Arthur J. Gallagher & Co. Deferred Revenue 2011-2025 | AJG

Deferred revenue is the amount of money or obligations that a company has received in advance for goods or services that have not yet been delivered or performed. In other words, it is income that has already been received but has not yet been recognized in accounting as revenue because the goods or services have not yet been transferred to the customer.

Features of the metric

Sources of future cash inflows
A high level of deferred revenue indicates that the company has secured future cash flows, which positively affects forecasts of its financial condition and stability.
Assessment of operational stability
Deferred revenue reflects demand for the company’s products or services and its ability to attract customers willing to pay in advance. It is one of the indicators of business stability and its competitive advantages.
Risks and obligations
Although deferred revenue indicates future inflows, it also represents obligations that the company must fulfill. If fulfilling these obligations is delayed or impossible, it can negatively impact reputation and financial results.
Analysis of liquidity and cash flow
Inflows in the form of deferred revenue improve the company’s current liquidity since the funds are already in the accounts. However, investors need to assess the ratio of deferred revenue to fulfilled obligations to understand the actual financial capabilities and risks.
Impact on company valuation
In fundamental analysis, deferred revenue is taken into account for accurate revenue and profit forecasting, especially in industries with long-term contracts or subscriptions (e.g., IT sector, services, manufacturing).

Annual Deferred Revenue Arthur J. Gallagher & Co.

2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011
537 M	645 M	547 M	521 M	476 M	434 M	379 M	74.8 M	69 M	61.3 M	66.1 M	84.5 M	70.6 M	69.7 M

All numbers in USD currency

Indicator range from annual reports

Maximum	Minimum	Average
645 M	61.3 M	288 M

Quarterly Deferred Revenue Arthur J. Gallagher & Co.

2025-Q2	2025-Q1	2024-Q4	2024-Q3	2024-Q2	2024-Q1	2023-Q4	2023-Q3	2023-Q2	2023-Q1	2022-Q4	2022-Q3	2022-Q2	2022-Q1	2021-Q4	2021-Q3	2021-Q2	2021-Q1	2020-Q4	2020-Q3	2020-Q2	2020-Q1	2019-Q4	2019-Q3	2019-Q2	2019-Q1	2018-Q4	2018-Q3	2018-Q2	2018-Q1	2017-Q4	2017-Q3	2017-Q2	2017-Q1	2016-Q4	2016-Q3	2016-Q2	2016-Q1	2015-Q4	2015-Q3	2015-Q2	2015-Q1	2014-Q4	2014-Q3	2014-Q2	2014-Q1	2013-Q4	2013-Q3	2013-Q2	2013-Q1	2012-Q4	2012-Q3	2012-Q2	2012-Q1	2011-Q4	2011-Q3	2011-Q2	2011-Q1
628 M	629 M	537 M	681 M	697 M	721 M	645 M	634 M	657 M	626 M	547 M	525 M	-	578 M	521 M	527 M	530 M	527 M	476 M	476 M	476 M	476 M	434 M	434 M	434 M	434 M	379 M	379 M	379 M	379 M	355 M	355 M	355 M	355 M	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-

All numbers in USD currency

Indicator range from quarterly reporting

Maximum	Minimum	Average
721 M	355 M	509 M

Deferred Revenue of other stocks in the Insurance brokers industry

Issuer	Deferred Revenue	Price	% 24h	Market Cap	Country
Fanhua FANH	14.1 M	-	-0.65 %	$ 1.64 B	China
BRP Group BRP	40.8 M	-	-4.43 %	$ 1.81 B	USA
Brown & Brown BRO	78.2 M	$ 82.09	0.56 %	$ 23 B	USA
Willis Towers Watson Public Limited Company WLTW	2.16 B	-	-0.49 %	$ 28.8 B	Britain
Erie Indemnity Company ERIE	36.5 M	$ 287.31	-0.01 %	$ 15 B	USA
Aon PLC AON	280 M	$ 352.09	-0.49 %	$ 74.4 B	USA
eHealth EHTH	2.57 M	$ 4.27	-5.11 %	$ 125 M	USA
GoHealth GOCO	15.2 M	$ 2.9	-3.5 %	$ 28.9 M	USA
CorVel Corporation CRVL	30.8 M	$ 70.67	1.06 %	$ 3.63 B	USA
SelectQuote SLQT	698 K	$ 1.41	-5.39 %	$ 248 M	USA