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Aon (AON) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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Aon (AON - Free Report) reported $4.16 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 10.5%. EPS of $3.49 for the same period compares to $2.93 a year ago.

The reported revenue represents a surprise of +0.72% over the Zacks Consensus Estimate of $4.13 billion. With the consensus EPS estimate being $3.40, the EPS surprise was +2.65%.

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: 6% versus 4.6% estimated by eight analysts on average.
  • Reinsurance Solutions - Organic Revenue Growth: 6% versus the eight-analyst average estimate of 4.4%.
  • Wealth Solutions - Organic Revenue Growth: 3% versus 4.5% estimated by eight analysts on average.
  • Consolidated - Organic Revenue Growth: 6% versus the eight-analyst average estimate of 4.9%.
  • Health Solutions - Organic Revenue Growth: 6% versus 5.4% estimated by eight analysts on average.
  • Revenue- Reinsurance Solutions: $688 million versus $665.04 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +8.4% change.
  • Revenue- Health Solutions: $772 million versus $749.67 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +16.6% change.
  • Revenue- Intersegment elimination: $-2 million versus $-9.71 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -86.7% change.
  • Revenue- Wealth Solutions: $519 million compared to the $549.51 million average estimate based on seven analysts. The reported number represents a change of +12.1% year over year.
  • Revenue- Commercial Risk Solutions: $2.18 billion versus the seven-analyst average estimate of $2.17 billion. The reported number represents a year-over-year change of +8.1%.

View all Key Company Metrics for Aon here>>>

Shares of Aon have returned +0.9% over the past month versus the Zacks S&P 500 composite's +4.6% 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.

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