| AJG |
Report |
Brokerage Organic Growth (2Q 2026) |
BEAT |
pred ~5.2% vs. cons 4.93% |
MEDIUM |
| AJG |
Report |
Risk Mgmt Organic Growth (2Q 2026) |
BEAT |
pred ~11.0% vs. cons 10.70% |
MEDIUM |
| AJG |
Report |
Diluted Operating EPS (2Q 2026) |
BEAT |
pred ~$2.88 vs. cons $2.811 |
MEDIUM |
| AJG |
Guide |
Brokerage Organic FY 2026 (FY 2026) |
BETTER |
guide ~5.5% vs. cons 5.17% |
MEDIUM |
| AJG |
Guide |
Risk Mgmt Organic FY 2026 (FY 2026) |
UNCHANGED |
guide ~8.0% vs. cons 8.06% |
HIGH |
| AJG |
Guide |
Brokerage EBITDAC Margin FY 2026 (FY 2026) |
UNCHANGED |
guide 40-60 bps expansion vs. cons 35.76% |
HIGH |
| AJG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.3% |
— |
MEDIUM |
| AJG |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Archetype A historically follows through as sell-side revises FY estimates upward; muted by elevated pre-print setup (+30% idiosyncratic run since Q1 earnings) |
MEDIUM |