AON(US:AON) ZACKS·2025-07-21 18:11Core Insights - Aon plc (AON) is set to release its second-quarter 2025 results on July 25, with earnings expected to be $3.40 per share, reflecting a 16% increase year-over-year [1][7] - Revenue estimates for the same quarter are projected at $4.1 billion, indicating a 9.7% growth compared to the previous year [2] Earnings Performance - Aon has a mixed earnings surprise history, beating estimates in two of the last four quarters with an average surprise of 0.99% [4] - The current Earnings ESP for Aon is +1.27%, with the most accurate estimate at $3.45 per share, suggesting a potential earnings beat [5] Revenue Growth Drivers - The anticipated growth in Q2 is supported by strong performance in Commercial Risk Solutions, Reinsurance Solutions, Health Solutions, and Wealth Solutions [8] - Commercial Risk Solutions is expected to generate $2.2 billion in revenue, reflecting a 7.5% year-over-year increase [9] - Reinsurance Solutions revenues are estimated at $665 million, marking a 4.7% growth from the previous year [10] - Health Solutions is projected to achieve revenues of $750 million, indicating a 13.3% increase year-over-year [11] - Wealth Solutions is expected to generate $550 million in revenue, which implies an 18.8% growth from the prior year [12] Cost Considerations - Total operating costs are anticipated to reach $3.2 billion, up 4.6% year-over-year, driven by higher compensation and IT expenses [13]