731)n/m
—
Cash from financing
13,052
1,713−86.9%
—
Dividends
(525)
(667)n/m
—
Shares issued
8,507
1,499−82.4%
—
Other financing
5,070
881−82.6%
—
Net change in cash
13,925
(11,930)−185.7%
—
Free cash flow (OCF − capex)
2,441
1,785−26.9%
2,285
Where the earnings went
Income
Sep '25
Dec '25
Mar '26
Jun '26
Revenue
3,366
3,627
4,758
4,003
vs year-ago quarter
Net income
273
149
822
324
vs year-ago quarter
Net margin
8.1%
4.1%
17.3%
8.1%
EPS (diluted, $)
1.04
0.58
3.16
1.25
vs year-ago quarter
Balance sheet
Sep '25
Dec '25
Mar '26
Jun '26
Total assets
79,068
70,665
78,301
81,808
Cash & equivalents
1,399
1,396
1,413
1,386
Total debt
12,871
13,513
12,717
13,475
Shareholders’ equity
23,206
23,321
23,775
23,717
Cash flow
Sep '25
Dec '25
Mar '26
Jun '26
Operating cash flow
729
753
957
10
Capex
37
40
36
51
Free cash flow
692
713
921
(41)
vs year-ago quarter