Aon (AON) earnings for the quarter ended September 2026: EPS beats estimates
Aon reported results for the quarter ended September 2026 on October 28, 2026. Adjusted earnings per share came in at $3.36 against the analysts’ average forecast of $3.30, a beat of 1.8%.
Revenue for the quarter was $4.10 billion, up 2.6% from $4.00 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 4.4% on the first trading day after the report.
The last four quarters
Aon has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $3.36 | $3.30 | +1.8% | +3% | +4.4% |
| Jun 2026 | $3.81 | $3.80 | +0.3% | +2% | −3.9% |
| Mar 2026 | $6.48 | $6.35 | +2.0% | +6% | +1.1% |
| Dec 2025 | $4.85 | $4.75 | +2.2% | +4% | +1.9% |
What comes next
Analysts expect EPS of $4.80 for the next quarter on average and $18.60 for the fiscal year ending December 31, 2026.
The average analyst price target is $363.21, 7% above the current price of $338.31.
Valuation and score
Aon scores 3.2 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 18.5, and its intrinsic value under moderate assumptions is about 9% above the current market value. Full Aon analysis with 10 years of financials
Frequently asked questions
What was Aon’s EPS for the quarter ended September 2026?
$3.36 adjusted per share, against an analyst consensus of $3.30.
How much revenue did Aon report?
$4.10 billion, up 2.6% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.