Arthur J. Gallagher & Co. (AJG) earnings date, results and what the price requires
NYSE · SEC CIK 0000354190 · SEC filings checked Oct 16, 2026
Previous results (SEC filings)
| Quarter ended | Reported | Revenue | Net income | Diluted EPS | Source |
|---|---|---|---|---|---|
| Jun 30, 2026 | Jul 30, 2026 | $4.00B | $324.0M | $1.25 | Filing |
| Mar 31, 2026 | Apr 30, 2026 | $4.76B | $822.0M | $3.16 | Filing |
| Dec 31, 2025 | Jan 29, 2026 | $3.63B | $149.3M | $0.58 | Filing |
| Sep 30, 2025 | Oct 30, 2025 | $3.37B | $272.7M | $1.04 | Filing |
| Jun 30, 2025 | Jul 31, 2025 | $3.22B | $368.0M | $1.40 | Filing |
| Mar 31, 2025 | May 1, 2025 | $3.73B | $704.0M | $2.72 | Filing |
| Dec 31, 2024 | Jan 30, 2025 | $2.72B | $258.6M | $1.10 | Filing |
| Sep 30, 2024 | Oct 24, 2024 | $2.81B | $312.6M | $1.39 | Filing |
What would Arthur J. Gallagher & Co. have to report for its valuation to change?
At $250.10, with a 9.0% required return and a 18× earnings multiple in 5 years, earnings per share must grow about 28.8% a year, to $21.38. On that path the next quarter needs diluted EPS near $1.34, against $1.04 in the quarter ended Sep 30, 2025.
Compare buying at the last close now with waiting for results: if the report moves the growth the price requires, the entry price you would accept changes with it.
| Result | Original | Yours |
|---|---|---|
| Required EPS growth / year | 28.8% | 28.8% |
| EPS needed in final year | $21.38 | $21.38 |
Changed: nothing yet. Model: EPS × (1+g)^years × final P/E, discounted at the required return, equals today's price. Inputs: SEC diluted EPS and the dated close above.
Prepare for earnings across my investments — $399/month
Keep working models for the companies you follow, compare your expectations with reported results, and review what changes your investment decision. AJG goes in with your buy-or-wait comparison and assumptions preserved.
Figures come from SEC EDGAR XBRL filings. Dates marked "estimated" are calculated from the company's past results filings and are not confirmed. Not investment advice.