Business Segments · Deferred revenue recognized from business acquisitions

Brokerage — Deferred revenue recognized from business acquisitions

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.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2017
Last reportedQ1 2026

How to read this metric

Higher amounts indicate successful integration and realization of revenue from acquired client books.

Detailed definition

This represents the revenue recognized from acquired brokerage businesses that was originally recorded as deferred reven...

Peer comparison

Specific to companies with active M&A strategies in the service sector.

Metric ID: ajg_segment_brokerage_deferred_revenue_recognized_from_business_acquisitions

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '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%
Range-$400.00K$207.30M
CAGR+38.3%
Avg YoY Growth+410.9%
Median YoY Growth+50.0%
Current Streak2 quarters decline

Frequently Asked Questions

What is Arthur J. Gallagher's brokerage — deferred revenue recognized from business acquisitions?
Arthur J. Gallagher (AJG) reported brokerage — deferred revenue recognized from business acquisitions of $7.00M in Q1 2026.
How has Arthur J. Gallagher's brokerage — deferred revenue recognized from business acquisitions changed year-over-year?
Arthur J. Gallagher's brokerage — deferred revenue recognized from business acquisitions increased by 11.1% year-over-year, from $6.30M to $7.00M.
What is the long-term trend for Arthur J. Gallagher's brokerage — deferred revenue recognized from business acquisitions?
Over 4 years (2021 to 2025), Arthur J. Gallagher's brokerage — deferred revenue recognized from business acquisitions has grown at a 101.9% compound annual growth rate (CAGR), from $19.60M to $326.00M.
What does brokerage — deferred revenue recognized from business acquisitions mean?
Revenue earned from contracts acquired through business combinations that were previously deferred.