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Did Arthur J. Gallagher & Co. Beat Earnings?
Arthur J. Gallagher & Co. (AJG) reported Q2 '26 revenue of $4B, up 24.3% year-over-year, with reported EPS of $2.84. That matched the $2.84 analyst estimate.
AltIndex tracks earnings alongside 25+ alternative data signals that can move ahead of the report — Arthur J. Gallagher & Co.’s job postings, web traffic, and employee business outlook. See the full AJG stock analysis or the earnings calendar for upcoming reports.
AJG Earnings Surprise History (EPS vs. Estimate)
| Quarter | Estimated EPS | Reported EPS | Surprise |
|---|---|---|---|
| Q2 '26 | $2.84 | $2.84 | Met +0.0% |
| Q1 '26 | $4.43 | $4.47 | Beat +0.9% |
| Q4 '25 | $2.35 | $2.38 | Beat +1.3% |
| Q3 '25 | $2.54 | $2.32 | Missed -8.7% |
| Q2 '25 | $2.36 | $2.33 | Missed -1.3% |
| Q1 '25 | $3.58 | $3.67 | Beat +2.5% |
Arthur J. Gallagher & Co. Quarterly Financial Trends
| Metric | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2.81B | 2.72B | 3.73B | 3.22B | 3.37B | 3.63B | 4.76B | 4B |
| Gross margin | 40.8% | 41.4% | 48.0% | 42.7% | 90.6% | 39.1% | 84.9% | 80.9% |
| Operating margin | 17.1% | 17.4% | 28.1% | 19.4% | 15.9% | 9.4% | 25.6% | 14.7% |
| Net income | 313M | 258M | 704M | 366M | 273M | 151M | 822M | 323M |
| Net margin | 11.1% | 9.5% | 18.9% | 11.4% | 8.1% | 4.2% | 17.3% | 8.1% |
| EPS | $2.26 | $2.13 | $3.67 | $2.33 | $2.32 | $2.38 | $4.47 | $2.84 |
Arthur J. Gallagher & Co. Earnings Trend Analysis
Over the eight quarters from Q3 '24 to Q2 '26, Arthur J. Gallagher & Co.’s quarterly revenue moved from $2.81B to $4B. Net margin compressed from 11.1% to 8.1%, against a 80.9% gross margin in the most recent quarter — a read on whether revenue growth is translating into profit. Arthur J. Gallagher & Co. has beaten Wall Street EPS estimates in 5 of its last 8 reported quarters.
When Is Arthur J. Gallagher & Co.’s Next Earnings Date?
Arthur J. Gallagher & Co. reports earnings on a quarterly schedule. Its most recent report covered Q2 '26. For the confirmed upcoming date — and every other company reporting soon — see the AJG earnings calendar.
Frequently Asked Questions: Arthur J. Gallagher & Co. Earnings
Arthur J. Gallagher & Co.'s next earnings date has not been confirmed yet. See the earnings calendar for all upcoming reports.
Arthur J. Gallagher & Co. reported Q2 '26 EPS of $2.84 on revenue of $4B (+24.3% YoY). Arthur J. Gallagher & Co. reported EPS of $2.84.
Arthur J. Gallagher & Co. reported Q2 '26 revenue of $4B, up 24.3% from the same quarter a year earlier.
Signals like job postings, web traffic, and employee sentiment reflect business activity in real time and can move before quarterly results are reported. AltIndex combines them with 25+ others in the AJG AI Score.
