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Dec 31, 2019

Arthur J. Gallagher Q4 2019 Earnings Report

Arthur J. Gallagher & Co. reported strong Q4 2019 results, driven by organic growth and strategic acquisitions.

Key Takeaways

Arthur J. Gallagher & Co. announced outstanding fourth-quarter results, with a 17% increase in total revenue growth and 5.8% organic revenue growth, driven by the combined brokerage and risk management segments. Net earnings also grew by 31%, and the company completed 11 acquisitions with estimated annualized revenues of $117 million.

Total revenue growth of 17% driven by brokerage and risk management segments.

Organic revenue growth of 5.8%.

Net earnings growth of 31%.

Completed 11 acquisitions with estimated annualized revenues of $117 million.

Total Revenue
$1.72B
Previous year: $1.66B
+3.9%
EPS
$0.58
Previous year: $0.53
+9.4%
Organic Revenue Growth
5.8%
Previous year: 6.1%
-4.9%
Gross Profit
$532M
Previous year: $429M
+24.1%
Cash and Equivalents
$605M
Previous year: $607M
-0.4%
Total Assets
$19.6B
Previous year: $16.3B
+20.2%

Arthur J. Gallagher

Arthur J. Gallagher

Arthur J. Gallagher Revenue by Segment

Forward Guidance

The company's 2019 momentum is expected to continue in 2020, with firm and trending higher property & casualty rates, growing client businesses, and historically low unemployment levels.

Positive Outlook

  • Property & casualty rates around the world are firm.
  • Property & casualty rates continue to trend higher in most lines and geographies.
  • Clients’ businesses are growing.
  • Unemployment is at historically low levels nearly everywhere.
  • Unique culture encourages colleagues worldwide to seek excellence.

Challenges Ahead

  • Changes in worldwide and national economic conditions, including as a result of pandemics, Brexit, trade wars or tariffs.
  • Changes in premium rates and in insurance markets generally.
  • Changes in the insurance brokerage industry’s competitive landscape.
  • Settling certain patent infringement litigation
  • Defending a new patent matter

Revenue & Expenses

Visualization of income flow from segment revenue to net income