tradingkey.logo

Aon Q4 revenue misses estimates, EPS beats

ReutersJan 30, 2026 11:37 AM


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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

Disclaimer: The information provided on this website is for educational and informational purposes only and should not be considered financial or investment advice.

Related Articles

KeyAI