| AON |
Report |
Adjusted EPS |
BEAT |
pred ~$3.72 vs. cons $3.58 |
MEDIUM |
| AON |
Report |
Organic revenue growth |
BEAT |
pred ~6.0% vs. cons 5.0% |
MEDIUM |
| AON |
Report |
Adjusted operating margin |
IN-LINE |
pred ~34.0% vs. cons 33.8% |
MEDIUM |
| AON |
Guide |
FY26 organic revenue growth |
UNCHANGED |
guide ~5.0% vs. cons 5.0% (FY26) |
HIGH |
| AON |
Guide |
FY26 adjusted operating-margin expansion |
UNCHANGED |
guide ~75 bps vs. cons 75 bps (FY26) |
HIGH |
| AON |
Guide |
FY26 free-cash-flow growth |
UNCHANGED |
guide ~11.0% vs. cons 11.0% (FY26) |
MEDIUM |
| AON |
Guide |
Second-half Reinsurance organic growth commentary |
BETTER |
guide ~6.0% vs. cons 5.0% (2H26) |
LOW |
| AON |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| AON |
Return |
5-day cumulative residual |
+2.3% (FOLLOW-THROUGH) |
pred ~6.0% organic growth vs. cons 5.0% and implied 2H26 Reinsurance growth of ~6.0% vs. cons 5.0% support modest out-period EPS revisions despite FY26 organic-growth guidance remaining ~5.0% vs. cons 5.0%. |
MEDIUM |