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Arthur J. Gallagher AJG Deferred income

Deferred income at other companies

MPLX logo
MPLXMPLX
$115M-63.7%
Arthur J. Gallagher logo
Arthur J. GallagherAJG
$177M+167%
Arteris, Inc. logo
Arteris, Inc.AIP
$6.16M-16.1%
Williams Companies logo
Williams CompaniesWMB
$170M+6.9%
Jerash Holdings (US), Inc. logo
Jerash Holdings (US), Inc.JRSH
$120
UnitedHealth Group logo
UnitedHealth GroupUNH
$3.42B+3.7%

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$58.99B-20.4%
Enterprise value$71.59B-4.6%
P/E36.6×-8.6×
P/S3.9×-2.0×

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:DeferredRevenueNoncurrent.

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 deferred income?
Arthur J. Gallagher (AJG) reported deferred income of $177M in Q1 2026.
How has Arthur J. Gallagher's deferred income changed year-over-year?
Arthur J. Gallagher's deferred income increased by 167.0% year-over-year, from $66.3M to $177M.
What is the long-term trend for Arthur J. Gallagher's deferred income?
Over 5 years (2020 to 2025), Arthur J. Gallagher's deferred income has grown at a 18.7% compound annual growth rate (CAGR), from $65.7M to $155M.
What does deferred income mean?
This represents payments received from customers for services that will be delivered or earned over a period exceeding one year. In the context of insurance brokerage, this reflects long-term service contracts or multi-year consulting engagements where cash is collected upfront. It is a liability because the company has an obligation to perform the service in the future.