Compared to Estimates, Aon (AON) Q1 Earnings: A Look at Key Metrics

Core Insights - Aon reported $4.73 billion in revenue for Q1 2025, a 16.2% year-over-year increase, but fell short of the Zacks Consensus Estimate by 2.63% [1] - The EPS for the quarter was $5.67, slightly up from $5.66 a year ago, but also missed the consensus estimate of $6.04 by 6.13% [1] Revenue Performance - Commercial Risk Solutions achieved organic revenue growth of 5%, slightly below the average estimate of 5.5% [4] - Reinsurance Solutions reported organic revenue growth of 4%, compared to the 5.7% average estimate [4] - Wealth Solutions saw organic revenue growth of 8%, exceeding the 5.2% estimated growth [4] - Health Solutions had organic revenue growth of 5%, below the 5.9% average estimate [4] - Consolidated organic revenue growth was 5%, compared to the 5.7% average estimate [4] Revenue Breakdown - Revenue from Reinsurance Solutions was $1.19 billion, below the estimated $1.23 billion, with a year-over-year change of +1.9% [4] - Revenue from Health Solutions was $1.03 billion, slightly below the $1.04 billion estimate, representing a +40% year-over-year change [4] - Revenue from Commercial Risk Solutions was $2 billion, below the $2.10 billion estimate, with a +10.7% year-over-year change [4] - Revenue from Wealth Solutions was $519 million, exceeding the estimated $499.98 million, with a +40.3% year-over-year change [4] - Intersegment elimination reported a loss of -$7 million, slightly worse than the -$6.50 million estimate, with a year-over-year change of -12.5% [4] Stock Performance - Aon's shares have returned -8.6% over the past month, compared to the Zacks S&P 500 composite's -4.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]