Aon (AON) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Aon reported $4.16 billion in revenue for Q2 2025, a year-over-year increase of 10.5% and an EPS of $3.49 compared to $2.93 a year ago, exceeding both revenue and EPS consensus estimates [1] Financial Performance - The revenue surprise was +0.72% over the Zacks Consensus Estimate of $4.13 billion, while the EPS surprise was +2.65% over the consensus estimate of $3.40 [1] - Aon's stock has returned +0.9% over the past month, underperforming the Zacks S&P 500 composite's +4.6% change [3] Organic Revenue Growth by Segment - Commercial Risk Solutions: 6% organic revenue growth versus an estimated 4.6% [4] - Reinsurance Solutions: 6% organic revenue growth versus an estimated 4.4% [4] - Wealth Solutions: 3% organic revenue growth versus an estimated 4.5% [4] - Consolidated: 6% organic revenue growth versus an estimated 4.9% [4] - Health Solutions: 6% organic revenue growth versus an estimated 5.4% [4] Revenue by Segment - Reinsurance Solutions revenue: $688 million, exceeding the estimate of $665.04 million, representing an +8.4% year-over-year change [4] - Health Solutions revenue: $772 million, exceeding the estimate of $749.67 million, representing a +16.6% year-over-year change [4] - Wealth Solutions revenue: $519 million, below the estimate of $549.51 million, representing a +12.1% year-over-year change [4] - Commercial Risk Solutions revenue: $2.18 billion, slightly above the estimate of $2.17 billion, representing an +8.1% year-over-year change [4]