Aon Plc (AON)

NYSE:AON

AON

Aon

RESEARCH TOOLSreports

Want to see AON full AI Analyst Report?

Aon (AON) Earnings Dates, Call Summary & Reports

Q: When does Aon Plc (AON) report earnings?

Aon Plc (AON) is schdueled to report earning on Jul 24, 2026, Before Open (Confirmed).

Q: What is Aon Plc (AON) earnings time?

Aon Plc (AON) earnings time is at Jul 24, 2026, Before Open (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

Q: What is AON EPS forecast?

AON EPS forecast for the fiscal quarter 2026 (Q2) is 3.83.

716 Followers

Earnings Data

Report Date

Jul 24, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

3.83

Last Year’s EPS

3.49

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 12 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 01, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a predominantly positive picture: consistent execution produced mid-single-digit organic growth (5% in Q1), meaningful margin expansion (+70 bps), strong adjusted EPS growth (+14%), and a large surge in free cash flow (+332%). Management highlighted tangible AI/ABS-driven productivity gains, durable client-quality metrics (mid-90s retention, substantial new business contribution), and disciplined capital allocation (dividend increase, accelerated buybacks, targeted M&A). Headwinds include notable rate pressure in reinsurance and P&C renewals, softness in Wealth and Talent Solutions, lower fiduciary investment income, and geopolitical uncertainty that could create short-term volatility. On balance, the positive financial results, durable strategic progress, and strong capital returns outweigh the manageable challenges.

Company Guidance

Aon reaffirmed its 2026 guidance, targeting mid‑single‑digit or greater organic revenue growth, 70–80 basis points of adjusted operating margin expansion for the year, and double‑digit free cash flow growth, while committing to at least $1 billion of share repurchases in 2026. Management pointed to Q1 results that support the outlook: 5% organic revenue growth, $5.0 billion total revenue, adjusted operating margin of 39.1% (up 70 bps), adjusted EPS of $6.48 (up 14%), and $363 million of free cash flow (up 332%); the firm returned $662 million to shareholders in Q1 (including $500 million of buybacks) and deployed $349 million to tuck‑in M&A. Leadership reiterated planned investments of roughly $1.3 billion in talent and technology by year‑end, restructuring savings of $25 million in Q1 with $100 million expected in 2026 and $450 million by 2027, and near‑term financial guides (Q2 interest expense ≈ $180 million, Q2 other expense $15–20 million, full‑year tax rate 19.5–20.5%), while calling out operational metrics—retention in the mid‑90s (up 20 bps), new business contributing ~9 points to Q1 organic growth, and plans to grow the revenue‑generating population 4–8% in 2026.

Solid Top-Line Growth

Q1 organic revenue growth of 5%; total revenue +6% YoY to $5.0 billion; reaffirming full-year objective of mid-single-digit or greater organic growth.

Margin Expansion and Profitability

Adjusted operating margin expanded 70 basis points to 39.1%; adjusted operating income +8% to $2.0 billion; adjusted EPS +14% to $6.48.

Very Strong Free Cash Flow and Capital Returns

Q1 free cash flow $363 million, up 332% YoY; returned $662 million to shareholders in Q1 (including $500 million buybacks); announced 10% dividend increase to $0.82 per share and plan of at least $1 billion buybacks for 2026.

Commercial Risk Momentum

Commercial Risk organic growth 7% (fourth consecutive quarter ≥6%); double-digit growth in North America and double-digit growth in construction; new business in Commercial Risk contributed over 12 points to growth.

Productivity and AI-Driven Operational Gains

Measured productivity improvements from AI/ABS: 50% reduction in invoicing cycle time (22 → 11 days) and 70% reduction in invoicing work; 95% reductions in certificate-handling time (hours → <5 minutes) and policy checks (48 hours → 30 minutes); embedding AI investments (~$1.3 billion in talent and tech by year-end) to drive further revenue and margin benefits.

Healthy Balance Sheet and Disciplined Capital Allocation

Leverage reported around 2.7; interest expense down to $179 million (−$26 million YoY); invested $349 million in tuck-in M&A and remain positioned to pursue high-return deals while returning capital to shareholders.

Reinsurance and Insurance-Linked Markets Activity

Reinsurance organic growth 4% with double-digit growth in facultative placements; insurance-linked securities outstanding volumes reached $61 billion.

Client Quality, Retention and New Business Contribution

Client mix skewed to global/large/middle-market with recurring revenue; Q1 retention remained strong in the mid-90s (improved 20 basis points YoY); new business contributed ~9 points to organic revenue growth and net new business contributed ~5 points.

Aon (AON) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AON Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 24, 2026	2026 (Q2)	3.83 / -	3.49	―	―	―
May 01, 2026	2026 (Q1)	6.37 / 6.48	5.67	14.29% (+0.81)
Jan 30, 2026	2025 (Q4)	4.75 / 4.85	4.42	9.73% (+0.43)
Oct 31, 2025	2025 (Q3)	2.91 / 3.05	2.72	12.13% (+0.33)
Jul 25, 2025	2025 (Q2)	3.40 / 3.49	2.93	19.11% (+0.56)
Apr 25, 2025	2025 (Q1)	6.01 / 5.67	5.66	0.18% (<+0.01)
Jan 31, 2025	2024 (Q4)	4.25 / 4.42	3.89	13.62% (+0.53)
Oct 25, 2024	2024 (Q3)	2.48 / 2.72	2.32	17.24% (+0.40)
Jul 26, 2024	2024 (Q2)	3.09 / 2.93	2.76	6.16% (+0.17)
Apr 26, 2024	2024 (Q1)	5.89 / 5.66	5.17	9.48% (+0.49)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AON Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 01, 2026	$310.83	$311.51	+0.22%
Jan 30, 2026	$341.32	$347.98	+1.95%
Oct 31, 2025	$325.91	$338.32	+3.81%
Jul 25, 2025	$353.40	$369.53	+4.57%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.