QuantLogix ← AJG scorecard
📅 AJG Earnings Preview
Arthur J. Gallagher & Co.
Next report (est.)
September 22, 2026
Countdown
101 days
EPS growth YoY
+16.2%
Revenue growth YoY
+27.6%
Implied vs actual — last 8 reports
ReportOptions impliedActual moveMarket was
May 7, 2026 ±4.3% +2.5% over-priced
November 10, 2025 ±2.9% +0.4% over-priced
August 1, 2025 ±3.5% -1.1% over-priced
May 2, 2025 ±3.0% +4.2% under-priced
October 29, 2024 ±1.9% -0.3% over-priced
May 1, 2024 ±1.4% +1.8% under-priced
October 27, 2023 ±1.8% -0.7% over-priced
August 4, 2023 ±1.8% -0.6% over-priced
Across these reports, options implied an average ±2.6% move vs an actual average of 1.5% — the stock stayed inside the implied band 75% of the time.
Fundamentals into the print
QuarterEPS (dil.)RevenueNet income
Q1 FY2026 $3.16 $4.8B $823M
Q4 FY2025 $0.58 $3.6B $154M
Q3 FY2025 $1.04 $3.4B $274M
Q2 FY2025 $1.40 $3.2B $366M
Analyst posture
Buy / Strong Buy
21
Hold
8
Sell
0
Strong upward revisions — 27 net (vs 26 prior)
Live 5-factor engine read: Neutral · 41/100 Full scorecard →
🤖 Pro runs a 10-agent AI debate on AJG before the print — 5 analysts, bull vs bear, a risk read, and a trader's verdict. See Pro →

Arthur J. Gallagher & Co. (AJG) reports in 101 days, with the next report estimated for September 22, 2026. Across the last 8 reports, options priced an average ±2.6% earnings move while the stock actually moved 1.5% on average — the market has systematically over-priced AJG's earnings risk. Fundamentals into the print: EPS up 16.2% year-over-year, revenue up 27.6%. QuantLogix's live 5-factor engine currently reads AJG as a neutral at 41/100.

Implied move is derived from at-the-money option pricing; actual moves are close-to-close on report days. Next-report dates are estimates until confirmed by the company. Educational market analysis, not investment advice. Browse all signal scorecards →