| Report | Options implied | Actual move | Market was |
|---|---|---|---|
| 08/05/2026 | ±4.7% | +1.2% | over-priced |
| 05/07/2026 | ±4.3% | +2.5% | 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 |
| 10/29/2024 | ±1.9% | -0.3% | over-priced |
| 05/01/2024 | ±1.4% | +1.8% | under-priced |
| 10/27/2023 | ±1.8% | -0.7% | over-priced |
| Quarter | EPS (dil.) | Revenue | Net income |
|---|---|---|---|
| Q2 FY2026 | $1.25 | $4.0B | $324M |
| Q1 FY2026 | $3.16 | $4.8B | $823M |
| Q4 FY2025 | $0.58 | $3.6B | $154M |
| Q3 FY2025 | $1.04 | $3.4B | $274M |
Arthur J. Gallagher & Co. (AJG) reports in 79 days, with the next report estimated for 11/30/2026. Across the last 8 reports, options priced an average ±2.9% 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 down 10.7% year-over-year, revenue up 24.3%. QuantLogix's live 5-factor engine currently reads AJG as a neutral at 54/100.
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 →