Arthur J. Gallagher & Co.
NYSE•AJG
CEO: Mr. J. Patrick Gallagher Jr.
セクター: Financial Services
業種: Insurance - Brokers
上場日: 1984-06-20
Arthur J. Gallagher & Co., together with its subsidiaries, provides insurance and reinsurance brokerage, consulting, and third-party property/casualty claims settlement and administration services to entities and individuals worldwide. It operates in Brokerage and Risk Management segments. The Brokerage segment offers retail and wholesale insurance and reinsurance brokerage services; assists retail brokers and other non-affiliated brokers in the placement of specialized and hard-to-place insurance; and acts as a brokerage wholesaler, managing general agent, and managing general underwriter for distributing specialized insurance coverages to underwriting enterprises. This segment performs activities, including marketing, underwriting, issuing policies, collecting premiums, appointing and supervising other agents, paying claims, and negotiating reinsurance; and offers services in the areas of insurance and reinsurance placement, risk of loss management, and management of employer sponsored benefit programs. The Risk Management segment provides contract claim settlement and administration services; and claims management, loss control consulting, and insurance property appraisal services. The company offers its services through a network of correspondent brokers and consultants. It serves commercial, industrial, public, religious, and nonprofit entities, as well as underwriting enterprises. Arthur J. Gallagher & Co. was founded in 1927 and is headquartered in Rolling Meadows, Illinois.
連絡先情報
時価総額
$53.46B
PER (TTM)
36.2
23.6
配当利回り
1.3%
52週高値
$351.23
52週安値
$195.00
52週レンジ
順位23Top 9.4%
5.8
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.8 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$3.63B+33.58%
直近4四半期の推移
EPS
$0.58-49.12%
直近4四半期の推移
フリーCF
$713.40M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Brokerage Revenue Jumps 23% Brokerage segment revenues reached $12.19B in 2025, marking a strong 23% increase over prior year results.
Large Acquisitions Closed Successfully Completed major acquisitions including AssuredPartners for $13.8B and Woodruff Sawyer for $1.2B during 2025.
Adjusted EPS Increased 6% Total adjusted diluted EPS grew 6% to $10.69 in 2025, showing strong underlying profitability improvement.
リスク要因
Large Acquisition Integration Risks Integrating large acquisitions like AssuredPartners carries risks, with integration costs estimated at $575M over three years.
Global Economic Geopolitical Headwinds Fluctuations in inflation, interest rates, and geopolitical instability pose risks to operations and financial condition globally.
Sustained Compensation Expense Pressure Sustained increases in compensation expense and benefits costs could reduce overall profitability margins moving forward.
見通し
Growth Driven By Mergers Growth prospects rely on continued mergers and acquisitions activity across brokerage and risk management segments.
Leveraging Technology and AI Future success depends on effectively applying data analytics and AI to drive client value and internal efficiencies.
Clean Energy Investment Losses Anticipate after-tax losses of $5M from clean energy investments in 2026, following similar results in 2025 and 2024.
同業比較
売上高 (TTM)
$123.53B
$101.76B
$55.71B
粗利益率 (最新四半期)
93.7%
83.5%
76.0%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| WFC | $232.65B | 11.0 | 11.8% | 19.8% |
| HDB | $144.80B | 16.9 | 13.7% | 13.3% |
| MFG | $94.24B | 14.5 | 9.7% | 21.6% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-0.9%
横ばい
4四半期純利益CAGR
-40.2%
収益性の低下
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年4月23日
EPS:$4.44
|売上高:$4.77B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし