Aon plc · AON · Next earnings

Aon plc reports Friday, Oct 30, 2026

AON reports before market open with consensus EPS at $3.38 and revenue at $4.09B. Last quarter: Aon Q1 2026: 5% Organic Growth, 70bps Margin Expansion, AI Productivity Gains Accelerate

Reports Before market open40 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $3.38 Calendar consensus
Consensus revenue $4.09B Calendar consensus
Report date Oct 30, 2026 Friday, date estimated
Session Before market open 40 days away

Where AON left off: FY2026 Q1

Full report

Aon Q1 2026: 5% Organic Growth, 70bps Margin Expansion, AI Productivity Gains Accelerate

EPS surprise +1.7% Reported $6.48 vs $6.37
Revenue surprise +1.2% Reported $5.03B vs $4.97B
Stock move -0.0% Event window
Subsequent drift +2.9% Up to 20 sessions

Management reaffirmed FY 2026 guidance for mid-single-digit organic growth, 70-80bps margin expansion, strong EPS growth, and $4.3 billion in free cash flow. The outlook is unchanged from the FY 2025 report provided last quarter. Guidance sentiment: maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Property renewal rate declines of 15-20% in the US and Japan pressuring revenue.
  • Geopolitical uncertainty, especially Middle East conflict, affecting client risk exposure.
  • Potential escalation of cyber risk and regulatory changes affecting health and wealth businesses.
  • Market volatility impacting share-price-driven buyback timing and execution.

Questions analysts left open

  • Sizing and future contribution of data-center insurance to organic growth remains unclear.
  • Capital allocation balance between share repurchases and M&A pipeline deployment.
  • Mix of new-logo wins versus expansion of existing mandates not fully transparent.
  • Impact of broker commission and fee pressure on long-term margin trajectory.
  • Scale of AI-related expense and its incorporation into margin guidance.

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Recent AON quarters

All AON earnings
-0.0%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.