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Sep 30, 2023

Arthur J. Gallagher Q3 2023 Earnings Report

Arthur J. Gallagher's Q3 2023 financial results were announced, revealing revenue growth and margin improvements.

Key Takeaways

Arthur J. Gallagher & Co. reported strong Q3 2023 results, with a 22% revenue increase in core brokerage and risk management segments, driven by 10.5% organic revenue growth. The adjusted EBITDAC margin improved by 78 basis points, and 12 new mergers were completed, adding approximately $57 million in estimated annualized revenue.

Core brokerage and risk management segments combined posted 22% reported revenue growth.

Organic revenue growth reached 10.5%.

Adjusted EBITDAC margin improved by 78 basis points.

Completed 12 new mergers with approximately $57 million of estimated annualized revenue.

Total Revenue
$2.49B
Previous year: $2.04B
+21.9%
EPS
$2
Previous year: $1.72
+16.3%
Organic Revenue Growth
10.5%
Previous year: 8.4%
+25.0%
Gross Profit
$1.03B
Previous year: $832M
+23.8%
Cash and Equivalents
$858M
Previous year: $630M
+36.2%
Total Assets
$53.2B
Previous year: $38.7B
+37.6%

Arthur J. Gallagher

Arthur J. Gallagher

Arthur J. Gallagher Revenue by Segment

Forward Guidance

The company expects continued growth opportunities due to insurance and reinsurance price increases, economic growth, geopolitical tensions, and a growing appreciation for risk.

Positive Outlook

  • Continued insurance and reinsurance price increases.
  • Economic growth.
  • Increasing geopolitical tensions.
  • Growing appreciation for risk.
  • Team is in a great position to provide clients with superior insurance and risk management solutions.

Revenue & Expenses

Visualization of income flow from segment revenue to net income