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Jun 30, 2025
Arthur J. Gallagher Q2 2025 Earnings Report
Arthur J. Gallagher & Co. announced strong financial results for the second quarter of 2025, with significant revenue and earnings growth across its core segments.
Key Takeaways
Arthur J. Gallagher & Co. reported a robust second quarter in 2025, with total company revenue reaching $3.1779 billion and diluted EPS of $1.40. The core brokerage and risk management segments demonstrated strong performance, contributing to a 16% revenue growth and a 5.4% organic revenue growth. The company also saw improvements in net earnings margin and adjusted EBITDAC margin, alongside active merger and acquisition activities.
Total company revenue for Q2 2025 was $3.1779 billion, up from $2.7360 billion in Q2 2024.
Diluted net earnings per share (EPS) for Q2 2025 was $1.40, an increase from $1.27 in Q2 2024.
Organic revenue growth for the core brokerage and risk management segments combined was 5.4%.
The company completed 9 new mergers in the quarter, adding approximately $290.8 million in estimated annualized revenue.
Revenue by Segment
Forward Guidance
Arthur J. Gallagher & Co. is well-positioned for the remainder of 2025 and beyond, with continued focus on strategic acquisitions and client service.
Positive Outlook
- Expectation to close the AssuredPartners acquisition in the third quarter of 2025.
- Global P/C insurance market remains rational.
- Continued focus on providing best insurance and risk management advice leveraging niche experts and data-driven insights.
- Strong financial position with significant cash and cash equivalents to fund future activities.
- Anticipated benefits from higher interest income revenues due to AssuredPartners Financing proceeds.
Challenges Ahead
- Property renewal premiums are declining by 7%.
- Increased technology costs partially offsetting expense savings.
- Potential for fluctuations in interest and inflation rates.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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