Arthur J. Gallagher (AJG) Investor presentation summary

Company overview and mission

• Operates in over 130 countries with 72,373 employees and $14.8B in adjusted revenue as of March 2026.

• Focuses on insurance brokerage, risk management, and consulting, serving a diverse global client base.

• Mission centers on delivering cost-effective risk management, fostering employee growth, and building strong market relationships.

• Emphasizes a unique, values-driven culture and long-term shareholder value.

Core operations and revenue mix

• Brokerage segment generates 89% of revenue, focusing on property/casualty and employee benefits, with a middle-market commercial emphasis.

• Risk management segment accounts for 11% of revenue, primarily serving Fortune 1000 clients and non-brokerage customers.

• Revenue is geographically diverse: 67% domestic, 33% international.

• Product mix includes retail P/C, retail benefits, wholesale, reinsurance, and risk management.

Financial performance and growth

• Combined adjusted revenues for brokerage and risk management reached $13.8B in 2025, with an 18% CAGR over five years.

• Adjusted EBITDAC margin improved by 410 bps to 34.8% over five years.

• Brokerage segment saw 19% CAGR in adjusted revenues and 21% CAGR in adjusted EBITDAC from 2020 to 2025.

• Risk management segment posted 14% CAGR in adjusted revenues and 18% CAGR in adjusted EBITDAC over the same period.