AJG · 10-Q · 2026Q2 · Full report

Capital Expenditure Outlook

Arthur J. Gallagher & Co. · 2026-08-05 · Importance 77 · Surprise 66 · In source text

Capital expenditures were $87 million for the six months ended June 30, 2026, up from $68 million in the prior-year period, a 28% increase. Gallagher expects total 2026 capital improvement expenditures of approximately $227 million, including acquisition-related expenditures. Planned spending includes office moves, information technology and software development projects. The company is also moving information technology from in-house hosted environments to cloud computing-based technology, with related expenditures generally recorded as deferred costs rather than fixed assets.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
cashnegativecommitted-0.2%In 2026, we expect total expenditures for capital improvements to be approximately $227 million (includes the impact of acquisitions…
assetspositivecommitted+0.2%In 2026, we expect total expenditures for capital improvements to be approximately $227 million (includes the impact of acquisitions…