AON(US:AON) ZACKSยท2025-01-31 15:31Core Insights - Aon reported a revenue of $4.15 billion for the quarter ended December 2024, reflecting a year-over-year increase of 22.9% and an EPS of $4.42, up from $3.89 in the same quarter last year [1] - The revenue fell slightly short of the Zacks Consensus Estimate of $4.19 billion, resulting in a surprise of -1.06%, while the EPS exceeded expectations by 4.25% [1] Financial Performance Metrics - Consolidated organic revenue growth was 6%, surpassing the average estimate of 5.7% based on eight analysts [4] - Organic revenue growth in Reinsurance Solutions was 6%, compared to the average estimate of 3.9% from seven analysts [4] - Wealth Solutions saw an organic revenue growth of 8%, exceeding the estimated 5.6% by seven analysts [4] - Commercial Risk Solutions achieved a 6% organic revenue growth, slightly above the 5.5% average estimate from seven analysts [4] - Health Solutions reported a 5% organic revenue growth, which was below the estimated 6.6% by seven analysts [4] Revenue Breakdown - Health Solutions revenue was $1.07 billion, below the average estimate of $1.12 billion, but represented a year-over-year increase of 40.2% [4] - Wealth Solutions generated $542 million in revenue, exceeding the average estimate of $506.09 million, marking a year-over-year increase of 43.8% [4] - Reinsurance Solutions revenue was $351 million, slightly above the average estimate of $346.46 million, with a year-over-year change of 5.7% [4] - Commercial Risk Solutions revenue was $2.19 billion, below the estimated $2.22 billion, but still represented a 14.7% increase compared to the previous year [4] Stock Performance - Aon's shares returned +4.8% over the past month, outperforming the Zacks S&P 500 composite's +2.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]