Aon's earnings call highlighted strong financial performance in 2024 and successful execution of strategic plans, despite facing external challenges like market volatility and FX headwinds. The company's solid outlook for 2025 further supports a positive sentiment.

Company Guidance

During Aon plc's Fourth Quarter 2024 conference call, CEO Greg Case provided guidance for the company's future, emphasizing the strong performance and strategic execution in 2024, which marked the first year of their 3x3 Plan. The company achieved 6% organic revenue growth and 17% total revenue growth, with a 17% increase in operating income and a 10% rise in adjusted earnings per share. Aon aims to maintain mid-single-digit or greater organic revenue growth, continue margin expansion in line with historical performance, and achieve strong adjusted EPS and double-digit free cash flow growth in 2025. The company highlighted progress across Risk Capital and Human Capital, client leadership models, and Aon Business Services, with plans to continue investing in growth areas and new technology-driven solutions.

Strong Fiscal Year 2024 Performance

Aon reported a 6% organic revenue growth and a total revenue increase of 17% for the full year 2024. Operating income grew by 17%, with a 10% increase in adjusted earnings per share and continued strong free cash flow.

Successful Execution of 3x3 Plan

Year one of Aon's 3x3 Plan led to winning more clients, expanding relationships, and improved client retention. The plan focuses on Risk Capital, Human Capital, Aon client leadership, and Aon Business Services.

Significant NFP Acquisition Impact

The acquisition of NFP expanded Aon's presence in the middle market, contributing $36 million in acquired EBITDA. The integration is on track, with strong producer retention and top-line growth.

Improvements in Client Leadership and Service Delivery

Aon's Enterprise Client Group showed 5 points of new business growth above the Aon average. The launch of advanced analytics tools like the Property Risk Analyzer and Cyber Risk Analyzer improved client experiences.

Continued Margin and Cash Flow Growth Expected

Aon expects mid-single-digit or greater organic revenue growth, margin expansion, strong adjusted EPS growth, and double-digit free cash flow growth in 2025.

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Aon (AON) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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AON Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 25, 2025	2025 (Q1)	6.04 / -	5.66	―	―	―
Jan 31, 2025	2024 (Q4)	4.25 / 4.42	3.89	13.62% (+0.53)
Oct 25, 2024	2024 (Q3)	2.48 / 2.72	2.32	17.24% (+0.40)
Jul 26, 2024	2024 (Q2)	3.09 / 2.93	2.76	6.16% (+0.17)
Apr 26, 2024	2024 (Q1)	5.89 / 5.66	5.17	9.48% (+0.49)
Feb 02, 2024	2023 (Q4)	4.07 / 3.89	3.89	0.00% (0.00)
Oct 27, 2023	2023 (Q3)	2.21 / 2.32	2.02	14.85% (+0.30)
Jul 28, 2023	2023 (Q2)	2.83 / 2.76	2.63	4.94% (+0.13)
Apr 28, 2023	2023 (Q1)	5.31 / 5.17	4.83	7.04% (+0.34)
Feb 03, 2023	2022 (Q4)	3.67 / 3.89	3.71	4.85% (+0.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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AON Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 31, 2025	$371.47	$370.14	-0.36%
Oct 25, 2024	$355.54	$374.07	+5.21%
Jul 26, 2024	$297.24	$321.16	+8.05%
Apr 26, 2024	$303.52	$282.72	-6.85%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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