Arthur J. Gallagher (AJG) Beats Q4 2025 Revenue, EPS Forecasts; Shares Rise 1.7%

Arthur J. Gallagher & Co. (NYSE: AJG) exceeded Q4 2025 expectations on January 29, 2026, reporting revenue of $3.63B (+35.6% YoY) and non-GAAP EPS of $2.38 (+11.7% YoY), beating estimates by 0.7% and 1.4%, respectively. Shares rose 1.7% to $249.91 post-earnings. Over the past five years, AJG delivered 16.5% annual revenue growth and 17.7% EPS growth, with operating margins expanding 140 bps to 14.7%. Recent acceleration shows 18% revenue growth over the last two years. Analysts project 22.6% revenue growth and $10.70 EPS (+23.9%) for the next 12 months. Share count increased 20.4% over two years, diluting per-share gains despite strong top-line performance.