Arthur J. Gallagher Brokerage — Change in estimated acquisition earnout payables increased by 150.0% to $16.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 3.9%, from $15.40M to $16.00M. Over 4 years (FY 2021 to FY 2025), Brokerage — Change in estimated acquisition earnout payables shows a downward trend with a -21.6% CAGR.
An increase in expense indicates acquired businesses are outperforming expectations, while a gain indicates underperformance.
This reflects adjustments to the fair value of contingent consideration liabilities related to brokerage acquisitions. T...
Standard for serial acquirers in the insurance brokerage industry.
ajg_segment_brokerage_change_in_estimated_acquisition_earnout_payables| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $29.08M | $29.08M | $29.08M | $22.60M | $22.60M | $22.60M | $22.60M | $94.20M | $94.20M | $94.20M | $94.20M | -$16.20M | $18.70M | -$15.40M | $38.50M | $15.40M | -$6.30M | $28.50M | $6.40M | $16.00M |
| QoQ Change | — | +0.0% | +0.0% | -22.3% | +0.0% | +0.0% | +0.0% | +316.8% | +0.0% | +0.0% | +0.0% | -117.2% | +215.4% | -182.4% | +350.0% | -60.0% | -140.9% | +552.4% | -77.5% | +150.0% |
| YoY Change | — | — | — | — | -22.3% | -22.3% | -22.3% | +316.8% | +316.8% | +316.8% | +316.8% | -117.2% | -80.1% | -116.3% | -59.1% | +195.1% | -133.7% | +285.1% | -83.4% | +3.9% |