Aon (AON) reported $4.3 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 3.7%. EPS of $4.85 for the same period compares to $4.42 a year ago.
The reported revenue represents a surprise of -1.73% over the Zacks Consensus Estimate of $4.38 billion. With the consensus EPS estimate being $4.76, the EPS surprise was +1.82%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Aon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Commercial Risk Solutions - Organic Revenue Growth: 6% versus the seven-analyst average estimate of 5.5%.
- Reinsurance Solutions - Organic Revenue Growth: 8% versus 5.4% estimated by seven analysts on average.
- Wealth Solutions - Organic Revenue Growth: 2% compared to the 1.7% average estimate based on seven analysts.
- Consolidated - Organic Revenue Growth: 5% versus the seven-analyst average estimate of 5%.
- Health Solutions - Organic Revenue Growth: 2% versus the seven-analyst average estimate of 5.7%.
- Revenue- Eliminations: $-4 million versus $-4.14 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +100% change.
- Revenue- Health Solutions: $1.11 billion versus the six-analyst average estimate of $1.15 billion. The reported number represents a year-over-year change of +3.4%.
- Revenue- Wealth Solutions: $490 million versus $536.91 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -9.6% change.
- Revenue- Reinsurance Solutions: $379 million compared to the $371.51 million average estimate based on six analysts. The reported number represents a change of +8% year over year.
- Revenue- Commercial Risk Solutions: $2.33 billion versus $2.32 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +6.5% change.
View all Key Company Metrics for Aon here>>>
Shares of Aon have returned -2.8% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Aon plc (AON): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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