Quarter 2026 Results

Aon plc (NYSE:AON) reported mixed second-quarter results on Wednesday, with earnings narrowly exceeding Wall Street forecasts while revenue came in slightly below expectations, sending the company's shares more than 2% lower in pre-market trading. The professional services firm posted adjusted earnings of $3.81 per share, just ahead of analysts' consensus estimate of $3.80.

Aon plc’s Q2 2026 earnings call said its “Aon United” strategy and 3x3 plan drive operational leverage and organic growth, citing 9 to 11 points of organic growth for nine straight quarters. It reaffirmed full-year 2026 guidance of mid-single-digit or higher organic revenue growth and 70 to 80 bps margin expansion, plus $100m restructuring savings in 2026 and $600m Q2 share repurchases.

Aon plc reported Q2 2026 adjusted EPS of $3.81, up 9% year over year and 1.1% above the Zacks Consensus. Revenues were $4.2B, up 2% but 0.4% below consensus, with 5% organic growth. The firm cited strong retention and margin expansion, offset by weakness in Wealth Solutions, and reaffirmed 2026 outlook.

Reuters reports Aon’s Q2 profit rose on stronger demand for commercial risk management. Revenue from its commercial risk solutions increased 5% to $2.3 billion, with North America construction showing double-digit growth. Adjusted net income was $814 million, or $3.81 per share. Aon kept its annual revenue growth forecast of mid-single digits or higher.

Aon reported Q2 revenue of $4.25 billion, up 2% year over year, with 5% organic growth as construction and health brokerage demand offset moderating commercial insurance pricing. Commercial risk solutions revenue rose to $2.3 billion (+5%); reinsurance $711 million (+3%); health $818 million (+6%). Net income fell 5% to $551 million; adjusted net income rose 7% to $814 million.

Aon plc (AON) reported Q2 2026 results for the three months ended June 30, 2026. Total revenue rose 2% to $4.2B, with 5% organic growth and operating margin expansion. Adjusted EPS grew 9% to $3.81. Net income per share fell 3% to $2.58. The company returned $775M to shareholders via $600M buybacks and reaffirmed 2026 guidance.