Aon plc: EPS $3.36 vs $3.30 expected; revenue $4.10B vs $4.08B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 3.36 | 3.30 | +1.8% | 3.05 |
| Revenue (USD bn) | 4.10 | 4.08 | +0.6% | 4.00 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q3 FY2026 | 3.36 | 3.30 | +1.8% | 4.10 | 4.08 | +0.6% |
| Jul 29, 2026 | Q2 FY2026 | 3.81 | 3.80 | +0.3% | 4.25 | 4.28 | −0.7% |
| May 1, 2026 | Q1 FY2026 | 6.48 | 6.37 | +1.7% | 5.03 | 4.97 | +1.2% |
| Jan 30, 2026 | Q4 FY2025 | 4.85 | 4.75 | +2.1% | 4.30 | 4.38 | −1.8% |
| Oct 31, 2025 | Q3 FY2025 | 3.05 | 2.91 | +4.8% | 4.00 | 3.96 | +1.0% |
| Jul 25, 2025 | Q2 FY2025 | 3.49 | 3.40 | +2.6% | 4.16 | 4.17 | −0.3% |
| Apr 25, 2025 | Q1 FY2025 | 5.67 | 6.01 | −5.7% | 4.73 | 4.87 | −2.9% |
| Jan 31, 2025 | Q4 FY2024 | 4.42 | 4.25 | +4.0% | 4.15 | 4.20 | −1.3% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Aon plc results: EPS $3.36 vs $3.30 expected; revenue $4.10B vs $4.08B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 1.8%; revenue above the estimate by 0.6%.
Revenue was up 2.6% from $4.00 billion a year earlier (Q3 FY2025). EPS was up 10.2% from $3.05 a year earlier. On its record, EPS topped analysts' estimates in 6 of 7 earlier comparable reports.
What the results mean
Revenue growth at Aon plc indicates an expansion in its professional services business. Its activities span insurance and reinsurance brokerage alongside risk, health, retirement and investment consulting, but the available material does not identify each activity’s contribution to that growth.
The company helps institutions manage risk, arrange insurance coverage, design employee benefits and manage retirement obligations. Its business is tied to clients’ needs for protection and specialist advice, while assessing the quality of growth requires understanding how it translates into profitability and efficient service delivery.
What to watch on the earnings call: The earnings call merits attention to management’s explanation of revenue growth across Risk Capital and Human Capital, and the nature of demand for brokerage and consulting services. Discussion of margins and service delivery costs would also help clarify how business growth translates into profitability.
For the full analysis of Aon plc stock — valuation, scores and financial statements — see the stock page linked with this story.