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Arthur J. Gallagher AJG Risk Management — Contract with Customer, Liability, Revenue Recognized

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$248M+9.3%

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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:ContractWithCustomerLiabilityRevenueRecognized.

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 risk management — contract with customer, liability, revenue recognized?
Arthur J. Gallagher (AJG) reported risk management — contract with customer, liability, revenue recognized of $24M in Q1 2026.
How has Arthur J. Gallagher's risk management — contract with customer, liability, revenue recognized changed year-over-year?
Arthur J. Gallagher's risk management — contract with customer, liability, revenue recognized increased by 14.8% year-over-year, from $20.9M to $24M.
What is the long-term trend for Arthur J. Gallagher's risk management — contract with customer, liability, revenue recognized?
Over 4 years (2021 to 2025), Arthur J. Gallagher's risk management — contract with customer, liability, revenue recognized has grown at a -4.0% compound annual growth rate (CAGR), from $103.5M to $88M.
What does risk management — contract with customer, liability, revenue recognized mean?
This metric tracks the portion of deferred revenue liabilities that has been successfully converted into recognized revenue during the reporting period. It demonstrates the segment's ability to execute on its service obligations and fulfill contractual commitments. It is a vital measure of operational throughput and revenue realization efficiency.