The earnings call reflected a strong financial performance with significant growth in key areas such as revenue, EPS, and free cash flow. Innovation and talent acquisition were emphasized as drivers of future growth. While there are challenges in specific markets such as reinsurance and concerns about social inflation, the overall sentiment remains positive due to the strength of Aon's strategy and execution.

Company Guidance -

Q3 2025

During Aon plc's Second Quarter 2025 Conference Call, CEO Greg Case and CFO Edmund Reese highlighted the company's strong performance metrics and strategic initiatives. The quarter saw a 6% organic revenue growth, 19% increase in adjusted EPS, and a remarkable 59% growth in free cash flow. The discussion emphasized Aon's Aon United strategy and the 3x3 Plan, which are driving sustainable top-line growth and margin expansion. The company reaffirmed its full-year guidance, projecting mid-single-digit or greater organic revenue growth, 80 to 90 basis points of margin expansion, and double-digit free cash flow growth for 2025. These results were attributed to strategic investments in revenue-generating talent, which increased by 6% year-to-date, and new client solutions like Aon Broker Copilot. The quarter also saw progress in achieving $80 million in revenue synergies from the NFP acquisition, contributing significantly to Aon's positive financial outlook.

Strong Q2 Financial Performance

Aon delivered 6% organic revenue growth, 19% adjusted EPS growth, and 59% free cash flow growth in Q2 2025. These results are attributed to strong execution of the Aon United strategy and the 3x3 Plan.

Expansion in Core Markets

Aon is winning more in the core by deepening relationships with existing clients and capturing demand in new markets. Notable wins include a major U.S. and Global benefits advisory business with a leading investment firm.

Innovative Product Launches

The launch of Aon Broker Copilot and a first-of-its-kind cyber reinsurance offering, Aon Surge Stop-Loss, highlights Aon's focus on innovation and providing superior solutions to clients.

Talent Acquisition and Retention

Revenue-generating hires are up 6% through June 30, with significant contributions to growth. This reflects Aon's commitment to investing in talent across high-growth areas.

Reaffirmation of 2025 Guidance

Aon reaffirmed its 2025 full-year guidance, including mid-single-digit or greater organic revenue growth, 80 to 90 basis points of margin expansion, and double-digit free cash flow growth.

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
Oct 24, 2025	2025 (Q3)	2.90 / -	2.72	―	―	―
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)
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)

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
Jul 25, 2025	$355.86	$372.11	+4.57%
Apr 25, 2025	$363.52	$334.44	-8.00%
Jan 31, 2025	$369.92	$368.59	-0.36%
Oct 25, 2024	$354.06	$372.50	+5.21%

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.