Arthur J. Gallagher Q3 FY2026: revenue up 19.6%, adjusted EPS just misses
Arthur J. Gallagher’s third quarter was a strong top-line quarter with a small adjusted-EPS miss and no numeric guidance. Revenue rose to $3.98 billion, GAAP EPS jumped to $1.55, and adjusted EPS of $3.00 came in just below the $3.0263 consensus. Read the release for the organic-growth engine, acquisition costs and prior-year interest-income boost; those separate durable momentum from accounting and deal noise.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS was $1.55, up 49.0% from $1.04, and net income was $403 million. Adjusted EPS was $3.00 versus a $3.0263 consensus, a miss of about $0.03 per share or 0.9%. The release bridges the GAAP-to-adjusted gap with acquisition-related amortization and integration costs.
Revenue was $3.98 billion versus $3.33 billion in the prior-year comparison supplied, a 19.6% increase. The release shows $3.93 billion of revenues before reimbursements plus $46 million of reimbursements, so the headline number includes pass-through billing. Organic growth in the Brokerage segment was 5%.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-06
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