For the quarter ended March 2026, Aon (AON) reported revenue of $5.03 billion, up 6.5% over the same period last year. EPS came in at $6.48, compared to $5.67 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $4.96 billion, representing a surprise of +1.48%. The company delivered an EPS surprise of +2.36%, with the consensus EPS estimate being $6.33.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Aon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Commercial Risk Solutions - Organic Revenue Growth: 7% compared to the 5.6% average estimate based on seven analysts.
- Reinsurance Solutions - Organic Revenue Growth: 4% versus the seven-analyst average estimate of 4.5%.
- Wealth Solutions - Organic Revenue Growth: 1% compared to the 2.9% average estimate based on seven analysts.
- Consolidated - Organic Revenue Growth: 5% versus 5% estimated by seven analysts on average.
- Health Solutions - Organic Revenue Growth: 4% versus 5.3% estimated by seven analysts on average.
- Revenue- Eliminations: $-7 million versus the seven-analyst average estimate of $-6.5 million. The reported number represents a year-over-year change of 0%.
- Revenue- Health Solutions: $1.12 billion versus the six-analyst average estimate of $1.1 billion. The reported number represents a year-over-year change of +9.1%.
- Revenue- Wealth Solutions: $420 million versus the six-analyst average estimate of $464.47 million. The reported number represents a year-over-year change of -19.1%.
- Revenue- Reinsurance Solutions: $1.28 billion versus the six-analyst average estimate of $1.25 billion. The reported number represents a year-over-year change of +7.6%.
- Revenue- Commercial Risk Solutions: $2.22 billion versus $2.15 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +11% change.
View all Key Company Metrics for Aon here>>>
Shares of Aon have returned -3.6% over the past month versus the Zacks S&P 500 composite's +10.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Research Chief Names "Single Best Pick to Double"
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This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
