8-K current report · filed Apr 30, 2026

Arthur J. Gallagher & Co. (AJG) 8-K Current Report: April 30, 2026

Item 2.02Item 7.01Item EX-99.1AJG overview

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Arthur J. Gallagher & Co. (AJG) filed an 8-K current report with the SEC on April 30, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). Q1 2026 results for quarter ended March 31, 2026.

Arthur J. Gallagher & Co. 8-K event analysis

AI summary of each reported item and its exhibits

Item 2.02 · Results of Operations and Financial Condition

  • Q1 2026 results for quarter ended March 31, 2026
  • Earnings Release issued April 30, 2026
  • Detailed financial results and management commentary in Exhibit 99.1

Item 7.01 · Regulation FD Disclosure

  • Supplemental Quarterly Data and CFO Commentary available on AJG’s investor relations website
  • CFO Commentary includes management estimates for 2026 and future results
  • Forward-looking estimates may influence investor expectations and valuation assumptions

Item EX-99.1 · Exhibit EX-99.1

  • Q1 revenue $4.716B, up from $3.688B; reported net earnings rose 16% to $823M
  • Adjusted EPS $4.47 versus $3.72; adjusted EBITDAC increased 22% to $1.752B
  • Brokerage and Risk Management organic growth reached 5% and 10%, respectively, supporting diversified expansion beyond acquisitions
  • Adjusted EBITDAC growth remained double-digit for the 24th consecutive quarter, reinforcing operating consistency
  • Debt totaled $12.843B excluding premium-finance borrowings; $310M share repurchases partially offset acquisition-related capital demands

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