| AJG |
Report |
Adjusted operating EPS |
BEAT |
pred ~$2.84 vs. cons $2.811 |
MEDIUM |
| AJG |
Report |
Brokerage organic growth |
BEAT |
pred ~5.0% vs. cons 4.89% |
MEDIUM |
| AJG |
Report |
Operating EBITDAC |
BEAT |
pred ~$1.280B vs. cons $1.267B |
MEDIUM |
| AJG |
Guide |
Brokerage organic growth (Q3'26) |
LOWER |
guide ~5.5% vs. cons 5.66% |
LOW |
| AJG |
Guide |
Brokerage organic growth (FY'26) |
BETTER |
guide ~5.5% vs. cons 4.99% |
MEDIUM |
| AJG |
Guide |
AssuredPartners synergies (early 2028) |
UNCHANGED |
guide up to ~$325M vs. cons UNVERIFIED |
LOW |
| AJG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| AJG |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — high setup and near-term guide risk |
MEDIUM |