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    AJG
    Earnings call· Jun 2026(Q2 FY26)

    Arthur J. Gallagher & Q2 FY26 earnings call AJG

    Jul 30, 2026 Source

    Executive summary

    Arthur J. Gallagher & Co. Q2 FY26 — Strong Organic Growth and Margin Expansion

    Arthur J. Gallagher & Co. delivered a strong Q2 FY26, driven by robust organic growth and significant margin expansion, despite moderating property pricing. The company continues to execute its dual strategy of organic growth and strategic M&A, leveraging technology and its strong culture to enhance productivity and client value. Management remains confident in its full-year organic growth outlook and substantial capital deployment capacity.

    Highlights

    5
    • Combined Brokerage and Risk Management revenue growth of 24% in Q2 FY26.

    • Organic growth of 6% for combined segments, reflecting continued strength.

    • 25 consecutive quarters of double-digit adjusted EBITDAC growth.

    • Risk Management adjusted EBITDAC margin up 140 bps to 22.3%.

    • Secured $10 billion of capital capacity to deploy over the next 2 years.

    Concerns

    3
    • Property renewal premium changes were down 10% in Q2 FY26.

    • Comparability noise in Q2 FY26 due to $144 million investment income in Q2 FY25 from AssuredPartners funds.

    • Reinsurance organic growth outlook rounded down less than 1 point for full year FY26.

    Guidance & targets

    8
    CategoryTargetConfidence
    Total Company Organic Growth
    6%
    high materiality
    High
    Brokerage Organic Growth
    5.5%
    high materiality
    High
    Risk Management Organic Growth
    9%
    high materiality
    High
    Underlying Margin Expansion
    40 to 60 basis points
    medium materiality
    High
    Risk Management Adjusted EBITDAC Margin
    north of 22%
    medium materiality
    High
    Annualized Run Rate Synergies from AssuredPartners
    $160 million
    high materiality
    High
    Annualized Run Rate Synergies from AssuredPartners
    $325 million
    high materiality
    High
    Cash Taxes Paid
    about 10% of EBITDAC
    medium materiality
    High

    Segment performance

    2
    SegmentRevenueYoYQoQMargin
    Brokerage
    Strong results from AssuredPartners and growth across retail P/C, wholesale, reinsurance and benefits. Underlying margin expansion of 50 basis points in Q2 FY26.
    Organic growth: 5%
    up 26%26%
    Risk Management (Gallagher Bassett)
    Driven by excellent new business and strong client retention, leveraging data, AI, and machine learning for improved service and operating efficiencies.
    Organic growth: 12%Adjusted EBITDAC growth: 22%Adjusted EBITDAC margin change: up 140 bps
    up 16%16%22.3% Adjusted EBITDAC margin

    Operational metrics

    38
    Combined Brokerage and Risk Management Revenue Growth
    24%
    Q2 FY26

    Total revenue growth for the combined segments.

    Combined Brokerage and Risk Management Organic Growth
    6%
    Q2 FY26

    Organic growth across all businesses.

    Adjusted EBITDAC Growth Streak
    25
    Q2 FY26

    Number of consecutive quarters with double-digit adjusted EBITDAC growth.

    Underlying Margin Expansion
    solid
    Q2 FY26

    Indicates positive trend in underlying margin expansion.

    Investment Income on AP Funds
    $144 million
    Q2 FY25

    Investment income earned on funds held to buy AssuredPartners, impacting comparability.

    Investment Income on AP Funds
    $143 million
    Q1 FY25

    Investment income earned on funds held to buy AssuredPartners, impacting comparability.

    Investment Income on AP Funds
    $76 million
    Q3 FY25

    Investment income earned on funds held to buy AssuredPartners, impacting comparability.

    Adjusted Revenues (ex-AP Funds Income)
    up over 30%
    Q2 FY26

    Adjusted for the impact of investment income from AP funds in the prior year.

    Adjusted EBITDAC (ex-AP Funds Income)
    up over 30%
    Q2 FY26

    Adjusted for the impact of investment income from AP funds in the prior year.

    Adjusted EPS (ex-AP Funds Income)
    up over 30%
    Q2 FY26

    Adjusted for the impact of investment income from AP funds in the prior year.

    Share Repurchases
    $170 million
    Q2 FY26

    Amount of shares repurchased in the second quarter.

    Total Share Repurchases
    $480 million
    YTD

    Total repurchases through June 30.

    Noncash Earn-out Expense Estimate
    Q2 FY26

    Updated to reflect a couple of earn-out payments made in the quarter.

    Brokerage Rollover Revenue (ex-AssuredPartners)
    $66 million
    Q2 FY26

    Subtotal for brokerage, excluding AssuredPartners, close to estimates.

    AssuredPartners EBITDAC
    $222 million
    Q2 FY26

    Came in at June Investor Day estimates.

    AssuredPartners Underlying Organic Growth
    around 4%
    Q2 FY26

    Current underlying growth rate for AssuredPartners.

    Brokerage Underlying Margin Expansion
    50
    Q2 FY26

    Productivity and quality efforts delivered this expansion.

    Future Tax Savings
    $3.4 billion
    Future

    Shields cash flow to fund future M&A.

    Capital Deployment Capacity
    $10 billion
    Next 2 years

    Estimated available cash, free cash flows, and investment-grade borrowings.

    Acquisition Multiples
    9.4x
    Q1 FY26

    Average multiple paid for acquisitions in Q1 FY26.

    Acquisition Multiples
    11.3x
    Q2 FY26

    Average multiple paid for acquisitions in Q2 FY26, with context of trading synergies.

    Acquisition Multiples (U.S. Retail/Benefits)
    around 9x
    Q2 FY26

    Typical multiple paid for these specific business types.

    AI Cost Savings Potential (Production Layer)
    5%
    Long-term

    Estimated savings from AI implementation.

    AI Cost Savings Potential (Support Layer)
    10% to 15%
    Long-term

    Estimated savings from AI implementation.

    AI Cost Savings Potential (Back Office Layer)
    20% to 30%
    Long-term

    Estimated savings from AI implementation.

    AI Margin Expansion Potential
    400
    Long-term

    Estimated harvestable margin expansion from AI initiatives.

    Global Premium Market Size
    $7 trillion
    Current

    Total premium floating around in the global market.

    Gallagher's Touch on Global Premium
    $200 billion to $250 billion
    Current

    Amount of global premium Gallagher is touching.

    Non-Life, Non-Health Premium
    $4 trillion to $5 trillion
    Current

    Estimated portion of global premium that is P/C related.

    P/C Premium Turning into Claims
    65%
    Annual

    Estimated percentage of P/C premium that results in claims each year.

    Total Claims Market (P/C)
    $1.8 trillion
    Annual

    Estimated total value of P/C claims annually (65% of $3 trillion P/C premium, assuming $3T is a typo for $4-5T range mentioned earlier, but using the stated $3B in the quote for calculation). Transcription note: The speaker said "$3 billion" which is likely an ASR error for "$3 trillion" given the context of $4-5 trillion non-life premium. Calculation is 65% of $3 trillion = $1.95 trillion, but the speaker rounded to $1.8 trillion. Using the speaker's stated $1.8 trillion value for consistency with the transcript's final number.

    Gallagher Bassett Claims Paid
    $17 billion to $18 billion
    Current

    Amount of claims paid by Gallagher Bassett.

    AI Fraud Detection Savings
    $100 million
    Current

    Auditable savings for one client using AI fraud detection capabilities.

    Tax Credits on Balance Sheet
    $628 million
    Current

    Amount of tax credits available, with many years left to run through.

    Potential Future Tax Credits
    $100 million or $200 million
    Future

    Potential to generate additional tax credits after current ones run out, depending on laws and rules.

    Acquisition Activity vs. Historical Average
    80%
    Current

    Current acquisition activity is 80% of the historical average over the last 10 years.

    Brokerage Organic Growth (H1 FY26)
    4.6%
    H1 FY26

    Calculated organic growth for the first half of the fiscal year.

    AssuredPartners Trading Synergies (Long-term)
    $100 million
    Long-term

    Estimated opportunity from better trading together between AssuredPartners and Gallagher's wholesale entities.

    Industry KPIs

    4
    MetricValueDetails
    Capital returns$170 millionUSD
    Retention persistencystrong
    Renewal rate change pricingdown 10%%
    Broker specific when present6%%

    Deals & partnerships

    3
    Multiple7 tuck-in acquisitions completed in Q2 FY26.$63 million

    These acquisitions strengthen Gallagher by adding talent, capabilities, relationships, and new growth opportunities.

    MultiplePipeline of over 30 term sheets signed or being prepared.$500 million

    The acquisition strategy continues to be a powerful driver of Gallagher's growth.

    Woodruff Sawyer and AssuredPartnersCompleted 38 acquisitions since last April, including Woodruff Sawyer and AssuredPartners.

    Each acquisition strengthens Gallagher by adding talent, capabilities, relationships, and new growth opportunities.

    Risks & headwinds

    5
    Moderating Property PricingQ2 FY26

    Property renewal premium changes down 10% in Q2 FY26.

    Mitigation: Clients are opting in and using savings to buy back coverage, increase limits, or improve structure. Gallagher's advice, advocacy, and market access are crucial in this environment.

    Comparability Noise from Prior Year Investment IncomeQ2 FY26 (comparison to Q2 FY25)

    Q2 FY25 revenues and EBITDAC benefited by $144 million ($0.42 per share) from investment income on AP funds.

    Mitigation: This comparability issue will be resolved by Q4 FY26 as the prior year's investment income impact cycles out.

    Reinsurance Pricing PressureMid-year renewals (6/1)

    Property cat pricing moved lower again at mid-year renewals.

    Mitigation: Demand remained healthy, and many clients used savings to improve structure or buy additional limits. Gallagher Re's growth is diversified across facultative, casualty, and capital advisory, not solely dependent on the pricing cycle.

    Medical Cost InflationOngoing

    Increased medical utilization, advanced treatments, and escalating prescription drug costs.

    Mitigation: Employers value Gallagher's advice, advocacy, creative plan design, and cost management strategies, which support demand and retention across the benefits business.

    M&A Valuation ResetCurrent

    Multiples are coming down, with Q2 FY26 average at 11.3x (9x for U.S. retail/benefits) compared to higher past multiples.

    Mitigation: Gallagher maintains discipline in its pricing, focusing on arbitrage opportunities and believing that good firms will still choose to partner due to the infrastructure and value offered.

    What to watch in Q3 FY26

    5

    Brokerage Organic Growth

    Q3 FY26 and Q4 FY26
    Current4.6% (H1 FY26)
    TargetStep-up towards 5.5% full-year target

    Why it matters

    Verifies management's confidence in decoupling organic growth from moderating pricing, especially after Q2's seasonal impact.

    Yes, it would say that we'd have a little bit of a step-up in the fourth quarter relative to these numbers. Why is that? The second quarter is a little bit low because of the property renewals that we are more impacted by property in the second quarter, that seasonality, and we won't see that as much in the fourth quarter.

    Q&A highlights

    6

    Can AJG maintain organic growth stability if pricing continues to moderate into 2027, given its past performance in decoupling from RPC trends?

    Pat Gallagher emphasized strong new business, solid retention, and the value of Gallagher's advisory services and tools in a complex market. He noted that unlike past soft markets, the current environment is a property-specific reset, with clients buying back coverage.

    Every other past soft market, the market has dropped like a brick across every line all at once. This is a property reset. That's what this really is.

    asked by Michael Zaremski · answered by J. Gallagher

    2 min read6 chapters

    Detailed Narrative

    01

    Market Dynamics and Pricing Trends

    The global P/C market is segmented, with property easing (down 10% in Q2 FY26) and casualty remaining firmer (up 3%). Clients are utilizing property pricing relief to buy back coverage, increase limits, or improve structure. The Excess & Surplus (E&S) market continues to be an important solution for complex risks, including AI-related infrastructure and difficult liabilities, and is not seeing a significant flow back to admitted markets, indicating its enduring role.

    02

    Reinsurance Market Conditions

    The reinsurance market is well-capitalized with ample capacity, leading to downward pricing pressure, particularly for property cat at mid-year renewals. Despite this, demand remains healthy, with clients leveraging savings to enhance structure or purchase additional limits. Gallagher Re's growth is diversified, driven by strong new business and broad contributions from areas like facultative, casualty, and capital advisory, rather than solely relying on the pricing cycle.

    03

    Employee Benefits and Gallagher Bassett Performance

    The employee benefits segment is experiencing steady demand as employers focus on talent attraction and retention while managing rising medical utilization and prescription drug costs. Gallagher Bassett (GB) delivered another strong quarter, with 12% organic growth, driven by new business and client retention. GB is enhancing its competitive position by leveraging data, AI, and machine learning to improve service, claims outcomes, and operating efficiencies.

    04

    Economic Indicators and Exposure Growth

    Proprietary daily revenue indications, derived from audits, endorsements, and cancellations, show solid business activity throughout Q2 FY26. Exposure units such as revenues, payroll, and headcount remain in positive territory, indicating continued growth in clients' underlying businesses. This positive client activity contributes significantly to Gallagher's organic growth prospects.

    05

    M&A Strategy and Pipeline

    Gallagher completed 7 tuck-in acquisitions in Q2 FY26, adding $63 million in annualized revenue, and has over 30 term sheets signed or prepared, representing $500 million in annualized revenues. While M&A multiples are moderating, the company maintains its disciplined approach, acquiring U.S. retail and benefits businesses around 9x EBITDAC. The strong pipeline and strategic integrations, like AssuredPartners, continue to be powerful growth drivers.

    06

    Productivity and Technology Integration

    The company is continuously improving productivity and quality by standardizing workflows, building centers of excellence, and integrating data globally. AI, digitization, and automation are being deployed to enhance professional efficiency and client service, rather than replacing human judgment. These investments are expected to yield significant long-term margin expansion, with an estimated 400 basis points potential over 3-5 years.

    AI-generated summary of the company’s earnings call. Not investment advice.