Arthur J. Gallagher & Co. reported second-quarter 2026 results with total revenue of $4B, up 24.3% year-over-year, while net income attributable to controlling interests was $324M and diluted EPS was $1.25, down versus the year-ago quarter — 10-Q Summary.
Financial Highlights
- Revenue was $4B, compared with $3.22B in the prior-year quarter; YoY change 24.3%.
- Net income was $324M, compared with $368M in the prior-year quarter; YoY change (11.9%).
- Diluted EPS was $1.25, compared with $1.4 in the prior-year quarter; YoY change (10.7%).
Business Highlights
- Revenue growth was driven by Brokerage and Risk solutions, with Brokerage+Risk revenues up about 28% year-to-date, supported by acquisitions and roughly 5% organic brokerage growth.
- Geographic mix remained roughly 69% domestic and 31% international, with strong contributions from Australia, Canada, New Zealand and the UK.
- Client retention and new business generation supported approximately 4% organic growth in commissions and fees.
- The company completed 16 acquisitions year-to-date; integration costs were incurred but acquisitions materially contributed to revenue.
- Operational investments increased, including IT and cloud migration and office consolidations to support scale and future efficiencies.
Original SEC Filing:
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