Want to see AJG full AI Analyst Report?
EBITDAC Margin
Measures the percentage of EBITDAC relative to revenue, indicating how efficiently the company converts sales into operational profit, which is crucial for assessing financial health and competitiveness.Brokerage displays a clear seasonal pattern—reliable Q1 margin pops and weaker Q4s—so short‑term volatility is largely timing-driven, while management is leaning on AssuredPartners M&A, cross‑selling and productivity to lift underlying margins. Gallagher Bassett (Risk Management) is much steadier but the latest dip versus recent highs likely reflects integration and comparability noise called out on the call. Management’s 40–60 bps full‑year margin expansion target and realized synergies support further gradual improvement, though property premium declines and reinsurance pricing pressure are the principal downside risks.
Date | Brokerage | Risk Management |
|---|---|---|
Jun 30, 2026 | 27.07 | 21.19 |
Mar 31, 2026 | 36.38 | 18.30 |
Dec 31, 2025 | 24.42 | 20.14 |
Sep 30, 2025 | 28.75 | 20.39 |
Jun 30, 2025 | 31.97 | 19.24 |
Mar 31, 2025 | 40.76 | 19.15 |
Dec 31, 2024 | 28.77 | 19.63 |
Sep 30, 2024 | 28.86 | 20.04 |
Jun 30, 2024 | 28.12 | 20.16 |
Mar 31, 2024 | 36.61 | 19.98 |