Every material Form 8-K Arthur J. Gallagher & has filed with the SEC since April 25, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arthur J. Gallagher & Co. reported its financial results for the third quarter ended September 30, 2026, showcasing revenue and net earnings growth across its brokerage and risk management segments. The company also disclosed share repurchased amounts and debt totals for the period, providing insight into its ongoing operational and capital allocation activities.
Total company reported revenues before reimbursements were $3,930 million for the third quarter of 2026 compared to $3,325 million for the third quarter of 2025.
Reported net earnings for the third quarter of 2026 were $406 million, or $1.55 per diluted share.
During the third quarter of 2026, the company repurchased approximately 0.4 million shares of its common stock for approximately $100 million.
As of September 30, 2026, the company had $9,550 million of borrowings from public debt, $2,683 million from private placements, and $630 million under its line of credit facility.
Arthur J. Gallagher & Co. said its Controller and Chief Accounting Officer, Richard C. Cary, will step down from that role effective September 30, 2026, and remain with the company as Corporate Vice President - Accounting until he retires in 2028. Kyle G. Koreyva, who joined through the AssuredPartners acquisition, will succeed him as principal accounting officer effective October 1, 2026, with no change to his compensation.
Richard C. Cary steps down as Controller and Chief Accounting Officer effective September 30, 2026; he has held the Controller role since 1997 and CAO role since 2001
Kyle G. Koreyva, age 42, succeeds Cary effective October 1, 2026
Koreyva previously served as AssuredPartners' Chief Accounting Officer from June 2024 and joined the company in August 2025 through the AssuredPartners acquisition
The company states Cary's departure is not due to any disagreement on financial statements, internal controls, operations, policies or practices
Arthur J. Gallagher & Co. reported second quarter 2026 results on July 30, 2026. Revenues before reimbursements rose to $3.96 billion from $3.18 billion, but reported net earnings fell to $324 million from $368 million and reported diluted EPS fell to $1.25 from $1.40, while adjusted diluted EPS rose to $2.84 from $2.30. Shareholders face a wide gap between reported and adjusted results, driven by company-defined adjustments such as $505 million of pretax Brokerage segment adjustments.
Revenues before reimbursements: $3,955 million in Q2 2026 vs. $3,179 million in Q2 2025
Diluted EPS: $1.25 reported vs. $1.40 a year earlier; $2.84 adjusted vs. $2.30
Q2 2026 pretax adjustments: $505 million Brokerage, $12 million Risk Management, $33 million Corporate
In Q2 2026 the company repurchased about 0.9 million shares for about $170 million
Arthur J. Gallagher & Co. reported first quarter 2026 results, with reported revenues before reimbursements of $4.7 billion, up from $3.7 billion, and reported net earnings of $823 million, up from $709 million. The company said the revenue increase reflected acquisitions and 5% organic growth, while lower interest income from the prior year weighed on its expense ratios. The CFO Commentary, which includes estimates for 2026, was made available on its website, but the filing does not state those estimates.
Total company reported revenues before reimbursements were $4,716 million versus $3,688 million a year earlier.
Diluted EPS as reported was $3.16 versus $2.72; adjusted diluted EPS was $4.47 versus $3.72.
Combined Brokerage and Risk Management organic revenue growth was 5%, according to CEO J. Patrick Gallagher, Jr.
In the first quarter of 2026, the company repurchased about 1.4 million shares for about $310 million.
Arthur J. Gallagher & Co. said director Sherry Barrat will retire from its Board of Directors, effective May 12, 2026, when she will not stand for reelection at the 2026 Annual Meeting of Stockholders. The company said her decision is not related to any disagreement on its operations, policies or practices, and the board will shrink from ten to nine members at that meeting.
Sherry Barrat informed the company of her retirement decision on March 6, 2026.
Retirement is effective May 12, 2026, upon election of directors at the 2026 Annual Meeting.
Board size will be reduced from ten to nine members at the conclusion of the annual meeting.
The company said her decision was not related to any disagreement with the company.
Gallagher reported fourth-quarter 2025 revenue before reimbursements of $3,586 million, up from $2,679 million a year earlier, and adjusted diluted EPS of $2.38, up from $2.16. Reported net earnings fell to $154 million from $258 million, and reported diluted EPS fell to $0.58 from $1.12, with the company citing acquisition integration, intangible amortization, workforce and lease termination, and legal, tax and benefit plan costs. For shareholders, top-line growth and adjusted profit rose, while reported profit declined.
Q4 2025 revenue before reimbursements: $3,586 million vs. $2,679 million in Q4 2024
Q4 2025 reported net earnings: $154 million vs. $258 million; reported diluted EPS $0.58 vs. $1.12
Q4 2025 adjusted diluted EPS: $2.38 vs. $2.16; full-year 2025 reported revenue $13,778 million vs. $11,401 million
CFO Commentary, posted on the investor relations page, includes estimates for 2026 and other future results
Arthur J. Gallagher & Co. reported third-quarter 2025 results on October 30, 2025. Total company revenues before reimbursements rose to $3,325.4 million from $2,766.5 million, but GAAP net earnings fell to $273.6 million from $314.1 million and diluted EPS fell to $1.04 from $1.39. Adjusted diluted EPS rose to $2.32 from $2.26, and the company said the AssuredPartners acquisition, completed August 18, 2025, contributed to the top-line growth.
Total revenues before reimbursements: $3,325.4 million, versus $2,766.5 million a year earlier
Diluted EPS as reported: $1.04, versus $1.39; adjusted diluted EPS: $2.32, versus $2.26
Company said AssuredPartners, acquired for about $13.8 billion on August 18, 2025, added more than $450 million of incremental revenue
Filing also includes CFO Commentary with estimates relating to 2025 and other future results
Arthur J. Gallagher & Co. completed its acquisition of Dolphin Topco, Inc., the holding company of AssuredPartners, on August 18, 2025, paying the seller $13.8 billion in cash subject to customary adjustments. The company financed the deal with net proceeds from previously disclosed equity and debt financings, and it estimates double-digit adjusted EPS accretion including synergies.
Cash purchase price of $13.8 billion paid to The AssuredPartners Group LP, subject to customary adjustments
Stock Purchase Agreement dated December 7, 2024, covers all issued and outstanding stock of Dolphin Topco, Inc.
Equity awards of $316.15 million payable in Gallagher common stock granted to 572 former AssuredPartners employees
Gallagher estimates double-digit adjusted EPS accretion including the impact of synergies
Arthur J. Gallagher & Co. reported second-quarter 2025 results, with total revenues before reimbursements of $3.18 billion, up from $2.74 billion a year earlier, and diluted EPS of $1.40 versus $1.27. Adjusted diluted EPS was $2.33 against $2.29, and the company said it expects the pending AssuredPartners acquisition to close in the third quarter of 2025. A separate CFO Commentary, made available with the release, includes estimates for 2025 and other future results.
Total revenues before reimbursements were $3,177.9 million vs. $2,736.0 million in Q2 2024.
Net earnings (as reported) were $366.2 million vs. $285.4 million; diluted EPS was $1.40 vs. $1.27.
Adjusted diluted EPS (non-GAAP) was $2.33 vs. $2.29 in Q2 2024.
The AssuredPartners acquisition, agreed December 7, 2024 for approximately $13.45 billion, is expected to close in Q3 2025.
Arthur J. Gallagher & Co. reported first-quarter 2025 results, with total revenues of $3.69 billion, up from $3.22 billion a year earlier, and net earnings of $709 million, up from $613 million. Reported diluted earnings per share were $2.72, slightly below $2.74 a year earlier, while adjusted diluted EPS rose to $3.67 from $3.45. The company also filed supplemental materials and CFO commentary that include estimates for 2025, which are not reproduced in the filing text.
Total reported revenues were $3,688.4 million for Q1 2025 versus $3,218.1 million for Q1 2024.
Net earnings were $708.9 million versus $612.7 million; reported diluted EPS was $2.72 versus $2.74.
Adjusted diluted EPS was $3.67 versus $3.45; the AssuredPartners acquisition is expected to close in the second half of 2025.
Arthur J. Gallagher & Co. amended and restated its credit agreement on April 3, 2025, increasing total commitments from $1.7 billion to $2.5 billion and extending the maturity date from June 22, 2028 to April 3, 2030. The filing also allows commitments to be increased up to $3 billion, and other key terms, including financial ratios and all-in drawn pricing, were not changed.
Commitments rise from $1.7 billion to $2.5 billion, including a $75 million letter of credit sub-facility and a $250 million Euro swingline sub-facility.
Maturity extended from June 22, 2028 to April 3, 2030.
Commitments may be increased up to $3 billion with agreement from lenders or additional banks.
Financial ratios and all-in drawn pricing were not changed; facility fee and applicable margin were updated based on the company's long-term senior unsecured debt rating.
Arthur J. Gallagher & Co. reported fourth quarter 2024 revenues before reimbursements of $2,680.0 million, up from $2,393.1 million a year earlier, and net earnings of $258.2 million, compared with a net loss of $39.6 million. The company also reported full year 2024 net earnings of $1,470.4 million, up from $966.0 million in 2023, and separately adopted amended and restated bylaws on January 29, 2025.
Q4 2024 diluted EPS was $1.12 as reported, versus a loss of $0.15 in Q4 2023; adjusted diluted EPS was $2.13, versus $1.82
Full year 2024 revenues before reimbursements were $11,400.6 million, versus $9,926.5 million in 2023; full year diluted EPS was $6.50, versus $4.42
Full year 2024 adjusted diluted EPS was $10.09, versus $8.70 in 2023
Amended bylaws, effective January 29, 2025, clarified meeting chairman authority, deleted the performance-related fee disclosure requirement, and allowed bylaw amendments by written consent
On December 7, 2024, Arthur J. Gallagher & Co. agreed to buy all outstanding stock of Dolphin TopCo, the parent of AssuredPartners, for $13.45 billion in cash, subject to customary adjustments. The company has a commitment for a $13.45 billion 364-day bridge loan and expects to finance the deal with long-term debt, short-term borrowings, free cash and common equity. The company estimates the deal would be 10 to 12% accretive to trailing adjusted EPS, but it also expects about $500 million in integration costs, so higher leverage and integration spending are key considerations for shareholders.
Purchase price of $13.45 billion in cash; net consideration is about $12.45 billion after an estimated $1.0 billion deferred tax asset.
Bridge facility commitment of $13.45 billion from Bank of America, BofA Securities and Morgan Stanley Senior Funding.
Expected to close in the first quarter of 2025, subject to U.S., U.K. and Ireland regulatory clearances; outside date March 9, 2026, extendable to July 7, 2026.
Expected synergies of about $160 million and integration costs of about $500 million, including $200 million of non-cash retention awards, over three years.
Arthur J. Gallagher & Co. reported third-quarter 2024 results on October 24, 2024. Revenues before reimbursements were $2,766.5 million, up from $2,453.6 million a year earlier, and net earnings were $314.1 million versus $283.2 million. The company also made a CFO Commentary containing estimates for 2024 and other future results available, but the filing does not state a change to guidance.
Total revenues before reimbursements: $2,766.5 million in Q3 2024 vs. $2,453.6 million in Q3 2023.
Diluted net earnings per share: $1.39 vs. $1.28; adjusted EPS (non-GAAP): $2.26 vs. $2.00.
Nine-month net earnings: $1,212.2 million in 2024 vs. $1,005.6 million in 2023.
Supplemental Quarterly Data and CFO Commentary posted on the investor relations page; webcast held October 24, 2024 at 5:15 p.m. ET.
Arthur J. Gallagher & Co. reported second quarter 2024 results with higher revenues and earnings than a year earlier, including total company revenues before reimbursements of $2.7 billion, up from $2.4 billion, and diluted EPS of $1.26, up from $1.07. The board also expanded from nine to ten directors and appointed Richard Harries to fill the new seat, effective July 24, 2024.
Total company revenues before reimbursements were $2.7 billion ($2,736.0 million) for the quarter ended June 30, 2024, versus $2.4 billion ($2,406.9 million) a year earlier.
Net earnings were $285.4 million versus $235.8 million; diluted EPS was $1.26 versus $1.07, and adjusted EPS was $2.26 versus $1.89.
Richard Harries was appointed to the board on July 24, 2024, serves until the 2025 Annual Meeting, and joins the Audit and Risk and Compliance Committees.
The CFO Commentary, posted on the investor relations page, includes estimates for 2024 and other future results.
Arthur J. Gallagher & Co. reported first-quarter 2024 results on April 25, 2024, with revenue of $3.22 billion, up from $2.67 billion a year earlier, and net earnings of $612.7 million, up from $486.6 million. Diluted earnings per share were $2.74 versus $2.24, and adjusted EPS was $3.49 versus $3.02, so the headline measures improved for shareholders.
Total revenues as reported were $3,218.1 million for Q1 2024 versus $2,672.9 million for Q1 2023.
Diluted EPS was $2.74 as reported and $3.49 as adjusted, compared with $2.24 and $3.02 a year earlier.
Adjusted EBITDAC was $1,145.5 million versus $957.2 million, and the company closed $1.0 billion of senior notes on February 12, 2024.
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