Short answer
Arthur J. Gallagher & Co. (AJG) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $4.0B (up 24.3% year over year) with net income of $324M.
Q2 2026 key financials · XBRL
- Revenue
- $4.0B
- +24.3% YoY · −15.9% QoQ
- Net income
- $324M
- −11.4% YoY · −60.6% QoQ
- EPS (diluted)
- $1.25
- −10.7% YoY · −60.4% QoQ
Source: XBRL data from the Arthur J. Gallagher & Co. (AJG) Q2 2026 10-Q on SEC EDGAR. USD.
Arthur J. Gallagher & Co. Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Brokerage revenue $3,502M, up 26% YoY from $2,787M
- Brokerage net earnings margin 12.9% vs 18.3%; adjusted EBITDAC margin 33.3% vs 36.1%
- Risk Management revenue $453M, up 16% YoY; adjusted EBITDAC margin 22.3% vs 20.9%
- Best-performing segment Risk Management, adjusted EBITDAC $101M, up 22% YoY
- U.S. commercial property/casualty rates decreased 1.2%; carrier competition and elevated casualty loss trends remain headwinds
Risk Factors
- No material changes disclosed; 2025 Form 10-K risk factors remain applicable
- No newly added risk factor identified in the provided section
- Deferred-compensation trust assets exposed to creditor claims upon financial insolvency
- Repurchase-plan execution subject to market conditions and applicable legal requirements
- $1.5 billion authorized repurchase plan with $1,020 million remaining availability
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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