Arthur J. Gallagher reports Q3 2026 results with revenue miss and strong earnings growth
Arthur J. Gallagher & Co. released its third‑quarter 2026 financials, showing revenue of $3.98 billion, below analyst forecasts, while adjusted earnings rose 25% year‑over‑year. The company reported adjusted EBITDAC of $285 million from the AssuredPartners acquisition and repurchased $580 million of shares in the nine‑month period. Management reaffirmed a full‑year organic growth target of about 6% and highlighted ongoing integration synergies.
Why it matters
The revenue shortfall versus expectations could pressure the company's outlook, as noted in the earnings release. The sizable share repurchase program demonstrates capital return to shareholders and may support the stock price.
Key facts
- 1Revenue for Q3 2026 was $3.98 billion. finance.yahoo.com
- 2Adjusted earnings per share for the quarter was $1.55. finance.yahoo.com
- 3Revenue growth for the combined Brokerage and Risk Management segments was 18%. prnewswire.com
- 4Net earnings grew 25% year‑over‑year. prnewswire.com
- 5Adjusted EBITDAC contributed by the AssuredPartners acquisition was $285 million in Q3. finance.yahoo.com
- 6Share repurchases totaled $580 million for the nine‑month period ended September 30, 2026. prnewswire.com
Open questions
- EPS figures differ: $3.00 per share reported in material 5 versus $1.55 per share in material 6 and adjusted EPS $3 in material 7.
Summary written by AlphAI AI Desk from 8 of 8 sources. Not investment advice. Figures are as stated by the linked sources.