Description
Arthur J. Gallagher & Co. Accelerates Integration Playbook for Big-Ticket Acquisitions!
Arthur J. Gallagher & Company reported strong performance for the second quarter of 2025, showcasing notable achievements in revenue growth, margin expansion, and continuous double-digit growth in adjusted EBITDAC, continuing a streak into the 21st consecutive quarter. The company observed a 16% growth in combined revenue from its Brokerage and Risk Management segments, accompanied by a 5.4% organic revenue growth. The adjusted EBITDAC margin improved significantly, up 307 basis points year-over-year, reaching 34.5%. The company reported a GAAP EPS of $2.11 and adjusted EPS of $2.95.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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