Aon (AON) reported $4.73 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 16.2%. EPS of $5.67 for the same period compares to $5.66 a year ago.
The reported revenue represents a surprise of -2.63% over the Zacks Consensus Estimate of $4.86 billion. With the consensus EPS estimate being $6.04, the EPS surprise was -6.13%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: 5% versus the seven-analyst average estimate of 5.5%.
- Reinsurance Solutions - Organic Revenue Growth: 4% compared to the 5.7% average estimate based on seven analysts.
- Wealth Solutions - Organic Revenue Growth: 8% versus 5.2% estimated by seven analysts on average.
- Consolidated - Organic Revenue Growth: 5% compared to the 5.7% average estimate based on seven analysts.
- Health Solutions - Organic Revenue Growth: 5% compared to the 5.9% average estimate based on seven analysts.
- Revenue- Reinsurance Solutions: $1.19 billion versus $1.23 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +1.9% change.
- Revenue- Health Solutions: $1.03 billion compared to the $1.04 billion average estimate based on seven analysts. The reported number represents a change of +40% year over year.
- Revenue- Commercial Risk Solutions: $2 billion versus $2.10 billion estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +10.7% change.
- Revenue- Wealth Solutions: $519 million versus $499.98 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +40.3% change.
- Revenue- Intersegment elimination: -$7 million versus the six-analyst average estimate of -$6.50 million. The reported number represents a year-over-year change of -12.5%.
View all Key Company Metrics for Aon here>>>
Shares of Aon have returned -8.6% over the past month versus the Zacks S&P 500 composite's -4.8% 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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