Aon plc · AON · Next earnings

Aon plc reports Friday, Jan 29, 2027

AON reports before market open with consensus EPS at $4.79 and revenue at $4.54B. Last quarter: Aon Q3: 6% organic growth; USI synergies add execution focus

Reports Before market open86 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $4.79 Calendar consensus
Consensus revenue $4.54B Calendar consensus
Report date Jan 29, 2027 Friday, date estimated
Session Before market open 86 days away

Where AON left off: FY2026 Q3

Full report

Aon Q3: 6% organic growth; USI synergies add execution focus

EPS surprise +1.8% Reported $3.36 vs $3.30
Revenue surprise +0.6% Reported $4.10B vs $4.08B
Stock move +4.4% Event window
Subsequent drift 0.0% Up to 20 sessions

Maintained full-year guidance.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • USI integration and execution risk.
  • Reinsurance organic growth could weaken if pricing declines.
  • Property-casualty pricing pressure and lower interest rates may affect investment income.
  • A macroeconomic slowdown could reduce client demand.
  • The scalability of broker-facility and data-center projects remains an open question.

Questions analysts left open

  • The runway and scalability of broker-facility and data-center projects.
  • Specific revenue-synergy assumptions for USI.
  • The sustainability of reinsurance growth amid anticipated price declines.
  • Long-term margin expansion after investment-income headwinds.
  • Potential divestitures and capital-allocation priorities.

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Recent AON quarters

All AON earnings
+4.4%FY2026 Q3-1.1%FY2026 Q2-0.0%FY2026 Q1+2.0%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.