| AON |
Report |
Organic Revenue Growth (Q2 2026) |
BEAT |
pred ~6% vs. cons 5.0% |
HIGH |
| AON |
Report |
Adj. Operating EPS (Q2 2026) |
BEAT |
pred ~$3.92 vs. cons $3.80 |
HIGH |
| AON |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$4.35B vs. cons $4.274B |
MEDIUM |
| AON |
Guide |
FY 2026 Organic Growth (FY 2026) |
UNCHANGED |
guide 'mid-single-digit or greater' reaffirm vs. cons 4.99% |
HIGH |
| AON |
Guide |
FY 2026 Adj. Margin Expansion (FY 2026) |
UNCHANGED |
guide 70-80 bps reaffirm vs. cons UNVERIFIED |
LOW |
| AON |
Guide |
Data Center Pipeline Tone (H2 2026) |
BETTER |
upgrade from '3x' to more specific/larger figure vs. prior '3x higher than last year' |
MEDIUM |
| AON |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| AON |
Return |
5-day cumulative residual |
-2.5% (FADE) |
FADE — sell-side models H2 implied organic at ~4.5% vs. 5% cons; estimates drift lower despite Q2 beat |
MEDIUM |