| AON |
Report |
Organic revenue growth |
BEAT |
pred ~5.2% vs. cons 5.01% |
MEDIUM |
| AON |
Report |
Operating diluted EPS |
BEAT |
pred ~$3.86 vs. cons $3.80 |
MEDIUM |
| AON |
Report |
Total revenue |
IN-LINE |
pred ~$4.30B vs. cons $4.274B |
MEDIUM |
| AON |
Guide |
Organic growth (FY26) |
UNCHANGED |
guide ~≥5.0% vs. cons 4.99% |
MEDIUM |
| AON |
Guide |
Adjusted margin expansion (FY26) |
UNCHANGED |
guide ~70–80 bps vs. cons UNVERIFIED |
LOW |
| AON |
Guide |
Free cash flow (FY26) |
BETTER |
guide ~$4.0B post-tax vs. cons $3.775B |
MEDIUM |
| AON |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
LOW |
| AON |
Return |
5-day cumulative residual |
+1.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — modest validation, but no estimate reset |
LOW |