Aon (AON) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Core Viewpoint - The market anticipates Aon (AON) to report a year-over-year increase in earnings driven by higher revenues for the quarter ended September 2025, with a focus on how actual results compare to estimates [1][2]. Earnings Expectations - Aon is expected to post quarterly earnings of $2.89 per share, reflecting a year-over-year increase of +6.3% [3]. - Revenues are projected to reach $3.94 billion, which is a 5.9% increase from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.62% over the last 30 days, indicating a reassessment by analysts [4]. - Aon has a positive Earnings ESP of +0.60%, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. Earnings Surprise History - In the last reported quarter, Aon was expected to post earnings of $3.4 per share but actually delivered $3.49, resulting in a surprise of +2.65% [13]. - Over the past four quarters, Aon has exceeded consensus EPS estimates three times [14]. Industry Comparison - Another player in the insurance brokerage industry, Arthur J. Gallagher (AJG), is expected to report earnings of $2.51 per share, indicating a year-over-year change of +11.1% [18]. - AJG's revenues are anticipated to be $3.45 billion, up 25.8% from the previous year [19].