NYSE$AON

Aon plc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

AON reported Q1 2026 revenue of $5.0B and net income of $1.2B, with diluted EPS of $5.63.

For Q1 2026, AON reported revenue of $5.0B and net income of $1.2B in the quarterly 10-Q. Management discusses segment performance, costs, and liquidity in MD&A.

  • Revenue of $5.0B for Q1 2026.
  • Net income of $1.2B; diluted EPS $5.63.
  • Operating income $1.7B.
  • Operating trends and segment mix are detailed in the quarterly report.
  • Liquidity, capital allocation, and macro exposure are discussed in MD&A.

Headline financials

Total Revenue

$5.03B

Previous: $4.73B+6.4%
EPS (adj)

$5.63

Previous: $4.43+27.1%
Capital Expenditures

-$67M

Previous: -$56M-19.6%
Free Cash Flow

$363M

No prior period
Net Income

$1.21B

Previous: $982M+23.4%
Operating Income

$1.72B

Previous: $1.46B+17.4%
Cash & Equivalents

$1.18B

No prior period
Total Assets

$51.4B

No prior period

Revenue & EPS history

Aon · Revenue · Quarterly

$5.03B

Q1 2026+6.4%vs Q1 2025
Beat estimate in 2 of 5 quarters(40%)
ActualEstimate

Revenue by segment

Aon · $3.13B total across 4 segments · Q4 2022

  • Commercial Risk
    $1.82B
  • Health
    $678M
  • Wealth
    $353M
  • Reinsurance
    $281M

Forward guidance

The 10-Q does not provide numeric consolidated annual EPS guidance for AON. Management commentary in MD&A covers costs, capital, and sector-specific risks.

Tailwinds

  • Management discusses operational priorities and liquidity in the quarterly filing.
  • Segment or product trends are disclosed where applicable to the business model.

Headwinds

  • Macro, input-cost, and interest-rate exposure can affect near-term results.
  • One-time items, impairments, or fair-value marks may distort quarterly comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.6%

Avg return

Earnings day

-1.2%

Avg return

5 days after

+1.4%

Avg return

30 days after

33%

11 / 33 earnings

Positive

+5.1%

Q1 2021

Best reaction

-9.4%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.0%-1.1%+1.3%
Q4 2025+2.0%+2.1%-2.2%
Q3 2025+3.8%+4.1%+7.8%
Q2 2025+4.6%-0.4%+5.2%
Q1 2025-8.0%-2.8%-2.3%
Q4 2024+0.3%-1.1%+4.0%
Q3 2024-0.5%+0.1%+6.3%
Q2 2024+0.0%+0.8%+12.0%
Q1 2024+0.0%-4.4%-15.5%
Q4 2022+0.0%-0.5%+2.7%
Q3 2023-4.0%-2.5%+3.2%
Q2 2023-5.1%-4.1%-1.5%
Q1 2023-2.3%-3.8%-6.7%
Q3 2022+2.4%-1.1%+8.8%
Q2 2022-0.6%-2.3%-2.4%
Q1 2022-9.4%-8.1%-11.4%
Q3 2021-0.4%-8.2%-8.4%
Q2 2021-1.4%-1.7%+8.1%
Q1 2021+5.1%+6.3%+5.9%
Q3 2020-1.5%-1.8%+10.6%
Q2 2020-1.1%-4.3%-3.5%
Q1 2020+3.2%+2.6%+14.1%
Q3 2019-1.4%+1.7%+4.3%
Q2 2019-1.2%-3.9%-3.9%
Q1 2019+0.3%-2.2%-1.0%
Q3 2018+1.6%+4.1%+7.5%
Q2 2018-2.5%-4.0%-1.9%
Q1 2018-0.4%+0.9%+0.1%
Q3 2017-3.3%-5.5%-8.3%
Q2 2017-0.0%+0.9%-0.1%
Q1 2017+1.2%+1.2%+7.2%
Q3 2016+2.7%-0.8%+5.0%
Q2 2016-3.0%-0.6%-0.3%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro