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Dec 31, 2025
Arthur J. Gallagher Q4 2025 Earnings Report
Arthur J. Gallagher & Co. reported strong financial results for the fourth quarter and full year 2025, driven by double-digit top-line growth and strategic acquisitions.
Key Takeaways
Arthur J. Gallagher & Co. announced excellent fourth quarter and full year 2025 financial results, with total revenues reaching $3,586 million and net earnings of $154 million for the quarter. The company achieved double-digit top-line growth for the 20th consecutive quarter, fueled by both organic growth and M&A activities, including the significant acquisition of AssuredPartners. Adjusted EBITDAC grew 30% for the quarter, and the company completed 33 mergers in 2025, adding over $3.5 billion in estimated annualized revenue.
Total revenues for Q4 2025 were $3,586 million, up from $2,679 million in Q4 2024.
Net earnings for Q4 2025 were $154 million, compared to $258 million in Q4 2024.
Diluted net earnings per share for Q4 2025 were $0.58, down from $1.12 in Q4 2024.
Adjusted EBITDAC for Q4 2025 was $1,015 million for Brokerage and $90 million for Risk Management.
Revenue by Segment
Forward Guidance
Gallagher expresses strong confidence in its momentum for 2026, anticipating continued value creation through its strategic execution.
Positive Outlook
- Excellent momentum entering 2026.
- Talented colleagues are executing on the value creation strategy.
- Anticipates continued strong performance in 2026.
- Strategic acquisitions are expected to contribute positively.
- Organic growth initiatives are well-positioned for future success.
Challenges Ahead
- Potential impact of global economic and geopolitical events.
- Fluctuations in interest and inflation rates could affect results.
- Risks associated with integrating large acquisitions like AssuredPartners.
- Cybersecurity-related risks and the effective application of technology.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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