Gallagher Q1 2026 reported EPS rises to $3.16 from $2.72; revenue up 28%
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 30, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.