
AON Earnings
Aon PLC
- Overview
- Forecast
- Valuation
- Earnings
Earning Analysis
Welcome to our in-depth analysis of Aon PLC(AON) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Aon PLC earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
FY2025Q1 | 2025-04-25 | Pre-Market | 6.04 | 5.67 | -6.13 | 4.86B | 4.73B | -2.70 | -8.00 | -2.81 |
FY2024Q4 | 2025-01-31 | Pre-Market | 4.24 | 4.42 | +4.25 | 4.21B | 4.15B | -1.39 | -0.36 | +3.38 |
FY2024Q3 | 2024-10-25 | Pre-Market | 2.45 | 2.72 | +11.02 | 3.69B | 3.72B | +0.96 | +5.21 | +2.81 |
FY2024Q2 | 2024-07-26 | - | 3.09 | 2.93 | -5.18 | 3.74B | 3.76B | +0.57 | +8.04 | +9.88 |
FY2024Q1 | 2024-04-26 | - | 5.86 | 5.66 | -3.41 | 4.15B | 4.07B | -1.91 | -6.85 | -8.25 |
FY2023Q4 | 2024-02-02 | - | 4.07 | 3.89 | -4.42 | 3.36B | 3.38B | +0.44 | -2.53 | +2.39 |
FY2023Q3 | 2023-10-27 | - | 2.23 | 2.32 | +4.04 | 2.89B | 2.95B | +2.29 | -4.01 | +0.68 |
FY2023Q2 | 2023-07-28 | - | 2.82 | 2.76 | -2.13 | 3.17B | 3.18B | +0.17 | -5.11 | -5.68 |
- | 2023-04-28 | - | 5.29 | 5.17 | -2.27 | - | - | - | -2.13 | -3.47 |
- | 2023-02-03 | - | 3.67 | 3.89 | +5.99 | - | - | - | -2.90 | -1.74 |
AON Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Aon PLC reported performance for FY2025Q1, announced on 2025-04-25. The company achieved an EPS of 5.67, compared to analyst estimates of 6.04 by -6.13% . Revenue for the quarter reached 4.73B compared to expectations of 4.86B by -2.70% .
The stock price reacted with a -8.00% one-day change and a -2.81% five-day change following the earnings release. These movements reflect market reaction in Aon PLC growth trajectory and strategic initiatives.
AON Earnings Forecast
Looking ahead, Aon PLC(AON) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q2 project quarter revenue of 4.16B and an EPS of 3.41.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -0.58%, while EPS estimates have been Revise Downward by -1.75%. For the upcoming Q2 2025, revenue estimates have been adjusted Revise Downward by -0.16% . These revisions correlate with a -9.10% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Aon PLC long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between AON's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward

-0.58%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward

-1.75%
In Past 3 Month
Revenue Estimates for Q2 2025
Revise Downward

-0.16%
In Past 3 Month
Stock Price
Go Down

-9.10%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:17.25B
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EPS Estimate-Annual FY 2025:16.90
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Stock Price372.08
AON Revenue and EPS Performance: A Historical Perspective
Aon PLC revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q1 (2025-04-25,Pre-Market):
EPS: 5.67 (Actual) vs.6.04 (Estimate) (-6.13%)
Revenue: 4.73B (Actual) vs. 4.86B (Estimate) (-2.70%)
Price Reaction: -8.00%(1-Day), -2.81%(5-Day)
FY2024Q4 (2025-01-31,Pre-Market):
EPS: 4.42 (Actual) vs.4.24 (Estimate) (4.25%)
Revenue: 4.15B (Actual) vs. 4.21B (Estimate) (-1.39%)
Price Reaction: -0.36%(1-Day), 3.38%(5-Day)
FY2024Q3 (2024-10-25,Pre-Market):
EPS: 2.72 (Actual) vs.2.45 (Estimate) (11.02%)
Revenue: 3.72B (Actual) vs. 3.69B (Estimate) (0.96%)
Price Reaction: 5.21%(1-Day), 2.81%(5-Day)
Earnings Reaction
The chart below shows how AON performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AON sees a +2.51% change in stock price 10 days leading up to the earnings, and a +3.59% change 10 days following the report. On the earnings day itself, the stock moves by -1.86%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in MAR/2025, the stock changed 2.27% on the day following the earnings release and then changed by 5.50% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Aon PLC (AON) Q1 2025 Earnings Call Summary
Neutral
2025-04-26
Aon's earnings call reveals mixed signals. The financial performance showed revenue growth and a dividend increase, but missed EPS expectations and faced margin pressure. The Q&A section highlighted management's optimism for future growth, yet uncertainty remains due to macroeconomic challenges and unclear impacts from recent hires. While the shareholder return plan and revenue growth are positives, the EPS miss and macroeconomic concerns balance the outlook, leading to a neutral sentiment.
Aon PLC (AON) Q1 2025 Earnings Call Summary
Positive
2025-04-25
The earnings call reveals strong financial performance with a 16% revenue increase and 5% organic growth, supported by the NFP acquisition. Although margins declined slightly, the strategic initiatives like the 3x3 plan and shareholder returns (including a 10% dividend increase) are positive indicators. The Q&A highlighted robust M&A prospects and positive growth expectations. Despite some management evasiveness on specifics, overall sentiment is optimistic, with solid growth guidance and capital returns likely to positively impact the stock price.
Aon PLC (AON) Q4 2024 Earnings Call Summary
Positive
2025-01-31
The earnings call reflects strong financial performance, with a 17% revenue increase and a 10% EPS rise. The reaffirmed guidance for organic growth and margin expansion, along with significant debt repayment and capital returns, indicate financial health. The Q&A highlights successful integration of NFP and positive retention trends, though some uncertainties remain. The share repurchase plan and high free cash flow expectations further support a positive outlook. Despite some risks, the overall sentiment is positive, suggesting a stock price increase of 2% to 8% over the next two weeks.
Aon plc (AON) Q3 2024 Earnings Call Summary
Positive
2024-10-25
The earnings call highlights strong financial performance with 26% total revenue growth and a 28% increase in adjusted operating income. Despite increased debt, Aon plans significant share buybacks, indicating confidence. The Q&A reveals optimism in growth areas like construction and health, and management's avoidance of specifics on NFP's contribution suggests no major concerns. The integration of NFP and the share buyback plan are positive catalysts. Given these factors, the stock price is likely to see a positive movement, potentially between 2% to 8%.
Aon plc (AON) Q2 2024 Earnings Call Summary
Positive
2024-07-26
The earnings call summary shows strong financial performance with 18% total revenue growth and 19% adjusted operating income growth. The Q&A section indicates positive analyst sentiment, with strong net new business generation and retention. Despite integration risks and elevated credit ratios, the company's substantial share buyback plan and optimistic guidance for NFP accretion by 2026 suggest a positive outlook. The absence of market cap data prevents precise prediction, but the overall sentiment leans towards a positive stock price movement of 2% to 8% over the next two weeks.
FAQ

What were the key highlights of AON’s latest earnings report for FY2025Q1?
AON reported its FY2025Q1 earnings on 2025-04-25, showcasing a revenue of 4.73B against an estimate of 4.86B, resulting in a -2.7% surprise. The EPS was 5.67, surpassing the expected 6.04 by -6.13% . The stock experienced a -8% price change on the earnings day and a -2.81% change over the next five days, reflecting market reactions to the results.

How did AON’s stock price react after the FY2025Q1 earnings release?

What are the revenue and EPS estimates for AON for 2025/Q2?

How does AON’s stock price correlate with earnings forecast revisions?

What should investors expect from AON’s next earnings report?
