Arthur J Gallagher | 8-K: FY2025 Q2 Revenue: USD 3.178 B

LB filings
2025.07.31 21:08
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Revenue: As of FY2025 Q2, the actual value is USD 3.178 B.

EPS: As of FY2025 Q2, the actual value is USD 1.4, missing the estimate of USD 1.6932.

EBIT: As of FY2025 Q2, the actual value is USD 855.2 M.

Brokerage Segment

  • Revenue: $2,785.6 million in Q2 2025, up from $2,376.3 million in Q2 2024.
  • Net Earnings: $508.4 million in Q2 2025, up from $332.8 million in Q2 2024.
  • EBITDAC: $890.5 million in Q2 2025, up from $668.1 million in Q2 2024.
  • Adjusted EBITDAC: $1,012.9 million in Q2 2025, up from $795.9 million in Q2 2024.
  • Net Earnings Margin: 17.3% in Q2 2025, up from 14.0% in Q2 2024.
  • Adjusted EBITDAC Margin: 34.5% in Q2 2025, up from 31.8% in Q2 2024.

Risk Management Segment

  • Revenue: $391.9 million in Q2 2025, up from $358.6 million in Q2 2024.
  • Net Earnings: $42.6 million in Q2 2025, down from $47.8 million in Q2 2024.
  • EBITDAC: $75.4 million in Q2 2025, up from $72.3 million in Q2 2024.
  • Adjusted EBITDAC: $82.1 million in Q2 2025, up from $73.1 million in Q2 2024.
  • Net Earnings Margin: 10.9% in Q2 2025, down from 13.3% in Q2 2024.
  • Adjusted EBITDAC Margin: 21.0% in Q2 2025, up from 20.4% in Q2 2024.

Corporate Segment

  • Revenue: $0.4 million in Q2 2025, down from $1.1 million in Q2 2024.
  • Net Loss: -$184.8 million in Q2 2025, down from -$95.2 million in Q2 2024.
  • EBITDAC: -$110.7 million in Q2 2025, down from -$50.1 million in Q2 2024.
  • Adjusted EBITDAC: -$160.5 million in Q2 2025, down from -$92.9 million in Q2 2024.

Total Company

  • Revenue: $3,177.9 million in Q2 2025, up from $2,736.0 million in Q2 2024.
  • Net Earnings: $366.2 million in Q2 2025, up from $285.4 million in Q2 2024.
  • EBITDAC: $855.2 million in Q2 2025, up from $690.3 million in Q2 2024.
  • Adjusted EBITDAC: $1,013.3 million in Q2 2025, up from $821.7 million in Q2 2024.
  • Net Earnings Margin: 11.5% in Q2 2025, up from 10.4% in Q2 2024.
  • Adjusted EBITDAC Margin: 31.9% in Q2 2025, up from 29.7% in Q2 2024.

Outlook / Guidance

Arthur J. Gallagher & Co. expects to close the AssuredPartners acquisition in Q3 2025. The global P/C insurance market remains rational with competition across property lines and continued caution within casualty insurance products. The company remains well-positioned for the remainder of 2025 and beyond.

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