| AON |
Report |
Adjusted EPS |
BEAT |
pred ~$3.86 vs. cons $3.80 |
MEDIUM |
| AON |
Report |
Organic revenue growth |
BEAT |
pred ~5.2% vs. cons 5.0% |
MEDIUM |
| AON |
Report |
Adjusted operating margin |
IN-LINE |
pred ~29.0% vs. cons 28.9% |
MEDIUM |
| AON |
Guide |
Organic revenue growth guidance |
UNCHANGED |
guide ~5.0–6.0% vs. cons 5.4% (FY2026) |
HIGH |
| AON |
Guide |
Adjusted operating-margin expansion guidance |
UNCHANGED |
guide ~70–80 bps vs. cons 75 bps (FY2026) |
HIGH |
| AON |
Guide |
Free-cash-flow growth guidance |
UNCHANGED |
guide ~10%+ vs. cons 12% (FY2026) |
MEDIUM |
| AON |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| AON |
Return |
5-day cumulative residual |
+0.6% (FADE) |
A modest EPS and organic-growth beat should support the initial reaction, but unchanged FY2026 guidance implies limited out-period estimate upside; pred day-5 residual ~0.6% vs. day-1 residual 1.4%, producing a fade as the quarter's upside is partly offset by softer Reinsurance pricing and a high pre-report valuation bar. |
MEDIUM |