AON Earnings Prediction
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 +1.07% change in stock price 10 days leading up to the earnings, and a +3.06% change 10 days following the report. On the earnings day itself, the stock moves by -0.87%. This data can give you a slight idea of what to expect for the next quarter's release.
AON Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.72B
26.01%
-1.04%
Gross Margin
36.28%
--
--
Operating Margin
19.54%
-17.20%
-16.78%
Net Margin
9.54%
-39.66%
-33.33%
EPS
1.57
-29.60%
-36.18%
No Data Available
AON Earnings Analysis
Aon plc Class A Corporation (AON.N) Earnings Conference Call
Positive
Organic Revenue Growth Achievement: Our team delivered 7% total organic revenue growth, with all solution lines at 6% or greater, and consistent organic revenue growth from Aon and NFP.
Strong Revenue and Income Growth: We delivered 26% total revenue growth, 28% adjusted operating income growth, and an adjusted operating margin of 24.6%, an increase of 70 basis points year-over-year from our combined 2023 margin baseline.
Strong Revenue and Income Growth: Year-to-date, we delivered 6% organic revenue growth, 15% total revenue growth, and 70 basis points of adjusted operating margin expansion from our baseline, including roughly five months with NFP, contributing to 15% adjusted operating income growth and 9% growth in earnings per share.
De-leveraging and Share Buybacks: We also made progress on de-leveraging, executing attractive M&A, and returning capital to shareholders with $800 million share buyback year-to-date.
Strong Performance and Growth: NFP continues to perform exceptionally well, exactly in line with expectations for top-line growth, cost of revenue synergies, free cash flow, and ongoing M&A activity, all executed through our independent and connected operating strategy.
Negative
Strong Year-to-Date Performance: Year-to-date financial performance represents great progress and puts us well on track to achieve our goals in 2024 and over the long term.
Organic Revenue Growth Performance: Our team delivered 7% total organic revenue growth, with all solution lines at 6% or greater, and consistent organic revenue growth from Aon and NFP.
Strong Revenue and Income Growth: We delivered 26% total revenue growth, 28% adjusted operating income growth, and adjusted operating margin of 24.6%, an increase of 70 basis points year-over-year from our combined 2023 margin baseline.
Strong Revenue and Income Growth: Year-to-date, we delivered 6% organic revenue growth, 15% total revenue growth, and 70 basis points of adjusted operating margin expansion from our baseline, including roughly five months with NFP, contributing to 15% adjusted operating income growth and 9% growth in earnings per share.
Capital Management Strategies: We also made progress on de-leveraging, executing attractive M&A, and returning capital to shareholders with $800 million share buyback year-to-date.
AON FAQs
How does AON typically perform around its earnings report dates?
Is Aon plc (AON) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
AON Earning Call Sentiment
Aon plc (AON) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
AON.N
2.07%Positive
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%.