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Mar 31, 2025
Arthur J. Gallagher Q1 2025 Earnings Report
Arthur J. Gallagher reported strong Q1 2025 results with double-digit growth in adjusted EBITDAC and solid organic revenue expansion.
Key Takeaways
Arthur J. Gallagher & Co. delivered a robust first quarter, achieving 14% revenue growth and a 9% organic increase across its core brokerage and risk management operations. The company reported significant improvement in margins and completed strategic acquisitions to support long-term growth.
Revenue reached $3,688,400,000, up from $3,218,100,000 in Q1 2024
Net income was $708,900,000 with adjusted EPS of $3.67
Achieved 9% organic revenue growth in core segments
Completed 11 new mergers with $100 million in estimated annualized revenue
Revenue by Segment
Forward Guidance
Management is optimistic about 2025, citing stable market conditions, continued demand for risk services, and growth opportunities from recent acquisitions.
Positive Outlook
- Strong P/C insurance market stability
- Positive exposure changes and mid-term endorsements
- Successful integration of recent acquisitions
- Talent and technology positioned to support growth
- Adjusted EBITDAC growth expected to remain strong
Challenges Ahead
- Ongoing geopolitical uncertainties
- Interest rate volatility remains a macroeconomic risk
- Pending regulatory approvals for AssuredPartners deal
- Foreign currency fluctuations may impact comparisons
- Higher compensation and integration costs in some segments
Historical Earnings Impact
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Avg. Return Before/After Earnings
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