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Sep 30, 2025
Arthur J. Gallagher Q3 2025 Earnings Report
Arthur J. Gallagher delivered solid Q3 2025 results with strong organic revenue growth and continued acquisition activity.
Key Takeaways
Arthur J. Gallagher reported $2.8 billion in total revenue for Q3 2025, driven by 9.1% organic growth in its core brokerage segment and continued margin strength. The company completed 11 mergers during the quarter and raised its full-year adjusted EPS guidance.
Total revenue for Q3 2025 was approximately $2.8 billion.
Organic revenue growth in the brokerage segment reached 9.1%.
Adjusted EBITDAC margin in brokerage was 34.5%.
11 mergers were completed in the quarter with $110M in expected annualized revenue.
Revenue by Segment
Forward Guidance
The company raised full-year 2025 adjusted EPS guidance and expects continued strength in its core segments.
Positive Outlook
- Raised full-year 2025 adjusted EPS guidance.
- Strong momentum in organic growth across Brokerage and Risk Management.
- Continued active acquisition pipeline.
- EBITDAC margin expansion expected to continue.
- Positive outlook for premium rate trends into 2026.
Challenges Ahead
- Integration of acquired businesses may pressure near-term margins.
- Exposure to foreign exchange volatility in international operations.
- Potential headwinds from macroeconomic uncertainty.
- No specific forward guidance provided for segment-level revenue.
- Higher SG&A expenses expected in Q4 due to seasonal compensation.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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