| AJG |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$5.70 vs. cons $5.61 |
MEDIUM |
| AJG |
Report |
Brokerage organic revenue growth |
BEAT |
pred ~5.2% vs. cons 5.0% |
MEDIUM |
| AJG |
Report |
Risk Management organic revenue growth |
BEAT |
pred ~11.4% vs. cons 11.0% |
MEDIUM |
| AJG |
Guide |
FY26 Brokerage organic-growth outlook |
UNCHANGED |
guide ~5.5% vs. cons 5.5% (FY26) |
HIGH |
| AJG |
Guide |
FY26 Risk Management organic-growth outlook |
UNCHANGED |
guide ~8.0% vs. cons 8.0% (FY26) |
HIGH |
| AJG |
Guide |
FY26 underlying Brokerage margin expansion |
UNCHANGED |
guide ~50 bps vs. cons 50 bps (FY26) |
MEDIUM |
| AJG |
Guide |
AssuredPartners annualized run-rate synergy target |
UNCHANGED |
guide ~$325M vs. cons $325M (early 2028) |
MEDIUM |
| AJG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| AJG |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest beat (~5.70 EPS versus ~$5.61 consensus) and reaffirmed ~5.5% FY26 Brokerage organic-growth outlook versus ~5.5% consensus should support an initial ~1.5% residual move, but absent a FY26 growth, margin, or AssuredPartners-synergy raise, out-period estimates should change by only ~0% to ~1%, driving a partial fade by day 5. |
MEDIUM |