AON · Aon plc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Aon delivered Q2 2026 results in line with objectives, including 5% organic revenue growth, 70 bps of adjusted operating margin expansion to 28.9%, and 9% adjusted EPS growth, while reaffirming full-year 2026 guidance of mid-single-digit or greater organic revenue growth, 70-80 bps margin expansion, strong adjusted EPS growth, and double-digit free cash flow growth.
- + Returned $775 million to shareholders, including $600 million in buybacks already exceeding the full-year $1 billion objective
- + Reaffirmed full-year 2026 guidance of mid-single-digit or greater organic revenue growth, 70-80 bps margin expansion, strong adjusted EPS growth, and double-digit free cash flow growth
- + Expanded data center life cycle insurance program capacity to $5 billion, with Q2 marking a fifth consecutive quarter of double-digit construction growth
- − Effective tax rate jumped to 22.0% from 15.5% as prior year benefited from a favorable discrete tax item
- − Reinsurance market rate pressure of 15-20% lower rates offset growth drivers
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Insurance Brokers — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AON
this stock
Aon plc
|
$60.82B | -18.9% | +7.7% | 15.8 | 1.8% |
|
MRSH
Marsh & Mclennan Companies, Inc.
|
$83.52B | -8.4% | +10.3% | 21.4 | 1.4% |
|
AJG
Arthur J. Gallagher & Co.
|
$61.24B | -11.0% | +10.1% | 39.6 | 2.6% |
|
WTW
Willis Towers Watson PLC
|
$28.79B | -8.2% | -2.2% | 19.2 | 2.6% |
|
BRO
Brown & Brown, Inc.
|
$20.95B | -21.7% | +22.8% | 17.6 | 4.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AON | -6.1% | -20.3% | -11.4% | -11.0% | -18.9% |
| SPY | +2.1% | +1.3% | +18.9% | +0.8% | +13.4% |
| vs SPY | -8.2% | -21.6% | -30.3% | -11.9% | -32.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.