Overview

* Aon Q3 revenue grows 7% to $4.0 bln, beating analyst expectations

* Adjusted EPS for Q3 increases 12%, surpassing analyst estimates

* Company reports 7% organic revenue growth, driven by Aon United strategy

Outlook

* Aon remains confident in achieving full-year 2025 financial targets

* Company expects sustainable growth in 2026 and beyond

Result Drivers

* AON UNITED STRATEGY - Co attributes 7% organic revenue growth to Aon United strategy, focusing on talent acquisition and data analytics scaling

* RISK CAPITAL GROWTH - 7% increase in Risk Capital revenue driven by new business and strong retention in North America and EMEA

* HUMAN CAPITAL GROWTH - 8% increase in Human Capital revenue due to strength in talent analytics and core health and benefits

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $3.99 $3.95

Revenue bln bln (14

Analysts

)

Q3 Beat $3.05 $2.91

Adjusted (18

EPS Analysts

)

Q3 EPS $2.11

Q3 7%

ORGANIC

GROWTH

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 7 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the multiline insurance & brokers peer group is "buy"

* Wall Street's median 12-month price target for Aon PLC ( AON ) is $420.00, about 21.9% above its October 30 closing price of $328.19

* The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)