Arthur J. Gallagher & Co. · NYSE:AJG
Arthur J. Gallagher & — Investor Day (September 2026)
10 slides from Arthur J. Gallagher &'s investor day presentation, Sep 23, 2026
Slide 1: CFO Commentary
CFO Commentary September 23, 2026
Slide 2: Forward-Looking Statements and Non-GAAP Measures
Arthur J. Gallagher & Co. Forward-Looking Statements and Non-GAAP Measures Information Concerning Forward-Looking Statements This CFO Commentary contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. When used in this CFO Commentary, the wor
Slide 3: Brokerage Segment Estimates
ARTHUR J. GALLAGHER & CO. - CFO COMMENTARY - SEPTEMBER 23, 2026 This communication is subject to, and you are urged to carefully read, the cautions set forth at the beginning of this communication. Certain first and second quarter 2026 actuals have been provided both including and excluding AssuredP
Slide 4: Brokerage & Risk Management Revenues - Other Information
ARTHUR J. GALLAGHER & CO. - CFO COMMENTARY - SEPTEMBER 23, 2026 This communication is subject to, and you are urged to carefully read, the cautions set forth at the beginning of this communication. Brokerage & Risk Management Revenues - Other Information All figures below exclude the August 18, 2025
Slide 5: Interest Income, Premium Finance Revenues, and Other Income
ARTHUR J. GALLAGHER & CO. - CFO COMMENTARY - SEPTEMBER 23, 2026 This communication is subject to, and you are urged to carefully read, the cautions set forth at the beginning of this communication. Interest Income, Premium Finance Revenues, and Other Income The following table provides the component
Slide 6: Inter-quarter Seasonality of AssuredPartners
ARTHUR J. GALLAGHER & CO. - CFO COMMENTARY - SEPTEMBER 23, 2026 This communication is subject to, and you are urged to carefully read, the cautions set forth at the beginning of this communication. Inter-quarter Seasonality of AssuredPartners Estimates on Actual July 30, 2026 (1) Estimates on Septem
Slide 7: EBITDAC Margin Bridge and Brokerage Margin Modeling Helper
ARTHUR J. GALLAGHER & CO. - CFO COMMENTARY - SEPTEMBER 23, 2026 This communication is subject to, and you are urged to carefully read, the cautions set forth at the beginning of this communication. EBITDAC Margin Bridge 2026 Brokerage EBITDAC Margin, as Adjusted Modeling Helper Estimates on Actual J
Slide 8: Corporate Segment Reconciliation of Reported to Adjusted
ARTHUR J. GALLAGHER & CO. - CFO COMMENTARY - SEPTEMBER 23, 2026 This communication is subject to, and you are urged to carefully read, the cautions set forth at the beginning of this communication. 2025 2026 2026 ESTIMATES 2026 ESTIMATES CORPORATE SEGMENT RECONCILIATION OF REPORTED TO ADJUSTED RECON
Slide 9: Reported GAAP to Adjusted Non-GAAP Reconciliations
ARTHUR J. GALLAGHER & CO. - CFO COMMENTARY - SEPTEMBER 23, 2026 This communication is subject to, and you are urged to carefully read, the cautions set forth at the beginning of this communication. Reported GAAP to Adjusted Non-GAAP Reconciliations (dollars in millions): Brokerage Segment Risk Manag
Slide 10: Reported GAAP to Adjusted Non-GAAP Reconciliations
ARTHUR J. GALLAGHER & CO. - CFO COMMENTARY - SEPTEMBER 23, 2026 This communication is subject to, and you are urged to carefully read, the cautions set forth at the beginning of this communication. Reported GAAP to Adjusted Non-GAAP Reconciliations (dollars in millions): Earnings Provision Earnings
Arthur J. Gallagher & — Investor Day (September 2026) on 6ix