Business Segments · Incremental deferred revenue
Brokerage — Incremental deferred revenue
Arthur J. Gallagher Brokerage — Incremental deferred revenue increased by 3615.8% to $353.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 26.3%, from $279.40M to $353.00M. Over 2 years (FY 2021 to FY 2023), Brokerage — Incremental deferred revenue shows an upward trend with a 10.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2017
Last reportedQ1 2026
How to read this metric
An increase indicates strong sales momentum and a growing pipeline of future service delivery obligations.
Detailed definition
This represents the net increase in revenue that has been billed or collected but not yet earned by the brokerage segmen...
Peer comparison
Commonly tracked in subscription or contract-based service businesses to measure future revenue potential.
Metric ID:
ajg_segment_brokerage_incremental_deferred_revenueHistorical Data
18 periods
| 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 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $67.90M | $27.10M | $41.70M | $253.60M | $70.90M | $10.80M | $7.00M | $273.20M | $120.40M | $3.50M | $0.00 | $322.40M | $95.10M | $38.50M | $279.40M | $63.00M | $9.50M | $353.00M |
| QoQ Change | — | -60.1% | +53.9% | +508.2% | -72.0% | -84.8% | -35.2% | >999% | -55.9% | -97.1% | -100.0% | — | -70.5% | -59.5% | +625.7% | -77.5% | -84.9% | >999% |
| YoY Change | — | — | — | — | +4.4% | -60.1% | -83.2% | +7.7% | +69.8% | -67.6% | -100.0% | +18.0% | -21.0% | >999% | -13.3% | -33.8% | -75.3% | +26.3% |
Range$0.00 – $353.00M
CAGR+47.4%
Avg YoY Growth+48.0%
Median YoY Growth-17.2%
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Frequently Asked Questions
- What is Arthur J. Gallagher's brokerage — incremental deferred revenue?
- Arthur J. Gallagher (AJG) reported brokerage — incremental deferred revenue of $353.00M in Q1 2026.
- How has Arthur J. Gallagher's brokerage — incremental deferred revenue changed year-over-year?
- Arthur J. Gallagher's brokerage — incremental deferred revenue increased by 26.3% year-over-year, from $279.40M to $353.00M.
- What is the long-term trend for Arthur J. Gallagher's brokerage — incremental deferred revenue?
- Over 2 years (2021 to 2023), Arthur J. Gallagher's brokerage — incremental deferred revenue has grown at a 10.5% compound annual growth rate (CAGR), from $325.00M to $397.10M.
- What does brokerage — incremental deferred revenue mean?
- The net change in revenue that has been received but not yet earned for brokerage services.