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).

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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.

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Earnings Data

Report Date

Jul 24, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

―

Last Year’s EPS

3.49

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 16 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Jan 30, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized durable, broad-based performance with multiple strong financial metrics (organic revenue growth, margin expansion, EPS growth, double-digit free cash flow growth) and substantial strategic momentum (ABS, AI, data center innovation, NFP integration). Management acknowledged near-term headwinds—notably large January 1 property rate declines, weaker fiduciary income from lower rates, modest growth in some human capital lines, and tax impacts from disposals—but provided clear plans and guidance for 2026 (mid-single-digit organic growth, margin expansion, and double-digit free cash flow), a strengthened capital position (~$7B), and continued disciplined capital allocation. Overall, positives materially outweigh the noted challenges, and the company presents a confident outlook for continued execution and growth.

Company Guidance

Aon guided to mid‑single‑digit or greater organic revenue growth for 2026, 70–80 basis points of adjusted operating‑margin expansion and “strong” adjusted EPS growth, with embedded assumptions including a +2‑point FX tailwind, roughly a 2‑point headwind tied to the NFP wealth sale and an $80 million non‑cash pension expense; management expects double‑digit free cash flow growth targeting $4.3 billion of free cash flow, mid‑nineties retention, 0–2 points of net market impact, continued 4–8% growth in revenue‑generating hires, $7 billion of available capital, at least $1 billion of share repurchases, and $180 million of restructuring savings over 2026–27 (including $100 million in 2026 contributing ~50 bps), while lower fiduciary yields are expected to dilute margins by ~20 bps and ABS operating leverage should add ~40–50 bps.

Sustained Organic Revenue Growth

Organic revenue growth of 6% for the full year (second consecutive year) and 5% in Q4, supporting the company's mid-single-digit or greater organic growth objective.

Total Revenue and Segment Strength

Full-year total revenue of $17.0 billion, up 9% year-over-year; Q4 total revenue of $4.3 billion, up 4% year-over-year despite wealth and disposition impacts. Commercial risk and reinsurance each delivered ~6%+ growth in the year; reinsurance delivered 8% growth driven by insurance-linked securities and STG analytics.

Margin and Earnings Expansion

Full-year adjusted operating margin expanded 90 basis points to 32.4%; Q4 adjusted operating margin expanded 220 basis points to 35.5%. Adjusted EPS was $17.07 for the year (+9% Y/Y) and $4.85 in Q4 (+10% Y/Y).

Free Cash Flow and Capital Position

Full-year free cash flow grew 14% to $3.2 billion; Q4 free cash flow increased 16%. Company paid down $1.9 billion of debt in 2025, reducing leverage to ~2.9x, and reports approximately $7 billion of available capital entering 2026.

Capital Return and M&A Execution

Returned $1.0 billion to shareholders in 2025 (including $1.0 billion in share repurchases). Continued disciplined tuck-in M&A program: NFP contributed ~$42 million of acquired EBITDA for the year; historically acquisitions have yielded strong post-acquisition revenue growth (~12%) and portfolio IRR (>20%).

ABS, Innovation and Data Center Momentum

Accelerated Aon Business Services (ABS) and AI deployments (Broker Copilot, Claims Copilot, analyzers). Market issuance of relevant cap bonds rose >40% in 2025 and Aon's issuance increased >50%; cap bonds outstanding reached $59 billion. Announced a $1.0 billion capacity expansion to $2.5 billion and placed the first-ever data center-specific reinsurance treaty aligning up to $5 billion of capital.

Talent Investment and New Business Contribution

Revenue-generating talent increased net 6% in 2025 (within 4-8% objective). New business contributed strongly—~9-10 points of organic revenue growth for the year—and cohort seasoning contributed ~50 basis points to 2025 growth.

Restructuring Progress and Expected Savings

AAU restructuring produced $160 million of savings in 2025 (ahead $10 million of plan) with $50 million saved in Q4; company now expects total AAU investment of $1.3 billion and $450 million in total savings, with $180 million of restructuring savings expected across 2026-2027 (including $100 million contributing ~50 bps in 2026).

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 24, 2026	2026 (Q2)	- / -	3.49	―	―	―
Feb 19, 2026	2026 (Q1)	6.43 / -	4.42	―	―	―
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
Feb 19, 2026	$324.30	$325.07	+0.24%
Jan 30, 2026	$342.22	$348.89	+1.95%
Oct 31, 2025	$326.77	$339.21	+3.81%
Jul 25, 2025	$354.33	$370.50	+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.