Aon reported strong revenue and EPS growth, driven by successful integration of NFP, organic growth, and talent acquisition efforts. The increase in dividends and reaffirmation of 2025 guidance suggest confidence in ongoing performance. However, challenges such as currency fluctuations and reinsurance market conditions present headwinds. Overall, the positive highlights outweigh the lowlights.

Company Guidance

During Aon Plc's first-quarter 2025 earnings call, the company reaffirmed its 2025 full-year guidance, highlighting several key metrics and strategic initiatives. Aon reported a 5% organic revenue growth, contributing to a 16% total revenue increase, with a 38.4% adjusted operating margin and 12% growth in adjusted operating income. The adjusted EPS for the quarter was $5.67, and the company generated $80 million in free cash flow while returning $397 million to shareholders. Aon also announced a 10% increase in its quarterly dividend, marking the fifteenth consecutive year of dividend growth. The company emphasized the successful integration of NFP, which contributed to its results, and reaffirmed its expectations for mid-single-digit or greater organic revenue growth, margin expansion, strong earnings growth, and double-digit free cash flow growth for the full year. Aon underscored its commitment to its three by three plan and its strategy to navigate a complex economic environment by leveraging ABS capabilities, client-facing talent, and strategic acquisitions to drive sustainable growth.

Strong Revenue and EPS Growth

Aon delivered 16% total revenue growth with 5% organic revenue growth. Adjusted operating income grew by 12% and adjusted EPS was $5.67.

Dividend Increase

Aon announced a 10% increase in their quarterly dividend, marking the fifteenth consecutive year of dividend growth.

NFP Acquisition Success

NFP contributed positively to Aon's performance, celebrating one year as part of the company. The integration is performing in line with high expectations, contributing to middle market growth.

Reaffirmation of 2025 Guidance

Aon reaffirmed its 2025 guidance of mid-single-digit or greater organic revenue growth, margin expansion, strong earnings growth, and double-digit free cash flow growth.

Progress in Talent Acquisition

Significant progress was made in hiring in priority areas such as construction and surety, enhancing Aon's capability to win new clients and serve existing ones.

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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

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AON Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 25, 2025	2025 (Q2)	3.42 / -	2.93	―	―	―
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)
Feb 02, 2024	2023 (Q4)	4.07 / 3.89	3.89	0.00% (0.00)
Oct 27, 2023	2023 (Q3)	2.21 / 2.32	2.02	14.85% (+0.30)
Jul 28, 2023	2023 (Q2)	2.83 / 2.76	2.63	4.94% (+0.13)
Apr 28, 2023	2023 (Q1)	5.31 / 5.17	4.83	7.04% (+0.34)

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

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AON Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 25, 2025	$365.05	$335.85	-8.00%
Jan 31, 2025	$371.47	$370.14	-0.36%
Oct 25, 2024	$355.54	$374.07	+5.21%
Jul 26, 2024	$297.24	$321.16	+8.05%

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.

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