ARTHUR J. GALLAGHER & CO. (AJG) — financial distillation
Annual history (10-K)
Quarterly history (10-Q)
Two headline lines are shown to start. Click any item in a legend to add or remove it — every figure on the chart is one the table below also carries, for the period it names.
In brief, from the full filed history
- Revenue grew from $1.65B (period ending 2008-12-31) to $13.94B (period ending 2025-12-31) — a 13.4% annual pace across 17 year(s) of filed history.
- Net margin expanded from 4.7% to 10.7% over that same span.
- Across 52 tracked quarters, the strongest was $4.76B (quarter ending 2026-03-31) and the weakest was $439.5M (quarter ending 2009-09-30).
Annual — most recent 10-K
| Line | Value | Period ends | Form | Filing |
|---|---|---|---|---|
| Revenue | $13.94B | 2025-12-31 | 10-K | 0001628280-26-008662 |
| Net income | $1.49B | 2025-12-31 | 10-K | 0001628280-26-008662 |
| Diluted EPS | $5.74 | 2025-12-31 | 10-K | 0001628280-26-008662 |
| Total assets | $70.67B | 2025-12-31 | 10-K | 0001628280-26-008662 |
| Total liabilities | $47.32B | 2025-12-31 | 10-K | 0001628280-26-008662 |
| Cash & equivalents | $342.3M | 2022-12-31 | 10-K | 0000950170-23-002456 |
| Operating cash flow | $1.93B | 2025-12-31 | 10-K | 0001628280-26-008662 |
Quarterly — most recent 10-Q
| Line | Value | Period ends | Form | Filing |
|---|---|---|---|---|
| Revenue | $4.00B | 2026-06-30 | 10-Q | 0001628280-26-053489 |
| Net income | $324.0M | 2026-06-30 | 10-Q | 0001628280-26-053489 |
| Diluted EPS | $1.25 | 2026-06-30 | 10-Q | 0001628280-26-053489 |
| Total assets | $81.81B | 2026-06-30 | 10-Q | 0001628280-26-053489 |
| Total liabilities | $58.06B | 2026-06-30 | 10-Q | 0001628280-26-053489 |
| Cash & equivalents | $857.6M | 2023-09-30 | 10-Q | 0000950170-23-056014 |
| Operating cash flow | $957.0M | 2026-03-31 | 10-Q | 0001628280-26-031592 |
Reading
The figures above are taken directly from filings with the U.S. Securities and Exchange Commission. The reading below was generated by a local language model from only those figures; it introduces no numbers of its own. It is not investment advice.
Arthur J. Gallagher & Co. (AJG) operates with a substantial scale, as evidenced by its total assets of $81.81 billion as of the most recent quarter and $70.67 billion as of the latest annual report. The company’s mix is primarily driven by its insurance brokerage and risk management services.
The multi-year revenue trajectory reveals a consistent growth pattern, with revenues escalating from $1.65 billion in 2008 to $13.94 billion in 2025, reflecting an impressive 13.4% annual growth rate over 17 years. This growth is complemented by a net margin expansion from 4.7% to 10.7% during the same period, indicating improved profitability.
In examining the next filing, investors should focus on the sustainability of this growth and margin trend. The company’s operating cash flow has been robust, reaching $1.93 billion annually and $957.0 million quarterly, signaling strong operational health. However, the shift towards higher revenues and margins in recent years warrants close attention to ensure these positive trends persist amidst potential market or economic shifts.
Source: SEC EDGAR company facts for CIK 0000354190 · filings index