Arthur J. Gallagher & Co. · AJG · Next earnings

Arthur J. Gallagher & Co. reports Thursday, Jan 28, 2027

AJG reports after market close with consensus EPS at $2.81 and revenue at $3.82B. Last quarter: AJG: Q3 growth and AssuredPartners synergies support outlook

Reports After market close84 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $2.81 Calendar consensus
Consensus revenue $3.82B Calendar consensus
Report date Jan 28, 2027 Thursday, date estimated
Session After market close 84 days away

Where AJG left off: FY2026 Q3

Full report

AJG: Q3 growth and AssuredPartners synergies support outlook

EPS surprise +0.3% Reported $3.00 vs $2.99
Revenue surprise -1.7% Reported $3.92B vs $3.98B
Stock move +2.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Full-year 2026 guidance was maintained. Management also described an optimistic 2027 outlook, including continued organic growth and additional AssuredPartners synergies.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Further property-pricing declines or commission-rate compression could pressure organic growth.
  • A slower brokerage M&A market or valuation pressure could reduce an important growth lever.
  • Benefits project delays, medical-cost pressure, run-off adjustments, non-cash FX effects and macro uncertainty could affect results or reported growth.

Questions analysts left open

  • Durability of the 1% rate contribution to brokerage organic growth and potential commission compression.
  • Magnitude and timing of 2027 margin improvement and AssuredPartners synergies.
  • Potential M&A slowdown and differentiation versus Marsh, Aon and Willis.

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Recent AJG quarters

All AJG earnings
+2.9%FY2026 Q3-2.7%FY2026 Q2+0.8%FY2026 Q1+1.4%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.