QuantLogix ← AJG scorecard
📅 AJG Earnings Preview
Arthur J. Gallagher & Co.
Next report (est.)
11/05/2026
Countdown
9 days
EPS growth YoY
-10.7%
Revenue growth YoY
+24.3%
Options-implied earnings move
±7.8%
The at-the-money straddle prices a move to roughly $287.64 or $245.94 from $266.79 by 11/20/2026.
Implied vs actual — last 8 reports
ReportOptions impliedActual moveMarket was
08/05/2026 ±4.7% +1.2% over-priced
05/07/2026 ±4.3% +2.5% over-priced
02/17/2026 ±6.8% +2.7% over-priced
11/10/2025 ±2.9% +0.4% over-priced
08/01/2025 ±3.5% -1.1% over-priced
05/02/2025 ±3.0% +4.2% under-priced
02/18/2025 ±1.8% +1.5% over-priced
10/29/2024 ±1.9% -0.3% over-priced
Across these reports, options implied an average ±3.6% move vs an actual average of 1.7% — the stock stayed inside the implied band 88% of the time.
Fundamentals into the print
QuarterEPS (dil.)RevenueNet income
Q2 FY2026 $1.25 $4.0B $324M
Q1 FY2026 $3.16 $4.8B $822M
Q4 FY2025 — $3.6B $151M
Q3 FY2025 $1.04 $3.4B $273M
Analyst posture
Buy / Strong Buy
21
Hold
7
Sell
0
Stable: -1 net change 30d
Live 5-factor engine read: Buy · 68/100 Full scorecard →
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Arthur J. Gallagher & Co. (AJG) reports in 9 days, with the next report estimated for 11/05/2026. Across the last 8 reports, options priced an average ±3.6% earnings move while the stock actually moved 1.7% on average — the market has systematically over-priced AJG's earnings risk. Fundamentals into the print: EPS down 10.7% year-over-year, revenue up 24.3%. QuantLogix's live 5-factor engine currently reads AJG as a buy at 68/100.

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 →