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Arthur J. Gallagher AJG Brokerage — Remaining performance obligations

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WYF
WYFIOther Revenue — Revenue Remaining Performance Obligation
$2.79M

Other financials

Income statement

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Revenue$4.8B+27.7%
Gross profit$2.0B+16.3%
Net income$822.0M+16.8%
EPS (diluted)$3.16+16.2%

Balance sheet

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Cash & equivalents$1.4B-91.5%
Total debt$14.0B+5.7%
Total equity$23.8B+6.5%
Total assets$78.3B+5.7%

Cash flow

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Operating cash flow$957.0M+9.7%
CapEx$36.0M+28.6%
Free cash flow$921.0M+9.1%

Valuation

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Market cap$55.98B-31.7%
Enterprise value$68.58B-12.7%
P/E34.7×-17.9×
P/S3.7×-3.1×

Profitability

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Gross margin99.7%+14.0pp
Net margin10.8%-2.2pp
FCF margin21%-0.1pp

Returns & leverage

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Return on equity7%-2.3pp
Debt / equity0.6×0.0×
Current ratio1.1×-0.4×

Where this comes from

Reported directly by Arthur J. Gallagher in its filing.

Tagged under the XBRL concept us-gaap:RevenueRemainingPerformanceObligation.

The official record: Arthur J. Gallagher’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Arthur J. Gallagher's brokerage — remaining performance obligations?
Arthur J. Gallagher (AJG) reported brokerage — remaining performance obligations of $778M in Q1 2026.
How has Arthur J. Gallagher's brokerage — remaining performance obligations changed year-over-year?
Arthur J. Gallagher's brokerage — remaining performance obligations increased by 48.5% year-over-year, from $523.8M to $778M.
What is the long-term trend for Arthur J. Gallagher's brokerage — remaining performance obligations?
Over 4 years (2021 to 2025), Arthur J. Gallagher's brokerage — remaining performance obligations has grown at a 11.6% compound annual growth rate (CAGR), from $1.58B to $2.45B.
What does brokerage — remaining performance obligations mean?
This is the total transaction price allocated to performance obligations that are unsatisfied or partially unsatisfied at the end of the reporting period. It represents the total future revenue backlog for the brokerage segment, providing a clear view of contracted future business.