AJG
Arthur J. Gallagher & Co.
Overview
Arthur J. Gallagher & Co is a Financial Services company operating in Insurance Brokers with a $53.72B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 29, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-3018 Q&A exchanges
- Q4 FY2025Earnings2026-01-2948 Q&A exchanges
- Q3 FY2025Earnings2025-10-3029 Q&A exchanges
- Q2 FY2025Earnings2025-07-3123 Q&A exchanges
- Q1 FY2025Earnings2025-05-0139 Q&A exchanges
- Q4 FY2024Earnings2025-01-3035 Q&A exchanges
- Q3 FY2024Earnings2024-10-2449 Q&A exchanges
- Q2 FY2024Earnings2024-07-2534 Q&A exchanges
- Q1 FY2024Earnings2024-04-2524 Q&A exchanges
- Q4 FY2023Earnings2024-01-2646 Q&A exchanges
- Q3 FY2023Earnings2023-10-2623 Q&A exchanges
- Q2 FY2023Earnings2023-07-2848 Q&A exchanges
- Q1 FY2023Earnings2023-04-2743 Q&A exchanges
- Q4 FY2022Earnings2023-01-2621 Q&A exchanges
- Q3 FY2022Earnings2022-10-2731 Q&A exchanges
- Q2 FY2022Earnings2022-08-0129 Q&A exchanges
- Q1 FY2022Earnings2022-04-2833 Q&A exchanges
- Q4 FY2021Earnings2022-01-2727 Q&A exchanges
- Q3 FY2021Earnings2021-10-2835 Q&A exchanges
- Q2 FY2021Earnings2021-07-2933 Q&A exchanges
- Q1 FY2021Earnings2021-05-0235 Q&A exchanges
History
Earnings history
- Q2 FY20262026-07-29EPS— vs $2.86—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-29 | — | $2.86 | — | — | — | — | EODHD |
Source: EODHD. AJG reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks AJG's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 80% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.99 | $0.81 | +22.2% | +3.0% | +2.7% |
| Q4 FY2026 | $1.18 | $0.94 | +25.9% | +3.6% | +1.2% |
| Q3 FY2026 | $1.07 | $0.86 | +24.6% | +2.2% | +2.0% |
| Q2 FY2026 | $1.10 | $0.90 | +22.5% | +7.4% | +5.0% |
| Q1 FY2025 | $1.19 | $0.91 | +30.6% | +0.5% | -0.8% |
| Q4 FY2025 | $1.23 | $1.02 | +20.9% | +5.8% | +4.3% |
| Q3 FY2025 | $1.32 | $1.04 | +27.3% | +0.2% | -1.2% |
| Q2 FY2025 | $1.38 | $1.11 | +24.0% | -2.4% | +0.1% |
| Q1 FY2024 | $1.19 | $0.89 | +34.0% | -2.0% | -1.4% |
| Q4 FY2024 | $1.15 | $0.95 | +20.7% | +4.0% | +2.0% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- J Patrick Gallagher JrCEO3 mo16 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Douglas K HowellCFO3 mo12 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Thomas Joseph GallagherPresident3 mono recorded callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
- Patrick Murphy GallagherCOO3 mono recorded callsCurrentSample
COO since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
- William F ZiebellVICE PRESIDENT3 mono recorded callsCurrentSample
OTHER since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Richard C CaryController, CAO3 mono recorded callsCurrentSample
OTHER since 2026 • 2/2 beats (100%) • guidance suspended Q2 FY2026
Peers
Other companies in Financial Services
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for AJG.
$ curl https://api.spokenalpha.com/v1/companies/AJGFAQ
Frequently asked about AJG
Where can I find Arthur J. Gallagher & Co.'s (AJG) earnings call transcripts?
Spoken Alpha indexes AJG's earnings call transcripts at https://spokenalpha.com/companies/AJG. Each call links to attributed speakers and parsed analyst Q&A. Arthur J. Gallagher & Co.'s own investor relations page is at https://investor.ajg.com/home/default.aspx.
When was Arthur J. Gallagher & Co.'s most recent earnings call?
Arthur J. Gallagher & Co. (AJG) held its most recent earnings call on 2026-04-30, covering fiscal Q1 2026.
What sector is AJG in?
Arthur J. Gallagher & Co. (AJG) operates in the Financial Services sector (Insurance Brokers industry).