Arthur J. Gallagher & Co.: EPS $3.00 vs $2.99 expected; revenue $3.92B vs $3.98B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 3.00 | 2.99 | +0.3% | 2.32 |
| Revenue (USD bn) | 3.92 | 3.98 | −1.7% | 3.37 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Q3 FY2026 | 3.00 | 2.99 | +0.3% | 3.92 | 3.98 | −1.7% |
| Jul 30, 2026 | Q2 FY2026 | 2.84 | 2.81 | +1.1% | 3.96 | 4.01 | −1.3% |
| Apr 30, 2026 | Q1 FY2026 | 4.47 | 4.43 | +0.9% | 4.72 | 4.73 | −0.3% |
| Jan 29, 2026 | Q4 FY2025 | 2.38 | 2.35 | +1.3% | 3.59 | 3.60 | −0.3% |
| Oct 30, 2025 | Q3 FY2025 | 2.32 | 2.51 | −7.6% | 3.37 | 3.34 | +0.9% |
| Jul 31, 2025 | Q2 FY2025 | 2.33 | 2.36 | −1.3% | 3.22 | 3.20 | +0.5% |
| May 1, 2025 | Q1 FY2025 | 3.67 | 3.57 | +2.8% | 3.73 | 3.71 | +0.5% |
| Jan 30, 2025 | Q4 FY2024 | 2.13 | 2.03 | +4.9% | 2.72 | 2.70 | +0.4% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Arthur J. Gallagher & Co. results: EPS $3.00 vs $2.99 expected; revenue $3.92B vs $3.98B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 0.3%; revenue below the estimate by 1.7%.
Revenue was up 16.4% from $3.37 billion a year earlier (Q3 FY2025). EPS was up 29.3% from $2.32 a year earlier. On its record, EPS topped analysts' estimates in 5 of 7 earlier comparable reports.
What the results mean
Arthur J. Gallagher & Co. operates through insurance brokerage, consulting and claims administration. Revenue growth is linked to its ability to serve clients’ insurance and employee benefit needs, although the available material does not identify each activity’s contribution to that growth.
Brokerage includes arranging specialized or hard-to-place insurance coverage and helping clients manage loss exposure. Risk Management provides contractual claims settlement and administration, making the nature of demand and the cost of delivering services important factors in understanding business performance.
What to watch on the earnings call: Investors should listen for management’s discussion of demand for brokerage and specialized coverage, alongside client needs in benefit programs and claims administration. The contribution of Brokerage and Risk Management to revenue growth, and how service delivery costs affect margins, also merit attention.
For the full analysis of Arthur J. Gallagher & Co. stock — valuation, scores and financial statements — see the stock page linked with this story.