earnings
confidence high
sentiment positive
materiality 0.75
Aon Q2 2026: 5% organic revenue growth, 9% adjusted EPS growth, reaffirms guidance
Aon plc
- Total revenue $4.2B (+2% YoY); organic revenue growth 5% (same as prior year).
- Adjusted EPS $3.81 (+9% YoY); GAAP EPS $2.58 (-3% YoY) due to non-recurring gains in prior year.
- Operating margin 21.5% (+80bps); adjusted operating margin 28.9% (+70bps).
- Returned $775M to shareholders: $600M share repurchases, $175M dividends; repurchases exceeded full-year $1B target.
- Reaffirmed 2026 guidance: mid-single-digit+ organic revenue growth, 70-80bps adjusted margin expansion, strong adjusted EPS growth, double-digit FCF growth.