Aon Q4 revenue misses estimates, EPS beats

Aon

30/01/2026 11:37

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.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)