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Aon
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Aon Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary1 May, 2026
Executive summary
Achieved 6% total revenue growth and 5% organic revenue growth year-over-year for Q1 2026, with total revenue reaching $5.03 billion and strong execution across all business lines.
Adjusted EPS rose 14% to $6.48, diluted EPS increased 27% to $5.63, and net income attributable to shareholders grew 26% to $1.21 billion.
Free cash flow surged 332% to $363 million, supporting $662 million in capital returns, including $500 million in share repurchases and a 10% dividend increase, marking the sixth consecutive double-digit annual increase.
Continued disciplined execution of strategic initiatives, including the 3x3 Plan and Accelerating Aon United Program, with $1.3 billion invested in talent, AI-driven analytics, and restructuring for productivity and client value.
Reaffirmed full-year 2026 guidance for mid-single-digit or greater organic revenue growth, 70–80 basis points of margin expansion, strong adjusted EPS growth, and double-digit free cash flow growth.
Financial highlights
Total revenue rose to $5.03 billion, up 6% year-over-year, with a 5% organic increase and a 4% favorable FX impact, partially offset by a 3% impact from divestitures.
Adjusted operating income increased 8% to $2 billion; operating income rose 17% to $1.72 billion.
Adjusted operating margin expanded by 70 basis points to 39.1%; operating margin increased to 34.1% from 30.9%.
Adjusted EPS reached $6.48 (up from $5.67); diluted EPS was $5.63 (up from $4.43).
Free cash flow surged to $363 million from $84 million, a 332% increase.
Outlook and guidance
Reaffirmed 2026 full-year guidance for mid-single-digit or greater organic revenue growth and 70–80 basis points of margin expansion.
Double-digit free cash flow growth and strong adjusted EPS growth anticipated for 2026.
On track to deliver at least $1 billion in share repurchases for the year.
FX expected to have a de minimis impact on adjusted EPS in Q2 2026 and a favorable $0.44 per share impact for full year 2026 if rates remain stable.
Sufficient liquidity with $2.0 billion in available credit facilities and strong cash flow.
Explain the soft U.S. advisory demand in Wealth
NFP integration costs and synergy timeline
Impact of negative market rates on Reinsurance
AI-driven demand for data center capacity
Rationale for opportunistic Q1 share buybacks
ABS impact on policy and invoicing cycle times
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Latest events from Aon
- Director elections, auditor appointments, and share issuance authorizations up for vote June 26, 2026.AON
Proxy filing28 Apr 2026 - Proxy covers director elections, executive pay, auditor ratification, and key governance matters.AONProxy filing28 Apr 2026
- Shareholders approved all resolutions as the company reported strong growth and outlined new strategic investments.AONAGM 20243 Feb 2026
- Q2 revenue up 18% to $3.8B, adjusted EPS up 6%, but net income declined on higher expenses.AONQ2 20242 Feb 2026
- Strong 2025 growth, margin expansion, and capital returns set up robust 2026 outlook.AONQ4 20252 Feb 2026
- Adjusted EPS up 17% to $2.72 on 26% revenue growth, driven by NFP and organic gains.AONQ3 202418 Jan 2026
- 2024 revenue up 17%, adjusted EPS up 10%, with strong outlook for 2025.AONQ4 20249 Jan 2026
- Stable employment, rising staff needs, and hybrid work define the insurance labor outlook.AONStatus Update8 Jan 2026
- All agenda items and director elections passed, with strong financial results and no shareholder questions.AONAGM 20256 Jan 2026
Next Aon earnings date
AGM 202626 Jun, 2026
Aon
Next Aon earnings date
AGM 202626 Jun, 2026
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