Arthur J. Gallagher Brokerage — Deferred revenue recognized from business acquisitions decreased by 93.4% to $7.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 11.1%, from $6.30M to $7.00M. Over 4 years (FY 2021 to FY 2025), Brokerage — Deferred revenue recognized from business acquisitions shows an upward trend with a 101.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Higher amounts indicate successful integration and realization of revenue from acquired client books.
This represents the revenue recognized from acquired brokerage businesses that was originally recorded as deferred reven...
Specific to companies with active M&A strategies in the service sector.
ajg_segment_brokerage_deferred_revenue_recognized_from_business_acquisitions| 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 | $1.50M | $1.10M | $9.90M | $3.10M | $2.40M | -$400.00K | $13.50M | $2.80M | $17.20M | $2.40M | $15.30M | $4.10M | $1.20M | $5.10M | $12.40M | $6.30M | $6.80M | $207.30M | $105.60M | $7.00M |
| QoQ Change | — | -26.7% | +800.0% | -68.7% | -22.6% | -116.7% | >999% | -79.3% | +514.3% | -86.0% | +537.5% | -73.2% | -70.7% | +325.0% | +143.1% | -49.2% | +7.9% | >999% | -49.1% | -93.4% |
| YoY Change | — | — | — | — | +60.0% | -136.4% | +36.4% | -9.7% | +616.7% | +700.0% | +13.3% | +46.4% | -93.0% | +112.5% | -19.0% | +53.7% | +466.7% | >999% | +751.6% | +11.1% |