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Aon (AON) Reports Q3 Earnings: What Key Metrics Have to Say

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Aon (AON - Free Report) reported $4.1 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 2.6%. EPS of $3.36 for the same period compares to $3.05 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $4.08 billion, representing a surprise of +0.6%. The company delivered an EPS surprise of +0.6%, with the consensus EPS estimate being $3.34.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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 5.4% average estimate based on seven analysts.
  • Reinsurance Solutions - Organic Revenue Growth: 7% versus 4.4% estimated by seven analysts on average.
  • Wealth Solutions - Organic Revenue Growth: 4% versus the seven-analyst average estimate of 3.2%.
  • Consolidated - Organic Revenue Growth: 6% versus 4.8% estimated by seven analysts on average.
  • Health Solutions - Organic Revenue Growth: 6% versus 4.3% estimated by seven analysts on average.
  • Revenue- Eliminations: $-2 million versus the seven-analyst average estimate of $-4.14 million. The reported number represents a year-over-year change of -33.3%.
  • Revenue- Reinsurance Solutions: $572 million versus the six-analyst average estimate of $557.33 million. The reported number represents a year-over-year change of +6.5%.
  • Revenue- Wealth Solutions: $429 million versus the six-analyst average estimate of $453.13 million. The reported number represents a year-over-year change of -20.6%.
  • Revenue- Commercial Risk Solutions: $2.11 billion compared to the $2.09 billion average estimate based on six analysts. The reported number represents a change of +6.1% year over year.
  • Revenue- Health Solutions: $992 million versus the six-analyst average estimate of $976.74 million. The reported number represents a year-over-year change of +6.1%.

View all Key Company Metrics for Aon here>>>

Shares of Aon have returned +9.6% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.

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