Arthur J. Gallagher (AJG) Investor presentation summary

Company overview and mission

• Operates as a leading global insurance broker and risk management consultant, with a presence in approximately 130 countries and over 73,000 employees.

• Generated $15.6B in adjusted revenue for the twelve months ended June 30, 2026, with a market capitalization of $63.9B as of July 31, 2026.

• Mission focuses on delivering cost-effective, differentiated risk management solutions, fostering employee growth, and building long-term client and market relationships.

Core operations and revenue mix

• Brokerage segment accounts for 89% of revenue, focusing on insurance placement and consulting for property/casualty and employee benefits, with a middle-market commercial focus.

• Risk management segment represents 11% of revenue, specializing in claims adjustment and loss reduction, primarily serving Fortune 1,000 clients.

• Revenue is diversified across retail, wholesale, reinsurance, and international markets, with 68% domestic and 32% international exposure.

Financial performance and growth

• Combined brokerage and risk management adjusted revenues reached $8.66B for 1H 2026, up 25% year-over-year; adjusted EBITDAC grew 17% to $3.08B.

• Five-year CAGR for adjusted revenues was 18%, and for adjusted EBITDAC 21%, with margin expansion of 410 bps from 2020 to 2025.

• Brokerage segment adjusted revenues rose 27% to $7.78B in 1H 2026, with organic revenue growth of 7%.

• Risk management segment adjusted revenues increased 13% to $881M in 1H 2026, with organic growth of 11%.