| AJG |
Report |
Adjusted EPS |
BEAT |
pred ~$2.88 vs. cons $2.84 |
MEDIUM |
| AJG |
Report |
Brokerage organic growth |
BEAT |
pred ~5.1% vs. cons 5.0% |
MEDIUM |
| AJG |
Report |
AssuredPartners adjusted EBITDAC |
IN-LINE |
pred ~$224M vs. cons $222M |
MEDIUM |
| AJG |
Guide |
Brokerage organic growth guidance |
UNCHANGED |
guide ~5.5% vs. cons 5.5% (FY2026) |
HIGH |
| AJG |
Guide |
Risk Management organic growth guidance |
BETTER |
guide ~8.3% vs. cons 8.0% (FY2026) |
MEDIUM |
| AJG |
Guide |
AssuredPartners synergy run-rate guidance |
UNCHANGED |
guide ~$325M vs. cons $325M (early 2028) |
HIGH |
| AJG |
Guide |
Underlying Brokerage margin expansion guidance |
UNCHANGED |
guide ~50 bps vs. cons 50 bps (FY2026) |
MEDIUM |
| AJG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.6% |
— |
MEDIUM |
| AJG |
Return |
5-day cumulative residual |
+0.7% (FADE) |
Initial upside from ~5.1% Brokerage organic growth versus 5.0% consensus and ~$2.88 EPS versus $2.84 consensus should fade because unchanged ~5.5% FY2026 Brokerage growth and ~$325M early-2028 synergies provide limited out-period estimate upside; an AssuredPartners Q2 beat with unchanged full-year economics also implies slightly softer remaining-period math. |
MEDIUM |