AJ
Arthur J. Gallagher & Co.
AJG · Arthur J. Gallagher & Co. · Financials
Up next day
6/12
50%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±1.6%
typical swing on earnings
Price when beating
+0.6%
avg over 8 beats
Biggest single move
+4.2%
'25.3 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Beating estimates doesn't always lift it
Up the next day 5 of 8 beats (63%)
Reaction is erratic and hard to predict
Avg +0.6% on a beat, -0.6% on a miss
vs Financials sector avg (202 peers)
This
+0.2%
Sector
+0.3%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock mostly moves with the reported earnings number
Moved opposite to results 4 of last 12 times (33%)
3xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Oct 29After close
'26.9 expectedEst. EPS $3.06
Quarter ended 6/2026
Reported 2026-07-30
Next-day move
-2.8%
After 5 days -1.8%
vs Consensus$2.81→$2.84+0.9% beat
Beat by +0.9% but stock -2.8%
EPS
$2.84
YoY +22%
Revenue
$4.0B
YoY +24%
Next-Q guidance
—
N/A
Price around earnings
vs market -3.5%p+21% run-up before
Earnings trend · last 12 quarters
EPS$2.84YoY +22%
'23.9'26.6
Revenue$4.0BYoY +24%
'23.9'26.6
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
6x50%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
6x50%
← ← Weak earningsStrong earnings → →
Mostly 'honest' — good earnings, price up · 6 of 12q (50%)
Community · AJG
What do you think of this stock's earnings pattern?
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