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EBITDAC
Focuses on earnings before interest, taxes, depreciation, amortization, and change in control, offering a clear view of operational profitability and cash flow potential.Brokerage is the clear driver of EBITDAC, showing pronounced step-ups (especially Q1 spikes) driven by the AssuredPartners acquisition rather than pure organic momentum; Risk Management (Gallagher Bassett) is steadier, delivering consistent compounding EBITDAC and margin expansion. Management’s reiterated guidance and the $160M–$300M synergy roadmap support further margin upside and sustained adjusted EBITDAC growth, but watch comparability noise from interest income on acquisition funds and ongoing property premium weakness, which could temporarily mask organic performance and dent full‑year organic growth if it deepens.
Date | Brokerage | Risk Management |
|---|---|---|
Jun 30, 2026 | $948.00M | $96.00M |
Mar 31, 2026 | $1.56B | $86.00M |
Dec 31, 2025 | $774.00M | $84.00M |
Sep 30, 2025 | $840.30M | $82.00M |
Jun 30, 2025 | $890.50M | $75.40M |
Mar 31, 2025 | $1.35B | $71.50M |
Dec 31, 2024 | $660.70M | $72.50M |
Sep 30, 2024 | $691.50M | $74.00M |
Jun 30, 2024 | $668.10M | $72.30M |
Mar 31, 2024 | $1.05B | $70.50M |