
Overview
Ireland-based risk management firm's Q4 revenue rose 4%, missing analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company paid down $1.9 bln in debt in 2025
Outlook
Aon expects mid-single-digit or greater organic revenue growth in 2026
Company anticipates 70 to 80 basis points of adjusted operating margin expansion
Aon forecasts strong adjusted EPS growth and double-digit free cash flow growth
Result Drivers
RISK CAPITAL GROWTH - Risk Capital revenue increased 7% driven by strong growth in Commercial Risk Solutions and Reinsurance Solutions
DATA-DRIVEN INSIGHTS - Strategic investments in data-driven insights and capabilities supported client demand, per CEO Greg Case
FOREIGN CURRENCY IMPACT - Favorable foreign currency translation contributed 2% to revenue growth and $0.09 to EPS
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | $4.30 bln | $4.38 bln (15 Analysts) |
Q4 Adjusted EPS | Beat | $4.85 | $4.73 (20 Analysts) |
Q4 EPS |
| $7.82 |
|
Press Release: ID:nPnbgL1L5a
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