Arthur J. Gallagher (AJG) Q1 FY25 earnings call

Earnings call· Mar 2025 (Q1 FY25)· Financials· May 1, 2025

Source: earnings call transcript

Arthur J. Gallagher & Co. delivered a strong Q1 FY25, marked by robust 9% organic growth and significant adjusted EBITDAC margin expansion, driven by exceptional performance in its Brokerage segment, particularly reinsurance. While the Risk Management segment saw slower new business revenue, the company maintains a positive full-year outlook, supported by a strong M&A pipeline and ample capital capacity, despite ongoing regulatory review for a major acquisition. The market environment is characterized by rational P/C pricing and solid client activity.

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AJG operating KPIs by quarter

AJG operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Dec 2024 Q4 FY24	This call Mar 2025 Q1 FY25	Jun 2025 Q2 FY25	Jun 2026 Q2 FY26	Change vs prior quarter
Employees	56K A huge thank you goes out from this table to our 56,000 colleagues around the globe. Source: earnings call transcript	57K It's important that we think the 57,000 colleagues around the globe for doing the work that creates these results. Source: earnings call transcript	59K Most importantly, I want to thank the 59,000 colleagues that we have for all their hard work. Source: earnings call transcript	73K+ Most importantly, to our more than 73,000 colleagues around the world, thank you. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.