Financials·Insurance Brokers·$68.8B
AON PLC Class A is a leading global professional services firm that provides risk, retirement, and health solutions. Operating in the financial sector, AON plays a crucial role in the insurance brokerage industry, helping businesses manage risk and optimize their insurance needs.
EPS
Earnings per share is a key indicator of profitability and will show how well AON is managing its costs and generating income.
Revenue
Total revenue reflects the company's ability to attract and retain clients, which is essential for growth in the competitive insurance brokerage market.
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EPS Beat Streak
3Q
EPS Beat Rate
63%
Avg EPS Surprise
+1.32%
Avg Stock Reaction
+1.05%
In Q4-2025, AON reported an EPS of $4.85, surpassing estimates by 1.83%. The stock reacted positively, rising 1.95% the following day.
Management Promises & Guidance
Analysts expect AON to report strong earnings this quarter, with a consensus EPS of $6.35. Investors will be watching closely to see if the company can maintain its growth trajectory.
Bull Case
If AON beats EPS estimates, it could indicate strong demand for its services and effective cost management, leading to a positive stock reaction.
Bear Case
A miss on EPS could raise concerns about client retention and market competition, potentially leading to a negative stock response.
EPS
$6.35Earnings per share is a key indicator of profitability and will show how well AON is managing its costs and generating income.
Revenue
$5.0BTotal revenue reflects the company's ability to attract and retain clients, which is essential for growth in the competitive insurance brokerage market.
The print will turn on these two things.
Q1
Will AON achieve an EPS of $6.35 or higher?
This number is critical as it will indicate the company's profitability and ability to manage costs effectively.
Q2
What are the revenue figures and growth outlook for the upcoming quarters?
Revenue growth is essential for assessing AON's market position and future prospects in the competitive insurance sector.
Why consensus could be wrong
The consensus may underestimate AON's ability to leverage technology for growth, as recent investments could drive better-than-expected results.
Supporting Evidence
AON has a history of beating EPS estimates, with a 63% success rate over the last eight quarters.
Recent trends in the insurance market suggest increasing demand for digital solutions, which AON is well-positioned to capitalize on.
Key Risk
If revenue growth exceeds expectations, it could significantly shift market sentiment in AON's favor.
Pre-commit to what would confirm each case.
The market is debating AON's ability to sustain its growth amid increasing competition and economic pressures.
Bull Confirmed If
An EPS of $6.50 or higher would confirm strong operational performance and client demand.
Bear Confirmed If
An EPS below $6.12 would raise concerns about profitability and market competitiveness.
Implied Move
±4.2%
Currently, there is no options market data available, but the implied move suggests that traders expect some volatility around the earnings announcement.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If AON beats expectations, history suggests a positive stock reaction of around +3.03%, confirming strong demand and operational efficiency.
In-Line / Cautious
If results are in line with expectations, the stock may react cautiously as investors await further guidance from management.
Miss
A miss could lead to a decline of about -2.27%, signaling potential issues with client retention or market challenges.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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